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
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
DELL Earnings Justifying Stock Rally? AI Growth & Backlog Delivery Critiacal
AMZN Accused of Inflating Ad Prices by $20B, FTC & 22 Statesac Sue
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Market Pressures on All Fronts: Wall Street Hit by Crude's Climb, Fed & Tech Debt
Macro Gives 'Gut Check' to Stock Market, Tests Key SPX Levels
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
Last week
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
Last month
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
Target Hits Earnings Bullseye: TGT Taps 52-Week High & Offering Options Trade
LOW Shares Gain on Mixed Earnings, Unsteady Guidance Amid Inflation Woes
AI Chip Volatility, MRVL Signs GOOGL Deal & NVDA 'Decoupling' from Market
TGT, LOW, TJX and the Market's Biggest AI Questions
Is Toll Brothers (TOL) Built to Weather the Housing Slump?
HD Builds Earnings Strength as Investors Remain Wary on Housing Market
Explaining 'Creep' in U.S. Yields, Japan's Currency Woes & China's Tech Paradox
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From the Mag 7 to Industrials: How Market Leadership Is Changing
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Home Depot (HD) Earnings: Risks, Rewards, and an Options Strategy
NVDA Backs SB Energy for 4.25GW OpenAI Data Center
Why Japan's U.S. Treasury Investments Remain Critical as U.S. Economy Firms
AI, Small Caps, and Municipal Bonds: Where Investors Can Find Opportunity
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
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
