U.S. Logistics Stock News

CF Industries Holdings (CF) has put low carbon fertilizer in focus after launching a pilot supply chain project with POET and several agriculture cooperatives, aimed at lowering the carbon intensity of corn and ethanol. See our latest analysis for CF Industries Holdings. Alongside the low carbon fertilizer pilot and the latest quarterly dividend of $0.50 per share, CF Industries Holdings has seen firm share price momentum, with a 30 day share price return of 22.23% and a 5 year total...

Huntington Bancshares (HBAN) has just raised US$1.75b through a mix of fixed to floating senior notes and fixed to fixed subordinated notes, shortly after reporting full year 2025 results and loan growth. See our latest analysis for Huntington Bancshares. At a share price of US$17.29, Huntington Bancshares has seen an 11.98% 90 day share price return and a 52.85% five year total shareholder return, suggesting positive long term momentum despite recent volatility around earnings, dividend...

Caterpillar has agreed to supply 2 gigawatts of fast response natural gas generators to the Monarch Compute Campus, aimed at powering AI focused data centers. The multi billion dollar alliance positions Caterpillar as a key provider of energy solutions tailored to hyperscale computing facilities. The project is designed to address rising power needs from AI workloads with flexible, quick start generation capacity. Caterpillar, trading on the NYSE as NYSE:CAT, is moving deeper into data...

Corning (NYSE:GLW) has entered a multi year supply agreement of up to $6 billion with Meta Platforms to provide advanced optical fiber and connectivity products. The products will support Meta's new AI data centers, with Corning expanding manufacturing capacity in North Carolina to meet demand. The deal adds a large technology customer relationship and includes U.S. investment and job creation tied to AI related infrastructure build out. For investors watching Corning, this agreement comes...

If you are wondering whether Mettler-Toledo International is fairly priced or you might be paying too much for quality, this article will walk through what the current share price could mean for long term investors. The stock recently closed at US$1,392.80, with returns of a 3.2% decline over 7 days, a 1.5% decline over 30 days, a 1.3% decline year to date, a 2.1% gain over 1 year, a 12.1% decline over 3 years and a 14.5% gain over 5 years, which gives mixed signals about how the market is...

BeOne Medicines extended its collaboration with InSysBio to apply mechanistic translational modeling to its clinical programs. The renewed partnership focuses on dose selection and reducing cytokine release risks in upcoming clinical studies. The move is aimed at supporting clinical study design and safety for BeOne Medicines' drug development pipeline. For investors watching BeOne Medicines (NasdaqGS:ONC), the extended InSysBio collaboration comes as the stock trades around $350.0 per...

Solana integration puts tokenized funds in focus WisdomTree (WT) has rolled out its full suite of regulated tokenized funds on the Solana blockchain, giving retail and institutional investors onchain access through WisdomTree Connect and WisdomTree Prime. The move highlights how a traditional ETF sponsor is using faster, lower cost blockchain rails to support money market, equity, fixed income and alternative exposures in tokenized form. See our latest analysis for WisdomTree. The Solana...

THOR Industries recently released its eighth annual sustainability report for fiscal 2025 and highlighted the launch of the ENTEGRA COACH EMBARK, described as the world's first range-extended electric class A motorhome, as part of its eMobility and emissions-reduction efforts. The report underscores how THOR is integrating emissions cuts, solar investments, waste-reduction programs, and nonprofit partnerships into its broader business model for recreational vehicles. Next, we’ll examine how...

Calix (CALX) has capped FY 2025 with Q4 revenue of US$272.4 million and basic EPS of US$0.11, while trailing twelve month revenue sat at US$1.0 billion and EPS at US$0.27 as the business moved from loss to profit over the year. The company has seen revenue progress from US$206.1 million in Q4 2024, with a basic EPS loss of US$0.27, to US$272.4 million in Q4 2025 and positive EPS of US$0.11. This was accompanied by a swing in trailing twelve month EPS from a loss of US$0.45 in Q4 2024 to a...

Medtronic (NYSE:MDT) has received CE mark approval for its Sphere-360 pulsed field ablation catheter for cardiac arrhythmia treatment. The company has also extended its partnership with Mindray to deliver integrated patient monitoring solutions for ambulatory surgery centers. For Medtronic, a global medical technology company focused on cardiovascular care and patient monitoring, these developments add fresh products and partnerships to its existing portfolio. The CE mark for Sphere-360...

