Schwab Network
Morning Trade Live
Mon—Fri at 9:00 am — 10:00 amCST
Sam Vadas takes traders beyond the headlines with a sharp focus on the macro drivers, sector rotations, and global forces shaping the day’s market action. From breaking down U.S. and international economic data to analyzing sector performance and cross-asset moves, Morning Trade Live delivers the context traders need to understand the “why” behind early trading activity.
Morning Trade Live
Mon—Fri at 9:00 am — 10:00 amCST
Sam Vadas takes traders beyond the headlines with a sharp focus on the macro drivers, sector rotations, and global forces shaping the day’s market action. From breaking down U.S. and international economic data to analyzing sector performance and cross-asset moves, Morning Trade Live delivers the context traders need to understand the “why” behind early trading activity.
Last week
Value's Full Plate: Food Stocks Worth Watching & YUM Options Trade
ANET Earnings Surge: AI Infrastructure Adds Muscle to Growth
Big Picture on CPI & What it Means for the Fed
Chetouane: Economy Stronger Than Market Expects, Watching Fed Moves
KG on CPI: 'One Print Does Not Make a Trend'
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Follow the Money: How Big Tech CapEx Benefits Chips, Networking & MU
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COIN Correlation to Bitcoin: Long-Term Bullish or Bearish for Earnings?
KG on Existing Home Sales, Restaurant Earnings & China Agriculture Framework
China Headwinds & Chip Production Tailwinds into AMAT Earnings
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AI's Market 'Cascade' Effect & CPI 'Under the Surface' Metrics to Watch
Global Market Opportunities: ‘Eye-Popping’ South Korea Markets, Japan ‘Abenomics’
AI Agents Aid Cloudflare Earnings Growth, NET Example Options Trade
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MGM & WYNN Betting on Earnings Comeback & Prediction Markets
Balancing Nonfarm Payroll Strengths & Weaknesses, Japan's Growth Headwinds
Defensive Shift: Dividend Stocks & Value Plays Outpace Growth as Market Rotates
KG: Brace for Market Fade After Nonfarm Payrolls, Crude's Path to $75
EV Movers: Ford (F) & RIVN Earnings Preview, TSLA Options Trade
Rotation Trade 'Real:' Software & Hardware Divide Widens, Equal Weight Outperforms
PLTR Price Target Cut Comes with Upgrade Over Earnings Growth Outlook
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Gannon: At Beginning of Multi-Year Small Cap Rally, Productivity Supercycle
KG Explains 'Not Great' Retail Sales, KO Earnings & Bitcoin's Slump
Spotify's 'Monolithic' Potential Faces Earnings Questions & SPOT Options Trade
HIMS Slides Over 25% After NVO Sues Company Over Generic GLP-1 Pills
Bitcoin's 'New Narrative' & Big Picture on Japan Snap Election Impact
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Why the ISM Report Represents an Economic Turning Point
This month
Caterpillar's Growing Role in AI Infrastructure Buildout & CAT Options Trade
Global Impact of Japan's Snap Election & Timeline of Warsh Confirmation Hearing
RDDT Rolls Over on Strong Earnings & Why Analysts Lowered Price Targets
Glaser: AI Won’t Take Your Job, People Using it Better Will
KG on Falling Inflation Expectations, SPX Targets & CapEx Concerns
LLY Becomes 'Dominant' GLP-1 Winner, NVO Growth Turns Anemic
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Inside the ‘Drastic Understaffing’ in Healthcare & Patient Impact
AWS Cloud & CapEx Key in AMZN Earnings After GOOGL Sell-Off
AI 'Disruption' to Continue as Investors Search for 'Dull, New' Stocks
IPO Market: Massive Funding Rounds Point to Potential Bubble
KG: JOLTS Down Justifying Rate Cuts, VIX Spike 'Near the End' & Silver's Flush
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GOOGL 'Best in Class' into Earnings, Bull Case for 'Aggressive' AI CapEx
SMCI Sees Earnings Surge, Analysts Remain Mixed on Outlook
'Tale of Two Markets:' Everyone Else Wins in Software 'DeepSeek Moment'
Stablecoins & Blockchain are ‘the Future’ of Banking, But Who Will Win?
