U.S. Logistics Stock News

Why Broadcom’s AI contracts are back in focus Broadcom (AVGO) is back on many investors’ watchlists after a run of sizeable AI chip and networking wins with Alphabet, OpenAI, Meta, and Apple, as well as growing software exposure through VMware. Those contracts, along with increasing attention from large Wall Street firms, are reshaping how the market views Broadcom’s role in the buildout of global AI infrastructure and the risks associated with that exposure. See our latest analysis for...

FVCBankcorp (FVCB) closed out FY 2025 with fourth quarter total revenue of US$16.9 million and basic EPS of US$0.31, setting the tone for how investors will read the full year. The company reported quarterly revenue of US$15.4 million in Q4 2024 and US$16.9 million in Q4 2025, while basic EPS over the same quarters moved from US$0.27 to US$0.31, giving a clear sense of the recent top and bottom line run rate. With trailing twelve month net income at US$22.1 million and margins in the low 30s,...

Bank of America (BAC) has been in focus after approving regular cash dividends across multiple preferred stock series, a move that highlights how the bank is using its capital structure to serve different types of income investors. See our latest analysis for Bank of America. At a share price of US$52.07, Bank of America’s 30 day share price return of a 6.82% decline contrasts with a 1 year total shareholder return of 16.35% and a 5 year total shareholder return of 96.96%. This suggests...

FDA approved Altria Group's on! Plus nicotine pouches for sale in the United States. The authorization covers a newer version of the on! brand within Altria's smoke free product lineup. This decision adds another regulated nicotine alternative to Altria's portfolio alongside its traditional cigarette business. For investors watching NYSE:MO, this FDA decision comes during a period of tight regulation for tobacco and nicotine products. Altria generates a large share of its revenue from...

Nu Holdings (NU) just announced a multi year partnership with the Mercedes AMG PETRONAS F1 Team, tying its digital banking brand to Formula 1 as it prepares for broader international expansion. See our latest analysis for Nu Holdings. Nu’s recent announcements on AI, new banking licenses and the Mercedes F1 tie up arrive against a backdrop of steady momentum, with a 90 day share price return of 8.43% and a 1 year total shareholder return of 43.79% from a share price of US$17.24, alongside a...

Travere Therapeutics recently reported that the FDA has extended its review of the supplemental New Drug Application for FILSPARI in focal segmental glomerulosclerosis (FSGS), setting a new PDUFA action date of April 13, 2026, after the company submitted additional data to better characterize clinical benefit. The extension keeps FILSPARI under active regulatory review for what could become the first approved pharmacologic treatment for FSGS, a rare kidney disorder with no current...

How MakeMyTrip's Latest Numbers Set the Stage for the Current Market Story MakeMyTrip (NasdaqGS:MMYT) has posted Q3 2026 revenue of US$295.7 million with basic EPS of US$0.07, setting a fresh marker for investors assessing the travel platform's earnings trajectory. The company has seen quarterly revenue move from US$210.99 million in Q2 2025 to US$295.7 million in Q3 2026, while basic EPS has ranged from US$0.16 in Q2 2025 to US$0.07 in the latest quarter, including a loss of US$0.06 per...

In January 2026, Alibaba Group Holding formed a 250 million yuan joint venture with China National Nuclear Power and partners to secure electricity for its rapidly expanding AI data centers. This move underscores how AI growth is increasingly tied to long-term access to stable, low-carbon power, blurring the line between technology and energy infrastructure investment. Next, we’ll examine how Alibaba’s push to lock in nuclear-backed power for AI infrastructure shapes the company’s investment...

Why Jefferies’ latest bond moves matter for stock investors Jefferies Financial Group (JEF) has just completed a large fixed income offering, including US$1.5b of 5.500% senior notes due 2036. This provides the firm with fresh capital for general corporate purposes. At the same time, an analyst upgrade from UBS, tied to expectations for higher returns on tangible equity, has pushed Jefferies back onto many investors’ radar as they reassess the stock’s risk and return profile. See our latest...

Greenbrier Companies (GBX) is back on investor radar after a recent update highlighted higher railcar deliveries, fresh orders from key leasing customers, and tight backlog management in a mixed rail market. See our latest analysis for Greenbrier Companies. The recent update on railcar deliveries and orders comes after a period where short term momentum has been building, with a 30 day share price return of 7.85% and a 90 day share price return of 10.66%, even though the 1 year total...

Intel stock snapshot after recent performance Intel (INTC) has drawn fresh attention after a strong run over the past month and past 3 months, prompting investors to reassess how recent returns align with its current fundamentals. See our latest analysis for Intel. At a share price of $54.25, Intel’s recent rally has been sharp, with an 11.72% 1 day share price return and a 49.16% 30 day share price return sitting alongside a 148.17% 1 year total shareholder return. Together, these figures...

Host Hotels & Resorts recently reported a strong third-quarter 2025 performance, significantly beating earnings per share expectations and reinforcing confidence in its operations. The company also priced a US$400 million senior notes offering due in 2028, highlighting continued access to capital markets and financial flexibility. We’ll now explore how the strong quarterly earnings beat shapes Host Hotels & Resorts’ investment narrative and potential risk-reward profile. Trump has pledged...

