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.
Today
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Can Zscaler Turn AI Hype Into Real Revenue Growth?
MSFT 'Adults in Charge' for AI? Upgrade Signals Azure Bull Case
'Don't Pick Up Nickels in Front of a Steamroller:' Warning for Fixed Income Investors
Jay Woods on NVDA, Mag 7 Making 'K-Shaped Market,' SPX Key Levels
Bullish Flows Bolster SPX as Crude Oil & Diesel Prices Remain Elevated
Last week
Wang: GOOGL Shines Among Hyperscalers, ORCL 'One of Most Efficient Clouds'
SPX Equal Weight Sees 7th Week of Losses, Hidden Strength in September Jobs Report
NKE Taps 13-Year Lows After Earnings: Can Company Step Up Turnaround Story?
Pipeline Inflation and Immigration Pressures Shaping the Fed Outlook
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Can Nike's China Reset Spark a Turnaround?
Cooler PCE Print Won't Offer Long-Term Relief, MU 'Priced for Perfection'
MU Earnings Continue Bullish AI Memory Demand, Analysts Back Bull Case
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What Energy Prices Mean for the Next Fed Decision
BA Wins $20B U.S. Navy Contract Following Stock Price Plunge
Paul Meeks Remains Bullish on Micron, Sees Opportunities to Buy on Weakness
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Oil Above $100 Could Be Coming After the Midterms
'Healing Needs to be Done' in SPX, Factors Keeping RUT in Downtrend
KG on Core PCE's Market Impact, White House 'Accord on Super Intelligence'
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FDX vs UPS as Diesel Prices Squeeze Shipper Margins
NFLX Down 40% Y/Y: Can Streaming Giant Turn Up Volume on Rebound Story?
Core PCE's Critical Market Role This Week, U.S. Diesel Ban 'Temporary Fix'
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Beyond Semiconductors as AI Moves Toward Monetization and New IPOs
Consumer Confidence Hits COVID Era Lows, Addressing Anthropic's 'Risk to Humanity'
Cruise Lines Navigate War Disruption With Caribbean and Alaskan Demand
NVDA 'Puts Money Where Its Mouth Is,' Creates Open Agent Safety Platform
Core PCE, GDP, Other Inflation Data Set to Move Equities & Bonds This Week
KG on Core PCE's Importance This Week, Crude Levels to Watch, SPCX Starship Launch
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Fixed Income Finally Pays as Investors Rebalance From Equities
Last month
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Two More Interest Rate Hikes 'Very Likely' for 2026, Earnings Boost Investor Confidence
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Earnings Can Soothe Fears as Treasury Yields Spike, 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
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
This year
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
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
