U.S. Logistics Stock News

Earlier this week, Jim Cramer highlighted Corning Incorporated’s push to replace copper with optical fiber in data centers and underscored its long-running specialty glass relationship with Apple after visiting one of its manufacturing facilities. The commentary brought fresh attention to Corning’s role in enabling AI-focused data centers, framing its fiber and glass technologies as core infrastructure rather than just components. We’ll now explore how this renewed focus on Corning’s fiber...

If you are wondering whether Palo Alto Networks is still worth buying at today's price, you are not alone. This stock sits at the crossroads of cybersecurity hype and long term fundamentals. Despite short term moves like a 2.5% dip over the last week and a 6.5% slide over the past month, longer horizons look much stronger, with the stock up 164.6% over 3 years and 205.4% over 5 years. Those swings have come as Palo Alto Networks continues to consolidate its platform and push deeper into AI...

MasterBeef Group (NasdaqCM:MB) has just posted its H1 2025 scorecard, with trailing twelve month revenue of about HK$490 million and Basic EPS of roughly negative HK$2.21, underscoring that the business is still in the red. The company has seen revenue move from about HK$520 million with Basic EPS of HK$5.97 in early 2024 to roughly HK$491 million and Basic EPS of negative HK$2.21 over the latest twelve months, a shift that keeps investor attention firmly on whether margins can stabilize from...

If you are wondering whether e.l.f. Beauty is a bargain again or still priced for perfection, especially after its huge multi year run, you are not alone in trying to figure out what a fair entry point looks like now. The stock has bounced recently, rising 5.3% over the last week and 12.9% over the past month. That is still against a much tougher backdrop, with returns of -34.6% year to date and -37.5% over the last year, following a 47.7% gain over three years and a 244.6% gain over five...

Arm Holdings (ARM) is back in the spotlight after reports that China has built a prototype extreme ultraviolet lithography machine, a potential long term competitive threat that has rattled sentiment across the AI chip ecosystem. See our latest analysis for Arm Holdings. Those China headlines and recent analyst downgrades have landed on a stock that was already cooling off, with the 30 day share price return of minus 16.76 percent and year to date share price return of minus 11.05 percent...

Marvell Technology (MRVL) edged higher after Micron's upbeat earnings and outlook rippled through semiconductor names, as investors leaned back into AI and data center plays that had sold off earlier this year. See our latest analysis for Marvell Technology. Zooming out, that Micron fueled bounce sits against a tougher backdrop, with Marvell's share price down sharply year to date despite a solid 90 day share price return and impressive three year total shareholder return. This suggests long...

Earlier this week, Pegasystems Inc. launched a new version of its Pega Client Lifecycle Management platform, adding advanced agentic AI to automate onboarding, document processing, screening, and risk assessment for global financial institutions, and also reaffirmed its quarterly cash dividend of US$0.03 per share for payment in January 2026. The integration of predictable AI agents, GenAI-powered document handling, and real-time Moody’s entity verification positions Pega CLM as a...

VinFast Auto has opened its first Southeast Asian factory outside Vietnam in Subang, Indonesia, now producing VF 5, VF e34, and VF 6 models with initial annual capacity of 50,000 cars and plans to lift total investment in the country to as much as US$1 billion. By bringing full EV manufacturing, long-warranty family SUVs like the VF 8, and ecosystem partnerships into Indonesia, VinFast is seeking to embed itself early in one of the region’s fastest-growing auto markets. We’ll now examine how...

Amazon.com (AMZN) has quietly added about 2% over the past month, even as the stock has slipped slightly over the past 3 months, leaving investors reassessing where it fits in their portfolios. See our latest analysis for Amazon.com. The latest share price of $227.35 caps a steady year to date share price return, while the standout figure is Amazon.com’s 3 year total shareholder return of 166.69%, suggesting that long term momentum remains firmly intact. If Amazon.com’s trajectory has you...

In recent weeks, Archer Aviation has expanded its global footprint, with Saudi Arabia’s General Authority of Civil Aviation announcing a collaboration to accelerate electric air taxi deployment, while the company also unveiled plans for a new UK engineering hub tied into defence-focused eVTOL development with Anduril UK and GKN Aerospace. Together with Archer’s participation in the U.S. eVTOL Integration Pilot Program and its role as Official Air Taxi Provider for the 2028 Olympics, these...

Jefferies’ upgrade of Procter & Gamble (PG) to Buy has put fresh attention on a stock that is finally getting some credit for its AI driven efficiency push and steady brand power. See our latest analysis for Procter & Gamble. Despite Jefferies’ upgrade, fresh buzz around Pantene’s Alix Earle campaign, and upcoming leadership changes, PG’s 2025 share price return is still negative. Its five year total shareholder return near 19% shows longer term compounding remains intact, and current...

Wondering if ITT is still a smart buy after its big run, or if most of the upside is already priced in? Let us unpack what the current share price is really implying about future performance. The stock has climbed 24.5% year to date and 23.9% over the last year, with a 127.4% gain over 3 years and 143.5% over 5 years, even though it has dipped 3.4% over the past month and nudged up 1.5% in the last week. Investors have been reacting to a stream of positive developments around infrastructure...

