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ORCL Earnings More Important Than NVDA? A.I. Spend Takes Over Trade
Youtube·2025-11-26 00:00

Tech this morning. Welcome back to Morning Trade Live. It's time for the big picture.So, let's welcome in the team from Charles Schwab. Nathan Peterson, director of derivatives analysis, Schwab Center for Financial Research, and Cooper Howard, director of fixed income research and strategy. Schwab Center for Financial Research.Okay, a lot to get across this morning, guys. Um, Nate, let's just start with you as far as what we're seeing with the selloff in tech here. I mean, what do you make of it.Nvidia is u ...