17:I[66739,["/_next/static/chunks/0.3dg.jzl0xwf.js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi","/_next/static/chunks/05hx6kuf6-oy4.js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi","/_next/static/chunks/0e~mn1op2jzz5.js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi","/_next/static/chunks/0juapqyy99ga..js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi","/_next/static/chunks/09-r7sdqv1jf4.js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi","/_next/static/chunks/06dn~uer6.43l.js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi"],"default"] 19:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi"],"IconMark"] 18:T557,

Maria Llerena highlights persistent inflation and rising yields, pushing investors toward growth and quality in tech. Cybersecurity stands out, with Palo Alto Networks (PANW) leading, while Quanta Services (PWR) benefits from grid upgrades. Ongoing chip constraints also remain a key risk as AI demand strains supply.

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Maria Llerena: Rising Yields Drive Focus to PANW, PWR

Schwab Network

Maria Llerena: Rising Yields Drive Focus to PANW, PWR