Exelixis (EXEL) has quietly turned into one of those stocks that reward patient holders, with shares up around 33% over the past year and gains accelerating over the past 3 years. See our latest analysis for Exelixis. That strength is not a one week wonder, with a 7 day share price return of 8.37% and a one year total shareholder return of 33.07% backing up a powerful three year total shareholder return of 179.85%. This suggests momentum is still building rather than fading at a latest share...

Wondering if SoFi Technologies is still a smart buy after its huge run, or if the easy money has already been made? You are not alone, and that is exactly what we are going to unpack here. The stock has cooled slightly this week, but it is still up 1.9% over the last month and 92.8% year to date, with a 77.5% gain over the last year and an eye catching 490.9% over three years. Recent headlines have focused on SoFi expanding its product ecosystem, strengthening its banking platform, and...

Bank of America (BAC) is trading at record highs after a powerful mix of strategic updates, digital banking upgrades and steady earnings beats, giving investors fresh reasons to revisit the stock’s long term story. See our latest analysis for Bank of America. The latest leg higher, including a solid year to date share price return of roughly 24.8 percent and a one year total shareholder return of about 28 percent, reflects investors warming to Bank of America’s growth narrative as it rolls...

WhiteFiber (WYFI) just landed a 10 year, roughly $865 million colocation deal with Nscale at its NC 1 AI data center campus, locking in a sizable revenue stream tied to advanced AI workloads. See our latest analysis for WhiteFiber. Investors clearly took notice of the Nscale deal, with a 1 day share price return of 17.1 percent lifting WhiteFiber to 16.74 dollars. However, the 90 day share price return of negative 36.4 percent shows sentiment is still recovering rather than in full on...

Power Integrations (POWI) has come under pressure as fresh commentary zeroes in on its shrinking profitability and sluggish long term revenue growth, a combination that has clearly weighed on investor sentiment. See our latest analysis for Power Integrations. The recent slide has left Power Integrations with a year to date share price return of roughly minus 40%. Even though the 1 month share price return of about 16% hints at a short term bounce, the 1 year total shareholder return near...

In recent days, Joby Aviation announced plans to double its U.S. manufacturing capacity to four eVTOL aircraft per month by 2027 and unveiled a partnership with Metropolis Technologies to develop 25 vertiports across the country, integrating AI-enabled parking and baggage services into early air taxi markets. Together, these moves push Joby beyond pure aircraft development toward building the ground infrastructure and production footprint needed for a functioning air taxi network. We’ll now...

Coherent (COHR) has been on investors radar after its silicon carbide platform for AI data centers grabbed attention, alongside strong growth in datacenter and communications revenue, even as Bain Capital share sales added some short term turbulence. See our latest analysis for Coherent. That backdrop helps explain why the share price has surged to about $185.83, with an 84.74% year to date share price return and a 90.26% one year total shareholder return, suggesting momentum is clearly...

If you are wondering whether AppLovin is still a smart buy after its huge run or if you are late to the party, this breakdown will help you figure out what the current price actually implies about future growth. The stock has surged 7.6% over the last week, 36.1% over the last month, and a massive 111.1% year to date, with a 111.6% gain over the past year and an eye catching 7,231.0% over three years. This naturally raises questions about how much upside is left versus how much risk has...

If you are wondering whether GlobalFoundries is quietly turning into a value opportunity, or if it is still a trap for patient investors, this article will walk you through what the current price really implies. After a choppy year where the stock is down about 12.2% over the last 12 months and 13.8% year to date, the recent 11.2% gain over the past month, despite a 5.4% dip in the last week, suggests that sentiment may be starting to shift again. Recent headlines around the semiconductor...

In the second half of 2025, Equifax secured 27 new patents, bringing its 2025 total to 62 and expanding its AI, cloud and security capabilities across nearly 700 issued or pending patents in 15 countries. This rapid build-out of EFX.AI and Equifax Cloud intellectual property, including responsible AI techniques used in customer-facing solutions, could strengthen the company’s differentiation in risk assessment, fraud prevention and credit decisioning. We’ll now examine how Equifax’s...

Cathay General Bancorp (CATY) is back in focus after another year of sliding sales and earnings, with fresh bearish analyst views and insider share sales raising sharper questions about its profit trajectory. See our latest analysis for Cathay General Bancorp. Even with that cautious backdrop, Cathay General Bancorp's share price has quietly edged up to about $50.45, with a solid 1 month share price return of 9.29 percent and an impressive 5 year total shareholder return of 88.24 percent,...

Tesla (TSLA) has quietly pushed higher, with the stock up about 19% over the past month and 13% in the past 3 months, as investors revisit its long term growth story. See our latest analysis for Tesla. That momentum sits on top of a much stronger backdrop, with the share price up about 27% year to date and a three year total shareholder return nearing 291%, as investors refocus on Tesla’s long term growth optionality and execution risk. If Tesla’s run has you rethinking the auto space, it...