Market Report
Latest VonTrend reports on Market Report — the trends, stocks, and setups that move before Wall Street catches on.
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Gold's big trade turns cautious
A $58 million GLD call spread puts a clear ceiling on a 15% monthly gold run.
Aug 24, 2026 -
Tariff refunds are beating collections
May and June net customs revenue turned negative as $100 billion in refunds went out.
Aug 21, 2026 -
11,000 Price Cuts Weren’t Enough
Walmart just gave investors a warning about the consumer. Target gave them a reason not to blame the consumer for everything.
Aug 20, 2026 -
MNDY Drops Despite 36% Adjusted EPS Growth
The next revenue outlook will show whether AI usage can replace seat-based sales.
Aug 10, 2026 -
July Payrolls Fell While Unemployment Held at 4.1%
May and June were revised down by 103,000 jobs, making a weak July harder to dismiss.
Aug 8, 2026 -
Kashkari Wants a Hike Now, Cook Is Ready
The Fed held rates at 3.5% to 3.75% last week, but the August 7 jobs report now carries more weight.
Aug 5, 2026 -
Disney's park profit had a $100 million assist
The tariff refund added four points to Experiences profit growth.
Aug 5, 2026 -
Record Close Followed Oil Relief and AI Gains
Tuesday's rally had two supports: lower energy risk and fresh proof of corporate profit strength. Its staying power now depends on whether leadership spreads beyond a few AI and industrial names.
Aug 4, 2026 -
Caterpillar jumps, but $392 million won't repeat
Record sales were broad-based. A tariff recovery still inflates the profit jump.
Aug 4, 2026 -
The Profit Risk Inside SpaceX's $2.29 Billion Space Force Order
The fixed-price contract establishes demand while leaving SpaceX responsible for labor, hardware, launch, and development overruns.
Aug 3, 2026 -
Roblox Forecasts a Bookings Drop
Revenue still rose 36%, but current player spending is headed the other way.
Jul 31, 2026 -
Consumers Spent More as Savings Fell in June
June spending stayed positive, but income slowed and the saving rate fell to 2.7%.
Jul 30, 2026 -
BEA Reports Slower Growth and a 5.7% Price Surge
The GDP headline softened, but private demand strengthened. Jobs and inflation data in August will show which signal carries into the third quarter.
Jul 30, 2026 -
Brokers Force South Korea's Chip Rout Into an AI Test
A forced-selling wave hit South Korean chip stocks as U.S. markets closed sharply lower. Microsoft and Meta now face a tougher test: show AI spending can still earn its keep.
Jul 29, 2026 -
Fed Holds Rates as Three Officials Vote to Hike
The Fed left rates unchanged, but a 9-3 split put a September increase squarely in play.
Jul 29, 2026 -
Oil Inventories Shrink Before Fed Decision
A large crude draw leaves less room for another supply disruption.
Jul 29, 2026 -
Corning's solar sales surge, but profits lag
Solar revenue rose 90% in Q2, yet the unit lost money while optical carried earnings.
Jul 28, 2026 -
Boeing's cash test arrives Tuesday
Deliveries are rising, but Boeing still needs to show the recovery can fund itself.
Jul 27, 2026 -
Futures Traders Put Fed Hike Odds at 36%
Friday's swift repricing has already changed the rate backdrop. Wednesday's Fed statement will decide whether it lasts.
Jul 25, 2026 -
Verizon’s Buyback Now Has a Debt Test
Higher cash flow supports the payout. Leverage still decides whether it holds up.
Jul 24, 2026 -
Tariffs Put Inflation Back in the Market’s Crosshairs
A broad new import-duty regime has revived the question that rattled stocks Thursday: can yields fall if costs rise again?
Jul 24, 2026 -
Molina’s $1 Billion Revenue Retreat
The higher profit target does not solve Marketplace costs.
Jul 23, 2026 -
Oil and AI Spending Hit Stocks at Once
A higher oil bill and a bigger AI bill are testing the market’s most expensive assumptions.
Jul 23, 2026 -
Wabtec’s Rally Has One Backlog Caveat
The quarter was strong. The largest order-book figure includes acquired work.
Jul 22, 2026 -
Northrop’s record backlog meets a margin test
The order book is growing. The cost of delivering it is the real debate.
Jul 21, 2026 -
Power, Oil Routes, and Prologis’s July 22 Test
Three bottlenecks are changing the value of infrastructure.
Jul 20, 2026 -
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