U.S. Logistics Stock News

Medtronic (NYSE:MDT) has completed the initial public offering of its MiniMed diabetes unit, creating a standalone publicly traded company. The separation formally reshapes Medtronic’s portfolio, with diabetes now operating as an independent business in public markets. Alongside the MiniMed IPO, Medtronic reports its strongest top-line performance in a decade and is pursuing targeted investments and M&A. For you as an investor, this move changes how Medtronic is structured and where its...

Corning (NYSE:GLW) announced new AI infrastructure partnerships, including a multiyear $6b supply agreement with Meta. The company also disclosed additional AI related contracts with other large customers in data center connectivity. Nvidia is partnering with Corning to fund a major U.S. manufacturing expansion that targets a 10x increase in optical fiber output. For investors watching NYSE:GLW, these contracts arrive with the stock at $200.76 and very strong recent performance, up 5.2%...

Weatherford International (NasdaqGS:WFRD) plans to redomesticate from Ireland to the United States. The company has signed a definitive agreement to acquire NCS Multistage Holdings. Both corporate actions are aimed at reshaping Weatherford's operational structure and completions portfolio. For investors following NasdaqGS:WFRD, these moves come after a period of strong share price performance, with the stock up 28.7% year to date and 126.3% over the past year, based on a recent close of...

Talen Energy (NasdaqGS:TLN) has received all remaining regulatory approvals for its planned acquisition of three power generation assets in Indiana and Ohio. The cleared transaction covers the Lawrenceburg Power Plant, Waterford Energy Center and Darby Generating Station. The company expects the deal to close in the coming weeks, subject to completion of remaining transaction steps. Talen Energy now approaches this deal with a share price of $379.59 and a very large 3 year return, around...

United Airlines Holdings (NasdaqGS:UAL) has launched exclusive nonstop service between St. Croix and Newark. The new route makes United the only carrier offering direct flights from St. Croix to the New York City area. The service is positioned to support travel demand between the U.S. Virgin Islands and the Northeast corridor. United Airlines Holdings, trading around $105.14, has seen its stock gain 28.8% over the past year and 83.7% over the past five years, with a very large 3 year...

If you are wondering whether Western Digital at around US$594 per share still offers value after its huge run, the key is to separate story from price and focus on what the current valuation is really implying. The stock has posted strong recent returns, with about 12% over the last week, 34.3% over the past month, 216.5% year to date, and a very large gain over the last year and past three and five years, which naturally raises questions about how much of the future is already priced...

In the past few days, Stagwell reported strong Q4 and full-year 2025 results, highlighting growth in its digital transformation and Marketing Cloud segments, alongside an announced US$400 million share repurchase program focused on returning capital to investors. Together with an intensified push into AI-powered marketing services, these moves underscore how Stagwell is trying to position itself as a technology-centered challenger in the global advertising and communications industry. Next,...

Analysts recently issued a Strong Buy rating on Green Plains (GPRE), tying their view to sector momentum linked to oil prices and refining margins, and highlighting investor interest in ethanol and related energy services exposure. See our latest analysis for Green Plains. Green Plains’ share price has pulled back over the past month, with a 30 day share price return of 12%, but the year to date share price return of 54.67% and 1 year total shareholder return of 291.63% point to strong recent...

Recent performance snapshot PVH (PVH) has drawn fresh attention after a strong run in its stock, with the price around $98 and gains of 11% over the past month and 49% over the past 3 months. See our latest analysis for PVH. The sharp 49.3% 3 month share price return sits alongside a 44.5% year to date share price gain. At the same time, the 1 year total shareholder return of 21.5% points to momentum that has been building rather than fading. If PVH’s recent run has you thinking about what...

Wayfair (W) has drawn investor attention after recent share price moves, with the stock up about 7% over the past month but down roughly 12% over the past 3 months. See our latest analysis for Wayfair. That recent 7% 1 month share price gain sits against a softer backdrop, with the stock down about 35% year to date, even as the 1 year total shareholder return is around 57%. This hints that longer term holders have still seen meaningful gains despite fading short term momentum. If you are...

If you are wondering whether TTM Technologies at US$189.60 is priced for strength or stretched too far, the next sections will focus squarely on what the current share price implies about value. The stock has been volatile lately, with a small decline of 0.6% over the last week but a 20.4% gain over 30 days, while returns year to date are 168.5% and the 3 year and 5 year returns are both well into double digit multiples. Recent coverage has focused on TTM Technologies as a fast moving tech...

The renewed collapse of US Iran peace talks has pushed geopolitical risk back into focus, and Valero Energy (VLO) is once again tied closely to the market’s reaction in crude prices and refining margins. See our latest analysis for Valero Energy. Recent geopolitical headlines and upbeat earnings expectations have coincided with strong share price momentum. Valero’s 90 day share price return of 14.66% has contributed to a 58.16% year to date share price return and a 1 year total shareholder...

