U.S. Logistics Stock News

Protagonist Therapeutics (PTGX) is in focus after partner Takeda secured U.S. FDA approval for MIMRYLO, a hepcidin mimetic peptide for polycythemia vera, triggering US$275 million in milestone payments to the company. The FDA approval news for MIMRYLO comes after a strong run for Protagonist Therapeutics, even though the stock has cooled in the very short term, with the share price down 3.46% over the last day and 6.47% over the past week. At a latest share price of US$144.33, the stock still...

Estée Lauder Companies (EL) is back in focus after fiscal 2026 results and fresh guidance put its turnaround story under the spotlight. Investors are weighing organic sales growth, margin gains, and a new earnings outlook. At a share price of $103.39, Estée Lauder Companies has seen momentum pick up recently, with a 30 day share price return of 22.89% and a 90 day gain of 16.23%, even though the year to date share price return is still down 3.16% and the 3 year total shareholder return is...

Lennar recently held the grand opening of Prentis Branch, a new single-family home community in Rome, Georgia, offering five modern floorplans ranging from 1,274 to 2,023 square feet with three to four bedrooms, smart home features included in the price, and starting prices in the mid-US$200,000s. The community’s mix of smart home–equipped, relatively affordable homes near highly rated schools, parks, and downtown Rome highlights Lennar’s effort to appeal to lifestyle-focused buyers in...

Fluor (FLR) is back in focus after reporting significant progress on Novelis’ planned US$5b aluminum recycling plant in Bay Minette, Alabama, with construction still on schedule and commissioning targeted before the end of 2026. Investors have been rewarding this execution story, with Fluor’s share price returning 27.75% year to date and 16.41% over the past 90 days. The 5 year total shareholder return of 223.44% points to stronger longer term momentum building behind the stock. Scan for...

The Trade Desk recently filed an omnibus shelf registration covering Class A common stock, preferred stock, debt securities, warrants, and units, while also rolling out its Kokai Zuma AI platform update and a connected TV partnership with Gracenote to bring show-level content intelligence into its demand-side platform. Together, the advanced AI features in Kokai Zuma and Gracenote’s granular CTV metadata aim to give advertisers more precise planning, targeting, and measurement tools across...

With the Fed hinting at possible rate hikes, inflation stuck around 3.7%, and corporate profits and AI investment still supporting equities, investors are being pulled between fear and opportunity. Dividend stocks that generate solid cash look especially interesting when policy feels uncertain. This article walks through three U.S. dividend payers from our screener that are closely tied to these cross currents, and explains how the same backdrop could either help or hurt each stock. The three...

QXO (QXO) stock is back in focus after the company appointed Ken West as President and Chief Operating Officer, a leadership move that puts a seasoned operator in charge of day-to-day execution. The appointment of Ken West comes at a time when QXO’s share price has come under pressure, with the stock down over the year to date and the 1-year total shareholder return declining 32.84%, while the 90-day share price return also moved lower by 21.62%. Spot potential turnarounds beyond QXO by...

Yesway stock has logged a strong 21.3% gain over the past month, yet the valuation checks still flag it as one of the cheaper options in its peer group. For investors, that mix of recent momentum and a high value score raises questions about how much of the upside story is already reflected in the share price. The 21.3% move over the past month highlights renewed enthusiasm for Yesway, which can make entry points more sensitive to short term swings in sentiment. Yesway’s valuation can...

Yum! Brands (YUM) has drawn fresh attention after appointing former HanesBrands chief executive Steve Bratspies to its Board of Directors and assigning him to the Management Planning and Development Committee. Against this backdrop, Yum! Brands’ share price has edged up, with a 3.99% 90-day share price return and a 6.70% 1-year total shareholder return. This suggests gradually improving momentum as investors weigh recent board changes alongside the latest dividend declaration and automation...

Kasm Technologies recently expanded its partnership with Intel to deliver private, local AI through Kasm AI Workspaces running on Intel Xeon 6 processors with Advanced Matrix Extensions, while Intel also joined peers in contributing the TRACE open standard for hardware-attested AI governance under the Linux Foundation. Together, these moves highlight Intel's attempt to anchor itself at the center of compliant, enterprise-ready AI infrastructure, spanning on-premises inference, security, and...

Waste Management stock has delivered a solid 52.3% total return over the past five years, yet current checks suggest the shares are not an obvious bargain, with the Discounted Cash Flow (DCF) estimate sitting near the market price and earnings based multiples pointing to a richer valuation. Recent share price softness, coupled with active investment in recycling technology and an announced CEO transition, puts more focus on what investors are paying for that stability. Over the past 5 years,...

Firefly Aerospace (FLY) stock is back in focus after the company announced a Spacecraft Processing Operations Contract award from NASA, opening the door to task orders supporting missions from Vandenberg Space Force Base. The NASA contract lands at a time when Firefly Aerospace’s share price has been volatile, with the stock down 4.06% on a 1-day share price return and 13.05% over 7 days, yet still showing a 19.17% 30-day share price return from a much weaker 90-day and 1-year total...

