U.S. Logistics Stock News

For us, stock picking is in large part the hunt for the truly magnificent stocks. Mistakes are inevitable, but a single...

Recently, AutoZone announced plans to open nearly 3,000 new stores despite ongoing challenges from tariffs, inflation, and weak consumer confidence. This ambitious expansion may strain AutoZone’s capital resources and impact its share repurchase approach, highlighting concerns about maintaining growth under current economic headwinds. We’ll look at whether capital strain from large-scale expansion could reshape AutoZone’s investment narrative going forward. The end of cancer? These 26...

In recent days, the networking sector has seen increased attention amid expectations for heightened demand driven by cloud computing, AI applications, 5G expansion, and the upcoming Wi-Fi 7 upgrade cycle, with key providers such as Cisco Systems, Extreme Networks, and RADCOM ramping up new product initiatives and global expansion strategies. An important takeaway is that industry-wide optimism is being influenced by the accelerated adoption of advanced networking technologies, even as...

If you hold shares in Viper Energy (VNOM) or are considering an investment, you have likely noticed the recent wave of excitement. The catalyst is that William Blair has initiated analyst coverage with a Buy rating, highlighting Viper Energy’s focus on growth. This includes strategies such as ramping up operations organically, pursuing acquisitions, or buying back shares. Additionally, the analyst noted that significant moves like potential asset sales could position Viper favorably compared...

In August 2025, ZTO Express (Cayman) Inc. reported second quarter earnings with sales rising to CNY 11,831.81 million but net income declining to CNY 1,938.33 million, and revised down its full-year 2025 operating guidance, including lower parcel volume expectations; the company also announced a semi-annual dividend of US$0.29 per share and confirmed it had completed its buyback program with no additional repurchases in the recent quarter. Despite higher revenues, profit and earnings per...

On August 18, 2025, Shoals Technologies Group announced its role in supplying EBOS components for the Maryvale Solar and Energy Storage Project in New South Wales, Australia, partnering with PCL Construction and Gentari to deliver 243 MW of solar capacity with 172 MW of battery storage. This project marks the introduction of eastern Australia's first utility-scale DC-coupled solar and battery hybrid system, highlighting Shoals Technologies Group's growing presence in international clean...

DraftKings Expands into Missouri: New License Sparks Investor Momentum If you’ve been watching DraftKings (DKNG) lately, you’re not alone. The latest spark comes from Missouri, where DraftKings just secured a direct mobile sports betting license. This means it can operate statewide without partnering with casinos or local sports teams. This is a meaningful step, not just for sports fans in Missouri, but for investors eyeing DraftKings’ strategy to deepen its independent reach and scale its...

BridgeBio Pharma recently announced it will present additional open-label extension data and ePosters from the ATTRibute-CM study of Acoramidis at the European Society of Cardiology Congress 2025 in Madrid, with presentations scheduled from August 29 to September 1, 2025. This upcoming release of long-term efficacy and biomarker data for Acoramidis could influence clinicians' perspectives on treatment options for patients with ATTR-CM and spark fresh interest in BridgeBio’s clinical...

Despite an already strong run, Primoris Services Corporation ( NYSE:PRIM ) shares have been powering on, with a gain of...

Key Insights Significantly high institutional ownership implies Inseego's stock price is sensitive to their trading...

On August 23, 2025, Seagate Technology Holdings announced the appointment of Thomas Szlosek, an experienced financial leader with a background spanning technology, automotive, and manufacturing, to its Board of Directors and Audit and Finance Committee. Szlosek’s current leadership role as CFO at AutoNation and board experience in transportation and storage solutions add depth to Seagate’s financial and governance expertise. We’ll explore how Szlosek’s appointment and the surge in...

L3Harris Technologies (LHX) has just made headlines with two strategic milestones that could reshape its future. The company completed a $100 million expansion at its Florida satellite integration and test facility. This effort targets urgent Department of Defense priorities, specifically enhancing the Golden Dome for America initiative. Additionally, L3Harris celebrated the launch of its advanced, fully reprogrammable Navigation Technology Satellite-3 (NTS-3), which represents a significant...