KG: ISM Services 'Stagflationary' & Why ENPH Soared After Earnings
Deal Activity Booming in 2026: Foreign Buyers, Private Takeovers, Mega-Mergers
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Wedbush: UBER Earnings Need to Show TSLA, Waymo Robotaxi Resilience
AMD Shares Double Y/Y: Previewing Earnings & Options Into Report
Tech Drags Markets Tuesday, AMD Offers Chance for Reversal
Warsh is a ‘Jekyll & Hyde’ Candidate for Fed Chair
KG on 'Rotation Out of Tech,' Government Shutdown & ENPH Options
PLTR 'Quite Expensive,' Earnings Need to Back Exponential Growth
ORCL Raising $50B for Data Centers: Debt Tests Next Leg of AI Trade
Global Big Picture: Japan's Bond Impact & Significance of India, EU Trade Deal
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Bear Market Potential Driven by Commodities, Inflation Bump
KG: Brace for 'Very Volatile' February, Dollar Strength Offsets Other Weaknesses
Last month
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SNDK Stuns Markets in Earnings & Guidance Over 'Unprecedented Demand'
What Makes Trump's Fed Chair Pick 'Puzzling' & Case Against Rate Cuts
KG Analyzes Warsh Nomination, PPI, OpenAI & Silver's 'Topping Pattern'
DECK's Step Higher Amid ONON 'Hyperbolic Growth' & LULU's Missteps
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iPhone Sales, Siri & Google Gemini: AAPL Earnings Preview & Options Trade
‘Only Real Weakness’ in U.S. Economy is Labor Market Data
Avoiding 'Monolithic' Investments & Measuring International ETF Inflows
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Consumer Spending & Blockchain Back Visa (V) Bull Case, Sentiment Waves Yellow Flag
KG: MSFT 'Light Revenue' Role in Market Downturn, Crude Oil Catches Rally
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META Needs to Justify AI Spend in Earnings & Example Options Trade
Azure, CapEx & AI Buildout: MSFT Metrics to Mind Into Earnings
Taking a Barbell Approach Between Tech and Value
Investors More 'Selective' in Tech, Fed's Leadership Biggest FOMC Question
KG: 'Cautiously Optimistic' with Stocks & VIX Higher, Watch Silver & Gold Volatility
Bull & Bear Cases in Memory Chips, Outlook for MU, WDC, STX & Others
Health Insurers Tumble on Medicare Rates, UNH Example Trade
Wednesday's 'Critical' Mag 7 Earnings & FOMC Divide on Interest Rate Big Picture
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How AI is Impacting Banking & Can Create New Credit Opportunities
KG on What India, EU 'Monumental Deal' Means for U.S. & Silver's Stalled Rally
New Tailwinds Backing Boeing Earnings & BA Example Options Trade
Analysts See Potential Drop After META Earnings as Opportunity
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2026 Yen Intervention Risk & Connections to 2024 Yen Carry Trade
What to Watch in Credit Markets Amid Japan Worries, U.S. Rate Cuts
KG: Mag 7, NVDA & CRWV 'Keeping AI Story Alive For Now,' USAR Soars
Intel Earnings & Guidance Rattle Bull Case & INTC Options Trade
Uncertainty Spikes 10-Year Treasuries & FOMC Outlook Into January Meeting
Gold’s Bull Case for 2026: Dollar Devaluation, Geopolitics Pushing 3X Returns vs SPX
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Gilland: OKLO's Stepping Stone with META Deal Needs More AI Trade Support
KG on November PCE & Jobless Claims, Bearish Technicals Ahead of Mag 7 Earnings
Highlighting Strong International Returns: South Korea, Japan, Brazil & More
Older
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Inside Out: Software Sector Opportunities
Growth Drivers Changing into 2026, but Double Digit Returns Possible
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2026 Bond Market Returns May Lag 2025
‘Positive Signs’ in Jobless Claims, Tailwinds for Solar Energy in 2026
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Butowsky: META Manus Acquisition ‘Brilliant Move’, 25% Stock Upside
2026 Portfolio Positioning: Big Tech, Underappreciated Stocks & Sectors to Watch
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Next Week’s Economic Data Will ‘Set the Course’ for the Fed
KG: Bracing for FOMC Minutes, Metal Rally & XLE's Bullish 2026 Set-Up
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WMT & TGT Holiday Retail Test, A.I. Acceleration's Sales Impact
FOMC, 'Favorable' Investments & Economic Data for 2026
2025 Trends Extending to 2026? A.I. & Fed Offer Tailwinds
KG: Signs of 'Thawing' Housing Market & Ukraine, Russia 'Stalemate'
WMT: Bullish E-Commerce Growth and Strategic Investments
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INTC Slides on NVDA Testing Halt
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Crude Oil Risk Still to Downside, Long Gold a ‘Dangerous Bet’
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2026 Set Up for Continuation Rally
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It’s Not Just Rates: Why the Fed Balance Sheet is Critical for 2026
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PLTR Military Deals & AI Scrutiny
TSLA Soars: Cautious Bearishness & Options Play
U.S. Economy Shows Strength: Consumer Spending Defies Cooling Expectations
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M&A Boom: NFLX, PSKY, EA, CYBR, NSC Lead the Charge
Strong Data may Point to Fed Pause
Home Depot (HD) Building 2026 Foundation on Interest Rate Outlook
ORCL Staging Turnaround? TikTok & Data Centers Key in Bull Narrative
Inflation 'Stuck' Into 2026 & Case for Incoming International Outperformance
MoneyFlows' Case for 2026 Bull Market & Why Inflation 'Not a Problem'
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KG on Nvidia's Big China Sales Question, Silver & Gold 'Catch Up Trade'
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XLF Rally Continuing Into 2026? Rebecca Walser Offers Banking Bull Case
Nike's Earnings Mistep: China Weakness & Path Ahead for NKE
Japan Hikes & U.S. Cuts: Weighing Interest Rate Outlooks Ahead
