Finance journo | Host ‘Morning Trade Live’ @schwabnetwork global macro & markets with an eye on China, always | Disc: https://xitter.cf/t.co/57nK0aZAWs
New York
Joined October 2010
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Monday midday tape 🍟
Market check-in: Tech stocks are rebounding after last week’s pullback.
@sam_vadas breaks down today’s setup and what to watch this week, including earnings from $META and $SPCX and economic data ahead.
For more: schwabnetwork.com/?CID=SM:Tw…
At home 🇺🇸
Semis are recovering - but does last week's gut check for chips reset earnings expectations?
In Europe 🇫🇷
The French bond market is asking for less govt spending but citizens are asking for more - how long could this remain a source of volatility?
Take a closer look at the Big 🖼️ with @LizAnnSonders, Michelle Gibley and @sam_vadas on Morning Trade Live.
🎥 @SchwabNetwork
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A BIG rotation week. Semis got a gut check. Bonds rallied. A triple whammy on inflation with CPI, PPI & import prices. Earnings kicked off setting a high bar. What's next?
Cooper Howard and @alexandraandnyc join #MorningTradeLive and host @sam_vadas to discuss the bond and stock markets.
📽️ The Big 🖼️ on @SchwabNetwork
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The macro applying more pressure today after hot producer prices. But getting some relief from bond rally. Big rotation continues into HC and staples...
.@JoeMazzolaCS joins #MorningTradeLive and host @sam_vadas to discuss this week's economic data and the market backdrop.
📽️ The Big 🖼️ on @SchwabNetwork
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Sam Vadas retweeted
.@sam_vadas breaks down the day’s market action and what she’ll be watching tomorrow.
For more: schwabnetwork.com/?CID=SM:Tw…
Inflation just threw a spanner in the works...
Stocks, gold, bitcoin:native ⬇️ yields, dollar, oil ⬆️
Memory breaches some key levels $DRAM $MU $WDC
BIG rotation into healthcare $UNH $LLY $AMGN
Market check-in: Stocks are under pressure as yields rise after hotter-than-expected CPI.
@sam_vadas breaks down today’s moves and what’s next, including $TSM earnings.
For more: schwabnetwork.com/?CID=SM:Tw…
Semis still under pressure even with $ASML 's great numbers. But even the flatline is bullish in this environment (as per @SIBOptionPro)! Yields and oil weighing on stocks today after hotter #CPI. Fed hiking odds go back to coin flip this month...
Nathan Peterson and @jimferraioli join #MorningTradeLive and host @sam_vadas to discuss today's inflation data, while offering analysis of the stock and crypto markets.
📽️ The Big 🖼️ on @SchwabNetwork
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Midday tape. Bank earnings dump and memory getting smoked
Market check-in: Big banks and memory stocks are in focus.
@sam_vadas breaks down today's setup and what’s ahead this week, including CPI and $ASML earnings.
For more: schwabnetwork.com/?CID=SM:Tw…
Sam Vadas retweeted
Lightbridge (Nasdaq: $LTBR) CEO Seth Grae joined @SchwabNetwork’s Market on Close with @sam_vadas, live from Tokyo, where he’s attending Top Fuel 2026, the world’s leading #NuclearFuel technology conference.
Seth explains how Lightbridge Fuel is designed to produce up to 20% more power from existing reactors and about a third more from new ones, meaning three new reactors could deliver the output of four. He compares that to the recent Google-Constellation deal, which adds roughly one reactor’s worth of power by upgrading equipment across 11 plants.
Watch here: youtu.be/avkGnJcSaiQ
From casino gamblers to bank earnings to breadth in stocks and inflation. Covering a lot of ground with @LizAnnSonders this morning
.@LizAnnSonders joins #MorningTradeLive and host @sam_vadas to discuss the U.S. stock market and economy.
📽️ The Big 🖼️ on @SchwabNetwork
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Sam Vadas retweeted
.@sam_vadas shares her Monday market takeaways and what she's watching tomorrow, including earnings from big banks.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
Midday tape going into Q3 earnings
Tech is under pressure as memory and other semiconductor stocks slide.
@sam_vadas breaks down the market action with bank earnings and CPI on deck.
For more: schwabnetwork.com/?CID=SM:Tw…
Looking ahead to a data-heavy week with all eyes on the #CPI and how the corporates are stomaching sticky inflation...
.@CollinMartinCS joins #MorningtradeLive and host @sam_vadas to discuss this week's economic data and the bond markets.
📽️ The Big Picture on @SchwabNetwork
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Sam Vadas retweeted
Thanks again @sam_vadas and @MarleyKayden for having me back on @SchwabNetwork this week.
We discussed why we remained bullish all year, even when other bulls cut their targets and expected the usual midterm year Q3 weakness
Now with stocks back at ATHs we see a strong Q4
Friday tape
After concerns around OpenAI’s revenue outlook weighed on the AI trade Thursday, tech is stabilizing, with the Mag 7 doing much of the heavy lifting.
$SPCX is up on Elon Musk’s spectrum deal, while telecom stocks, $AAPL and $DAL are under pressure.
@sam_vadas breaks down the market action and what to watch next week.
For more: schwabnetwork.com/?CID=SM:Tw…
Sam Vadas retweeted
Fun market conversation with @sam_vadas and @MarleyKayden on @SchwabNetwork. 🎙
We covered a ton in eight minutes. Thanks for having me back!
.@RyanDetrick is still overweight tech, financials and industrials.
He tells @sam_vadas and @MarleyKayden that the current bull market can continue to run, expects Q4 to be stronger due to earnings, and believes the Fed has one more rate hike left later this year.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
Sam Vadas retweeted
.@RyanDetrick is still overweight tech, financials and industrials.
He tells @sam_vadas and @MarleyKayden that the current bull market can continue to run, expects Q4 to be stronger due to earnings, and believes the Fed has one more rate hike left later this year.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
It's all about oil and rates today
Stocks are under pressure as Treasury yields and oil prices climb. $PEP, $SBUX, $CMG and $TSM are among the key movers.
@sam_vadas breaks down today’s market setup and what to watch ahead.
For more: schwabnetwork.com/?CID=SM:Tw…
Stocks off lows but under pressure from higher yields and oil.
Watching small caps.... the Russell vs Nasdaq100 spread making new all-time lows
The tech trade is also getting demanding... Samsung and TSMC numbers just not good enough???
.@JoeMazzolaCS joins #MorningTradeLive and host @sam_vadas to offer analysis of the markets and trading activity.
📽️ The Big 🖼️ on @SchwabNetwork
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