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
.@sam_vadas, @MarleyKayden and @KGBULLANDBEAR break down $META's Q3 earnings report. "We hit major milestones this quarter toward delivering personal superintelligence for everyone - including launching Muse and Muse Wonder, our first frontier model," Mark Zuckerberg said. "Our investments are paying off, the core business is strong, and we're seeing velocity across the board." The company expects its fourth quarter total revenue to be in the range of $73-76 billion. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
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$TSLA reported better-than-expected third-quarter results. @sam_vadas, @MarleyKayden, and @KGBULLANDBEAR dive into some of the highlights, including free cash flow, margin improvement, and plans to reach 400 megawatts of training compute by year-end. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
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Today I joined @sam_vadas on @SchwabNetwork to give a run-down of the technicals on the S&P 500 and the Russell 2000. These and others are published in my brand new "Technical Analysis Weekly" article here every Monday: schwab.com/learn/story/techn… *Schwab does not recommend the use of technical analysis as a sole means of investment research *All names and market data shown below are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security
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Hump day at midday Tech recovering on good earnings 🚀
Market check-in: Tech stocks are moving higher, with $SPCX rallying after earnings. @sam_vadas breaks down the midday moves and what to watch after the bell, including results from $TSLA and $META. For more: schwabnetwork.com/?CID=SM:Tw…
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Michael Saylor: "We think we're at the beginning of the next bull run now." "It [BTC] bounced off the 200 week moving average... we've rallied about $20,000 beyond that." He expects $BTC back above $100K sometime in the next 12 months. $BTC is at ~$84K this morning, so that call needs about 19% more. Is this a bull run, or another relief rally? FT @saylor @sam_vadas @SchwabNetwork
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.@MarleyKayden, @sam_vadas, and @KGBULLANDBEAR discuss $SPCX's Q3 earnings, which came in above estimates. "Revenue grew an impressive 161% year-over-year, fueled by continued momentum in Connectivity and a clear inflection in our Super Intelligence business," CFO Bret Johnsen said. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
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Turnaround Tuesday
Market check-in: Stocks are trying to turn around from earlier losses, with the Dow outperforming. @sam_vadas breaks down the midday moves and what to watch after the bell, including $NFLX and $SPCX earnings. For more: schwabnetwork.com/?CID=SM:Tw…
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The difference an hour makes. Crude moving lower and stocks moving higher from the open. Watching volatility in tech and yields
.@JoeMazzolaCS and Cooper Howard join #MorningTradeLive and host @sam_vadas to discuss the key forces shaping the stock and bond markets. 📽️ The Big 🖼️ on @SchwabNetwork xitter.cf/i/broadcasts/1kKzDPjRe…
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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…
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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?
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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?
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The crypto winter is over. Where to now? @saylor gives his outlook, talks the strategy behind $MSTR and $STRC and revisits ‘never sell’
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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...
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.@sam_vadas breaks down the day’s market action and what she’ll be watching tomorrow. For more: schwabnetwork.com/?CID=SM:Tw…
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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…
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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 xitter.cf/i/broadcasts/1DGleVaDn…
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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…
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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
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From casino gamblers to bank earnings to breadth in stocks and inflation. Covering a lot of ground with @LizAnnSonders this morning
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.@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…
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