Event context and recent stock move BioMarin Pharmaceutical (BMRN) has drawn investor attention after recent trading, with the stock up about 2.5% on the day and 4.4% over the past week, while longer term returns remain weaker. See our latest analysis for BioMarin Pharmaceutical. The latest move sits against a mixed backdrop, with the share price down about 10% over the past three months and year to date, while the 1-year total shareholder return is also slightly negative. This pattern...

In the past week, Williams Companies reported first-quarter 2026 results that exceeded expectations, reaffirmed its 2026 adjusted EBITDA outlook, and raised its annualized dividend by 5%, supported by stronger volumes, higher rates, and pipeline expansions across key segments, particularly Transmission, Power & Gulf. Analyst commentary highlighting continued growth in Williams’ core pipeline network and the resilience of its dividend policy underscores how recent operating gains may be...

EOG Resources (EOG) delivered first quarter 2026 results that topped revenue and adjusted EPS expectations, yet the stock slipped after management outlined flat Q2 production, softer NGL pricing, and only modestly higher full year output. See our latest analysis for EOG Resources. Despite the initial share price drop after earnings, EOG Resources now trades at US$141.50, with a year to date share price return of 31.91% and a five year total shareholder return of 111.02%. This suggests that...

TSMC has started mass production of 2nm chips using nanosheet Gate-All-Around transistors. The company reports industry leading yields at this early stage of 2nm output. Customers including Apple, NVIDIA, AMD, and Google are securing supply for AI focused products. For investors tracking Taiwan Semiconductor Manufacturing (NYSE: TSM), this move into volume 2nm production comes with the stock at $436.69 and a record of very strong multi year share price performance. The stock is up 3.3% over...

Recent share performance puts Blackstone in focus Blackstone (BX) has drawn attention after its stock declined about 10% over the past month and roughly 5% over the past 3 months, placing recent performance in the context of its longer term track record. See our latest analysis for Blackstone. With the share price at $110.28, Blackstone’s recent loss of momentum, including a 1-day share price return of down 4.03% and year to date share price return of down 30.55%, contrasts with a 3-year...

Why Public Service Enterprise Group is on investors’ radar today Public Service Enterprise Group (PEG) has moved lower recently, with the stock down about 3% over the past month and around 7% in the past 3 months, prompting a closer look at its current setup. See our latest analysis for Public Service Enterprise Group. At a share price of $77.75, PEG’s recent pullback, including a 30-day share price return of down 3.36% and a 90-day move of down 7.35%, contrasts with its 3-year total...

In early June 2026, MasTec drew attention as valuation services flagged the stock as significantly overvalued and insider sales reached about US$3.5 million over three months with no offsetting insider purchases. This combination of valuation concerns and insider activity has sharpened investor focus on how MasTec’s growth opportunities in grid, data center, and clean energy projects balance against perceived risk. We’ll now examine how insider selling alongside strong infrastructure demand...

In late May 2026, Madrigal Pharmaceuticals reported new Phase 3 and real‑world data at the EASL Congress showing its MASH drug Rezdiffra lowered cardiovascular risk markers, improved liver risk scores in cirrhotic patients, and reduced liver stiffness in routine clinical practice. These findings highlight Rezdiffra’s potential to address both liver disease progression and broader cardiometabolic risk, adding clinical depth beyond traditional histologic endpoints in MASH. We’ll now examine...

Krystal Biotech (KRYS) shares moved after the company reported first quarter 2026 results, with earnings per share above estimates and revenue growth tied to strong Vyjuvek uptake, and reaffirmed expense guidance. See our latest analysis for Krystal Biotech. The stock has built solid momentum over the past year, with a 1-year total shareholder return of 128.6% and a year to date share price return of 22.24%. The latest 1-day move of 2.94% after earnings suggests investors are reassessing...

Celcuity (NasdaqCM:CELC) reported positive Phase 3 results for its breast cancer drug gedatolisib, showing a significant reduction in the risk of disease progression or death. The trial met its primary endpoints and reported overall favorable safety data, while also including patient deaths and outcomes that did not fully align with some external expectations. The company plans to seek regulatory approval for gedatolisib based on these pivotal data. Celcuity is a clinical stage biotech...

International Flavors & Fragrances Inc. has agreed to sell its Food Ingredients business to funds advised by CVC Capital Partners for about US$4.30 billion, while retaining roughly a 10% stake and a board seat, and LMR Naturals by IFF has opened a new experimental field in Grasse to advance research into sustainable natural ingredients. Together, the divestiture and the Grasse R&D investment highlight IFF’s push to refocus on its Taste, Scent and Health & Biosciences portfolio while...

Duolingo recently reported past first-quarter 2026 results that exceeded revenue and earnings estimates, supported by strong user and subscriber growth and ongoing profitability. The company highlighted an AI-first push to speed content creation and expand into new educational subjects, aiming to deepen engagement and diversify revenue beyond language learning. Next, we will examine how Duolingo's AI-driven product advancements and investment priorities influence its existing investment...