U.S. Logistics Stock News

Corpay (CPAY) drew fresh attention after announcing its Cross-Border unit will become the exclusive global foreign exchange partner for Fever, a live entertainment discovery and ticketing platform operating across several major regions. See our latest analysis for Corpay. Corpay's latest client win comes as the stock trades at US$353.64, with a 90 day share price return of 12.21% and a 17.65% share price return year to date. The 5 year total shareholder return of 38.58% suggests steadier...

In recent weeks, the US Postal Inspector General urged the US Postal Service to reconsider or terminate its air cargo contract with United Parcel Service, while UPS committed US$48.00 million to expand temperature-controlled facilities across 27 US locations. Together, regulatory scrutiny of USPS air volumes and UPS's push into temperature-controlled logistics highlight how the company is reassessing its cost base and sector mix. We’ll now examine how the USPS air contract review, alongside...

Associated Banc-Corp (ASB) has appointed Andy Miner as senior director, AI for Corporate & Commercial Banking, placing a single leader in charge of AI strategy, use cases, delivery, adoption, risk and data stewardship. See our latest analysis for Associated Banc-Corp. At a share price of $30.60, Associated Banc-Corp has delivered an 18.79% year to date share price return. Its 1 year total shareholder return of 24.15% and 3 year total shareholder return of 101.55% indicate that momentum has...

Baker Hughes recently announced multiple major awards, including supplying liquefaction equipment and turbine upgrades for Cheniere’s Sabine Pass LNG expansion and a multi-year power generation agreement with Kodiak Gas Services to support up to 1.8 GW of scalable capacity. These wins highlight how Baker Hughes’ gas turbine and digital service technologies are being embedded in both LNG infrastructure and data center-focused power projects, reinforcing its role across global energy and...

Quanta Services (PWR) recently reported a record $48.5b backlog, driven by aging electric grids, new power generation projects, and electricity demand from AI facilities. This has put its contracted work in the spotlight for investors. See our latest analysis for Quanta Services. Despite a slight pullback, with the 1 month share price return down 6.95%, Quanta Services still shows strong momentum, with a year to date share price return of 49.78% and a 5 year total shareholder return of about...

Vita Coco Company (COCO) is back in focus after a series of upbeat analyst updates tied to robust sales trends, including a reported 32.7% sales increase through mid June and stronger earnings expectations. See our latest analysis for Vita Coco Company. Against this backdrop, Vita Coco Company's recent momentum stands out, with a 47.6% 90 day share price return and a 92.7% 1 year total shareholder return, even though the 30 day share price return is down 11.7% from the recent peak. If you are...

XPeng (NYSE:XPEV) has kicked off employee testing of its Robotaxi platform, which connects ride hailing, autonomous dispatch, and passenger journeys into one service and puts the company’s Physical AI ambitions in sharper focus for investors. See our latest analysis for XPeng. Despite the attention on Physical AI and Robotaxis, XPeng’s share price return has fallen 10.1% over the past month and 36.2% year to date, while the 1 year total shareholder return is down 25.1%. This suggests recent...

Why ONEOK Stock Is Back in Focus Recent valuation work highlighting ONEOK (OKE) as relatively attractive compared with both peers and the broader oil and gas sector, along with management’s higher 2026 earnings guidance, has pushed the stock back onto many investors’ watchlists. See our latest analysis for ONEOK. ONEOK’s share price has climbed 21.0% year to date and 5.4% over the past 90 days, while a 122.3% five year total shareholder return points to momentum that helps frame today’s...

Cleveland-Cliffs (CLF) is back in focus after a series of acquisitions, including AK Steel, ArcelorMittal USA, and Stelco. These deals have reshaped the business into a vertically integrated steel producer with expanded shipment capacity. See our latest analysis for Cleveland-Cliffs. At a share price of $9.40, Cleveland-Cliffs has seen its 30-day share price return fall 31.79%, while the year to date share price return is down 30.88% and the 5 year total shareholder return is down 52.83%...

Rising U.S. Treasury yields, a fragile bond market and pressure on housing can all ripple quickly through mortgage real estate investment trusts, and that is where this mREITs screener comes in. When borrowing costs climb and liquidity questions surface, some mortgage REIT stocks may struggle while others might be positioned to manage the cross‑currents. This article focuses on three mREITs from the screener that appear positively exposed to the current news backdrop. It is designed to help...

Altria Group recently released its Q2 2026 earnings on July 30, reporting results that followed a period of analyst expectations for a single-digit profit increase and an estimated earnings per share of US$1.50, reflecting a modest year-over-year gain. Beyond the near-term earnings focus, investor attention continues to center on Altria’s strong cash generation, dividend coverage, and efforts to broaden its portfolio across e-vapor, oral nicotine, and its stake in Anheuser-Busch to support...

Earlier this month, SimpliSafe announced a retail expansion with Walmart in the US, bringing a curated range of its DIY home security products to Walmart.com and select stores, including a Walmart‑exclusive 7‑piece starter system priced at US$199.99 with a month of free professional monitoring. This collaboration extends Walmart’s reach into connected-home security, potentially deepening customer relationships by pairing everyday retail traffic with recurring, app-enabled protection...

