U.S. Logistics Stock News

Lam Research (LRCX) has been catching investor attention after a sharp move in the share price, with returns of 37% over the past month and 59% over the past 3 months drawing closer scrutiny. See our latest analysis for Lam Research. Those sharp recent share price returns sit on top of a much longer run, with Lam Research posting a very large 1 year total shareholder return. The 3 year and 5 year total shareholder returns are also strong, suggesting momentum is still building as investors...

If you are wondering whether Cisco Systems' current share price still lines up with its underlying worth, this article will walk through what the numbers actually say. Cisco closed at US$74.01, with a 2.1% decline over the last 7 days and a 4.9% decline over the last 30 days, set against a 29.0% return over 1 year, 64.9% over 3 years and 88.3% over 5 years. Recent coverage has focused on Cisco's position as a large networking and infrastructure provider, and how market views on long term...

Churchill Downs Incorporated recently outlined development plans for its Rockingham Grand Casino in Salem, New Hampshire, a US$180–200 million project set within The Mall at Rockingham Park near the mixed-use Tuscan Village complex. This expansion reinforces Churchill Downs’ push into experiential regional gaming, adding a sizable New Hampshire presence alongside its existing Casino Salem charitable gaming facility. Next, we’ll assess how the planned Rockingham Grand Casino’s US$180–200...

Recent analyst commentary has pushed Axon Enterprise (AXON) back into the spotlight, as firms highlight its recurring revenue in public safety technology, expanding use of AI and drones, and a series of revenue beats against consensus estimates. See our latest analysis for Axon Enterprise. At a share price of $631.73, Axon has seen a 7 day share price return of 6.9% and a 30 day share price return of 12.0%. The 1 year total shareholder return of 11.1% sits alongside a very large 3 year total...

Take-Two Interactive Software (TTWO) has drawn fresh attention after online rumors about a possible Grand Theft Auto VI delay pressured the share price, even as short interest data pointed to reduced bearish positioning in the stock. See our latest analysis for Take-Two Interactive Software. Those GTA VI rumors hit a stock that has already seen some swings. A 7 day share price return of 3.26% decline contrasts with a 39.25% 1 year total shareholder return. This suggests longer term momentum...

Pagaya Technologies (PGY) is drawing fresh attention as management prepares to appear at several investor conferences, following the chief development officer’s sale of 7,561 shares under a pre-arranged Rule 10b5-1 trading plan. See our latest analysis for Pagaya Technologies. The upcoming conference appearances and the pre-planned insider sale come after a mixed stretch for Pagaya, with a 1-month share price return of 8.99% alongside a 90-day share price decline of 17.15%. At the same time,...

Syndax Pharmaceuticals (SNDX) is back on investors’ radar after announcing a collaboration with the World Orphan Drug Alliance to broaden international access to its menin inhibitor Revuforj through a multi regional Managed Access Program. See our latest analysis for Syndax Pharmaceuticals. That access push comes after a busy period that includes clinical data updates for Revuforj and an investor spotlight at the J.P. Morgan Healthcare Conference, with the stock posting a 35.34% 90 day share...

In recent days, Amazon and its partners have expanded AI, cloud, healthcare, and retail offerings, from AWS-powered agentic AI deals and Ring’s new Fire Watch feature to Amazon Pharmacy’s rollout of Novo Nordisk’s Wegovy pill and the planned opening of a Walmart-style big-box store near Chicago. These moves highlight how Amazon is deepening its role in critical infrastructure and consumer services, spanning data centers, autonomous vehicles, personalized marketing, and weight-loss...

Iovance Biotherapeutics recently reaffirmed that it expects to meet its earlier 2025 revenue guidance of US$250 million to US$300 million, while reporting that its tumor‑infiltrating lymphocyte therapies have now been used to treat more than 1,000 patients worldwide and scaling manufacturing to support up to 5,000 patients a year. This combination of confirmed commercial outlook, real‑world treatment reach, and expanded capacity underscores how Iovance is building out its TIL therapy...

Activist pressure puts BlackLine in focus Engaged Capital’s plan to launch a proxy fight at BlackLine (BL), seeking four board seats and pushing for a possible sale, has quickly put the accounting software company under closer investor scrutiny. See our latest analysis for BlackLine. The stock’s recent 1 day share price return of 1.61% and 7 day share price return of 6.07% suggest momentum picked up around the Engaged Capital announcement, although a 16.85% 90 day share price return contrasts...

Earlier in January 2026, Ondas Holdings Inc. closed a registered direct follow-on equity offering of common stock and pre-funded warrants, raising about US$960.0 million in net proceeds to fund corporate development, growth initiatives, and potential acquisitions. Coupled with its recent headquarters move to West Palm Beach, Florida and fresh government orders for its autonomous systems, this capital raise signals a concerted push to scale Ondas’s defense and technology footprint and broaden...

Centrus Energy (LEU) drew fresh investor attention after the U.S. Department of Energy awarded a $900 million task order to expand its Piketon, Ohio enrichment facility for commercial-scale HALEU production. See our latest analysis for Centrus Energy. The $900 million task order lands after a very strong run, with a 24.2% 1 month share price return and a 13.49% year to date share price return. The 1 year total shareholder return of more than 3x highlights how much sentiment has shifted around...

