AI
Latest VonTrend reports on AI — the trends, stocks, and setups that move before Wall Street catches on.
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Wall Street Stopped Paying for the AI Buildout
The chipmaker at the center of AI posted its fifth straight record quarter and raised every number that matters. It sold off anyway, and it was not alone.
Jul 16, 2026 -
Micron Is Down 20% From Its High Even as AI Profits Boom
The market sits near record highs, but its biggest winners have quietly pulled back. Their problem is not the economy. It is that everyone already owns them.
Jul 14, 2026 -
Meta's AI Reset Just Delivered Its Best Week in Months
A closely watched research scorecard says Meta is the only hyperscaler on track to be world-class at data, talent, and compute at the same time.
Jul 10, 2026 -
The Best AI Trade Today Wasn't a Chip
Optical networking makers like Lumentum and Coherent have quietly become one of the market's strongest AI plays, and the demand for their parts keeps tightening.
Jul 9, 2026 -
Broadcom Just Landed a $30 Billion Order From Apple
The five-year deal ties up Broadcom's biggest wireless customer and pushed the stock higher even as the rest of the chip sector sold off for a second straight day.
Jul 8, 2026 -
Washington Is Taking Equity in Nine Quantum Companies
A federal quantum program does not just hand out grants. It makes the U.S. government a part-owner of the companies racing to build a working quantum computer.
Jul 6, 2026 -
OpenAI Wants to Hand Washington 5% of Itself
The ChatGPT maker proposed giving the U.S. government an equity stake, the Financial Times reported, and the idea could extend to every leading American AI lab.
Jul 3, 2026 -
A $965 Billion AI Lab Goes Shopping for Its Own Chip
Anthropic is in early talks with Samsung to manufacture its first custom AI chip, according to The Information. It already hired the engineer who built OpenAI's chip.
Jul 3, 2026 -
Concentrix Trades Below Book Value as AI Eats Its Business
The customer-experience giant slashed its full-year outlook and the stock fell to a multi-year low. The whole human-labor services sector is being repriced for automation.
Jun 30, 2026 -
OpenAI's First Custom Chip Takes Aim at Nvidia
Broadcom co-developed the accelerator, called Jalapeño, in nine months. The company says it runs AI models at roughly half the cost of today's leading GPUs.
Jun 24, 2026 -
Investors Handed DeepSeek $7.4 Billion and Took No Votes
China's most-watched AI lab closed its first outside raise on terms no American startup could demand. The real signal sits in who is still writing nine-figure checks for compute.
Jun 17, 2026 -
Four Days Public, SpaceX Just Bought Cursor for $60 Billion
The newly listed rocket company is using its fresh stock to turn itself into an AI conglomerate. The all-stock structure means SPCX shareholders foot the bill.
Jun 16, 2026 -
The Companies That Build AI Chips Hit Record Highs as Chip Designers Slide
Every advanced chip in the world starts on a machine made by one of three American companies. While Nvidia and the chip designers roll over, those toolmakers are the ones making new highs.
Jun 10, 2026 -
What Palantir Actually Does and How It Makes Money
Palantir built its name on classified intelligence work, but its fastest growth now comes from American companies running the same software the Pentagon uses.
Jun 8, 2026 -
Best AI Stocks to Buy Right Now
The largest cloud companies plan to spend roughly $725 billion building AI data centers this year. These seven stocks collect the biggest checks.
Jun 4, 2026 -
Four Consecutive AI Blowouts Point to Broadcom's Earnings Tonight
Dell, Snowflake, HPE, and Marvell all crushed estimates in the last 10 days. Broadcom reports after the close with $10.7 billion in AI semiconductor revenue on the line.
Jun 3, 2026 -
Google Has $96 Billion in Cash and Still Needs $80 Billion More
Alphabet's first equity offering in more than twenty years tells you more about the AI infrastructure cycle than any earnings report this quarter. Berkshire Hathaway took $10 billion of the deal.
