Sam Vadas retweeted
i spoke with @sam_vadas on @SchwabNetwork last week talking about defense names. again here showing great relative strength and breakouts! gotta watch these! linkedin.com/posts/schwab-n…
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Tech spending under the microscope today
Stocks are getting a boost after Anthropic filed for its IPO.

In today’s market check-in, @sam_vadas covers the latest from Anthropic and AI funding news from $META and $SPCX.

She also breaks down what to watch this week, including hyperscaler earnings, PCE inflation data and r more: schwabnetwork.com/?CID=SM:Twitte…
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Sam Vadas retweeted
.@RachelDashCS joins #MorningTradeLive and host @sam_vadas to offer technical analysis breakdowns of the S&P 500, semiconductors, and growth vs value.

📽️ The Big 🖼️ on @SchwabNetwork
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Companies continue to report they have a “China problem”

Big week of earnings next week - busiest of the quarter with hyperscalers due

FOMC also on deck amid surging oil and inflationary pressures

Have a great weekend!
.@MarleyKayden and @sam_vadas share their Friday market takeaways and what they're watching next week, including the FOMC meeting and hyperscaler earnings.

For more market news, tune in at: SchwabNetwork.com/?CID=SM:Twitte…
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Friday midday tape
Oil prices are weighing on equities as tech tries to recover from a rough week.

@sam_vadas breaks down the midday moves, including strength in energy and real estate, pressure on telecoms, and what to watch with hyperscaler earnings ahead.

For more: schwabnetwork.com/?CID=SM:Twitte…
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Oil hamstringing stocks already under pressure from AI capital concerns. Tech is trying to recover from getting a shellacking this week. But inflation concerns and rates continue to be the focus. Will hyperscaler earnings or the midterms be the next clearing event?
.@CollinMartinCS and @alexandraandnyc join #MorningTradeLive and host @sam_vadas to offer in-depth analysis of the stock and bond markets.

📽️ The Big 🖼️ on @SchwabNetwork
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Higher oil. Lower yields. Capital concerns. What a day!
.@MarleyKayden and @sam_vadas share their Thursday market takeaways and what they're watching tomorrow, including earnings from $AXP.

For more market news, tune in at: SchwabNetwork.com/?CID=SM:Twitte…
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The power of fed speak - in an era of no forward guidance - is taking some heat out of the inflation and hiking expectations...
.@KevRGordon and Nathan Peterson join #MorningTradeLive and host @sam_vadas to discuss the inflation backdrop, the recent decline in yields, and AI sentiment, while offering technical analysis of the markets.

📽️ The Big 🖼️ on @SchwabNetwork
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De-risking day as spending and credit concerns overshadow good tech results... Jensen says demand for neoclouds is "off the charts" but there's a scarcity of capital.
Tech stocks are under pressure as chips and neoclouds sell off, despite bullish comments from Nvidia CEO Jensen Huang.

@sam_vadas breaks down the midday moves and the rotation into bonds and defensive sectors.

For more: schwabnetwork.com/?CID=SM:Twitte…
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Sam Vadas retweeted
.@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 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:Twitte…
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Sam Vadas retweeted
$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 iFNbAYn
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Sam Vadas retweeted
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/te…

*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
For in-depth technical analysis of the markets tune in to #MorningTradeLive as @RachelDashCS joins host @sam_vadas.

📽️ The Big 🖼️ on @SchwabNetwork
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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:Twitte…
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Sam Vadas retweeted
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 re.

Is this a bull run, or another relief rally?

FT @saylor @sam_vadas @SchwabNetwork
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Sam Vadas retweeted
.@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 news, tune in at: SchwabNetwork.com/?CID=SM:Twitte…
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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:Twitte…
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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
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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:Twitte…
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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?
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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