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
Beer Stocks to Keep Trickling? Discussing Headwinds & STZ Options Trade
PLTR 'Full Circle' Move as Volatility Hits, Analyst Upgrades Stock
Analyzing Weakness in June Jobs Report & Outflows in Tech
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The Market May Be Underestimating the Next Wave of Inflation
'Struggle Street' for UBER: Peak Business Performance Sees GOOGL, TSLA Pressure
Investors Waiting for NKE 'Just Do It' Moment, Stock Near 12-Year Lows
Kevin Warsh's ECB Forum Speech & 2H26 Inflation Expectations
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Lonski: AI Chips Looks Vulnerable, Bull Market Will Keep Running
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NKE Stumbles in Europe & China Despite Step Up in North American Sales
Analyst Moves to the Sidelines on Big Banks & Citigroup (C) Options Trade
AI ROI Remains a Critical Question for Mag 7 as Investors Question CapEx
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Strong Jobs Data, AI Costs, and a Weak Yen Shape the Macro Outlook
Defense Stocks Slide: Why NOC, RTX & RNMBY See Newfound Weakness
CMCSA Soars After Spinning Off Media Business & Offering Options Trade
Expectations on Kevin Warsh Speech This Week & June Jobs Report
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Fed Strategy Flawed? Barry Knapp on Rate Debate & Markets Self-Correcting on AI
Last month
Don't Forget AVGO: Gil Luria's Bull Case Amid Post-Earnings Stock Slump
ON Slides on SYNA Deal, TD Cowen Downgrade & Options Trade
Fed Walking Interest Rate Tightrope as Markets Emphasize Inflation Focus
Beyond the Usual Suspects: New Emerging Markets Tech Winners
Big Banks Pass 'Stress Test' & Earnings Expectations for Financials
Micron Taps Record High After Earnings & MU Options Trade
Explaining 'Rotating Concentration' Out of Mag 7 & Dip in AI Chips
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AI Boom v. Fed Tightening: Signals of Risky Economic Collision Ahead
Koenig: Software Valuation Reset Offers Opportunity, ZS Strong in Cybersecurity
FDX Bounces Back After Earnings Fallout & Options Trade
Stay 'Cautious' as Tech Concentration Builds in SPX Ahead of MU Earnings
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Thomas Ryan: AI CapEx Boom Points To More Fed Hikes
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FedEx Earnings Preview: Margins, Freight Spin-Off & Strategy Outlook
IBM Upgrade Offers Bright Spot for Steep Down Day in Tech
Fed's Hawkish Outlook: Impact on Interest Rates, Bitcoin & Crypto-Tied Options
Dollarhide: Big Tech Seeking Direction in Directionless Stock Market
Short: CCL 'Firing on All Cylinders' Despite Fuel Cost Headwinds
ASML, AMAT, KLAC & LRCX Get PT Hikes as Analysts Turn Bullish on AI Manufacturers
MU, CapEx & Inflation in 'Dominant' Focus as MSCI Readies Reclassification
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Greenspan’s Legacy Meets Supply Shock Reality: Fed, Oil, and Inflation Risks
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Inflation Pressures Grocery Aisles as KR Trades at 52-Week Low
AAPL Increases Product Pricing, Tentatively Partnering with INTC
AI Trade Leads on Quadruple Witching Day, Bitcoin Can't Catch Bid
Peter Tchir on U.S.-Iran Memorandum, Fed's Tentative Rate Hike Tilt
Explaining Private Credit Risk Perception as KKR Falls 22% in 2026
INTC 18A-P Begins Production: AAPL & NVDA Show Interest
Fed Interest Rate Expectations, from Inflation Metrics to Fixed Income
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Asbury 6 Says 'All Clear,' VIX Risk Lingers
AMZN Fronts $200B CapEx Bill: Ways Ecommerce, AWS & Amazon Leo Offer Growth
XOM Sees Upgrade Despite Pressure from U.S.-Iran Peace Talk Hopes
This year
Global EV Market Breakdown: TSLA, LI & XPEV Outlook
DELL Impresses with Earnings Beat & Guidance Raise, Credits AI Demand
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Scott Nations: AI Trade Entering 'Mini Bubble' Territory
All Eyes on Inflation: U.S.-Iran War's Impact on Treasury Yields, Oil & Gas Prices
KG on Crude Oil Cautions & Rotation into PLTR After DELL Earnings
DELL Earnings Ahead: How AI Memory Prices & Pentagon Deal Buoy Stock
SNOW Thaws: Stock Surges 30% After Earnings & $6B AWS Deal
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How Tentative U.S.-Iran Deal Affects Oil, Yields & Fed
Frances Newton on MU, STX & the Next Wave of AI Winners
KG Breaks Down Core PCE, New Home Sales & Crude Oil's Lasting Volatility
AI Demand Pressures MRVL Earnings as Stock Taps All-Time Highs
MU Leads AI Memory's Bull Run on Demand Boom Expectations
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SOX Tilts Bearish, U.S.-Iran 'Sell the News' Concerns & GOP's Midterm Headwinds
Katrina Dudley on AI Spending & Tech Trade's Next Phase
KG Explains ZS 30% Sell-Off, AI Memory Strength & Latest Economic Data
How ZS Earnings & AI Growth Story Affect Greater Cybersecurity Rally
ON Hits All-Time High on Price Target Hike & Offering Options Trade
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Earnings Rally Justified? Lesley Marks Talks Market Strength as Inflation Rises
Surge in Call Options Back Bull Run, Inflation May Open Door to Bears
KG on Traders Shrugging Off Geopolitical Tensions & SPX Hitting Record Highs
Jharonne Martis Goes Inside Out on Retail, Highlighting WMT Options Trade
WDAY Margins Standout in Earnings, Company Fends Off AI Concerns
David Woo's AI Bear Case For AI, Mythos & Markets' Middle East Disconnect
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Economic Data & Tech's Parabolic Rally Test SPX Record Run
KG on Sliding Consumer Sentiment, U.S.-Iran Disconnect & Warsh's Fed
DE Earnings Underperform: What it Means for Greater Agriculture Industry
NVDA Data Center Revenue Nearly Doubles, Announces $80B Buyback & Dividend Boost
KG: NVDA Muted Reaction Healthy for Stock Market, Analyzing Crude Oil Moves
Warning: 10-Year Treasury Yield Could Hit 5% If War Escalates
NVDA Earnings Preview: Why Expectations Are Sky High
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
