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
AMZN Fronts $200B CapEx Bill: Ways Ecommerce, AWS & Amazon Leo Offer Growth
XOM Sees Upgrade Despite Pressure from U.S.-Iran Peace Talk Hopes
Bank of Japan Hikes Rates as Fed Weighs Future Inflation Expectations
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Inflation Beyond Oil: A.I. Demand, Yields, and the Fed’s Next Move
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How LLY Overtook NVO in GLP-1 Space & Offering LLY Options Trade
Media Mergers Continue: Fox Buys ROKU for $22B
Iran Headlines Mask Rotation Into Metals, Away From Energy
Yields Resilient Despite U.S.-Iran Peace Hopes & What it Means for Fed
Last week
Bitcoin's $60K Floor: How Crypto Bear Market Sets New Bull Foundation
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LEN Earnings: Signs of Housing Market Stabilizing Despite Revenue, Guidance Miss
Energy Prices Ripple Through Inflation as Consumer Outlook Stays Weak
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World Cup 2026 Kicks Off: NKE, DKS, ONON & Other Beneficiaries of Soccer Boom
Oracle Sells as AI Debt Financing Woes Climb, Highlighting ORCL Options Trade
What EU & Japan Interest Rate Decisions Mean for U.S.
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Emerging Markets Rally: Can It Last as AI Demand Grows?
Ted Thatcher Calls ORCL 'Forgotten Hyperscaler' Ahead of Earnings
SMCI Sells on $7B Equity Sale: Will High Demand, NVDA Workload Bring Support?
State of the Tech Sector: U.S.-Iran War, Bitcoin Adds Unseen Pressures
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Frothy Markets Ahead? Jim Paulsen Flags Risks in Small Caps & Unprofitable Tech
Karl Brauer on Ford (F) Acceleration & TSLA 'Car Company in Transition'
Fallout from AAPL WWDC 2026 Keynote & Highlighting Options Trade
Gauging U.S. Consumer Health, Jobs Strength & Small Caps Boom
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U.S. Economy Holds Up Despite Inflation Headwinds
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No Rush to Cut: Fed's Fight with Inflation & Jobs Data
Siri's 'Last Chance?' Why Robert Cantwell Says AAPL Needs to Impress at WWDC 2026
Case for 'Extended Pause' in Fed Interest Rates as Inflation & Jobs Gap Widens
Jensen Huang Announces South Korean AI Partnerships, NVDA Options Trade
This month
Going Inside Out on Discount Retail & Offering FIVE Options Trade
'Breather' in Stocks Needed, 'Not the End of Bull Run'
LULU CEO Blames Earnings Disappointment on Press, Stock Hits 8-Year Low
Wagner: Dip Buying Opportunities in NVDA, MSFT, AMZN as Big Tech Pulls Back
LULU 'Lost Sight' of Core Customer? Raul Shah on Earnings Expectations
CRWD Sells on Earnings Beat, 4-for-1 Stock Split Announcement
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Dollar Strength Builds as Yen Weakness and Rate Pressure Collide
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Beware 'Subdued' VIX & Stock 'Feeding Frenzy' as Pullback Potential Looms
AI Chip Growth & Big Tech Visibility: AVGO Earnings Expectation & Options Trade
Balancing Earnings Surprise 'Shock' with Risk Tolerance in 'Casino-Like' Moves
PANW Earnings & Guidance Beat Estimate: Why Shares are Down
Strong On the Surface, Strained Beneath: Weak Incomes, Credit Reliance, AI-Led Growth
PANW Earnings Preview: Paul Meeks on Cybersecurity Stocks, Anthropic Impact & CrowdStrike
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Global AI Trends to Watch After SK Hynix & Samsung Surge, China's AI Boom
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AI Mania Turns ‘Casino-Like’: Dollarhide Flags MRVL, HPE Stretch, Pushes 60/40 Reset
KG on April JOLTS Strength, Fading Rate Cut Hopes & AI Stock Rally
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SPX Rally to Continue? Ed Yardeni Flags Hikes, Backs Energy
Dan O'Brien on HPE Earnings: AI & Industry Scarcity to Drive Profits
KG on Crude's Climb with New Energy Headwinds, BRK/B & MGM M&A Activity
Ways NVDA's RTX Spark AI Superchip Changes PC Industry
Movers to Watch in Fixed Income as Tech Leads Equity Euphoria
Last month
Global EV Market Breakdown: TSLA, LI & XPEV Outlook
DELL Impresses with Earnings Beat & Guidance Raise, Credits AI Demand
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Scott Nations: AI Trade Entering 'Mini Bubble' Territory
All Eyes on Inflation: U.S.-Iran War's Impact on Treasury Yields, Oil & Gas Prices
KG on Crude Oil Cautions & Rotation into PLTR After DELL Earnings
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
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
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
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
This year
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
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
