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
NVDA Breaks Through $200 Again: What AI Giant Needs for Deeper Rally
NFLX Beats, Sees Guidance Slump: Likely Revenue Decline Dials Down Bull Run
Fixed Income Strategies as U.S.-Iran Volatility Wanes
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Detrick: Rally Foundations Intact Despite Iran Volatility
KG Gauges Path to Crude Oil 'Equilibrium' in Recent Price Plunge
NFLX Earnings Test Growth Drivers After Merger Noise Fades
Ways TSM Maintains AI Dominance Beyond Earnings
Tech Dominates SPX Record Run: What Does Rally Need to Sustain?
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Jim Masturzo on Dollar Weakness, AI Hype, and Global Opportunity
SPX & NDX Test Record Highs in Market Gyration & Examining Jobless Claims
TSM Nears Record High into Earnings: Can Bottlenecks Offer Long-Term Growth?
Bank of America Posts Strong Earnings Beat & BAC Options Trade
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John Kosar on Sector Rotation Fueling Rally & Keeping Volatility Contained
Short-Term 'Overbought' Market Shows 'Bear Trap' in Software
KG: 'We're Not Done' with Crude Oil Volatility, Watch Helium Price Action
BE Rallies Over 20% on ORCL Deal: Jeff McClean Sees Strong Energy Growth in AI Trade
Where Citigroup (C) Stands Among Big Bank Peers After Earnings
From U.S. Congress to China Exports: U.S.-Iran Pressures Show New Warning Signs
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Conference Board CEO Warns of Rising Stagflation & Slower Growth
KG Gauges Crude Oil 'Demand Destruction' & Agriculture Impacts
Big Picture on Big Bank Earnings & Citigroup (C) Example Options Trade
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Michael Shaoul on Iran Risk, Oil Prices, and an Energy‑Led Market Shift
Ways to Protect Portfolios as Stagflation Risks Climb
NKE Hits Historic Lows, Downgrade Signals No Significant Rebound
What Strait of Hormuz Blockade Means for Equities & Crude Oil
Last week
META Muse Spark & AI Strategies: Social Media Giant Primed for Further Growth?
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Kristina Hooper on a Fracturing Consumer and a K‑Shaped Recovery
CPI 'Not as Hot' as Wall Street Expected, Crude Oil's Impact on Fixed Income
Consumer Sentiment Sours Economic Outlook as Strait of Hormuz Uncertainty Lingers
Art Hogan: Focus on Fundamentals, Not the Headlines
Daniel Rubino on Apple's Foldable iPhone, Memory Shortages & AAPL Options Trade
KG: 'Don't be Surprised' if Crude Retests $120, Explaining Market 'Holding Pattern'
Market Becoming 'Casino-Like?' How Short-Term Traders Dominate Price Action
Garrett Nelson Previews STZ Earnings & Explains TSLA Themes Beyond EVs
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Frances Newton on Earnings Anxiety & Fragile Market Momentum
'Short Covering Rally' Takes Over Trading & Gearing Up for Earnings Season
KG 'Skeptical' in Markets Beyond Relief Rally, Eyes Energy Volatility Ahead
DAL Earnings Preview: Crude Oil's Climb Hits Airlines & Offering Options Trade
SPX 'Sliding Window' on Iran Headlines, Finding Safety in Tech & Utilities
Dollarhide on Oil, Big Tech, and Defensive Opportunities
Google's AI Push Shows Positives in Ads & Gemini, GOOGL Options Trade
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Iran Conflict & Energy Volatility's Impact on FOMC, Bond Market
Pelosky: Emerging Markets Gain on U.S. Weakness, Opportunities in NVDA & ETFs
This month
Energy's Electrifying Trade: Iran & AI Tailwinds, CVX Options Trade
TSLA Misses 1Q Deliveries, Still Rises Y/Y: Tesla Losing Speed in Global EV Race?
What SPX & VIX Options Activity Signals in Stock Market
Oil Prices Making Dents in Economy, Consumer Sentiment
Angelo Zino Sees Strong MSFT AI Opportunities Following Stock Beatdown
Walt Disney (DIS) Sees Upgrade, Shares ‘Historically Cheap’
Bitcoin's 'New Narrative' Sets Bubble Fears Aside
Stock Market in 'Prolonged Correction?' Katie Stockton Analyzes SPX & Mag 7 Activity
Last month
Nike's (NKE) Turnaround Story Faces New Test into Earnings
NVO Stock 'Nothing Short of Disaster,' Wegovy Subscription Program Lifts Shares
McClurg Warns on Bonds, Sees Opportunity in BTC
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Europe's Energy 'Supply Shock' to Hit U.S., China Shows Resiliency
Why China is Shielded from Energy Crisis, Shows Market Opportunities
CrowdStrike (CRWD) ‘Sell the Rip’ Strategy on Upgrade, Rally
Markets & FOMC Focusing on 'Negative Consequences' in Oil's Inflation Shock
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Explaining the Four Growth Shocks Since 2025 & What They Mean
KG: Watch NVDA & Chipmaker Technicals, Aluminum Supply Pressures & SPX
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Big Box Retailers Like COST, WMT, AMZN Winning in K-Shaped Economy
Analysts Raise NFLX Price Targets After Streaming Giant Raises Service Prices
Stock Market's 'Rolling Correction' & Volatility's Potential to Ignite Wild Swings
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SPX Market Breadth Sours as U.S.-Iran War Continues
‘Risk Off’ Market Can Still Recover to New Highs; Sectors That Could Rebound
BAC 'Second to None' in Banking & Finances as Financial Sector Sells Off
GOOGL & META Lawsuit 'Watershed Moment' for Social Media?
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Liz Ann Sonders: Base Case is ‘Rolling Recessions’ Through Market Segments
War Likely to ‘Extend Much Further’, Why Metals are Falling
KG: Iran Responds to U.S. 15-Point Plan & Commodity Impacts on AI Chips, Materials
OKTA ‘Very Much a Leader’ in Identity Cybersecurity
ARM Rallies on New Data Center CPU Chip & Guidance Through 2031
'Limbo' in Iran, Airports & FOMC: Path to Negotiations & Headwinds Ahead
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Sekera: Markets Undervalued by 10%, Likes MOS
KG: Brace for Crude Oil Technical Bounce & Headlines to Move Wall Street
Lisa Martin Picks MSFT, ORCL & CRWV as AI Winners & NVDA Options Trade
AVGO Signals Bottleneck in TSM Capacity: Weighing Bullish & Bearish Perspective
Global Energy Crisis & Private Credit Risks Add Uncertainty to S&P 500 Technicals
Doyle: Consumers Can Manage Unless Gas Prices Hit $6-$7/Gallon
How PMI Flashes Economic Headwind Warnings & VLO Fire Adds Energy Pressure
How Gas Prices Impact the Restaurant Sector: MCD, CMG, DPZ & More
This year
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
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
