Sozzi Unleashed (9:30–10:00 a.m. ET)

From the creator

Yahoo Finance Executive Editor Brian Sozzi kicks off earnings season week with his viral chart comparing today's tech valuations to the dot-com bubble, and makes the case for an earnings bubble instead. Plus what to watch from Constellation Brands, Levi's, PepsiCo and Delta, Nvidia's march to $6 trillion, why Micron watchers are circling December 9, and Deutsche Bank's forecast for Meta's Muse. Zscaler Founder and CEO Jay Chaudhry joins to discuss securing AI agents and Sam Altman's AI comments. And Sozzi breaks down why Coca-Cola is beating PepsiCo, and why the economy may not feel as strong as the data says. Sozzi Unleashed is hosted by Yahoo Finance Executive Editor Brian Sozzi. 00:00 Is this a tech bubble? Sozzi's viral chart 00:55 The case for an earnings bubble 01:26 Earnings season begins: Constellation, Levi's, PepsiCo and Delta 02:22 Wall Street analysts love stocks into earnings 03:18 Nvidia's march to $6 trillion 04:05 FOMO in Nvidia and AMD 04:21 Positioning ahead of guidance raises 04:47 "Zero signs of peak AI" 05:53 Why Micron watchers are circling December 9 08:12 Deutsche Bank's forecast for Meta's Muse 09:37 Mike Schroepfer on Meta's talent hunt 10:57 Zscaler CEO Jay Chaudhry on AI agents 11:12 "Don't trust agents" 12:37 The risk of rogue AI agents 14:17 Sam Altman: "The world should accept some bad things" 15:20 What Zscaler will tell investors at its investor day 16:07 Where Zscaler fits in the agentic stack 18:02 Advice for Anthropic and OpenAI on going

Published 2026-10-05 · Watch on YouTube ↗
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