AXIS Capital Holdings (AXS) recently reported a quarter in which operating income missed expectations, with higher catastrophe losses and lower net investment income drawing close attention from investors assessing the stock. AXIS Capital Holdings' share price has eased over the past month, with a 1-month share price return of down 6.08%, although the 90-day share price return of 4.84% suggests earlier momentum had been firmer. At the latest share price of $99.52, that softer near term move...

In recent days, AST SpaceMobile reported the full deployment of its BlueBird 12 and 13 satellites, opened a new satellite gateway in New Zealand, and confirmed that additional BlueBird satellites are completed or nearing completion to support its next launch. These operational steps, alongside new government contracts and supportive US policy for commercial space expansion, highlight how quickly AST SpaceMobile is moving from concept toward a functioning direct-to-device network...

Recent Rule 8.3 disclosures have put Prologis (PLD) in focus, as several large institutional investors reported opening positions above the 1% threshold, linking their holdings to an ongoing offer involving SEGRO. At a share price of $140.70, Prologis has seen short term share price returns ease over the past month, with the 30 day move down 3.28%. A 9.03% year to date share price return and a 27.67% 1 year total shareholder return point to momentum that remains broadly positive as large...

Earlier this year, Louisiana-Pacific Corporation reported quarterly results that missed earnings expectations by 31% and flagged a difficult operating backdrop, including OSB segment losses at the EBITDA level and guided declines in Siding net sales. Management also described the housing market as “stuck in neutral,” pointing to elevated mortgage rates that are dampening both new construction and remodeling demand for its core building products. We’ll now examine how this earnings miss and...

With Fed Chair Kevin Warsh signaling that interest rates may rise soon and inflation gauges like PCE sitting at 3.7%, the cost of money is back in the spotlight. That shift can reshuffle which stocks benefit and which feel pressure, especially in financials that live and breathe interest income. This article walks through 3 US banks and insurance stocks from a higher rate screener that appear closely tied to this latest policy debate. The stocks below are just a starting sample, and the full...

Marvell Technology stock just dropped 10.3% in regular trading, even though the latest quarter delivered exactly what many long term investors say they want. Revenue hit a record US$2.74b, with data center sales doing most of the heavy lifting, and non GAAP operating margin reached 36.6%. Coming into this print, the stock had already climbed 32.6% over the past month and carried a rich P/E multiple. Today’s selloff is the market’s snap judgment on that valuation. The bigger story is whether...

Recent commentary on Seadrill (SDRL) has focused on a decade of sales declines, high extraction costs affecting its 7.8% operating margin, and a premium valuation indicated by a high forward P/E ratio. At a share price of US$47.60, Seadrill has seen a 15.14% 1 month share price return and a 36.19% year to date share price return. The 1 year total shareholder return of 49.17% contrasts with a slightly negative 3 year total shareholder return, suggesting shorter term momentum is building...

Earlier this month, Skyworks Solutions reported fiscal third-quarter 2026 non-GAAP earnings of US$1.08 per share, surpassing the Zacks Consensus Estimate, with Broad Markets revenue up 8% year over year and fourth-quarter revenue guided to US$1.01 billion–US$1.06 billion on expected high-teens sequential mobile growth. The company also highlighted expanding design-win pipelines in automotive and AI data center applications and ongoing progress on its pending Qorvo acquisition, pointing to...

In August 2026, Ubiquiti Inc. reported higher fourth-quarter and full-year results, with sales reaching US$937.32 million for the quarter and US$3.27 billion for the year, alongside increased net income and earnings per share versus the prior year. On the same day, the company declared a US$1.00 per share cash dividend for September 2026 and outlined guidance intending at least US$1.00 per share in regular quarterly dividends through fiscal 2027, while also extending its share repurchase...

Affirm Holdings stock barely budged after earnings, rising 0.35% to US$77.76, but the headline numbers carry far more weight than that muted move suggests. The company reported what management describes as its most profitable quarter ever, with basic quarterly earnings per share of US$4.77 and net income of US$1,616.61m. For a buy now, pay later provider that only recently moved into the black on a trailing basis, this level of profitability is the central story. The immediate price reaction...

Flex (FLEX) shares recently closed at $110.50, with the stock showing mixed shorter term moves but a much stronger picture over the year. Investors are weighing solid reported revenue and net income figures. Flex has pulled back in the last day with a 1-day share price return that declined 4.16%. The stock retains a much stronger profile over longer periods, with a year to date share price return of 73.52% and a 1-year total shareholder return of 106.08%, pointing to momentum that has built...

On 25 August 2026, Digs, Inc. announced a partnership under which Builders FirstSource became the sole lead investor in Digs’ US$25.3 million Series A and entered a five-year commercial agreement to embed Digs’ patented AI platform into Builders FirstSource’s digital ecosystem for professional builders and homeowners. This collaboration aims to turn fragmented construction documents and workflows into a single AI-enabled platform spanning estimating, procurement, construction, and...