Event context and recent share performance Kratos Defense & Security Solutions (KTOS) has caught investor attention after a strong run in the stock, with recent returns of 3.7% over the past day and 31.1% over the past week. Over the past month the stock has returned 55.2%, with a 23.7% move in the past 3 months and a 48.6% gain year to date, prompting closer scrutiny of what current pricing might imply. See our latest analysis for Kratos Defense & Security Solutions. The recent jump in...

Coherent’s latest quarterly results showed higher gross and operating margins alongside revenue growth driven by AI infrastructure demand, expense optimization, and a recent divestiture. Management also emphasized opportunities in 6-inch indium phosphide production and a large addressable market in optical circuit switches as key growth drivers. Next, we’ll examine how Coherent’s margin improvement and AI-focused photonics demand reshape the company’s existing investment narrative. These 19...

Nomad Foods (NOMD) has drawn fresh attention after outlining a plan to streamline operations and target US$200 million in savings from 2026 to 2028, while continuing share repurchases and maintaining a relatively high dividend yield. See our latest analysis for Nomad Foods. Despite the new efficiency plan and ongoing buybacks, the share price at US$12.04 sits against a 1 year total shareholder return of about 20% loss and a 5 year total shareholder return of roughly 49% loss. This suggests...

If you are wondering whether Broadcom's current share price reflects its true worth, you are not alone. This article will walk through what the numbers actually say about value. Broadcom shares last closed at US$352.21, with returns of 2.6% over 7 days, a 2.1% decline over 30 days, 1.3% year to date, 57.7% over 1 year, and a very large gain over 3 and 5 years. Recent attention on Broadcom has largely centered on its role in the wider semiconductor sector, with investors weighing how industry...

In early January 2026, D&H announced a new partnership to integrate Fortinet’s full security suite into its Advanced Solutions+ ecosystem and launch the exclusive FWD enablement program, aimed at helping partners design, deploy, and manage Fortinet-based cybersecurity solutions. This collaboration deepens Fortinet’s reach through the channel by embedding its platform into D&H’s distribution and training infrastructure, potentially strengthening customer adoption of its integrated security...

Live Nation Entertainment (LYV) has attracted investor attention after recent trading moves, with the share price at $148.85 and mixed returns over the past 3 months and year. This has prompted closer scrutiny of its fundamentals. See our latest analysis for Live Nation Entertainment. The recent 1 day share price return of 1.90% and 1 month share price return of 3.99% sit against a 1 year total shareholder return of 13.97% and a 3 year total shareholder return of 99.37%. This suggests...

In early January 2026, Incyte reported positive topline Phase 3 frontMIND results showing that adding tafasitamab (Monjuvi/Minjuvi) and lenalidomide to R-CHOP improved progression-free survival versus R-CHOP alone in newly diagnosed high-risk diffuse large B-cell lymphoma, without identifying new safety concerns. This outcome strengthens the case for tafasitamab beyond its existing follicular lymphoma use and could be important for Incyte’s broader oncology ambitions. We’ll now examine how...

Event overview and recent share performance Adobe (ADBE) has come into focus after a stretch of weaker recent returns, with the stock down about 1.9% over the past day and 8% over the past month, prompting closer attention from investors. See our latest analysis for Adobe. Stepping back from the latest moves, Adobe’s recent 1 month share price return of an 8.07% decline sits alongside a 1 year total shareholder return of a 19.79% decline, suggesting momentum has been fading despite broader...

Varonis Systems (VRNS) is back in focus after multiple law firms launched class action securities lawsuits, following the company’s October 2025 update on weaker subscription renewals, reduced guidance, workforce cuts, and plans to sunset its self hosted solution. See our latest analysis for Varonis Systems. After the sharp one day drop of nearly 49% following the October 2025 announcement, Varonis Systems’ recent 7 day share price return of 7.3% and 30 day share price return of 4.35% suggest...

In recent days, attention on Air Products and Chemicals has intensified as the company approaches its fiscal Q1 2026 earnings release, with analysts forecasting earnings per share of US$3.05, about 6.6% higher than a year earlier and pointing to improved cost control after a marginal revenue decrease last quarter. This combination of expected profit growth, tighter expense management, and a generally moderately optimistic analyst view has become a key focus for investors reassessing the...

Oklo Inc. recently announced an agreement with Meta Platforms to develop a 1.2-gigawatt advanced nuclear power campus in Pike County, Ohio, including a prepayment structure that helps fund fuel procurement and early project work to support Meta’s regional data centers. Beyond powering Meta’s AI infrastructure, the project could reshape an historic Department of Energy site into a modern hub for advanced nuclear, clean energy, and high-skilled jobs. We’ll now examine how Meta’s...

At CES 2026, Ambarella launched its CV7 edge AI vision SoC, built on Samsung’s 4nm process with third-generation CVflow acceleration, and unveiled its online Ambarella Developer Zone to streamline building and deploying edge AI applications across its SoC portfolio. Together, the CV7 and DevZone moves suggest Ambarella is shifting from a pure chip supplier toward a broader platform approach that tightly links its hardware and software ecosystem for edge AI developers. Next, we’ll examine how...