Market Report
Latest VonTrend reports on Market Report — the trends, stocks, and setups that move before Wall Street catches on.
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Pet Owners Keep Buying Food on Autopilot but Are Skipping the Vet
Chewy's Autoship sales grew 9.3% while Zoetis saw U.S. pet medicine sales fall 11% as clinic visits slip. IDEXX reports Nov. 2 and Zoetis on Nov. 5.
Oct 15, 2026 -
Defense Backlogs Keep Climbing as America Restocks Missiles and Ships
Lockheed backlog hit a record $230 billion and RTX sits at $289 billion, while the Navy asks $65.8 billion for shipbuilding. RTX reports Oct. 20, Lockheed on Oct. 22 and HII on Oct. 29.
Oct 15, 2026 -
Cruise Lines Are Filling 2027 Early, but Not Every Line Is Winning
Carnival, Royal Caribbean and Viking report record bookings and pricing for next year, while Norwegian works through a turnaround. Royal Caribbean reports Oct. 27 and Norwegian in early November.
Oct 14, 2026 -
Landfill Space Is Tightening, and Trash Companies Keep Raising Prices
WM and Republic Services are still pushing core prices up more than 5% even as volumes soften, and national landfill tip fees are rising again. Waste Connections reports Oct. 21 and WM on Oct. 27.
Oct 14, 2026 -
Credit Card Losses Are Easing at the Big Banks, but Your Interest Rate Is Not
JPMorgan, Citi and Wells Fargo all reported lower card losses than a year ago as spending kept growing. Card rates still average above 22%. Bank of America reports Oct. 14 and Capital One Oct. 20.
Oct 13, 2026 -
Streaming Is Becoming the New Cable Bill, and the Price Hikes Are Sticking
Netflix, Peacock and Disney all raised prices this year as streaming profits surged and Paramount closed its Warner Bros. deal. Netflix reports Oct. 20 and Comcast on Oct. 22.
Oct 13, 2026 -
Medicare Advantage Insurers Are Choosing Profits Over Growth for 2027
Average premiums are falling, but insurers are trimming plans, star ratings slipped and standalone drug coverage keeps shrinking. UnitedHealth reports Oct. 13 as open enrollment begins Oct. 15.
Oct 12, 2026 -
Central Banks Keep Buying Gold Even After Prices Ease
Official purchases hit a record second quarter and summer filings show China and Poland still adding. Newmont reports Oct. 22, while jewelry volumes buckle under high prices.
Oct 12, 2026 -
AI Is Eating the World's Memory Chips, and Your Next Laptop Will Cost More
Data centers are soaking up memory supply. Micron and Samsung are posting record profits, PC shipments fell 20% last quarter, and computer prices are rising at the fastest pace since 2021.
Oct 9, 2026 -
America's Cars Are Getting Older, and the Repair Business Is Cashing In
The average vehicle is now close to 13 years old as new-car payments hit records. Parts chains serving repair shops are winning, and families are paying more to keep cars running.
Oct 9, 2026 -
Freight Is Switching Back to Rail as Truck Costs Climb
Intermodal volumes are outrunning carloads, Cass shipments just flipped positive for the first time since 2023, and Class I railroads report the week of Oct. 19.
Oct 8, 2026 -
Senior Housing Is Filling Up Faster Than Anyone Can Build It
Occupancy just topped 90% for the first time since before 2008 as the first boomers turn 80. Welltower and Ventas report in late October, and families are already paying for the tight market.
Oct 8, 2026 -
Restaurant Traffic Is Shrinking, and Diners Are Picking Clear Winners
Menu prices keep outrunning grocery prices. Chili's and LongHorn are still adding guests while Wendy's and McDonald's struggle, and October earnings will show who can hold on.
Oct 7, 2026 -
Rates Are Rising Again, but Most Bank Savers Are Not Getting the Raise
The Fed's first hike since 2023 has pushed money fund yields near 3.7% while the average savings account pays 0.37%. Big bank earnings on Oct. 13 and 14 will show who keeps the gap.
Oct 7, 2026 -
Airlines Are Turning a Fuel Shock Into Lasting Pricing Power
Fares are up 23% in a year, premium seats now outsell coach at Delta, and third-quarter reports starting Friday will test whether the gains can stick.
Oct 6, 2026 -
Home Insurance Price Hikes Are Cooling as Insurers Compete Again
Premium growth has slowed to its weakest pace in years, reinsurance is getting cheaper and a quiet hurricane season leaves carriers flush heading into 2027.
Oct 6, 2026 -
Social Security’s 2027 Raise Is Tracking Near 3.5%
Two of the three inflation months are in, forecasters cluster at 3.5% to 3.6%, and Medicare’s Part B premium should take back a smaller slice than last year.
Oct 5, 2026 -
Security Software Is Pulling Ahead in a $240 Billion Market
Gartner sees security software at $121 billion in 2026; platform vendors are converting spend into multi-year contracts.
Oct 2, 2026 -
U.S. LNG Capacity Is Catching the Export Curve
First-half exports jumped 23% as new Gulf trains came online; more capacity lands through 2027.
Oct 2, 2026 -
Build-to-Rent Is Becoming the Homebuilders' Second Customer
With owner-buyers scarce, single-family rentals absorb a record share of new completions as builders shrink floor plans and buy down rates.
Oct 1, 2026 -
Medicare's $50 GLP-1 Bridge Buys Time, Not Permanence
The temporary demo runs July 2026 through 2027 at $50 a month while BALANCE Part D stays delayed.
Oct 1, 2026 -
Munitions Multiyear Deals Are Rewiring Defense Cash Flows
Congress locked multiyear authority for eight critical missiles; factories are raising capacity against a multi-year order book.
Sep 30, 2026 -
Private Credit Still Funds the CRE Maturity Wave
About $875 billion of commercial mortgages mature in 2026, and debt funds keep taking a large share of non-agency closings.
Sep 30, 2026 -
Power Transformers Are the Grid's Multi-Year Bottleneck
DOE still flags multi-year lead times while factory ramps mostly land later this decade.
Sep 29, 2026 -
Copper Is the Quiet Bottleneck Behind the AI Build
Data centers and grids stack copper demand while new mines still take more than a decade to answer.
Sep 29, 2026 -
Gas Turbines Are Sold Out. That Is the AI Power Bottleneck.
Combined-cycle order books stretch to 2030–31, prices are up about 195% since 2019, and developers are pivoting to engines and aeroderivatives.
Sep 28, 2026 -
The Near-Term Nuclear Trade Is Restarts and Uprates
DOE’s UPRISE push and hyperscaler offtake deals put existing reactors ahead of new-build timelines for AI power demand.
Sep 28, 2026 -
AI Carries the Indexes. Breadth Still Says Otherwise.
Microsoft and chips lift Friday's rebound while decliners outnumber advancers and the 10-year holds near 5.21%.
Sep 25, 2026 -
30-Year Yield Hits 2004 High as Oil Holds Near $105
Long bonds, mortgages, and stocks reprice as Fed officials keep hike talk alive.
Sep 24, 2026 -
Why NUAI Stock Is Popping: New Era Lands a 20-Year Power Deal With Vistra
The agreement gives Phase 1 of New Era Energy & Digital’s Texas data-center project up to 207 megawatts of contracted power, reducing a major development bottleneck while leaving investors to judge financing, construction and customer demand.
Sep 21, 2026