Sam Vadas

Finance journo | Host ‘Morning Trade Live’ @schwabnetwork macro & markets with an eye on China, always | Disc:

[Schwab Network @SchwabNetwork]

Markets are trying to end the week on a high note after a volatile few days.

@sam_vadas explains the market setup and key movers to watch, including $INTC, $AAPL, $MSFT, $CRM and $WDAY.

For more: https://t.co/KBsEcsTX5N

[Schwab Research @SchwabResearch]

.@JoeMazzolaCS and Jim Ferraioli share their Big 🖼️ views on the landscape of the equity and crypto markets.

📽️ @SchwabNetwork #cryptocurrency #stocks
https://t.co/USakLd9SGW

[Schwab Network @SchwabNetwork]

.@ArthurHoganIII tells @sam_vadas that getting rid of the Summary of Economic Projections (SEP) is long overdue.

He says the reaction to the first Fed meeting under Kevin Warsh functions differently, with the full market reaction likely pushed to next week as investors assess potential changes.

For more market news, tune in at: https://t.co/rf0YYA7OZ5

[Schwab Network @SchwabNetwork]

Ali Mogharabi tells @sam_vadas that top-line growth for $AAPL could've been much higher if it weren't for supply chain bottlenecks and margin pressures weighing on results.

He believes Apple is "well-positioned" to handle some of the memory inflation, as the company can pass the additional costs on to consumers.

For more market news, tune in at: https://t.co/8NSWkBoTmB

[Allspring Global Investments @Allspring]

Hear why Allspring Portfolio Manager Alison Shimada believes today's technology cycle may be different from those that came before in her conversation with @sam_vadas on @schwabnetwork.

Watch: https://t.co/8iLIM5z6og.

This material is for educational purposes only and is not intended to provide investment advice or a recommendation. Opinions expressed are those of the speaker.

The Standard & Poor's 500 Index (S&P 500 Index) consists of 500 stocks chosen for market size, liquidity, and industry group representation. It is a market-value-weighted index with each stock's weight in the index proportionate to its market value. You cannot invest directly in an index.

[Schwab Network @SchwabNetwork]

Brian Jacobsen of @AnnexWealth and Robert Schein of Blanke Schein Wealth Management join @sam_vadas to preview the first FOMC meeting under Kevin Warsh, why they’re focused on communication style and the Fed’s balance sheet, and the potential decision not to participate in the dot plot.

For more market news, tune in at: https://t.co/8NSWkBolx3

[Allspring Global Investments @Allspring]

Emerging markets are playing a very different role in today's technology cycle than they did in previous ones.

PM Alison Shimada joined @sam_vadas on @schwabnetwork to discuss why many emerging markets are increasingly at the center of the artificial intelligence story.

Watch the interview: https://t.co/8iLIM5z6og.

This material is for educational purposes only and is not intended to provide investment advice or a recommendation. Opinions expressed are those of the speaker.

The Standard & Poor's 500 Index (S&P 500 Index) consists of 500 stocks chosen for market size, liquidity, and industry group representation. It is a market-value-weighted index with each stock's weight in the index proportionate to its market value. You cannot invest directly in an index.

[Schwab Research @SchwabResearch]

.@CollinMartinCS joins #MorningTradeLive and host @sam_vadas to share his big 🖼️ views on this week's Fed decision and implications for bond investors.

📽️ @SchwabNetwork
https://t.co/vSrmT7Ssc4

[Sam Vadas @sam_vadas]

@KGBULLANDBEAR Congrats KG! Welcome to the world Kayden!

[Schwab Network @SchwabNetwork]

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: https://t.co/KRoXAgJVr5

[Schwab Network @SchwabNetwork]

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: https://t.co/fhC6YQZSav

[Schwab Network @SchwabNetwork]

$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: https://t.co/irK1nmzo6a

[ICI @ICI]

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: https://t.co/qkRyfMaAYc

[Schwab Network @SchwabNetwork]

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: https://t.co/JIBysmqhOA

[Schwab Network @SchwabNetwork]

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: https://t.co/Bvq6dd70Sg

[Schwab Research @SchwabResearch]

.@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: https://t.co/NtgcFM7a5B
https://t.co/Sv8fzWGQ06

[Schwab Network @SchwabNetwork]

.@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: https://t.co/sZO7mfqRjT

[James Czerniawski @JamesCz19]

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!

[Schwab Network @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: https://t.co/trngMLWoJ8

[Schwab Network @SchwabNetwork]

.@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: https://t.co/pcDOeucBdc