Schwab Network
Morning Trade Live
Mon—Fri at 9:00 am — 10:00 amCDT
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 amCDT
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
Navigating Energy Sector Surge & Options Amid Iran Volatility
The Morning Trade: Costco (COST) Earnings ‘Solid’ & Memberships Up
Fed's Dual Mandate Conundrum: 'Pretty Weak' Jobs Report v. Oil's Inflation Woes
KG Analyzes 'Volatile' Jobs Report & Crude Oil's 30% Week-Long Rally
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AI Enthusiasm ‘Out the Window’, Market Focused on Geopolitics
High Bar Ahead of Marvell (MRVL) Earnings, Traders Eye Acquisitions
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AVGO Earnings Support AI Bull Narrative & Copper, Broadcom Options Trade
Crude Oil at 52-Week High: Stay Nimble for Opportunities Amid Stronger Volatility
‘Quarter’s Worth of Headline Shock’ Ahead for Energy Prices
'Mixed at Best' ADP & Jobless Claims Data into Jobs Report, Crude's Bullish Cross
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The 5 Best Retailers in the Country & Outlook for Consumer Spending
AVGO Earnings in Focus After NVDA Report & Broadcom Options Trade
South Korean KOSPI Plunges 19%: Warning Sign for International Equities?
'Goldilocks' ISM Services & 'Healthy' ADP Employment Dampen Market Volatility
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Finding Diverse Opportunities & Assessing Market ‘Complacency’
CRWD Overcoming 'SaaS-Quatch:' AI Strategy & Growth Critical for Earnings
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Target Hits Earnings Bullseye, TGT Rallies on Deep Selling Day
Repairing Technical Damage 'Will Take Time:' Iran's Impact on Energy & Markets
Iran Turmoil, Tariffs & $100 Crude Oil Potential Poised to Delay FOMC Rate Cuts
Oil & Natural Gas Surge, Silver & Gold Plunge Amid Volatile Market
Coons: TGT & BBY Both Have Low Bars Before Earnings – But Only Bullish on One
CrowdStrike 'Underappreciated?' Analyst Sees CRWD Sell-Off 'Overdone' into Earnings
From Inflation to Crypto: Ways Iran Conflict Impacts Markets Beyond Oil
KG on Unsung Factors Driving Oil Volatility & Gold, Silver Creeping Higher
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Rebecca Walser on Energy Volatility, PLTR & Defense Tailwinds After Strike on Iran
Last month
Why LULU and NKE Are Still Winners & DECK is Undervalued
XYZ Rally More Than Earnings: AI, Layoffs & Outlook Drive Block Higher
Hidden Pitfalls in the AI & Anti-AI Trades
PPI, Construction Spending Volatility & Crude Oil's Price Spike
AI & Private Credit Concerns Send 10-Year Yields Below 4%
PC & AI Server Business Backs DELL Earnings, NVDA Partnership's Potential
Software's SaaS-acre & NVDA Earnings: Big Picture on Big Tech's Outlook
Analysts Raise NVDA Price Targets, Stock Falls After Earnings
Market Shift: From AI Euphoria to Stock Picker's Paradise
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NVDA Plunges After Opening Bell, Software Shows Bullish Traction
WDAY Newest 'SaaS-pocalypse' Victim, Downgrades Hit Stock After Earnings
Chips, China & Clear Guidance: What NVDA Needs to Surge After Earnings
Tariffs & Treasuries: Upcoming Catalysts Impacting Fixed Income
U.S./China Trade Dynamics & Why the Fed Needs to Cut Rates to 3%
KG: NVDA Earnings to End Market 'Gridlock,' Software Pressure Continues
HD Builds Stronger Earnings, Sets Bar for LOW Report
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It's Not Just NVDA: META Buys 6GW of AMD Computing Power
Software New Consumer Staples? Joe Mazzola Examines Scale of Sell Off
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AI Capex Fears vs AI Disruption Fears: Which is Real?
KG on Consumer Sentiment, Financial Sector Woes & Crude Above $65
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Hunger for Value: DPZ Earnings Deliver Bullish Potential
GOOGL Upgrade Amid Big Tech Selling & Example Options Trade
SCOTUS Tariff Decision Risks for Fixed Income, Concerns in Credit Markets
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Ladner: AI Will Spark Entrepreneurial Boom
Tariff Uncertainty Clouds Market Outlook, Geopolitical Risks Back Crude Rally
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META & OpenAI Deals Add to NVDA Stronghold Ahead of Earnings
What’s Next After Supreme Court Strikes Down Tariffs & Looking Internationally
DECK Jumps on Argus Upgrade, Ugg & Hoka Key in 2026 Rebound
SCOTUS Strikes Down Trump's Tariffs, Volatility Hits Markets
Walmart (WMT) has ‘Pretty Significant Momentum’ as Revenue Channels Boom
This year
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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
