U.S. Logistics Stock News

Bitdeer Technologies Group reported past fourth-quarter 2025 sales of US$224.84 million and net income of US$70.54 million, a sharp turnaround from the prior year’s loss, alongside full-year 2025 sales of US$620.25 million and net income of US$65.6 million. Beyond the rebound in profitability, Bitdeer is rapidly scaling self-mining, ramping SEALMINER rig production, and repositioning major data center capacity toward AI and high-performance computing infrastructure, including a planned...

Investors may be wondering whether Live Nation Entertainment's share price still makes sense after a strong run, or if the current level already reflects the story they are buying into. The stock last closed at US$158.27, with returns of 12.4% over 7 days, 9.6% over 30 days, 8.9% year to date, 2.9% over 1 year, 107.2% over 3 years and 79.7% over 5 years. This provides several data points to weigh against its current price. Recent attention on Live Nation has centered on its role in global...

Crescent Energy recently reported quarterly results that met or slightly topped expectations, highlighting disciplined capital spending, stable-to-modestly growing production, and an ongoing focus on returning free cash flow to shareholders via dividends and opportunistic buybacks. This approach, combined with analysts’ cautiously positive stance ahead of the February 25, 2026 earnings release, is shaping Crescent’s profile as a U.S. shale operator emphasizing both income and measured...

Tutor Perini (TPC) has drawn fresh attention after expectations for higher quarterly earnings per share and revenue, alongside a share price that still trades at a discount to construction peers. See our latest analysis for Tutor Perini. The recent earnings optimism comes on top of strong momentum, with a 40.81% 90 day share price return and a very large 1 year total shareholder return that signals a sharp shift in sentiment around Tutor Perini. If this kind of turnaround story has your...

TSMC reported its highest monthly revenue in company history, driven by strong global demand for AI and high performance computing chips. The company is increasing capital expenditure to expand manufacturing capacity in Taiwan and overseas, including Japan, Germany, and the U.S. These moves are aimed at strengthening supply resilience and reducing exposure to geopolitical risk around Taiwan centric production. For investors watching Taiwan Semiconductor Manufacturing, NYSE:TSM, the...

Kratos Defense & Security Solutions (KTOS) is back in focus after being selected for Phase 1 of the Office of the Secretary of War’s Drone Dominance Program, alongside fresh progress in its dual use autonomy deployments. See our latest analysis for Kratos Defense & Security Solutions. Those defense and dual use autonomy announcements have come alongside a choppy tape, with the 1 day share price return of 2.31% following a 30 day share price decline of 31.87%, yet sitting on a very large 1...

Recent SEC filings show large investors, including PRIMECAP, Morgan Stanley, and BlackRock, significantly boosting their positions in Synopsys (SNPS), as the company reports record fiscal 2025 revenue and closes its Ansys acquisition. See our latest analysis for Synopsys. Synopsys shares recently moved up with a 1 day share price return of 3.25% and a 7 day share price return of 2.39%. However, the 30 day share price return shows a decline of 15.34% and the 1 year total shareholder return...

NXP Semiconductors recently reported its fourth quarter and full-year 2025 results, showing quarterly sales rising to US$3,335 million while full-year sales edged down to US$12.27 billion and net income declined to US$2.02 billion, and also issued first quarter 2026 guidance calling for revenue between US$3,050 million and US$3,250 million with diluted EPS of US$4.01 to US$4.41. Alongside the guidance and earnings release, the company announced that long-serving Executive Vice President and...

In recent weeks, Warren E III Hoffner, Applied Industrial Technologies’ VP and General Manager of Fluid Power, sold 4,000 company shares, while management reiterated confidence in order momentum, engineered solutions, and cash generation despite accounting-driven margin pressures. Alongside this insider sale, Applied emphasized support for its long-term business direction through ongoing bolt-on acquisitions like Thompson Industrial Supply and an 11% dividend increase. With management’s...

Granite Construction (GVA) is back in focus after reporting better-than-expected Q4 and full-year 2025 results, paired with a new Interstate 80 East Widening preconstruction contract that adds to its public infrastructure workload. See our latest analysis for Granite Construction. The latest earnings beat, new Interstate 80 preconstruction award and a recently affirmed quarterly dividend have come alongside a 30 day share price return of 7.89% and a 90 day share price return of 29.05%, while...

Earnings, special dividend and higher regular payout put CNA Financial in focus CNA Financial (CNA) is back on investor radar after reporting fourth quarter and full year 2025 earnings, while also announcing a US$2.00 per share special dividend and a higher regular quarterly dividend. See our latest analysis for CNA Financial. At a share price of US$48.69, CNA’s recent 30 day share price return of 4.98% and 90 day share price return of 6.33% sit alongside a 1 year total shareholder return of...

Gartner (IT) is under pressure after weak fourth quarter contract value figures, cautious 2026 guidance, a sharp share price drop, and new securities law investigations into its financial disclosures and use of non GAAP metrics. See our latest analysis for Gartner. Those weak contract value figures, cautious 2026 outlook, and the new securities law investigations line up with a sharp reset in sentiment. A 30 day share price return of 31.25% decline and a 1 year total shareholder return of...

