U.S. Logistics Stock News

HA Sustainable Infrastructure Capital (HASI) is back in focus after closing a joint venture with Sunrun that commits up to US$500 million over 18 months to finance distributed solar and storage projects. See our latest analysis for HA Sustainable Infrastructure Capital. The Sunrun joint venture has landed as the share price sits at US$34.05, with a 90 day share price return of 11.49% and a year to date share price return of 7.01%. The 1 year total shareholder return of 31.05% contrasts with a...

In recent days, Cognex has benefited from reports of stronger demand for its AI-driven machine vision products, with analysts highlighting AI-related orders, automotive factory restarts, and increased barcode reader use as key drivers ahead of the 12 February 2026 earnings update. This wave of interest underscores how AI-focused machine vision adoption and management commentary on margins and backlog could become central signposts for Cognex’s longer-term growth profile. We’ll now examine...

The U.S. House of Representatives previously passed a bill extending Affordable Care Act premium subsidies for three more years, supporting Oscar Health’s individual exchange members by limiting potential premium increases. This policy shift directly reinforces Oscar Health’s core ACA-focused business model, reducing prior concerns that expiring subsidies could shrink its addressable market. We’ll now examine how the extension of ACA subsidies reshapes Oscar Health’s investment narrative,...

If you are wondering whether United Airlines Holdings at around US$114 per share offers good value or is pricing in too much optimism, you are not alone. The stock has seen mixed returns, with a 2.7% decline over the last 7 days, a 7.1% gain over the past month, and returns of 1.2% year to date and 6.3% over the last year, while the 3 year and 5 year returns are very large. Recent attention on the airline sector has often focused on capacity discipline, ongoing cost pressures, and changing...

In January 2026, Arlo Technologies announced an expanded agreement with Samsung SmartThings to integrate Arlo’s Smart Security Platform into the SmartThings app for U.S. users, building on prior AI-powered object detection features such as package, people, and pet identification. This deepening of the SmartThings collaboration highlights how Arlo is embedding its computer vision AI and subscription-based security services into a major smart home ecosystem, potentially reinforcing its push...

Walt Disney (DIS) is back in focus after Phillip Securities initiated coverage, highlighting the company’s intellectual property and cross-platform engagement. This development appears tied to the stock’s recent move. See our latest analysis for Walt Disney. At a share price of $112.98, Walt Disney’s recent 1 day and 30 day share price gains sit against a 1 year total shareholder return of 5.65% and a 3 year total shareholder return of 15.74%, while the 5 year total shareholder return of a...

If you are trying to figure out whether D-Wave Quantum’s share price makes sense today, you are not alone. This article focuses squarely on what you might be paying for compared to what you are getting. The stock has been very volatile recently, with a 7.8% decline over the last week, a 10.4% gain over the last 30 days, a 2.5% return year to date, and a 1-year return that is well above 500%. These sharp moves are occurring against a backdrop of heightened attention on quantum computing...

Primoris Services (PRIM) has been drawing fresh attention after recent trading, with the stock last closing at $138.01. Investors are weighing its recent returns and fundamentals to assess how the current price compares. See our latest analysis for Primoris Services. The recent 7-day share price return of 7.04% and 30-day share price return of 9.29% have added to an already strong 1-year total shareholder return of 70.10%. The 3-year total shareholder return is very large at around 5x, and...

In recent days, Fabrinet reported that CEO Seamus Grady credited a record quarter to strong telecom demand and initial contributions from High-Performance Computing, while investors focused on an upcoming February 2 fiscal second-quarter earnings release and its commentary on demand across key end markets. This combination of macroeconomic optimism around inflation and company-specific confidence on telecom and High-Performance Computing performance has sharpened attention on how resilient...

If you are wondering whether Applied Materials' share price still offers value or if most of the upside has already been captured, the next sections are designed to help you frame that question clearly. The stock last closed at US$304.87, with returns of 3.0% over 7 days, 17.6% over 30 days, 13.4% year to date, 77.3% over 1 year and 191.5% over 5 years. These figures put recent moves firmly on investors' radar. Recent attention on semiconductor equipment suppliers, including Applied...

Acer’s new patent infringement lawsuit against Verizon Communications (VZ) has put fresh attention on the stock, as investors weigh potential legal exposure alongside the company’s dividend profile and recent share price performance. See our latest analysis for Verizon Communications. At a share price of US$39.01, Verizon’s recent 1 day, 7 day and 30 day share price returns of 2.08%, 3.20% and 4.60% declines suggest momentum has cooled. At the same time, the 1 year total shareholder return of...

Robinhood Markets (HOOD) has drawn fresh attention as its push into prediction markets and event contracts gains traction, with football focused contracts and new crypto and derivatives features contributing to rapid revenue growth. See our latest analysis for Robinhood Markets. That push into prediction markets and new derivatives comes after a very strong run, with Robinhood’s 1 year total shareholder return of 187.93% and a very large 3 year total shareholder return above 10x, even as the...

