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.
This week
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Two More Interest Rate Hikes 'Very Likely' for 2026, Earnings Boost Investor Confidence
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Earnings Wane Investor Fears Amid Treasury Yield Spikes, Warns of Further Rate Hikes
KG on Crude & Deisel's Price Action, Consumer Sentiment Dip & Durable Goods Orders
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Energy, Yield Rally Correlation Faces Unwinding Risk as SPX Market Breadth Wanes
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Ziemba: Markets Pricing In U.S.-Iran Cooldown 'Too Optimistic'
KG on Key SPX Levels as Yields Tap Historic Metrics; U.S. & China Extend Trade Truce
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ONON's Billion Dollar Buyback Could Signal a Turnaround
MSFT Upgrade Points to Margin Strength, Bullish AI Profit Path
Tchir: China 'Very Happy' to Let U.S.-Iran War Continue, 'Hurts Us' More
Yields 'Going Up For Right Reason,' AI Leads Markets at Breadth's Expense
KG on PMI's Market Shock, 10-Year Yield Near Two Decade Highs
Mortgage & Interest Rates Hit KBH, Homebuilders & Buyers as Headwinds Linger
PSKY & WBD Merger Gets Green Light Following Antitrust Lawsuit Settlement
AI Data Centers Become Key Midterm Election Topic; China's Tech Disconnect
SPX Nears All-Time High, Diesel Sees Key Support as UN General Assembly Begins
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Blancato: Interest Rate Hike 'Irrelevant' in Current Market Environment
Big Bank Earnings & IPO Activity Fuel a Strong Financial Sector
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Earnings Growth and Valuation Gaps Fuel the Small Cap Rally
Muse AI Ups Bullish META Expectations Ahead of Connect Conference
Higher Earnings Bar Pose Volatility Risk Next Season, Addressing Hidden AI Risks
KG Breaks Down Crude Oil's Price 'Disconnect' & Soybeans Impact in Trump-Xi Summit
Last week
40% of U.S. Adults to Use GLP-1s? Raul Shah on LLY, NVO & Weight Loss 'Mania'
Warren Buffett Steps Down as BRK/B Chairman: What's Next for the Stock?
Stock Market's Macro 'Tug of War' & Gauging SPX Resiliency
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Near All-Time Highs, but Oil Could Change the Story
KG: SPX Forming 'Line in the Sand' as Index Trades Between Key Levels
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Expensive but Worth It: The Case for GE
Fed's Rate Hike Adds Yield Uncertainty, Clarity Act Vote Failing Hits Bitcoin Sentiment
Analyst Downgraded Cybersecurity Stocks as AI Security Concerns Mount
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The K-Shaped Recovery and the Stealth Stimulus No One Sees
KG: SPX Bull Flag Forms as SMAs Converge, Confidence Builds in AI Trade
Sharma: Housing Market Woes to Keep LEN Under Pressure Until 2028
INTC & SKHY Surge on Report of AI Memory Chip Partnership
Equities & Bonds Face 'Critical Juncture' with Fed's Rate Decision & Guidance
Asbury 6 Turns Negative as Macro Pressures, NDX & SOX Weigh Down Wall Street
KG: Ecodata Complicates Fed's Rate Direction, Wall Street Bakes in 25 Bps Hike
Chipotle's (CMG) Comeback Hinges on International Expansion
Crude & Yields' Greater Stock Market Impacts, Global Economies Eye Rate Hikes
Why James Demmert Backs 8,100 SPX Target Despite AI, Crude & Fed Volatility
KG: Rate Hike Bullish for Gold & Bitcoin Slides into Clarity Act Vote
Matthew Tuttle on Balancing AI Stocks with Energy, Beneficiaries in Crude Oil Rally
Cybersecurity Stocks Surge on AI Safety Concerns, PANW Options Trade
GDP Buoys U.S. Economy Despite Fed's Likely Rate Hike, 10-Year Yield Taps 5%
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The Oil Bull Market Everyone's Missing
KG: Dip Buyers Move Into AI Stocks, Crude Oil Spikes Near $105
This month
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Chewy's Auto-Ship Strength and Target's Retail Dilemma
ORCL Beats Earnings & Raises Guidance on AI Cloud Growth, Stock Stalls
CPI 'Moving the Needle' on Interest Rates, Chance of Starting Hike Cycle
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A Divided Economy Complicates the Fed's Next Move
Market Pricing in Near-Certain Interest Rate Hike, Diesel at $6 for First Time Ever
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Christine Short on AI Monetization Moment for ADBE
iPhone Duo, Apple Watch & Other Tech Enough to Lift AAPL?