In early February 2026, Horace Mann Educators Corporation reported its full-year 2025 results, with revenue of US$1,701.4 million and net income of US$162.1 million, both higher than the prior year. The sharp increase in net income versus 2024 suggests that Horace Mann’s underlying profitability improved meaningfully over the year, beyond simple top-line expansion. We’ll now examine how this stronger full-year revenue and earnings performance may influence Horace Mann’s existing investment...

Ferrari (NYSE:RACE) is preparing to unveil its first full-electric vehicle, the Ferrari Luce. The launch marks a key step in the company’s move into ultra-premium electric vehicles while it continues to focus on profitability and exclusivity. The Luce is positioned as Ferrari’s entry into electric mobility alongside its broader product diversification efforts. For you as an investor, Ferrari sits in a very specific corner of the auto market, focused on high-end performance cars with tight...

ARK Invest has purchased NYSE:BLSH shares for ten consecutive trading days, signaling ongoing institutional interest. Bullish recently secured approval for a New York BitLicense, expanding its regulatory footprint in a key U.S. market. The BitLicense allows Bullish to broaden custody services and access a wider pool of professional clients in New York. For Bullish, ticker NYSE:BLSH, the combination of steady ARK Invest buying and a New York BitLicense arrives at a time when the broader...

Tencent Music Entertainment Group (NYSE:TME) jumped 15.7% after China announced its largest stimulus package since the pandemic. The measures include interest rate cuts and looser mortgage rules that lifted sentiment toward Chinese consumer tech names. See our latest analysis for Tencent Music Entertainment Group. The latest jump comes after a weaker few months, with a 30 day share price return of a 4.4% decline and a 90 day share price return of a 16.1% decline, even as the 1 year total...

Recent performance snapshot for Palo Alto Networks (PANW) Palo Alto Networks (PANW) has drawn attention after a mixed recent return profile, with gains over the past week but negative moves over the past month and past 3 months, prompting a closer look at its fundamentals. See our latest analysis for Palo Alto Networks. At a share price of $166.95, Palo Alto Networks has seen short term momentum pick up, with a 1 day share price return of 2.54% and 7 day share price return of 4.79%. This...

Datavault AI: recent performance snapshot Datavault AI (DVLT) has seen mixed share performance recently, with a 1 day return of 8.5% contrasting with a loss over the past 3 months and year to date weakness. For longer term holders, the stock shows a 1 year total return decline alongside a very large 3 year drawdown. This highlights how concentrated the risk has been around this name. See our latest analysis for Datavault AI. The latest 1 day share price return of 8.6% to US$0.79 comes after a...

With no single headline event driving it today, 10x Genomics (TXG) is experiencing a combination of mixed recent share returns and ongoing interest in its genomics tools business, prompting closer attention from investors. See our latest analysis for 10x Genomics. The recent 3.5% 1 day share price gain to US$18.12 sits against a 30 day share price return of 12% and a 1 year total shareholder return of 47%. However, the 3 and 5 year total shareholder returns remain sharply negative, suggesting...

Snap-on reported fourth-quarter 2025 results with sales of US$1,231.9 million and diluted EPS of US$4.94, alongside a US$2.44 quarterly dividend declared for payment on March 10, 2026 to shareholders of record on February 24, 2026. While revenue growth was modest and earnings eased slightly for the full year, Snap-on’s uninterrupted quarterly dividend record since 1939 underscores how management is prioritizing consistent shareholder returns amid a turbulent demand backdrop. Now we’ll assess...

PHINIA Inc. (NYSE:PHIN) reported year over year growth across key business segments in 2025. The company recorded three consecutive quarters of growth in both Fuel Systems and Aftermarket segments. Management reduced debt, improved leverage, and expressed optimism for 2026. Leadership is targeting further market share gains in areas such as Gasoline Direct Injection and alternative fuels. PHINIA, trading as NYSE:PHIN, focuses on Fuel Systems and Aftermarket products that support internal...

Wayfair (NYSE:W) has integrated with Google's Universal Commerce Protocol. U.S. shoppers can now buy Wayfair products directly within Google Search and the Gemini app through AI powered discovery. The new shopping experience is tied to Google's AI driven commerce platform, enabling seamless checkout inside Google's ecosystem. Wayfair is an online home goods and furniture retailer that is closely connected to digital traffic and user experience across its website and apps. By plugging into...

Why Merck stock is back in focus Merck (MRK) is back on investors radars after the FDA approved KEYTRUDA and its subcutaneous QLEX formulation for platinum-resistant ovarian cancer, alongside fresh oncology data heading to the 2026 ASCO GU symposium. This new indication makes KEYTRUDA the first PD-1 inhibitor cleared for this difficult ovarian cancer population, supported by Phase 3 results. The upcoming genitourinary presentations highlight how central oncology remains to Merck's long-term...

Cipher Mining (CIFR) is reshaping its business beyond crypto mining, anchored by a US$3b, 10-year Fluidstack partnership for AI focused data centers and a US$2b private placement backing its Black Pearl high performance computing facility. See our latest analysis for Cipher Mining. At a share price of US$16.42, Cipher Mining has seen momentum swing around its news flow, with an 11.47% 7 day share price return and a 14.43% 90 day share price return sitting alongside a 1 year total shareholder...