Tech
Latest VonTrend reports on Tech — the trends, stocks, and setups that move before Wall Street catches on.
-
The Best Cloud Computing Stocks to Watch
Oracle sits near a 52-week low while Cloudflare just set a new high, and both are cloud companies growing double digits. The split comes down to who pays for AI infrastructure and who gets paid for it.
Jul 14, 2026 -
Best EV Stocks for Long-Term Growth
Tesla delivered 480,126 vehicles last quarter, up 25 percent, while BYD outsells every other EV brand on earth. These seven names cover the market from mega-cap leaders to high-risk growth bets.
Jul 11, 2026 -
KeyBanc Cut Salesforce, Citing Little Proof Agentforce Is Catching On
The analyst who pulled his rating says the AI product Salesforce built its next chapter around is not converting to sales yet.
Jul 10, 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 -
Wall Street Sold Tesla's 480,126-Vehicle Quarter
A second-quarter delivery record could not stop a sell-the-news slide, while Rivian's raised guidance drove the day's other big EV move.
Jul 2, 2026 -
Salesforce and ServiceNow Jump on Guggenheim's Double Upgrade
One firm upgraded two beaten-down software names on the same morning and called the drop a valuation reset, not an AI death sentence.
Jul 1, 2026 -
A UK Regulator Just Killed Getty's $3.7 Billion Shutterstock Deal
The two biggest names in stock photography spent 18 months trying to merge for survival. A demand from London ended it, and now each one faces generative AI on its own.
Jul 1, 2026 -
How Netflix Makes Money
The company that once borrowed billions to fund its shows now runs the most profitable business in streaming. Subscriptions are only part of the story.
Jul 1, 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 -
Comcast Is Keeping the Half That Makes the Money
The media company Comcast is spinning off brought in more revenue last quarter but a sliver of the profit. Broadband stays behind, and so does almost all the cash.
Jun 29, 2026 -
Qualcomm Wants $40 Billion From Everything But Phones
The chipmaker nearly doubled its 2029 target for non-phone revenue and signed Meta and Microsoft as its first data-center customers.
Jun 26, 2026 -
Apple Raised Prices Up to 25% and Blamed AI
Apple almost never raises prices on products already on sale. It just did across the Mac and iPad lines, and pointed straight at the AI data center boom.
Jun 25, 2026 -
Micron Guided to a $50 Billion Quarter
The memory maker beat on every line and told Wall Street the supply crunch runs past 2027.
Jun 24, 2026 -
Two of Google's Top AI Scientists Just Left for Rivals
A Nobel laureate and the co-author of the research behind modern AI both walked out the door in the same week, and Alphabet had its worst day since February.
Jun 22, 2026 -
Accenture Grew Profit and Still Shed 18% in One Day
A profitable, 801,000-person firm trading near 10 times earnings lost almost a fifth of its value in a session. The quarter was fine. The story that lifted the stock for two years is what broke.
Jun 19, 2026 -
Intel Is Worth $670 Billion and Still Loses Money
The stock has multiplied roughly sevenfold in a year. After today's jump it trades near 12 times sales, close to what the market pays for the profitable foundry it is trying to beat.
Jun 18, 2026 -
Wall Street Just Decided Memory Stocks Are Not Cyclical Anymore
A wave of price-target hikes lifted storage stocks on one bet: AI data centers need more memory than the industry can build.
Jun 16, 2026 -
Best Growth Stocks to Buy Right Now
Eight companies still growing revenue between 23% and 85% a quarter, though the market has stopped paying up for all of them equally.
Jun 15, 2026 -
The Trade Desk Is Down Nearly 80% and the Fox-Roku Deal Just Built Another Wall Around It
The biggest independent ad platform on the open internet now faces a Fox-owned Roku with first-party data on 100 million homes.
Jun 15, 2026 -
Fox Is Buying Roku for $22 Billion and Fox Shareholders Hated the Deal
The buyer's stock fell harder than almost anything on the tape, and the target is trading below the offer price. The market is telling you something about who pays for media empires.
Jun 15, 2026 -
Best Quantum Computing Stocks to Buy Right Now
Washington launched a national push to build a working quantum computer by 2028, then the pure plays gave back a third of their value. These seven stocks range from trillion-dollar giants to speculative pure plays.
Jun 12, 2026 -
Why a Beat, a Raise, and $632 Million in New Subscriptions Could Not Put a Floor Under Adobe
Adobe delivered the subscription rebound Wall Street spent two quarters demanding, then announced its finance chief is leaving for a chipmaker.
Jun 11, 2026 -
Adobe Reports Tonight at 9 Times Forward Earnings, a Price That Assumes the Bears Are Right
The stock hit a fresh 52-week low hours before the report, and the software sector is watching whether AI eats creative tools or feeds them.
Jun 11, 2026 -
Best Semiconductor Stocks to Buy Right Now
Hyperscalers are on track to spend well over $700 billion on AI infrastructure this year, and the chip group has stayed volatile since an early-summer sell-off.
Jun 11, 2026 -
The Chip Bounce Lasted One Day Before the Selloff Came Back
The same handful of chip and AI hardware stocks that powered the market's 2026 run are unwinding together for the second time in a week, and the latest leg is landing the day before the hottest inflation report in three years.
Jun 9, 2026 -
Apple Is Paying Google About $1 Billion a Year to Run the New Siri
The company that built its brand on owning the whole stack just rented its smartest feature from a rival.
Jun 8, 2026 -
Three Million Chips From Google Just Made Intel's Foundry Real
Intel's contract-manufacturing arm has spent years burning billions with almost no outside customers. A reported order from Google, and Nvidia testing its newest process, says that may be changing.
Jun 8, 2026 -
Meta Lost $80 Billion in a Day Over a Stock Sale It Says Is Pure Speculation
The buyback king of Big Tech is now the market's test case for whether AI spending has gotten too big to self-fund.
Jun 5, 2026 -
Intel's Turnaround Got So Big the Stock Passed Wall Street's Price Targets
The year's biggest comeback in big tech is getting pulled lower with the rest of the chip sector, even after a wave of fresh analyst upgrades.
Jun 5, 2026 -
A 12-Cent Tax Return Is Coming for a Quarter of Intuit's Revenue
Goldman Sachs cut Intuit to Sell and slashed its price target by 47%, arguing AI competitors can replicate TurboTax's core product for a fraction of a cent on the dollar.
Jun 3, 2026