LTC Properties recently completed a US$108 million acquisition of three senior housing properties in Atlanta, adding nearly 400 private-pay units to its portfolio and funding the deal through its revolving credit line. This move increases senior housing operating investments to 27% of LTC’s gross real estate portfolio, reflecting a clear pivot away from skilled nursing exposure. We will now examine how LTC’s increased emphasis on private-pay senior housing could influence the company’s...

If you are wondering whether Huntington Ingalls Industries' current share price lines up with its underlying worth, you are not alone. The stock recently closed at US$427.83, with returns of 0.9% over 7 days, 25.1% over 30 days, 22.3% year to date, 124.0% over 1 year, 110.2% over 3 years and 197.0% over 5 years, which may have shifted how some investors think about its risk and potential. Recent news around Huntington Ingalls Industries has kept attention on its role as a major defense and...

If you have ever wondered whether AutoZone at around US$3,703.76 a share is priced fairly or carrying a premium, you are not alone. The stock invites a closer look at what you are really paying for. Over the past month the share price has moved 9.0%, with returns of 12.1% year to date, 10.5% over 1 year, 51.6% over 3 years and 203.5% over 5 years. This naturally raises questions about how much upside or risk is now baked into the current price. Recent attention on AutoZone has focused on its...

Tower Semiconductor (NasdaqGS:TSEM) is back in focus after management outlined record fourth quarter revenue guidance and a US$650 million capacity build out in photonics and SiGe, aimed at AI, 5G and data center demand. See our latest analysis for Tower Semiconductor. The recent guidance and US$650 million capacity plan come on top of a strong run, with a 58.17% 3 month share price return and a very large 1 year total shareholder return of 176.73%. This suggests momentum has been building...

Key Insights Given the large stake in the stock by institutions, Griffon's stock price might be vulnerable to their...

Cracker Barrel Old Country Store, Inc. ( NASDAQ:CBRL ) shareholders should be happy to see the share price up 14% in...

Let's talk about the popular Donaldson Company, Inc. ( NYSE:DCI ). The company's shares led the NYSE gainers with a...

The Cloud AI market, specifically within the domain of Artificial Intelligence as a Service (AIaaS), is experiencing robust expansion driven by advancements in cloud infrastructure and the demand for scalable, cost-effective solutions. As organizations increasingly shift to cloud-based AI frameworks, which allow for the outsourcing of AI capabilities without major capital expenditures, there is notable growth driven by the need for quick digital transformation and democratized technology...

The recent 11% drop in Immunic, Inc.'s ( NASDAQ:IMUX ) stock could come as a blow to insiders who purchased US$246.9k...

Worthington Steel, Inc. ( NYSE:WS ) will pay a dividend of $0.16 on the 27th of March. This means the annual payment...

Illinois Tool Works (ITW) has recently drawn investor attention as its shares trade near recent highs. The stock has shown positive returns over the past month and the past 3 months, alongside steady reported revenue and net income figures. See our latest analysis for Illinois Tool Works. At a share price of US$262.86, Illinois Tool Works has recently delivered a 1 day share price return of 1.79%, a 30 day share price return of 4.80%, and a 90 day share price return of 7.76%. Its 5 year total...

If you are wondering whether Minerals Technologies is quietly offering value at around US$65.25 per share, this article walks through what the current price might be implying about the company. The stock is up 6.0% over the last 30 days and 6.7% year to date, although the 1 year return of a 14.9% decline and 3 year return of an 8.6% decline show a much softer longer term picture, with a modest 1.4% gain over 5 years. Recent coverage has focused on Minerals Technologies as a specialist in...

Earlier this week, BofA Securities downgraded Plains GP Holdings, citing weaker long-term expectations for Permian Basin oil output and reduced inflation-linked revenue potential under revised FERC PPI adder rules, even as the business recently expanded through the EPIC acquisition. The contrast between BofA’s downgrade and Stifel’s maintained positive rating highlights how differently analysts are weighing regulatory shifts against Plains’ growth-oriented pipeline footprint. With Plains...

Lam Research has reported past second-quarter 2026 results showing revenue of US$5,344.79 million and net income of US$1,593.99 million, both higher than a year earlier, and issued guidance for the March 2026 quarter with expected revenue of about US$5.70 billion and net income per diluted share near US$1.35. Management highlighted that surging demand for AI-related chipmaking tools and advanced etch and deposition technologies underpinned this record period, alongside strong operational...