U.S. Logistics Stock News

CBRE Group (NYSE:CBRE) is sharpening its focus on AI driven solutions and technical services as commercial real estate faces rising worries about technology disruption. The company is investing in its Nexus AI platform and expanding technical maintenance capabilities through acquisitions such as Pearce Services. This shift includes a stronger emphasis on data centers and digital infrastructure as part of a broader business restructuring. CBRE shares, last closing at $142.31, have seen a...

Recent performance snapshot Alaska Air Group (ALK) has drawn attention after a period of mixed share performance, with a 0.8% decline over the past day, a 7.0% drop over the past week, and a 10.5% gain over the past month. Over the past 3 months the stock shows a 41.3% return, while the 1 year total return stands at a 27.0% decline. Year to date, shares are up 7.3%, and the 3 year total return is 12.6%. See our latest analysis for Alaska Air Group. At a share price of US$55.27, Alaska Air...

Texas Pacific Land Corporation announced in late 2025 that it will invest US$50 million and grant water rights in a partnership with Bolt Data & Energy to build large-scale data center campuses on its West Texas acreage. This move extends TPL’s business beyond oil and gas royalties toward AI-linked digital infrastructure, while continued share accumulation by major holder Horizon Kinetics suggests strong internal confidence in this new direction. We’ll now examine how TPL’s push into...

Why Corpay is on investors’ radar Corpay (CPAY) has drawn fresh attention after its rebrand from FLEETCOR Technologies in March 2024, putting a spotlight on how the payments business and its stock performance line up today. See our latest analysis for Corpay. At a share price of $337.12, Corpay has seen a 4.92% 1 day share price return and a 22.96% 90 day share price return, while its 1 year total shareholder return of a 10.65% decline contrasts with a 57.84% gain over three years. This...

Nebius Group N.V. reported fourth-quarter 2025 revenue of US$227.7 million, up sharply from US$35.2 million a year earlier, alongside a wider quarterly net loss of US$249.6 million, while also planning to replace Reanda Audit & Assurance B.V. as its independent auditor after completion of the 2025 audit and early 2026 review work. Behind the headline growth, the company’s heavy investment in AI data center capacity, multibillion‑dollar hyperscaler contracts, and a shift in auditors...

If you are wondering whether Strategy's current share price still reflects its true worth, you are not alone. This article will walk through what the available numbers and tools are actually saying about value today. Strategy closed at US$133.88, with returns of a 0.8% decline over 7 days, a 22.9% decline over 30 days, a 14.8% decline year to date, a 60.4% decline over 1 year, and a very large gain over 3 years that sits well above its 38.9% return over 5 years. Recent coverage around...

Stride recently reported better-than-expected fiscal Q2 2026 results, reaffirmed its full-year revenue outlook, and raised adjusted operating income guidance after resolving earlier platform implementation issues and seeing record enrollment levels, especially in Career Learning. This momentum, combined with K12 Tutoring’s award-winning, research-backed online tutoring impact and expanded ESSA validation, highlights Stride’s growing role in scalable, outcomes-focused digital education and...

Earlier this month, Albertsons Companies announced it is joining the OpenAI Ad Pilot Program, testing clearly labeled AI-powered ads in ChatGPT that link users to Valentine’s Day offers and same-day delivery from its banners including Albertsons, Safeway, Vons, Jewel-Osco, Shaw's, ACME and Tom Thumb. This pilot builds on Albertsons’ broader AI push, where tools like its AI shopping assistant and AskAI are already supporting stronger customer engagement and larger shopping baskets as shoppers...

Why RBC Bearings (RBC) Is on Investors’ Radar RBC Bearings (RBC) shares have been drawing attention after recent trading performance, with the stock last closing at $552.44 and showing double digit returns over the past month and past 3 months. For investors following industrial and aerospace names, those moves, along with annual revenue of $1.79b and net income of $268.6m, raise questions about how the market is currently assessing RBC’s valuation and growth profile. See our latest analysis...

Earlier this week, Needham analyst Kyle Peterson initiated coverage on Sezzle with a buy rating, while Sezzle also partnered with David's Bridal and Times Square Alliance for a Valentine's Day celebration in New York. While the Valentine's Day promotion highlights Sezzle's role in buy-now, pay-later offerings for modern couples, the new analyst coverage is more likely to shape how investors assess the business. With fresh analyst coverage now in place, we'll explore how this endorsement may...

FB Financial Corporation (NYSE:FBK) announced a Chief Accounting Officer transition. Lynn Joyce has been appointed to succeed Jonathan Pennington as Chief Accounting Officer. Joyce previously served as CFO of Southern States Bancshares, which FB Financial recently acquired. For investors following regional banks, this kind of leadership change sits at the core of how a company manages its books and internal controls. FB Financial, a banking group focused on commercial and consumer clients,...

Planet Labs PBC (PL) has been busy. The company announced new European and Defense & Intelligence advisory boards with senior government and military figures, alongside a partnership with AXA’s Digital Commercial Platform for disaster risk monitoring. See our latest analysis for Planet Labs PBC. These board appointments and partnerships come after a mixed stretch for the stock, with a 22.1% decline in the 30-day share price return, a 100% 90-day share price return, and very large 1-year and...