Why CPI Will Move Equities & Yields, Fed Readies for Interest Rate Meeting
KG on SPX Key Levels, DHI 'Interesting Set-Up' & Crude's Lasting Rally
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Like a Blown Lead: Goldman's Cautious Market Warning
Taves: 'Surprise and Shine' to Show Apple CEO's Innovation, Offering AAPL Options Trade
CASY Near 2026 Lows After Earnings, Earnings Show Deceleration Despite Beat
Investors Overlooking Crude & Yield Moves? AI & Bitcoin Extend Stock Market Optimism
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The Fed's Tightening Playbook & the Risk of a Policy Mistake
CASY Defies Gas Price Pressures With Food & Fuel Rewards
Bloom Energy Joining SPX: What AI Growth Means for BE Earnings
CPI & PPI Will Set Interest Rate Tone, Will Not Enter 'Rate Hiking Cycle'
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Rate Hikes or Supply-Side Fixes: Emons on the Inflation Crossroads
Defense Stocks Stand Down: Why NOC, LMT, RTX & Others Lag Amid U.S.-Iran War
LULU Hits 8-Year Low After Earnings: More Downside Ahead in Turnaround Story?
Key Levels in SPX, Crude & 10-Year Treasury Yield: Brace for 'Momentum Reset'
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Strong Payrolls, Weak Wages: Kim's Labor Market Read
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LULU's Long-Term Bull Case Despite Low Expectations
AVGO Adds AI Muscle in Earnings, Guidance & GOOGL Concentration Show Risks
Why Bonds Remain Crucial for Portfolios as Fed Tilts Toward Rate Hikes
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'Cheap Money' Era Ending? Laks Ganapathi on Debt Refinancing Overhang
What SNOW Needs to Not Fall: Strong Revenue Growth & AI Durability
DELL Surges on Earnings, Analysts See Long-Term Growth Thanks to AI
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AI's Picks and Shovels: TSM, Samsung, and SK Hynix Lead the Way
Bitcoin's New Support to Test September Volatility in Equities & Commodities
Last month
TSLA Hits Gas in EVs: What is Means for BYD, NIO, XPEV & China's Market
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Tim Cook's Final Day as Apple CEO: Analyzing AAPL Price Action & Options Trade
Chris Galipeau a 'Buyer' of Incoming Pullbacks, Confident in Fed's Rate Command
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New Inflation Threats Pose Interest Rate Risks & Analyzing Yen Weakness
Retail's Durability Against Inflation: From KKS & GAP to TGT & WMT
Warsh's "Hawkish" Jackson Hole Speech & Impacts on Bitcoin's Bull Run
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Warsh's Jackson Hole Speech: Betting on AI to Aid Labor, Inflation Still Critical
Shay Boloor on CRWD, OKTA Earnings Surge & 'SaaSapolooza' Security Needs
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CRM Using Claude: Will Anthropic 'Claudeforce' Partnership Back Earnings Growth?
