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.
Last week
The Morning Trade: AAPL
Inside Out: CVX, XOM & Energy Stocks
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The Big Picture: Celebrating National Investing Day
Bartels on Tech Margins, GOOGL, AMZN, CAT, ETN, and Why the S&P 500 Rally Endures
Markets Rally on Crude Oil Crush
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
Last month
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
Westly: TSLA Needs New AI & Robotics Updates to Sustain Valuation
IBM Earnings Preview & Options Trade: Can Stock Recovery YTD Losses?
Balance Sheets, QE & Key Takeaways from Kevin Warsh's Senate Testimony
Downside Risks Fade as Tech Drives Gains, Software Value Emerges, and Gold Turns Pro‑Cyclical
Oil Higher, Stocks Higher: Investors Turn Away from Iran & Toward Earnings
'Respect the Trend' Higher in Tech, Just Mind Selling Risk
GE, RTX & Bullish Case for Defense Stocks in 2026
Tim Cook Steps Down as Apple CEO: What's Next for AAPL?
KG: Broadening Market Adds Muscle to Rally, Keep Eye on Warsh Confirmation
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Strong Economy Keeps the Fed on Hold as Higher‑for‑Longer Takes Hold
MRVL Making GOOGL Chips Challenges NVDA & AVGO
UnitedHealth's Earnings & Guidance Importance, UNH Options Trade
FOMO Overcoming Fear: Markets Getting Energy Risks Wrong?
David Doyle Warns Fed Easing May Be Over Amid Persistent Inflation
KG: Watch for Volatility Ramp, Investors Not Pricing in Energy Shocks & FOMC Risks
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
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
