Market Report
Latest VonTrend reports on Market Report — the trends, stocks, and setups that move before Wall Street catches on.
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The Worst Trade in Healthcare
UnitedHealth beat by $1.53 a share and raised full-year guidance. The managed care selloff was the wrong call.
Jul 16, 2026 -
Hormuz: The Toll Nobody Priced
Trump's 20% shipping toll hits oil, inflation data, and a five-bank earnings morning.
Jul 14, 2026 -
The Nasdaq Fell 1.5% but the Average Stock Held Flat
A 9% oil spike and a chip wreck masked a quiet rotation into banks and energy that left the typical S&P 500 name almost unchanged.
Jul 13, 2026 -
The Banks Go First
JPMorgan and five other banks report this week into an oil shock and Tuesday's CPI print.
Jul 13, 2026 -
What If the Oil Shock Didn't Break Anything?
Delta beat Q2 estimates while oil pulled back and SK Hynix opened on Nasdaq. The first big earnings print came in clean.
Jul 10, 2026 -
Traders Flip From Rate Cuts to an October Hike
The June minutes revealed nine of eighteen policymakers expect a rate increase this year, and futures now price one by October.
Jul 8, 2026 -
Oil Sanctions Are Back
The U.S. struck Iran overnight and pulled its crude-sales waiver. Oil surged 6% and Dow futures fell 700 points.
Jul 8, 2026 -
Samsung Crushed Earnings and Got Sold Anyway
Record Q2 profit, 19x growth, and the stock still dropped. The sell-the-news pattern is headed for US chips next.
Jul 7, 2026 -
$27 Billion Follows SpaceX Into the Nasdaq
Index funds must buy shares of a $2 trillion company with roughly 4% public float. The math creates a squeeze.
Jul 6, 2026 -
Is Money Leaving Tech?
The Dow hit an all-time high Thursday while the Nasdaq fell for a second straight session.
Jul 3, 2026 -
Nobody Sold Chips for Six Months
Micron fell 8% and SanDisk dropped 10% as investors dumped semiconductor stocks to start the second half
Jul 2, 2026 -
The Hard Part Starts Now
Q2 delivered the best returns since 2020. H2 brings higher multiples, unresolved tariffs, and an earnings bar that just got raised.
Jul 1, 2026 -
What Rocket Lab's $8 Billion Iridium Deal Actually Buys
The deal creates a vertically integrated space company that designs, launches, and operates its own satellite network.
Jun 30, 2026 -
Comcast Is Splitting in Half
NBCUniversal and Sky are becoming their own public company. The stock surged more than 20% before the bell.
Jun 29, 2026 -
The Nasdaq Just Logged Its Fifth Straight Loss
Money flowed out of technology and into defensive corners of the market all week as the first half of 2026 nears its close.
Jun 27, 2026 -
Who Pays for the AI Boom?
Apple raised Mac prices for the first time in years. Xbox just hiked again. The memory shortage has no end date.
Jun 26, 2026 -
Gold: Below $4,000
Micron delivered the biggest earnings beat of the year. Oil hit pre-war lows. PCE at 8:30 AM.
Jun 25, 2026 -
Micron Reports Into a Global Rout
Korea triggered circuit breakers. The Philly Semiconductor Index lost nearly 8%. Tonight's earnings decide what happens next.
Jun 24, 2026 -
The Record the Nasdaq Didn't Set
The Russell 2000 closed above 3,000 for the first time in history while the Nasdaq fell 1.3% and communication services had its worst session since April 2025.
Jun 23, 2026 -
Five Names Just Entered QQQ
CoreWeave, Rocket Lab, and three more join the Nasdaq-100 today. Passive funds start buying before the bell.
Jun 22, 2026 -
What If the Rotation Just Started?
The Russell 2000 outperformed everything Thursday. Three days off and a formal peace signing while markets are dark.
Jun 19, 2026 -
Apple Picked Intel
Intel's foundry pivot just landed its biggest customer. Futures are bouncing after yesterday's hawkish Fed selloff.
Jun 18, 2026 -
Two Markets, One Fed
The Dow hit a record while chips had their worst session in a week. Warsh speaks at 2:30.
Jun 17, 2026 -
Tokyo Moved First
Japan raised rates to a three-decade high. Yen shorts just hit a nine-year extreme. The Fed decides tomorrow.
Jun 16, 2026 -
The Nasdaq Had Its Best Day Since March but a Handful of Stocks Did All the Work
The Dow closed at a record and the Nasdaq jumped more than 3%, yet the small-cap Russell 2000 rose less than 1%, and that gap says more than the headline gains.
Jun 15, 2026 -
Warsh Walks Into a Different Fed
Oil crashed on the Iran deal. The new chair's first meeting just got an entirely different set of inputs.
Jun 15, 2026 -
Everyone's Buying the Peace Deal
Oil crashed 4% overnight. The inventory math says the energy trade is not over.
Jun 12, 2026 -
Who Buys SpaceX Tonight?
The largest IPO in history prices after the close into the worst inflation print in three years.
Jun 11, 2026 -
An Oil Shock Dressed as Inflation
Core CPI came in cooler than expected. Gasoline did the rest.
Jun 10, 2026 -
Nine of 11 S&P Sectors Closed Higher on the Day the U.S. Resumed Strikes on Iran
Stocks fell more than 2% on the escalation headlines and recovered nearly all of it by the close, a sign markets now treat the Iran conflict as contained.
Jun 9, 2026