Schwab Network
Morning Trade Live
Mon—Fri at 9:00 am — 10:00 amCST
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 amCST
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
PLTR 'Quite Expensive,' Earnings Need to Back Exponential Growth
ORCL Raising $50B for Data Centers: Debt Tests Next Leg of AI Trade
Global Big Picture: Japan's Bond Impact & Significance of India, EU Trade Deal
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Bear Market Potential Driven by Commodities, Inflation Bump
KG: Brace for 'Very Volatile' February, Dollar Strength Offsets Other Weaknesses
Last week
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SNDK Stuns Markets in Earnings & Guidance Over 'Unprecedented Demand'
What Makes Trump's Fed Chair Pick 'Puzzling' & Case Against Rate Cuts
KG Analyzes Warsh Nomination, PPI, OpenAI & Silver's 'Topping Pattern'
Deal Activity Booming in 2026: Foreign Buyers, Private Takeovers, Mega-Mergers
DECK's Step Higher Amid ONON 'Hyperbolic Growth' & LULU's Missteps
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iPhone Sales, Siri & Google Gemini: AAPL Earnings Preview & Options Trade
‘Only Real Weakness’ in U.S. Economy is Labor Market Data
Avoiding 'Monolithic' Investments & Measuring International ETF Inflows
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Consumer Spending & Blockchain Back Visa (V) Bull Case, Sentiment Waves Yellow Flag
KG: MSFT 'Light Revenue' Role in Market Downturn, Crude Oil Catches Rally
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META Needs to Justify AI Spend in Earnings & Example Options Trade
Azure, CapEx & AI Buildout: MSFT Metrics to Mind Into Earnings
Taking a Barbell Approach Between Tech and Value
Investors More 'Selective' in Tech, Fed's Leadership Biggest FOMC Question
KG: 'Cautiously Optimistic' with Stocks & VIX Higher, Watch Silver & Gold Volatility
Bull & Bear Cases in Memory Chips, Outlook for MU, WDC, STX & Others
Health Insurers Tumble on Medicare Rates, UNH Example Trade
Wednesday's 'Critical' Mag 7 Earnings & FOMC Divide on Interest Rate Big Picture
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How AI is Impacting Banking & Can Create New Credit Opportunities
KG on What India, EU 'Monumental Deal' Means for U.S. & Silver's Stalled Rally
New Tailwinds Backing Boeing Earnings & BA Example Options Trade
Analysts See Potential Drop After META Earnings as Opportunity
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2026 Yen Intervention Risk & Connections to 2024 Yen Carry Trade
What to Watch in Credit Markets Amid Japan Worries, U.S. Rate Cuts
KG: Mag 7, NVDA & CRWV 'Keeping AI Story Alive For Now,' USAR Soars
Last month
Intel Earnings & Guidance Rattle Bull Case & INTC Options Trade
Uncertainty Spikes 10-Year Treasuries & FOMC Outlook Into January Meeting
Gold’s Bull Case for 2026: Dollar Devaluation, Geopolitics Pushing 3X Returns vs SPX
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Gilland: OKLO's Stepping Stone with META Deal Needs More AI Trade Support
KG on November PCE & Jobless Claims, Bearish Technicals Ahead of Mag 7 Earnings
Highlighting Strong International Returns: South Korea, Japan, Brazil & More
Small Caps & Retail Traders Drive Markets as AI Rotation Continues
GOOGL to $400? Raymond James Sees Strong AI Bull Case
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Panther Lake Chip & Foundry: Intel's (INTC) 'Crucial' Growth Drivers
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GE 'Red, Red Hot:' Gauging Geopolitical Risk & Stock Rally Into Earnings
Escalation Risks Over Greenland & Trade, ‘Critical’ Market Technicals
BABA Signals China's Nuclear Power Shift Amid AI Surge
Staying Nimble in ETFs Amid AI Shifts & Recession Risks
Trump's Davos Speech Lifts Markets & Explaining 25% Natural Gas Rally
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UAL Earnings Seek to Reverse Airline Caution Signaled by DAL
Pockets of Strength & PCE Outlook as Tariffs Grip Markets
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Crypto Traders Bearish on NDX, Bullish on Silver & Gold Amid Dollar Weakness
Beyond WBD: What NFLX Investors Seek in Earnings Amid Streaming Bid War
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VIX, Energy Move Higher Amid Tariff Concerns & Staying Nimble to Volatility
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FSD, TSLA & Other Uncertainties Surrounding UBER & LYFT
STX & WDC Gain Analyst Support Amid Surging Memory Chip Rally
SPX Sees Rotation Pressure, Agriculture 'Stealth Movers' & Silver Rally Challenged
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Crypto Liquidity Boost: Ethereum's Institutional Edge and Bitcoin's Delayed Rally
TSM Leads Global AI Optimism, China's Trade Surplus & Europe Seeks Stimulus Boost
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TSMC 'Distribution Railroad:' How TSM Supplies Global AI Trade
Google Offers Broadcom Upside? Analyst Upgrade Explained & AVGO Options Trade
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State of the Tech Trade & What to Watch in Washington
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Battery Tech Boost: TSLA, ETN, NEE, EXC Lead the Charge
KG: TSM Rally Critical in Continuing AI Bullish Momentum, Analyzing Jobless Claims Dip
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AWS at Center of Amazon's 2026 Growth Story & AMZN Options Trade
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