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NVDA & MU Growth Show SPX Concentration, Fed Readies for Jackson Hole
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Market 'Hyperventilating' Over Economy? Gauging Fears of Interest Rates, Treasury
INTU "Confusing" Earnings: Company Beats, Guidance Underwhelms
NVDA Question Marks & Inflation Woes Create Unclear Path for Wall Street
AI Memory's Room to Run in South Korea & China's Key Tech-Tied Stocks
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NVDA Global Earnings Catalyst as U.S. Trade Tensions with China, Canada Intensify
Time to Zoom Out on ZM? Gauging AI Catalysts in Post-COVID Transition
DKS Fumbles: Double Miss & Lowered Guidance Plunges Stock Over 25%
Peter Tchir on U.S. 'Warning Shot' to Iran, China Relations & Treasury's Bond Boost
Can Surge in Knicks Win & Worldwide Sporting Events Help Dick's Sporting Goods?
INTU Earnings Bar Not Low Enough? Jefferies Cuts Price Target
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SPX & Russell 1000 Levels to Watch as Fed, Treasury Yields Add Uncertainty
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Jay Woods Warns of NVDA Volatility, Sees Bullish CRM & CRWD Technical Trends
Retail Earnings Recap: TJX Earnings Sell-Off Opportunity & WMT Options Trade
Treasury's Liquidity Boost 'Band-Aid' & Fixed Income Strategies to Consider
AVGO Seeking Up to $100B in Debt Financing Mirrors NVDA AI Infrastructure Push
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Frances Stacy: Liquidity Is Masking Deeper Economic Problems
Walmart Beat & Raise Not Enough for Wall Street & WMT Options Trade
BABA Earnings Mixed Despite Cloud Growth: What's Next for AI Push?
Treasury Bond Buybacks Attacks 'Symptom, Not Cause' of Yield Spikes
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Indrani De: Rising Rates Could Challenge the Next Leg of the AI Rally
This year
XOM, CVX Earnings Put Cash Flow and Refining in Focus & Options Trade
AMZN Earnings Breakdown: AWS Growth, Record Revenue & Options Trade
Bitcoin Trends, Crypto Flows & the Latest on the Clarity Act
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What Rising Volatility Means for AAPL, AMD, MRVL, and MU
EV Investing: Why RIVN Faces Headwinds While TSLA Offers Upside
META Earnings Breakdown: AI Gains, Cash Flow Concerns & Options Trade Setup
The 'Illusion of Calm' in Markets
Buy the Dip? Why Volatility May Be an Opportunity
CMG & SBUX to Serve Earnings: Can Margins Sustain as Competition Grows?
Fed's 'Unusual Situation' on Interest Rates & Factors Creating Lasting Volatility
Ford (F) Rallies After Earnings Despite Revenue Miss
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Why Amazon (AMZN) Is Undervalued as Investors Exit Chip Stocks
GLW Hits 6-Month Low After Earnings & Options Trade Amid Stock Sell-Off
Look Under Stock Market's Surface: Tech's Sell-Off & Sector Rotation
Investors Seek ROI from AI as Wall Street Questions Mag 7 CapEx
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UPS Earnings Preview: Margin Strategy & Logistics Outlook
GOOGL Upgrade, Waymo's Next Move & Impacts to UBER
CXMT Continues AI Memory Mania & Ways to Diversify in Global Equities
Chris Watling Sees Bullish Stock Market Set-Up After 'Beautiful Consolidation'
VZ Rallies & CHTR Hits 12-Year Low: Analyzing Earnings & State of Telecom Industry
INTC Earnings Surge to Support Turnaround Story, Shares Slide
'Live' Fed Meeting? Inflation Woes Create Questions Marks for Interest Rate Path
From AI Winners to Energy Plays: A Shift in Market Leadership?
RTX & LMT Earnings Point to Long-Term Defense Demand
TSLA Worst SPX Performer After Earnings, Investors Hit Brakes Following CapEx Raise
Energy's Whipsaw Price Action Impacts on Global Banks & SKHY Conversion Cap
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The Search for ROI: Rising Hyperscaler Costs Clash with AI Boom
EV Sales & Robotaxi Future Key in TSLA Growth, Outlining Earnings Expectations
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Why Slower AI Investment Could Change the Fed’s Outlook
SMCI Surges Over 20% on Optimistic Outlook Powered by AI Growth
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