If you have been following General Electric (GE) lately, the newly announced joint development program with Axcelis Technologies is hard to ignore. GE Aerospace is making a strategic push into advanced silicon carbide (SiC) technology by co-developing superjunction power devices for high voltage applications. These devices play a crucial role in aerospace, defense, and transformative commercial sectors such as artificial intelligence and quantum computing. This move goes beyond a standard...

KKR (KKR) just made headlines by leading a $230 million Series C round for Ontic, a fast-growing player in the physical security tech space. This is not just another investment. Ontic’s platform focuses on infusing artificial intelligence, smarter threat detection, and robust automation into how companies protect themselves. With KKR’s backing, Ontic is positioned to expand into global markets, and this move highlights KKR’s ongoing push into technology-powered sectors that have the potential...

A leadership shakeup can often set the stage for a company’s next chapter, and that appears to be happening at ACADIA Pharmaceuticals (ACAD). On August 25, the company announced the appointment of Konstantina Katcheves as Senior Vice President, Chief Business and Strategy Officer. With a resume featuring significant deals and experience at industry leaders like Teva Pharmaceuticals and Bristol Myers Squibb, Katcheves will lead business development and corporate strategy at ACADIA. This move...

Biogen Inc. and Stoke Therapeutics recently announced plans to present new clinical data for zorevunersen, an investigational treatment for Dravet syndrome, at the 36th International Epilepsy Congress in Lisbon. This investigational therapy features a unique mechanism aimed at addressing the underlying genetic cause of Dravet syndrome, targeting an area of high unmet medical need. We'll explore how the upcoming clinical data presentations for zorevunersen may shape Stoke Therapeutics'...

Gartner (IT) just took center stage in the investing world after UBS issued a 'Hold' rating, directly tied to the company’s disappointing Q2 results and reduced forecasts for organic growth through 2026. The analyst specifically flagged sluggish momentum in client value, with Gartner’s own projections reflecting the setback. Organic growth expectations have fallen, highlighting concerns about near-term demand across their research, consulting, and conference segments. For investors who rely...

Unfortunately, investing is risky - companies can and do go bankrupt. But if you pick the right business to buy shares...

We wouldn't blame Dutch Bros Inc. ( NYSE:BROS ) shareholders if they were a little worried about the fact that Travis...

On August 18, 2025, Legend Biotech announced the appointment of Carlos Santos as Chief Financial Officer and principal accounting officer, succeeding interim CFO Jessie Yeung. The addition of Mr. Santos, who brings significant financial leadership experience from AstraZeneca, Novartis, and Intel, signals a meaningful shift in Legend Biotech's executive management capability. We'll discuss how the appointment of a new CFO with broad global expertise may shape Legend Biotech’s investment...

Whirlpool (WHR) investors have a new development to consider this week: the company announced a cut to its quarterly dividend, now set at $0.90 per share. For many shareholders, dividend moves send clear signals about company priorities, so this reduction has people wondering what it indicates about Whirlpool’s cash flow position or its approach to future capital allocation. In today’s market, where yield and reliability are important for many portfolios, this kind of announcement quickly...

Eos Energy Enterprises recently announced the appointment of John Mahaz as Chief Operating Officer, bringing in a leader with over 38 years of expertise in global manufacturing, including significant operational roles at Jabil overseeing more than US$14 billion in annual revenue and managing over 70,000 employees. Mahaz's history of rebuilding large-scale manufacturing facilities and driving operational success positions him to potentially strengthen Eos Energy Enterprises’ production...

Butterfly Network, Inc.'s (NYSE:BFLY) stock rose 15% last week, but insiders who sold US$1.6m worth of stock over the...

Tutor Perini Corporation recently filed a shelf registration to offer 2,000,000 shares of common stock, which could raise up to US$112.04 million through an employee stock ownership plan (ESOP)-related transaction. This move signals the company's intent to strengthen employee alignment and potentially bolster its capital base for future growth initiatives. We'll examine how Tutor Perini's new equity offering tied to its ESOP could influence the company's investment outlook and risk...