Global Industrial (GIC) is on investors’ radar after recent share price moves, with the stock last closing at $32.17. This renewed focus puts attention on its profitability profile and how the market is currently valuing the business. See our latest analysis for Global Industrial. At the current share price of $32.17, Global Industrial’s recent pattern combines a 19.95% 90 day share price return with a 37.41% 1 year total shareholder return. This hints at momentum that investors are...

Lennar (NYSE:LEN) is cutting prices on new homes as housing affordability pressures deepen. The company is contending with a shrinking order backlog and weaker cash flow metrics, alongside pressure on profitability indicators. Analyst sentiment has turned more cautious, reflecting concerns around pricing, demand, and future earnings power. Lennar is one of the largest homebuilders in the US, so its moves on pricing matter for anyone watching the housing cycle. With affordability stretched...

Enact Holdings (ACT) drew fresh attention after releasing fourth quarter and full year 2025 results, along with announcing a new share repurchase program, providing an update on its ongoing buyback, and declaring a quarterly dividend. See our latest analysis for Enact Holdings. At a share price of $43.29, Enact’s recent 30 day share price return of 11.06% and 90 day gain of 17.32% suggest momentum has been building. The 1 year total shareholder return of 31.77% and 3 year total shareholder...

Conference spotlight and early clinical signals Erasca (ERAS) is attracting attention after recent disclosures on early clinical signals for ERAS-0015 and ERAS-4001, alongside plans to present at Guggenheim’s Emerging Outlook Biotech Summit on February 12. The company reported partial responses in several tumor types for ERAS-0015 during dose escalation without dose-limiting toxicities, and outlined Phase 1 data timelines that investors are watching ahead of further conference updates. See...

Trex Company (NYSE:TREX) has appointed Irene Tasi to its Board of Directors. Tasi brings extensive experience in strategic development and digital transformation. The appointment comes as Trex focuses on innovation and market expansion initiatives. Trex Company, trading at $42.8, sits in a complex spot for investors, with a 19.5% gain year to date but a 36.4% decline over the past year and a 58.3% decline over five years. In that context, the addition of Irene Tasi to the board introduces...

Corebridge Financial stock moves and recent performance snapshot Corebridge Financial (CRBG) has been drawing fresh attention after a recent move that left the stock up about 2.1% over the past day and roughly flat over the past week. Across longer windows, the share price shows a 1.9% gain over the past month and an 11.6% rise over the past 3 months, while the 1-year total return figure currently sits at a 3.5% decline. See our latest analysis for Corebridge Financial. At a share price of...

Why EchoStar Is On Investors’ Radar Now EchoStar (SATS) has caught attention after a sharp share price swing, with the stock up 2.4% over the past day and 1.4% over the past week, against mixed recent returns. See our latest analysis for EchoStar. That recent 2.4% 1 day share price return and 1.4% 7 day share price return sit against a 30 day share price return of an 8.2% decline, as well as a 90 day share price return of 69.1% and a very large 1 year total shareholder return. Together, these...

Norwegian Cruise Line Holdings (NYSE:NCLH) has appointed John W. Chidsey as CEO and President, succeeding Harry Sommer. The leadership change is effective immediately and follows a sudden transition at the top of the company. Chidsey brings prior CEO experience from large consumer brands, including Subway Restaurants and Burger King. For investors watching NYSE:NCLH, the leadership shift comes as the shares trade at $21.49, with a return of 21.9% over the past 3 years and a 20.0% decline...

What sparked the latest move in Paychex? Paychex (PAYX) has drawn fresh attention after a newly initiated Sell rating, contrasting views on its Paycor acquisition, an updated adjusted EPS outlook for 2026, and a 4.49% single day share decline. See our latest analysis for Paychex. That sharp 4.49% single-day drop sits within a wider pullback, with a 30-day share price return of a 15.11% decline and a year-to-date share price return of a 13.09% decline. The 1-year total shareholder return of a...

Paramount Skydance (NasdaqGS:PSKY) has escalated its bid to acquire Warner Bros. Discovery with a hostile offer and added shareholder protections. The company is rallying activist investors and proposing new board nominees to oppose Warner Bros. Discovery's planned sale to Netflix. The situation is drawing growing regulatory attention, putting the future shape of the global media industry under closer review. For you as an investor, the backdrop is a company whose shares trade at $10.32,...

Fresh look at Willis Lease Finance after recent share moves Willis Lease Finance (WLFC) has been drawing attention after a strong run over the past 3 months, prompting investors to reassess how its engine leasing and parts business lines up with current expectations. See our latest analysis for Willis Lease Finance. The recent 56.88% 3 month share price return and 46.71% year to date share price return suggest momentum has picked up, while the 3 year total shareholder return of about 2.5x...

In early February 2026, Chipotle Mexican Grill reported fourth-quarter and full-year 2025 results showing higher revenue but broadly flat net income, while completing several share repurchase programs totaling about US$1.00 billion and guiding for comparable restaurant sales to be about flat in 2026. At the same time, the company recorded its first year-over-year same-store sales decline since 2006, lost a high-profile shareholder in Bill Ackman, and doubled down on serving higher-income...