U.S. Logistics Stock News

Credo Technology Group Holding (NasdaqGS:CRDO) introduced its Blue Heron 224G AI scale-up retimer, targeting high bandwidth connectivity challenges in AI-scale infrastructure. The company entered a patent licensing agreement with 3M, expanding access to key intellectual property linked to high speed data solutions. Recent reports highlight Credo’s growing role in AI cluster connectivity through telemetry and optimization technologies that support large scale compute networks. Credo, a data...

FDA lifts clinical hold on Intellia Therapeutics' MAGNITUDE-2 Phase 3 trial for hereditary transthyretin amyloidosis with polyneuropathy. The decision allows Intellia to resume late stage development of its gene editing therapy, nexiguran ziclumeran. Regulators addressed prior safety concerns, clearing a key hurdle for this pivotal study. NasdaqGM:NTLA is back in focus after the FDA removed the clinical hold on its MAGNITUDE-2 Phase 3 trial, putting nexiguran ziclumeran firmly back on the...

If you are wondering whether General Motors stock still offers value at around US$84.27, you are not alone. That is exactly what this article is here to unpack. The share price has a 7 day return of 6.1%, a 30 day return of 4.1%, a year to date return of 4.1%, a 1 year return of 77.8%, a 3 year return of 110.3% and a 5 year return of 53.6%. This naturally raises questions about what is already priced in and what might still be on the table. Recent attention on General Motors has centered on...

In late January 2026, Amgen announced it will terminate its 2021 License and Collaboration Agreement with Kyowa Kirin, returning global rights to the atopic dermatitis biologic rocatinlimab once regulatory approval is obtained. This move highlights a shift in Amgen’s research and development priorities, as it steps back from a late-stage dermatology asset while maintaining manufacturing support for ongoing trials. We’ll now look at how exiting the rocatinlimab collaboration, and refocusing...

Recent analyst moves around Grab Holdings (GRAB), including a price target cut with earnings estimate trims at Bernstein and an upgrade at BofA Securities, have put the stock under closer investor scrutiny. See our latest analysis for Grab Holdings. At a share price of US$4.41, Grab’s recent 30 day share price return of a 13.19% decline and 90 day share price return of a 23.77% decline suggest momentum has been fading. However, the 3 year total shareholder return of 27.46% still contrasts...

Rush Enterprises (RUSH.A) is back on traders’ screens after quarterly results showed earnings per share 4.6% below expectations, revenue 5.62% ahead, a fresh US$150 million buyback, and renewed attention from UBS. See our latest analysis for Rush Enterprises. The fresh US$150 million buyback and UBS coverage have arrived alongside a sharp swing in sentiment, with a 30 day share price return of 23.94% and a 90 day gain of 43.62% lifting longer running total shareholder returns that sit at...

Why DXC Technology is on investors’ radar today DXC Technology (DXC) has drawn attention after recent price moves, with the stock closing at $15.28 and showing contrasting short term gains against weaker multi year total returns. For investors, that mix of recent momentum and longer term underperformance raises questions about how the company’s current valuation aligns with its fundamentals and whether the recent move reflects shifting expectations for the business. See our latest analysis...

If you are wondering whether Barrick Mining is still good value after its strong run, this article walks through what the current price might be implying about the stock. The share price recently closed at US$46.43, with a 9.5% decline over the last 7 days, a 5.3% return over the last month and year to date, and a 186.3% return over the last year, alongside 170.9% and 138.4% returns over the last 3 and 5 years, respectively. Recent coverage has focused on Barrick Mining's position in the...

Gentex (GNTX) is back in focus after releasing fourth quarter 2025 results, issuing 2026 and 2027 revenue guidance, detailing tariff and commodity cost pressures, launching new driver monitoring products, and completing a recent share repurchase. See our latest analysis for Gentex. The latest earnings update, new product rollouts, and share repurchase come after a relatively muted stretch for the stock, with a 3 month share price return of 2.77% but a 5 year total shareholder return decline...

Corcept Therapeutics (CORT) is back in focus after the FDA issued a Complete Response Letter for relacorilant, requesting more evidence of effectiveness, while several law firms launched investigations tied to the drug’s regulatory disclosures. See our latest analysis for Corcept Therapeutics. Those regulatory setbacks and legal probes help explain why Corcept’s 90 day share price return is a 42.74% decline, while its 1 year total shareholder return is a 38.83% loss. At the same time, the 3...

If you are wondering whether Atlanta Braves Holdings is attractively priced or reflects a fan premium, this article walks through what the current share price could imply about value. The stock last closed at US$40.10, with returns of 1.9% over the past week, 0.6% over the last month, 0.6% year to date, 0.5% over 1 year, 16.6% over 3 years, and 36.8% over 5 years. These figures provide useful context before comparing price to fundamentals. Recent coverage around Atlanta Braves Holdings has...

Q1 2026 earnings set the stage Walt Disney (DIS) has kicked off Q1 2026 with total revenue of US$25.0b, basic EPS of US$1.34 and net income of US$2,402m, setting a clear marker for how its entertainment and parks engine is currently performing. The company has seen revenue move from US$22.6b in Q4 2025 and US$22.6b in Q4 2024 to US$25.0b in Q1 2026, while quarterly basic EPS shifted from US$0.73 and US$0.25 over those same prior periods to US$1.34 this quarter. This gives investors a clean...