NuScale Power (SMR) is back in focus after renewed concerns about continued delays to its first operational power modules, weak near term results, and the lack of binding customer contracts despite regulatory approvals. See our latest analysis for NuScale Power. NuScale Power’s recent setbacks around commercialization timelines and class action lawsuits appear to be weighing on sentiment. The stock’s year to date share price return is down 44.57% and its 1 year total shareholder return is...

Corning (NYSE:GLW) has signed a multibillion dollar supply agreement with Amazon tied to advanced optical fiber products for AI data centers. The company is also partnering with Nvidia to expand US production capacity for these products. The expansion is expected to create 1,000 new jobs in North Carolina and increase domestic manufacturing for AI infrastructure. Corning is moving into the AI data center build out in a much bigger way, with new agreements that put its optical technology...

Life Time Group Holdings (LTH) is drawing attention after opening its tenth California destination in North Orange County and pursuing a seventh planned facility in the Austin metro, extending its footprint in high-traffic fitness markets. See our latest analysis for Life Time Group Holdings. Recent expansion moves appear to sit alongside strong momentum in Life Time Group Holdings’ stock, with a 30-day share price return of 22.09% and a 90-day share price return of 50.68%. The 3-year total...

Earlier this month, Intuit approved a new US$8.00 billion share repurchase authorization and highlighted increased investment in AI-powered and human-assisted financial tools, including its TurboTax Live services. An interesting aspect of this update is Intuit’s push toward a consumption-based model for its AI and expert services, signaling a shift in how customers may pay for and access its platforms. We’ll now examine how Intuit’s expanded buyback plan and AI-focused spending shape the...

LyondellBasell Industries recently announced that its CirculenRevive polymers are being used in an innovative flexible packaging solution for Marabou chocolate bars, developed with Mondelez International, Amcor, Taghleef Industries and others to deliver packaging sourced from 75% recycled content under an ISCC PLUS-certified mass balance approach. This collaboration places LyondellBasell at the center of efforts to turn hard-to-recycle mixed plastic waste into food-grade materials ahead of...

MercadoLibre (MELI) drew fresh attention after announcing a new distribution center in Nuevo León, Mexico. The facility is expected to create more than 2,000 jobs and support growing regional e-commerce activity. See our latest analysis for MercadoLibre. The new Mexico hub comes as MercadoLibre’s share price has gained 16.52% over the past 30 days and 5.04% over the past week, while the 1 year total shareholder return is down 22.42% and the 3 year total shareholder return is up 63.09%. This...

Nuclear energy stocks are back in focus as investors weigh mixed inflation data, shifting interest-rate expectations, and ongoing energy-related tensions around the world. With energy prices and transport costs still a key driver of inflation in many economies, some investors are revisiting nuclear power as a source of reliable, low carbon baseload electricity. This Nuclear Energy Stocks screener helps you cut through the noise by surfacing companies involved in uranium production, fuel...

Fresh analyst attention around Cohu (COHU) has centered on its growing role in semiconductor testing for artificial intelligence and high performance computing, after several firms issued positive ratings tied to AI compute related demand. See our latest analysis for Cohu. Cohu’s recent analyst attention comes after a powerful run, with the 90 day share price return at 49.31% and the year-to-date share price return at 128.24%. The 1 year total shareholder return of 177.11% contrasts with a...

Insmed (INSM) is in focus after Chair and CEO William Lewis exercised stock options for 10,699 shares, then sold the same number in open market transactions under a pre-set Rule 10b5-1 trading plan. See our latest analysis for Insmed. At a share price of US$115.61, Insmed has had a 30 day share price return of 18.15%. Its year to date share price return is down 34.73%, while the 1 year total shareholder return of 17.75% and 3 year total shareholder return of more than 4x suggest longer term...

The UK Competition and Markets Authority has imposed new conduct rules on Google Search, requiring greater transparency in ranking and legally enforceable data portability. This development is prompting investors to reassess Alphabet (GOOGL) through a fresh regulatory lens. See our latest analysis for Alphabet. Alphabet’s share price has eased slightly in the short term, with a 7 day share price return of 0.76% and a 30 day share price return of 0.70% decline, but the 1 year total shareholder...

Earlier in July 2026, Sterling Infrastructure, Inc. amended and restated its credit agreement, extending the facility to July 2031, lifting total revolving borrowing capacity to US$1.50 billion, lowering interest-rate margins, loosening covenants, and broadening its lender base, while General Counsel Mark D. Wolf separately notified the company of his plans to retire later this year. The expanded, cheaper, and more flexible credit facility gives Sterling significantly greater financial...

Micron Technology has delivered a very large 3 year share price gain alongside recent volatility, and the valuation checks now show a stock that still screens as undervalued on earnings multiples but only earns a mixed overall value score. Over the past 3 years Micron Technology has returned about 14x, which puts extra emphasis on whether today’s price still leaves room for further upside. Heavy investment tied to AI driven memory demand can support expectations for strong earnings, while...