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
TSLA Hits Gas on Global EV Growth, Robotaxi & Optimus Next Gear Shift
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Gene Goldman Sees Risks Beneath the Market’s Calm
AMAT Beat & Raise Not Enough for Wall Street, Offering Options Trade
Investors See Economy Strength Continuing as Hedging Activity Slides
CSCO Beats Earnings, Shares Sell Off as Investors Question Long-Term Growth
JD, BABA & BIDU: What Chinese AI Earnings Will Say About Global Tech Trade
Rate Hikes 'Won't Derail' Stock Market & Midterm Election Catalyst for Crypto
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Thursday's 'Everything Rally:' Tech's New Strength Bolsters Stock Market
CAVA Soars After Earnings, EAT Taps Record Highs & Setting Table for Options Trade
Analysts Mixed After CRWV Posts Strong Earnings & $104B Backlog
Crude Oil Back in Focus After CPI Cools Inflation Concerns, SOX Levels to Watch
Nancy Tengler on 'Economy in Transition' & Earnings 'Not Slowing Down Yet'
ONON Stumbles to 52-Week Low After Earnings: New Opportunity for Investors?
NVDA Makes $500B AI Infrastructure Financing Push & What it Means for Investments
Big Picture Expectations on CPI, Earnings & Global AI Growth
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John Kosar: SPX Breakout, Sector Rotation, and the Road to 8,000
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Raul Shah on HIMS Earnings Expectations & GLP-1 Wave's Lasting Stock Impacts
AAPL Canceling All-Glass iPhone? Explaining Analyst Downgrade on Mag 7 Stock
Fed 'Wait and See' Mode on Interest Rates, Inflation & Jobs Data Clash
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AI Mania, Strong Earnings and a Market That Refuses to Break
This month
Inside Out: Consumer Staples Midyear Outlook
The Morning Trade: ABNB Hits 4-Year High After Strong Guidance
Big Picture: Jobs Report Eases Rate Hike Fears; Earnings Bar Remains High
Jobs Report Hides Labor Market Woes: Fed's Stagflation Dilemma
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Inside Out: DKNG, FLUT vs Prediction Markets
The Morning Trade: APP Plummets on Revenue Miss
The Big Picture: D.C. Developments for Fed, Iran, Senate
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Ahmed Riesgo on the Economy, AI Innovation, and Market Upside
Inside Out: LLY and the Future of Weight Loss Drugs
AMD's Post-Earnings Fade & Example Trade
The Big Picture: What's Fueling Current Market Rally
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Fritz Folts: The Cost of Debt Could Be Tech’s Biggest Challenge
CAT Surges on Strong Earnings and AI Momentum
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YUM & SHAK Emerge as Favorites While MCD’s Faces Growing Competitive Pressure
The Big Picture: Technical Factors, Market Breadth Behind Record Highs
AMZN, MSFT and PLTR Power the AI Trade While Markets Face Yield & Geopolitical Risks
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Caterpillar's AI Boom: Can CAT Deliver on a Record Backlog?
The Big Picture: Yen Support in Focus
The Morning Trade: PLTR 'Pent Up Expectations'
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AI Trade Needs Stability as Market Leadership Shifts
Last month
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
This year
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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
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
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