Why Five9 is back in focus for investors Five9 (FIVN) is back on investors’ radar after a mix of structural strengths, leadership changes, and activist pressure has sharpened attention on its business direction and potential next steps. The company’s AI enabled cloud contact center platform, broad enterprise customer base, and exposure to contact center as a service trends are being weighed against expectations for improved governance and clearer capital allocation priorities. See our latest...

Citizens Financial Group recently reported fourth-quarter and full-year 2025 results, showing higher net interest income and net income, while continuing to return capital through share repurchases and a quarterly common dividend of US$0.46 per share. Alongside this, the bank is reshaping its funding profile by redeeming several subordinated notes in February 2026 and issuing US$400 million of new fixed-to-floating subordinated debt due 2036. We will now examine how Citizens Financial...

Main Street Capital recently drew attention for its combination of strong long-term fundamentals, including solid return on equity and operating profit growth, and bullish technical indicators such as supportive moving averages. What stands out for income-focused investors is the company’s distinctive, growing monthly dividend policy, reinforced by a supplemental quarterly payout designed to be sustainable over time. Next, we’ll examine how this focus on a sustainable, growing monthly...

Harrow stock reacts to guidance reaffirmation and leadership change Harrow (HROW) reaffirmed its full year 2025 revenue outlook of US$270 million to US$280 million and promoted Patrick W. Sullivan to Chief Commercial Officer, a combination that keeps investors focused on execution. See our latest analysis for Harrow. Harrow’s 9.67% 1 day share price return to US$44.90, alongside reaffirmed 2025 revenue guidance and a new Chief Commercial Officer, stands against a 10.04% 30 day share price...

Strategy (NasdaqGS:MSTR) now holds a bitcoin position that is in unrealized loss territory for the first time. The company continues to add to its bitcoin holdings despite recent market turbulence. Strategy has raised its preferred stock dividend to attract additional capital into its treasury-focused model. These moves come as capital markets tighten and equity funded expansion becomes harder with a thinner premium on the common stock. Strategy, led by Michael Saylor, is effectively...

Brown & Brown (NYSE:BRO) is dealing with the passing of its Chief Legal Officer, creating a sudden shift in its senior leadership team. The company is also pursuing legal action over alleged employee poaching after a significant group of staff departed for a competitor. For shareholders watching NYSE:BRO, these events land at a time when the stock has seen a 32.0% decline over the past year, despite longer term returns of 23.0% over 3 years and 61.7% over 5 years. The current share price of...

In late January 2026, Instacart and Costco Wholesale expanded their partnership into Europe, launching Costco’s first same-day delivery websites in France and Spain powered by Instacart’s Storefront Pro platform, while Costco also rolled out a nationwide launch of Clean Cult’s plastic-free laundry detergent sheets in US warehouses and faced a new class action lawsuit over “no preservatives” claims on its Kirkland Signature rotisserie chicken. Together, these developments highlight how...

Affirm Holdings (AFRM) is back in focus after unveiling exclusive, multi year partnerships with Intuit’s QuickBooks Payments and Expedia Group. These moves plug its pay over time offering into two large, existing user bases. See our latest analysis for Affirm Holdings. Despite a string of new partnerships with Fiserv, Bolt, Expedia Group and Intuit, the stock has recently cooled, with a 30 day share price return of 16.26% and a year to date share price return of 16.26%. Even so, longer term...

Avista (AVA) has kicked off contract talks for a mix of new energy resources after its 2025 Electric Integrated Resource Plan identified needs related to reliability, growing demand, and clean energy commitments. See our latest analysis for Avista. Against this backdrop of new resource contracts, Avista’s share price has been firming, with a 30-day share price return of 6.95% and a 1-year total shareholder return of 18.5%. This suggests recent momentum has been building rather than fading. If...

BrightView Holdings (BV) has drawn fresh attention after recent trading left the shares at US$13.80, with returns over the past month and past 3 months outpacing its 1 year total return. See our latest analysis for BrightView Holdings. Recent trading has been supported by a 9.52% 30 day share price return and a 13.11% 90 day share price return. However, the 1 year total shareholder return of 11.14% and 5 year total shareholder return of 9.33% sit well behind the stronger 3 year total...

International Bancshares Corporation recently announced that its Board of Directors approved a $0.73 per share cash dividend, payable on February 27, 2026, to shareholders of record as of February 13, 2026, representing a 4.3% increase from the prior dividend. Management linked this higher payout to the bank’s record of strong financial results, solid capital position, and substantial liquidity, underlining confidence in the business’s underlying strength. Next, we’ll explore how this...

Warby Parker (NYSE:WRBY) is drawing attention after analyst commentary questioned how much its new AI enabled glasses partnership with Google might affect the business in the near term. At the same time, the company’s Co CEOs have sold a significant amount of personal stock, adding another data point for investors assessing leadership confidence and incentives. Shares of Warby Parker recently closed at $26.03, with the stock up 15.1% over the past month and 15.1% year to date but down 4.8%...