Why Walker & Dunlop stock is back on investors’ radar Walker & Dunlop (WD) has been active in multifamily capital markets, arranging US$96.7 million in financing to recapitalize three newly built Class A communities totaling 640 units in Louisville, Kentucky. For investors watching deal flow and lender relationships, this kind of recapitalization work can be a useful indicator of how Walker & Dunlop is participating in large, institutionally financed projects. See our latest analysis for...

IonQ (IONQ) is back in focus after a run of company specific milestones, including an expanded QuantumBasel partnership worth over US$60 million through 2029 and a world record 99.99% 2 qubit gate fidelity. See our latest analysis for IonQ. The latest milestones come after a stretch of weaker momentum, with the 30 day share price return at a 10.27% decline and the 90 day share price return at an 18.60% decline, even as the 1 year total shareholder return sits at 14.96% and the 3 year total...

Event driven update on Kimbell Royalty Partners Kimbell Royalty Partners (KRP) is back in focus after its latest quarterly update showed higher revenue than a year ago along with lower net profit, keeping Bank of America Securities’ cautious stance in the spotlight for investors. See our latest analysis for Kimbell Royalty Partners. The shares are trading at US$12.59 after a 1 day share price return of 2.69%, with a 30 day share price return of 9.29%, a 1 year total shareholder return of...

In January 2026, Energy Transfer LP completed three fixed-rate senior unsecured note offerings totaling about US$3 billion, with maturities in 2031, 2036, and 2056 and coupons ranging from 4.550% to 6.300% at prices just under par. The new long-dated bond issuance underscores Energy Transfer’s commitment to funding its sizeable growth pipeline, including projects aimed at meeting rising natural gas demand from power-hungry data centers. We’ll now examine how Energy Transfer’s expanded bond...

Travelers Companies (TRV) closed out FY 2025 with fourth quarter revenue of US$12.4b and basic EPS of US$11.02, while trailing twelve month EPS sat at US$28.91 on revenue of US$48.8b. The company has seen revenue move from US$12.0b and EPS of US$9.11 in Q4 2024 to US$12.4b and EPS of US$11.02 in Q4 2025, alongside trailing net income rising from US$5.0b to US$6.3b and net margin lifting from 10.7% to 12.9%. This frames a year in which profitability metrics took center stage for investors...

Why U.S. Bancorp Is Back on Investor Radar U.S. Bancorp (USB) has drawn fresh investor attention after recent share price moves, with the stock closing at $55.47 and showing positive returns over the past week, month, and past 3 months. See our latest analysis for U.S. Bancorp. USB’s recent 2.0% 1 day share price return and 16.0% 90 day share price return sit alongside a 19.1% 1 year total shareholder return. This suggests momentum has been building over both shorter and longer periods. If...

Wintrust Financial (WTFC) has wrapped up FY 2025 with fourth quarter revenue of US$686.1 million, basic EPS of US$3.23 and net income excluding extra items of US$216.0 million, setting the tone for how the full year is being assessed. The company has seen revenue move from US$621.1 million and basic EPS of US$2.68 in Q4 2024 to US$686.1 million and US$3.23 in Q4 2025, which feeds into trailing twelve month revenue of US$2.6 billion and EPS of US$11.78. With a trailing net profit margin of 30%...

F.N.B (FNB) has released its FY 2025 results with fourth quarter revenue of US$438.9 million and basic EPS of US$0.47, backed by trailing twelve month revenue of US$1.68 billion and EPS of US$1.57. Over recent periods, revenue has moved from US$347.3 million in Q4 2024 to US$438.9 million in Q4 2025, while quarterly EPS has gone from about US$0.30 to US$0.47. This sets up a story where higher trailing net income and a 33.7% net margin frame the key factors investors will be weighing in this...

Houlihan Lokey, Inc. recently expanded its European Industrials franchise by hiring Géraud Estrangin as a Paris-based Managing Director focused on aerospace and defence and supporting France-related transactions. This appointment, alongside controlling Audere Partners and acquiring Mellum Capital’s real estate capital advisory business, materially deepens Houlihan Lokey’s French and wider European corporate finance footprint. We’ll now examine how expanding France-focused corporate finance...

BigBear.ai Holdings (NYSE:BBAI) announced back to back acquisitions of CargoSeer and Ask Sage, expanding its AI offerings in cargo scanning and generative AI for national security, customs, and defense. The company is extending its presence into the Middle East, aiming to build new customer relationships in security focused and government related markets. Recent partnerships, including work with the Kraft Group and other organizations, indicate broader commercial use cases beyond...

Why S&P Global (SPGI) is on investors’ radar today S&P Global (SPGI) has drawn fresh attention after recent share price moves, with the stock closing at US$531.16 and showing mixed short term returns alongside stronger performance over the past 3 months and year. See our latest analysis for S&P Global. The recent 2.34% 1 day share price return sits alongside a softer 7 day move, while the 90 day share price return of 10.04% and 3 year total shareholder return of 48.61% point to momentum that...

Earlier this month, Eli Lilly and Company received U.S. FDA Breakthrough Therapy designation for sofetabart mipitecan, a folate receptor alpha-targeting antibody-drug conjugate for adults with platinum-resistant epithelial ovarian, fallopian tube, or primary peritoneal cancer who have previously been treated with bevacizumab and mirvetuximab soravtansine. The designation, grounded in early trial data showing responses across all folate receptor alpha expression levels and a tolerability...