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Podcast Episode

SNOW, HPE & CRWD Earnings Add to Software's Comeback Surge

Schwab Network··15 September 2026·6 min

About this episode

The post-earnings surge in Snowflake (SNOW) shares is something Mark Gibbens sees reinforcing newfound market confidence in software. Even though HPE (HPE) did not rally after reporting strong numbers, he says the a still-strong AI story backs the company's momentum. Steve Koenig believes software's resurgence is more "nuanced" and "company specific" than Mark highlights. One corner of the software space he sees gaining strength: cybersecurity, as seen in CrowdStrike (CRWD) earnings. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about