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Every time you log into a corporate network, send a file, or spin up an AI agent, something has to decide what's allowed and what isn't. So what happens when the number of things asking for access goes from 50 million users to billions of AI agents — and the bad actors have frontier models helping them find the cracks? Motley Fool analyst Jason Moser talks with Zscaler CFO Kevin Rubin about zero trust security, the agentic AI threat landscape, and why the cybersecurity buildout may be one of the most durable investment themes of the next decade.

Host: Jason Moser

Guest: Kevin Rubin

Producers: Bart Shannon, Lauren Budabin

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We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

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It’s Month 6 of our 2026 Financial Planning Challenge! In this installment, Fools Robert Brokamp and Stephanie Marini suggest ways to prioritize and quantify your financial goals, and highlight some tools that will help you crunch the numbers.

Also in this episode:-A recent study finds that taxes can take more than a third of your investment over the long term-According to a Wall Street Journal analysis, the five largest home insurers didn’t pay out on more than 44% of claims last year, up from 36% a decade earlier-The share of national income attributable to corporate profits is at an all-time high-Visit Fool.com/calculators, Dinkytown.net, or Calculator.net to find tools that can quantify and solve just about any financial conundrum

Host: Robert Brokamp, CFP®, EAGuest: Stephanie Marini, CFP®, CRPC®Engineer: Bart Shannon

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices
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The biggest IPOs ever are coming and investors are (understandably) excited. But historically this is a time caution is needed and we discuss why these deals in particular may need some seasoning. We also discuss the advances in autonomy and where there’s opportunities to invest in businesses without speculating.

Travis Hoium, Lou Whiteman, and Jason Moser discuss:

- Today’s market crash

- IPO season

- Autonomy is here

- Who is making irresponsible predictions?

- Stocks on our radar

Companies discussed: SpaceX, Uber (UBER), Quantinuum (QNT), Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Tesla (TSLA), WeRide (WRD), Shopify (SHOP), Merlin (MRLN).

Host: Travis Hoium

Guests: Lou Whiteman, Jason Moser

Engineer: Dan Boyd

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

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It seems like no matter the size of a company, it is possible we’ll see a double-digit percentage move in its stock on an earnings release. Today, it was Broadcom's turn to drop nearly 15% after the company reported what look like solid numbers. But when it comes to quarterly earnings, it’s all about the expectations game. Today’s move was clear that expectations are high for AI. Plus, stocks bucking their sector trends and how these mega IPOs will impact indices.

Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:

- Broadcom’s good earnings

- Playing the expectations game in a volatile market.

- Stocks doing well in downtrodden industries

- Listener questions: How will the Spacex, Anthropic, and OpenAI IPOs impact cash on the sidelines and ETFs?

Companies discussed: AVGO, NVDA, TSMC, RHP, XPO, ODFL, OSCR

Host: Tyler Crowe

Guests: Matt Frankel, Lou Whiteman

Engineer: Dan Boyd

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices
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Alphabet is raising over $80 billion to help its AI buildout, assisted by Berkshire Hathaway. We discuss what that says about the ROI of AI today and how balance sheets play into the equation. Then we discuss the AI supplier hype and why Bitcoin might have a tough year ahead.

Travis Hoium, Lou Whiteman, and Tyler Crowe discuss:

- Alphabet’s $80 billion flex

- AI supplier whack a mole

- Bitcoin’s Michael Saylor problem

Companies discussed: Alphabet (GOOG, GOOGL), Berkshire Hathaway (BRKA, BRKB), Micron (MU), Amazon (AMZN), Microsoft (MSFT), Bitcoin (BTC), Strategy (MSTR), Dell (DELL), Hewlett Packard Enterprise (HPE).

Host: Travis Hoium

Guests: Lou Whiteman, Tyler Crowe

Engineer: Dan Boyd

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices
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