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
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
Yesterday
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
This week
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
Last week
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
TGT Sells Despite Earnings Beat Expectations
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Tani Fukui on Retail Reality vs. Inflation Pressure
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Clarity Act & Lowering Mining Costs: Key Bull Catalysts for Bitcoin
KG on SPX Testing Key Resistance, Crude Oil Persistence & NVDA Earnings
TGT Under Pressure? Metrics to Watch in Turnaround Story
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Thierry Wizman: Fed Must Act to Avoid Market Disruption
HD Earnings Breakdown: Shopper Resilience v. Margin Concerns
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Hardware's Pain is Software's Gain, Analyzing Small Cap & Yield Activity
Stocks Turn 'Defensive' as U.S.-Iran Headlines Retake Market Focus
How Much of a Beat & Raise Does NVDA Need to Wow Wall Street?
BIDU Earnings Beat, AI Growth Surge & Example Options Trade
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Iran's Macro Wild Card: Global Stocks See Headwinds Amid Sticky Inflation
Michael Shaoul: Reflation Risks Rise as Rate Cuts Fade
Markets Mixed on China Trade Update, NVDA & WMT Looming Earnings
This month
LMT, RTX, NOC: Defense Names Lag Even as Spending Stays Strong
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Analyst Upgrades ANET, Points to AI Demand, META & MSFT in Bull Case
BA Uncertainty Following Trump's China Summit, Fed's Outlook Under Warsh
AMAT & Role in AI Boom, Offering Options Trade into Earnings
AI Leads 'Narrow' Stock Market Rally as Higher Inflation Tests Fed
CSCO Soars After Earnings With Biggest Rally Since 2002
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Lagging Fed Raises Risk for Tech and AI Trade
KG on Lasting Bull Run, Latest Ecodata & NVDA Seeking China Deals
Where QSR Stands in Fast Food Race & Serving MCD Options Trade
BABA Stock Surges on AI Demand Despite Mixed Earnings
Expectations in Trump, Jinping Summit, SK Hynix & AI Wealth Funds
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Asbury 6 Signals Slowing Market Momentum Beneath SPX Highs
KG Analyzes PPI, NVDA & SOX Rally, Agriculture Movers Amid Trump's China Visit
JD’s AI Edge vs. BABA Ahead of Earnings
Hims & Hers Drops After Earnings Miss & HIMS Options Trade
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10% Stock Market Pullback Normal? Parabolic Rise Sets High Bar Ahead
Chip Rally Looks Stretched as Focus Shifts to MSFT, AMZN, GOOGL
CPI Weighs on Markets Facing Pressure Over Strait of Hormuz Uncertainty
ASTS Earnings Enter Orbit: What's Needed for Shares to Rocket Higher?
INTC Rallies Over 240% in 2026, AAPL Chip Deal Offers Next Catalyst
Inflation Could Keep Rates Higher for Longer
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Max Zenglein Breaks Down U.S.–China Summit and Trade Outlook
KG Analyzes Silver's Latest Breakout & Crude Oil's Creep Higher
Inside Out: Housing Market Fears Abating?
NET Navigates Market Turmoil with Strategic AI Pivot
The Big Picture: China's Role in Iran War & Economic Growth Outlook
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Tiffany McGhee Breaks Down AI Winners and Market Divergence
Chances of Iran Deal, Trump's China Trip & the 'NACHO' Trade
Inside Out: COIN Impact from AI
The Morning Trade: CRWV
Last month
The Morning Trade: SNDK & WDC
AI Patience Running Out Ahead of AAPL Earnings?
The Big Picture: Inflation vs AI Spend, Bitcoin Needs to Test $80K
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David Ballin: Earnings Strength and AI Profits Keep the Bull Case Alive
META Pressure, GOOGL Gains and a 'Mixed Picture' on Data
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William Lee: How a Warsh‑Led Fed Could Redefine Monetary Policy
MSFT More than 20% Below Record High: Can AI Growth Offer Rebound?
AI Growth Crux of AMZN Earnings as 2026 CapEx Tops $200B
TSM, SK Hynix, Samsung & Importance of Global Big Tech Beyond Mag 7
KG: MSFT Earnings Important After Pullback, Don't Expect Interest Rate Movement
UPS Shares Tumble Despite Beating Earnings & Offering Options Trade
OpenAI Sales Slump Hits Chip Surge: AI Forming 'Island Top?'
Stephen Biggar: Visa’s Margins and Spending Strength in Focus Ahead of Earnings
Indrani De: A New Defensive Era Emerges From Oil, AI and Global Risk
Markets Under Pressure: Oil Surges on Iran Volatility, Big Tech Earnings Anticipation
UPS Slashes Costs, Exits Low‑Margin Volume and Tests Its Turnaround Plan
CRWD Upgrade & Market Pattern Holding in Key Earnings Week
New Leadership, Same Problems: Interest Rate Roadblocks Under Warsh
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Ecodata, Big Tech Earnings & Overbought AI Trade Challenges Market Strength
Analyzing Oil's Moves Amid U.S.-Iran Continued Negotiations
What to Watch in NVDA, AMD, AVGO & Other AI Chips After INTC Rally
Wedbush Initiates ORCL with Outperform Rating, Shares Slide
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Powell Probe Update Clears Path Toward Next Fed Leadership Shift
VIX Signals Calm as JJ Kinahan Watches META, MSFT, AMZN and AAPL Earnings
KG Eyes INTC Rally, AMD & TSLA Impact into Mag 7 Earnings Week Ahead
American Express (AXP) Weakness as Visa (V) & Mastercard (MA) Earnings Loom
KG on Software's Sell-Off, TXN Rally & Copper Pressure
Derrick Irwin: From Korea Semiconductors to China A.I., Why Emerging Markets Are Back
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Stock Market Topping Out? What to Watch in INTC, SOX & Market Breadth
INTC 'Getting Ahead' of Itself? Pitting Earnings Expectations Against AI Optimism
This year
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
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