Jun 2, 2026 -
Who Owns Anthropic? Why a Five-Person Trust Outranks Amazon and Google
Amazon and Google are the biggest backers, yet neither controls the maker of Claude. An independent trust elects the board, and no public shares exist.
Jun 1, 2026 -
HPE and NetApp Just Hit All-Time Highs on an Earnings Report Neither Company Filed
Dell's $44 billion quarter validated AI demand at every layer of the hardware stack. Three companies that sell servers, storage, and data center systems are now worth a combined $17 billion more than they were yesterday.
May 29, 2026 -
High Bandwidth Memory Is Sold Out Through 2026 and Only Three Companies Make It
Three companies control the entire global supply of high bandwidth memory, the chip stacked inside every AI server. All of it is spoken for through the end of the year.
May 29, 2026 -
AI Just Got a Brokerage Account
Robinhood launched the first regulated platform that lets AI agents execute stock trades on behalf of retail investors. The competitive implications go well beyond one company.
May 27, 2026 -
Nokia Gained 119% This Year on an AI Thesis Wall Street Almost Missed
AI and cloud customers now account for 8% of Nokia's revenue and generated 1 billion euros in orders last quarter. The stock hit a 16-year high on Friday.
May 25, 2026 -
Who Owns OpenAI? The Full Ownership Breakdown Before the IPO
Microsoft holds an estimated 27%, SoftBank holds roughly 13%, and the CEO owns nothing. Here is every reported major shareholder heading into the biggest AI listing in history.
May 24, 2026 -
Dell Surged 15% on Friday. The AI Buildout Is Bigger Than Nvidia.
Dell Technologies surged roughly 15% on Friday after a wave of analyst upgrades tied to AI server demand. The stock topped $290 in morning trading. It was the biggest single-day move for Dell in over a year.
May 22, 2026 -
Nvidia Beat Everything. The Stock Fell Anyway. Here Is What That Tells You.
Nvidia posted $81.6 billion in quarterly revenue, beat earnings estimates by 6%, and guided next quarter to $91 billion. The stock dropped about 1.5% after hours. This is the fourth straight quarter where Nvidia beat and fell.
May 21, 2026 -
Nvidia Reports Tuesday. Here Is What the Entire AI Trade Is Riding On.
Nvidia reports fiscal Q1 earnings after the bell on Tuesday, May 20. Wall Street expects roughly $78.8 billion in revenue and $1.77 in earnings per share. The stock touched a new all-time high near $238 on Thursday before Friday's selloff pulled it back about 3%.
May 15, 2026 -
Three AI Signals Fired on the Same Day. Here Is What Each One Means.
Wednesday delivered three data points that matter for anyone holding AI stocks. Cisco surged about 15% at the open, confirming its after-hours earnings beat. Nvidia touched a new all-time high near $236. And Cerebras began its first day as a public company with shares indicating an open near $350, roughly 89% above its $185 IPO price. Each signal tests a different layer of the AI trade. Together, they paint the clearest picture yet of where the money is going.
May 14, 2026 -
SoftBank Made $45 Billion on AI. Michael Burry Is Betting It All Collapses.
Two days ago, Michael Burry called the semiconductor rally a replay of 1999. On Wednesday, SoftBank reported annual profits that more than quadrupled to $32 billion, fueled by a $45 billion gain on its OpenAI stake. The AI trade's defining tension landed in a single week.
May 13, 2026 -
Michael Burry Says Chip Stocks Look Like 1999. He's Putting Money Behind It.
The man who predicted the 2008 housing crash just compared chip stocks to the final months of the dot-com bubble. And unlike most Wall Street warnings, this one comes with real money attached.
May 11, 2026 -
Intel Hits All-Time High on Apple Chip Talks as AI Reshapes the Semiconductor Map
Intel hit a record high this week after Bloomberg reported that Apple is in early talks to use Intel's factories for manufacturing its main device processors in the United States. The stock has gained 175% this year and more than 400% from its 52-week low of $18.96. That is one of the most dramatic turnarounds in recent market history.
May 8, 2026