Rambus (RMBS) is back in focus as fresh commentary on its role in AI data centers converges with an upcoming earnings call, putting its shift toward product sales and current valuation under the microscope. See our latest analysis for Rambus. Rambus shares now trade at US$95.48. After a recent 2.78% one-day share price return against a slightly weaker year-to-date share price performance, the stronger one-year and multi-year total shareholder returns suggest longer-term momentum has been...

In recent days, several research firms adjusted their views on Paycom Software, with TD Cowen and Citi trimming expectations while BTIG upgraded the stock and Barclays reiterated a mid‑range stance, all against a backdrop of stable but uncertain demand. At the same time, Paycom has been highlighted as a Peter Lynch-style GARP candidate, reflecting steady earnings growth, no interest-bearing debt, and strong profitability that appeal to long-term, growth-at-a-reasonable-price investors...

BNY (BK) recently reported fourth quarter 2025 results that came in ahead of consensus on both revenue and profit, paired with new medium term targets and a fresh dividend declaration that supported a modest share price reaction. See our latest analysis for Bank of New York Mellon. BNY’s latest quarterly beat, dividend declaration and push into tokenized deposits have come against a strong backdrop, with a 90 day share price return of 12.85% and a 1 year total shareholder return of 65.46%...

Why Li Auto’s latest delivery update matters for shareholders Li Auto (NasdaqGS:LI) reported December deliveries of 44,246 vehicles, 109,194 for the fourth quarter, and 1,540,215 for the full year, giving investors fresh data on demand and operational scale. With the share price at US$16.64 and negative returns over the past 3 months and 1 year, this delivery update is an important reference point as you assess how current trading reflects the company’s recent activity. See our latest...

Recently, Jim Cramer described Atlassian as one of the worst performing stocks in the Nasdaq-100 and argued that rapid AI advances are pressuring enterprise software vendors by encouraging companies to build internal tools instead of relying on external collaboration platforms. This criticism puts a spotlight on whether Atlassian’s core value proposition can hold up if customers increasingly favor in-house, AI-enabled solutions over third-party software. We’ll now examine how concerns about...

Blackstone has recently hired advisers to explore selling its UK rental housing platform Leaf Living, which could be valued at more than £1.00 billion, while the US administration directed Fannie Mae and Freddie Mac to purchase US$200.00 billion of mortgage-backed securities to help lower mortgage rates. Together, the potential Leaf Living sale and large-scale US housing support have refocused attention on how Blackstone’s real estate exposure interacts with government policy in the housing...

Automatic Data Processing (ADP) has drawn fresh attention after a recent pullback, with the stock showing negative returns over the past month and past 3 months, putting its long term track record under closer investor scrutiny. See our latest analysis for Automatic Data Processing. At a share price of US$257.07, ADP has seen short term weakness, with a 30 day share price return of a 3.39% decline and a year to date share price return of 1.66%. The 1 year total shareholder return of a 9.92%...

On 13 January 2026, TeraWulf participated in a broad rally among bitcoin mining companies after bitcoin moved above US$92,000, lifting sentiment across the sector. This move highlighted how closely TeraWulf’s market perception remains tied to bitcoin price swings, even as the company expands beyond pure crypto mining. Next, we will examine how bitcoin’s sharp rise, and its effect on miner sentiment, interacts with TeraWulf’s evolving investment narrative. The end of cancer? These 29 emerging...

If you are wondering whether Global Payments is priced attractively today, it helps to look past the headline share price and focus on what the underlying valuation signals are really saying. The stock last closed at US$79.68, with returns of 3.5% over the past week, a 2.9% decline over the past month, a 5.5% gain year to date, and longer term returns of a 24.5% decline over 1 year, a 23.8% decline over 3 years, and a 56.5% decline over 5 years. These mixed returns sit against a backdrop of...

Recent analyst activity around Charles Schwab (SCHW) has drawn fresh attention, as several brokerages reiterated positive recommendations on the stock. This has prompted many investors to reassess how its current share price aligns with their own expectations. See our latest analysis for Charles Schwab. At a share price of $101.18, Charles Schwab has seen a 4.69% 1 month share price return and a 7.26% 3 month share price return, while its 1 year total shareholder return of 41.58% suggests...

If you are wondering whether Bristol-Myers Squibb at around US$55.92 is a bargain or just fairly priced, you are in the right place for a clear look at what you might actually be paying for. The stock has posted returns of 2.8% over the last 7 days, 6.7% over the last 30 days, 4.6% year to date, 5.4% over 1 year, 2.2% over 5 years, and an 11.3% decline over 3 years, which gives mixed signals on how the market has been reassessing its prospects and risks. Recent news coverage has focused on...

Synaptics (SYNA) has drawn fresh attention after Origin AI and Edgecore Networks each announced collaborations that bring its Astra and Veros platforms into smart home applications, AIoT edge hubs, and CES 2026 demonstrations. See our latest analysis for Synaptics. Those Origin AI and Edgecore tie ups arrive as Synaptics’ share price, now at $85.36, shows building momentum, with a 30 day share price return of 10.24% and a 90 day share price return of 22.57%, while the 1 year total shareholder...