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Sam Vadas
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Sam Vadas✓

@sam_vadas

Finance journo | Host ‘Morning Trade Live’ @schwabnetwork global macro & markets with an eye on China, always | Disc: https://t.co/57nK0aZAWs

2.1K Following5K Followers4.6K Posts
  1. Sam Vadas✓@sam_vadas
    Sam Vadas
    RT @SchwabNetwork: .@MarleyKayden, @sam_vadas and Jeff Pierce react to $MSFT earnings, which came in better than expected, and $GOOGL earnings, which missed estimates. Here are the key numbers you need to know from both companies. For more market news, tune in at:
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  2. Sam Vadas✓@sam_vadas
    Midday tape ahead of #FOMC and big tech earnings
    Schwab Network @SchwabNetwork
    Stocks are mostly range-bound ahead of a busy afternoon. @sam_vadas breaks down what to watch from the Fed and Big Tech earnings, with $MSFT and $GOOGL reporting after the bell. For more:
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  3. Schwab Network✓@SchwabNetwork
    Stocks are mostly range-bound ahead of a busy afternoon. @sam_vadas breaks down what to watch from the Fed and Big Tech earnings, with $MSFT and $GOOGL reporting after the bell. For more:
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    02102.1K
  4. Sam Vadas✓@sam_vadas
    Breaking down the key levels ahead of a busy afternoon #FOMC $MSFT $GOOG
    Schwab Research @SchwabResearch
    Nathan Peterson joins host @sam_vadas on #MorningTradeLive to discuss earnings season, the current market backdrop, and key technical levels we are watching. 📽️ The Big 🖼️ on @SchwabNetwork
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  6. Sam Vadas✓@sam_vadas
    Tech rallying into a busy 48 hours for #FOMC and #Mag7 earnings
    Schwab Network @SchwabNetwork
    AI financing remains in focus as tech stocks rise. @sam_vadas covers the latest from $AVGO, Anthropic, $NVDA, $AMD and $META, plus what to watch from the Fed and Mag 7 earnings. For more:
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  7. Schwab Network✓@SchwabNetwork
    AI financing remains in focus as tech stocks rise. @sam_vadas covers the latest from $AVGO, Anthropic, $NVDA, $AMD and $META, plus what to watch from the Fed and Mag 7 earnings. For more:
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    1482.5K
  8. Sam Vadas✓@sam_vadas
    🇨🇳Chinese stocks sink deeper into bear market as 5y govt bond yield drops to record low 🇰🇷BIG tech weakness in China on rotation back into South Korea ahead of $SKHY earnings 🇪🇺European banks weighed down by $HSBC results 🇪🇺🇯🇵ECB and BOJ both expected to pause this week before Dec hikes
    Schwab Research @SchwabResearch
    Michelle Gibley joins #MorningTradeLive and host @sam_vadas to discuss the implications of the AI flywheel of capital to fund capacity, as well as other global central bank decisions this week. 📽️ The Big 🖼️ on @SchwabNetwork
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  9. Schwab Research✓@SchwabResearch
    Michelle Gibley joins #MorningTradeLive and host @sam_vadas to discuss the implications of the AI flywheel of capital to fund capacity, as well as other global central bank decisions this week. 📽️ The Big 🖼️ on @SchwabNetwork
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  10. Sam Vadas✓@sam_vadas
    Sam Vadas
    RT @aztecs99: i spoke with @sam_vadas on @SchwabNetwork last week talking about defense names. again here showing great relative strength and breakouts! gotta watch these!
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  11. Sam Vadas✓@sam_vadas
    Tech spending under the microscope today
    Schwab Network @SchwabNetwork
    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 the Fed’s decision. For more:
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  12. Schwab Network✓@SchwabNetwork
    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 the Fed’s decision. For more:
    Download
    1172.6K
  14. Sam Vadas✓@sam_vadas
    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!
    Schwab Network @SchwabNetwork
    .@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:
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  15. Schwab Network✓@SchwabNetwork
    .@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:
    Download
    11112.4K
  16. Sam Vadas✓@sam_vadas
    Friday midday tape
    Schwab Network @SchwabNetwork
    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:
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  17. Schwab Network✓@SchwabNetwork
    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:
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    00132.4K
  18. Sam Vadas✓@sam_vadas
    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?
    Schwab Research @SchwabResearch
    .@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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  20. Sam Vadas✓@sam_vadas
    Higher oil. Lower yields. Capital concerns. What a day!
    Schwab Network @SchwabNetwork
    .@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:
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  21. Schwab Network✓@SchwabNetwork
    .@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:
    Download
    1182.2K
  22. Sam Vadas✓@sam_vadas
    The power of fed speak - in an era of no forward guidance - is taking some heat out of the inflation and hiking expectations...
    Schwab Research @SchwabResearch
    .@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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  24. Sam Vadas✓@sam_vadas
    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.
    Schwab Network @SchwabNetwork
    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:
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  25. Schwab Network✓@SchwabNetwork
    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:
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    0152.3K
  26. Sam Vadas✓@sam_vadas
    Sam Vadas
    RT @SchwabNetwork: .@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:
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  27. Sam Vadas✓@sam_vadas
    Sam Vadas
    RT @SchwabNetwork: $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:
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  28. Sam Vadas✓@sam_vadas
    Sam Vadas
    RT @RachelDashCS: 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 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
    Schwab Research @SchwabResearch
    For in-depth technical analysis of the markets tune in to #MorningTradeLive as @RachelDashCS joins host @sam_vadas. 📽️ The Big 🖼️ on @SchwabNetwork
    02025
  30. Sam Vadas✓@sam_vadas
    Hump day at midday Tech recovering on good earnings 🚀
    Schwab Network @SchwabNetwork
    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:
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  31. Schwab Network✓@SchwabNetwork
    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:
    Download
    6132.1K
  32. Sam Vadas✓@sam_vadas
    Sam Vadas
    RT @milkroaddaily: 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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  33. Sam Vadas✓@sam_vadas
    Sam Vadas
    RT @SchwabNetwork: .@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:
    02025
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