Sam Vadas @sam_vadas
Finance journo | Host ‘Morning Trade Live’ @schwabnetwork macro & markets with an eye on China, always | Disc: https://t.co/57nK0aZAWs New York Joined October 2010-
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Chip names are back up today, helping a broader rebound. @sam_vadas explains the market setup and the key movers to watch, including $ORCL, $INTC and more. For more: schwabnetwork.com/?CID=SM:Twitte…
Equities hit session highs and crude oil dipped below $88 a barrel after President Trump said he canceled scheduled strikes against Iran. @sam_vadas notes that yields came off and the S&P 500 regained the 7,300 level. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Twitte…
$NVDA $AVGO $MU $ORCL Stocks are wobbly this morning after the latest inflation reading and Iran headlines. @sam_vadas explains the market setup, including what’s driving the sentiment and the movers to know as the rotation trade continues. For more: schwabnetwork.com/?CID=SM:Twitte…
ICI Chief Economist Shelly Antoniewicz joined @sam_vadas on the @SchwabNetwork live from #ICIETF to discuss the strength of the US economy, the labor market, and the growth of ETFs. Watch the full segment here: bit.ly/4e9fzjV
Stocks are moving lower today as chip names reverse gains. @sam_vadas breaks down the market setup, rotation trade and top movers to note. For more: schwabnetwork.com/?CID=SM:Twitte…
Stocks are moving higher this morning after a sharp pullback in technology. @sam_vadas breaks down the market setup today – and what to watch this week, including inflation data, the SpaceX IPO and more earnings. For more: schwabnetwork.com/?CID=SM:Twitte…
.@CollinMartinCS joins #MorningTradeLive with host @sam_vadas to share his Big 🖼️ views on the Fed, bond yields, and strategies for bond investors. 📽️ @SchwabNetwork Affiliation Disclosure: bit.ly/affiliationdis…
.@MarleyKayden, @sam_vadas and Jeff Pierce dive into $LULU's first-quarter earnings. The company's Americas comparable sales decreased 5% while international comparable sales increased 13%. Lululemon now expects net revenue to be in the range of $11 billion to $11.15 billion for 2026. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Twitte…
So great to finally meet the great @sam_vadas in person on the NYSE floor to talk Broadcom and Crowdstrike earnings reports with the @SchwabNetwork!
EY-Parthenon Chief Economist @GregDaco joins @sam_vadas to discuss the economic backdrop, market growth themes, and the state of the consumer and spending. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Twitte…
.@themarketsblog, CEO of Longbow Asset Management, warns that AI mania is turning the stock market into a casino, with inexperienced capital pushing names like $MRVL and $HPE dangerously far from fundamentals. He makes the case for rotating out of overextended tech and into a 60/40 portfolio anchored by investment-grade corporate bonds, as the Fed faces renewed rate hike pressure from rising oil prices and shifting leadership. For more market news, tune into: SchwabNetwork.com/?CID=SM:Twitte…
Matt Miskin of John Hancock Investment Management says, “you’re still seeing a relatively loose labor market and not a lot of wage growth.” The job market isn't as strong as the April JOLTS showed, he tells @MarleyKayden and @sam_vadas. "Outside of AI, there's not a lot of growth." For more market news, tune in at: SchwabNetwork.com/?CID=SM:Twitte…
.@MarleyKayden, @sam_vadas and @KGBULLANDBEAR dive into Palo Alto Networks’ (PANW) better-than-expected quarterly earnings. "The latest advancements at the AI frontier have increased the level of urgency around cybersecurity, and redefined the shape of the industry for the coming years," CEO Nikesh Arora said. The company expects remaining performance obligation (RPO) of $20.9 billion to $21.0 billion, representing year-over-year growth of 32% to 33% for the fourth quarter. $PANW shares are trending higher following the report. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Twitte…
So much for “sell in May and go away.” Markets are seeing records across the board as stocks gain and oil prices drop. @sam_vadas breaks down the setup heading into June, noting what to watch before the close. Key movers include $AAPL, $DELL, $MU and $NOW. For more: schwabnetwork.com/?CID=SM:Twitte…
Collin Martin joins #MorningTradeLive with host @sam_vadas to discuss the recent pullback in Treasury yields, Fed expectations, and next week's plethora of jobs data. 📽️ @SchwabNetwork Affiliation Disclosure: bit.ly/affiliationdis…
Dell Technologies (DELL) just reported its quarterly earnings, posting record revenue. $DELL shares are up double-digits in extended trading. @sam_vadas, @MarleyKayden and @KGBULLANDBEAR break down the numbers. For more: schwabnetwork.com/?CID=SM:Twitte…
Markets staged a turnaround mid-morning as oil dropped and stocks popped. @sam_vadas explains the setup, breaking down the “interesting subtext” behind the latest economic data and more. Top movers include $DLTR, $BBY, $SNOW, $MSFT, $MDB and $DELL. For more: schwabnetwork.com/?CID=SM:Twitte…
$MU $ZS $MRVL $CRM $SNOW The Nasdaq and the Dow are switching places today, while yields and oil pull back. @sam_vadas breaks down the market setup, highlighting key movers to watch as investors rotate out of tech. For more: schwabnetwork.com/?CID=SM:Twitte…
Last Thursday on @SchwabNetwork, I discussed $BTC pricing dynamics, Digital Credit $STRC, its impact on $MSTR, and the convergence of DeFi and TradFi as Bitcoin reshapes financial markets.
.@sam_vadas and @KGBULLANDBEAR cover Zscaler’s (ZS) quarterly results and what executives may need to address on the earnings call. $ZS shares are trending lower following the report. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Twitte…
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