Tech
Latest VonTrend reports on Tech — the trends, stocks, and setups that move before Wall Street catches on.
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Gates Proposes Taxing the AI Usage Microsoft Sells
Amazon says its AWS AI business already exceeds a $25 billion annual revenue run rate.
Aug 26, 2026 -
SpaceX Opens Grok Bot to More Subscriptions
The AI segment lost $1.26 billion from operations in the second quarter.
Aug 24, 2026 -
Nvidia Cut $130 Billion, Kept the Chips
The Ohio deal still locks in up to 8 GW of compute and exposes the quieter power trade behind AI.
Aug 17, 2026 -
Merchant Services Drove Shopify's 34% Revenue Growth
SHOP remained up about 17% in morning trading after forecasting low-30s revenue growth for the third quarter.
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 -
Adtran's Customer Delay Exposes Its Thin Profit Cushion
Revenue slipped just below guidance, while adjusted operating margin fell beneath the prior range at both ends.
Aug 3, 2026 -
Microsoft Extends Data-Center Lease Life as Azure Speeds Up
Azure growth gives Microsoft's AI spending a stronger revenue case. The harder question is whether cloud margins and cash generation can support the buildout.
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 -
Microsoft and Meta Put SK Hynix's AI Boom to Test
SK Hynix's record margin confirms a shortage of AI memory today. Tonight's cloud earnings must show whether the companies buying that hardware can keep funding the buildout.
Jul 29, 2026 -
China Starts Five DUV Tools to Challenge ASML in China
The first machines are too few to hurt ASML now. Customer orders will decide whether they become a real threat.
Jul 28, 2026 -
Intel’s $5.4 Billion Bet Still Lacks GAAP Profit
Sales are rising fast. The factory plan now needs to turn demand into lasting earnings.
Jul 24, 2026 -
Alphabet’s AI Bill Raises a New Test
Strong AI demand is no longer enough. The market wants to know when the spending turns back into cash.
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 -
Tesla’s Delivery Record Now Faces a Cash Test
Record second-quarter deliveries may lift vehicle revenue. The harder question is whether Tesla’s car business can fund a much larger buildout.
Jul 22, 2026 -
GM’s Higher Outlook Depends on Holding the Price Line
Truck pricing did the heavy lifting. The next test is whether GM can avoid the incentives that erase it.
Jul 21, 2026 -
The Chip Selloff Is Now a Stock-Picking Market
The sector’s earnings outlook is still powerful. The question is which companies can support valuations when growth cools.
Jul 20, 2026 -
IBM’s Shortfall Tests AI’s Grip on IT Budgets
IBM’s preliminary second-quarter shortfall was modest against consensus, but its explanation raised a larger question: are companies delaying software and mainframe purchases while scarce AI infrastructure takes priority? The July 22 earnings call should show whether the disruption was confined to IBM’s quarter-end deal flow or reflects a broader change in enterprise spending.
Jul 20, 2026 -
A Chinese AI Designed a Chip Without Synopsys or Cadence
The demo ran on a 45-nanometer node, several generations behind where both companies actually earn their money.
Jul 17, 2026 -
How Cheap Does Netflix Have to Get?
Wall Street spent Friday morning cutting Netflix price targets. Even the lowest number on the Street still sits above where the stock trades.
Jul 17, 2026 -
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