U.S. Logistics Stock News

Axon Enterprise (AXON) is back in the spotlight after disclosures that President Donald Trump bought US$1 million to US$5 million of stock shortly before ICE floated a US$220 million TASER 10 procurement request. See our latest analysis for Axon Enterprise. Axon Enterprise’s share price has swung sharply in recent weeks, with a 7 day share price return of 34.25% and a 90 day share price return of 44.63%, even as the 1 year total shareholder return is down 24.95%. Short term momentum looks...

U.S. and Chinese authorities are investigating suspected large-scale insider trading tied to Futu Holdings (NasdaqGM:FUTU) accounts. The activity reportedly occurred just before China announced a regulatory crackdown on cross-border brokerages. The U.S. Justice Department and SEC are leading the probe, alleging anonymous traders may have made significant profits using advance knowledge of the crackdown. Court orders have frozen certain accounts at Futu Holdings as part of the ongoing...

Viasat (VSAT) is back in focus after securing a multi-year prime contract with the US Space Force to develop, launch, and operate a new fleet of advanced GEO communications satellites. See our latest analysis for Viasat. The latest contract win comes after a sharp swing in sentiment around Viasat, with a 7 day share price return of 38.43% and a 90 day share price return of 54.70%. This has contributed to a 1 year total shareholder return above 400%, indicating strong recent momentum off an...

Zimmer Biomet Holdings has fallen about 40.9% over the past five years, yet on current checks the stock still screens as undervalued, which raises the question of whether sentiment has swung harder than the fundamentals justify. The share price decline of roughly 40.9% over five years signals that investors have been cautious about Zimmer Biomet Holdings despite its established position in medical devices. The planned acquisition of Pacira BioSciences' iovera device can support expectations...

With the Federal Reserve keeping rates higher for longer and cash suddenly paying more than it used to, short-duration fixed income and money market instruments are back in the spotlight. Instead of focusing only on growth stories that can be sensitive to rising borrowing costs, many investors are looking at businesses whose core activity is putting short term cash to work in treasury bills, commercial paper, or ultra short bonds. This article explores how that theme ties into the latest Fed...

Jazz Pharmaceuticals (JAZZ) is back in focus after its stock broke out of a long term trading base near an all time high, despite mixed news around cancer drug Zepzelca and expectations tied to Ziihera. See our latest analysis for Jazz Pharmaceuticals. Over the past year, Jazz Pharmaceuticals has seen strong momentum, with a 1 year total shareholder return of 122.45% and a 90 day share price return of 30.23%. Investors are weighing the Zepzelca trial setback against optimism around Ziihera...

Why the Chevron agreement matters for Texas Pacific Land Texas Pacific Land (TPL) recently signed an agreement with Chevron U.S.A. for Project Kilby, contributing surface acreage and securing exclusive rights to source brackish aquifer water for a large power facility in Reeves County, Texas. For investors, this arrangement brings together several elements in Texas Pacific Land’s business model, including land management, water sourcing and long term relationships with major industrial...

Amazon is preparing to sell its Trainium AI chips to external customers, extending their use beyond Amazon Web Services. Marvell Technology (NasdaqGS:MRVL) is the primary design and manufacturing partner behind Trainium, tying the company directly to this new offering. This move could widen Marvell's reach into third party data centers that want custom AI hardware linked to Amazon's ecosystem. For investors tracking Marvell Technology, this Trainium update connects the company to a fresh...

What McEwen’s Index Additions Mean for Investors McEwen (MUX) has just been added to the Russell 2000 Index and a wide group of related Russell benchmarks, a shift that can influence how many institutional investors pay attention to the stock. These inclusions typically trigger portfolio adjustments for index tracking funds, which can affect trading volumes and how tightly the share price moves with small cap and style focused indices. For you as a shareholder or potential buyer, the key...

Alliant Energy (LNT) was recently removed from the Russell 1000 Dynamic Index, an adjustment that can influence flows from index-tracking funds and prompt investors to reassess how the stock fits in diversified portfolios. See our latest analysis for Alliant Energy. Alongside its removal from the Russell 1000 Dynamic Index, Alliant Energy’s recent trading has been strong, with a 1-month share price return of 10.23% and an 18.97% year to date share price return. Its 1-year total shareholder...

CONMED stock sits at about US$33.83 after a very weak five year run, yet its valuation checks now point to a company that screens cheap on several measures. For investors, that contrast between long term share price weakness and a stronger valuation profile is the core question around CONMED today. CONMED shares have fallen about 74% over the past five years, which means the current price is being set after a prolonged period of weak returns. The key potential support for the valuation is...

Franklin Covey (FC) has just posted its Q3 2026 numbers, with revenue of $67.8 million and basic EPS of $0.27, setting the tone for how investors assess its recent profitability. The company has seen revenue move from $67.1 million in Q3 2025 to $67.8 million in Q3 2026, while basic EPS shifted from a loss of $0.11 to a profit of $0.27 over the same period. This frames a clear earnings swing alongside a relatively stable top line. For investors, the latest quarter highlights how margins are...

Nelnet (NNI) is drawing fresh attention after Nelnet Bank expanded its graduate student loan offerings ahead of the planned phaseout of federal Grad PLUS loans for new borrowers starting July 1, 2026. See our latest analysis for Nelnet. Recent headlines around graduate lending come as Nelnet’s 1 month share price return of 4.7% and year to date share price return of 4.9% sit alongside a 1 year total shareholder return of 11.6% and a 5 year total shareholder return just under 2x. Together,...

In late June 2026, ResMed Inc. (NYSE:RMD) was removed from several Russell growth indices, including the Russell 1000 Growth and Russell Midcap Growth benchmarks, following index reconstitutions. At the same time, analysts have become more optimistic on ResMed’s earnings outlook, with upgraded rankings and higher profit estimates highlighting a sharper divide between index mechanics and fundamental views. We’ll now examine how this combination of index removal and improving analyst...

Public Service Enterprise Group is preparing its grid and customers for an upcoming extreme heatwave expected to bring sustained high temperatures. The company is focusing on infrastructure readiness, safety guidance and outreach to vulnerable customers ahead of the heat event. These efforts highlight Public Service Enterprise Group's approach to resiliency and community support during climate related stress on the power system. Public Service Enterprise Group, traded as NYSE:PEG, is...

In late June 2026, Howmet Aerospace Inc. (NYSE:HWM) was added to several Russell large-cap and growth-focused indexes while being removed from mid-cap benchmarks, reflecting its shift into the large-cap universe. This index reshuffling may increase Howmet’s visibility with institutional investors and passive funds, potentially amplifying the impact of its recent operating performance and guidance upgrade. With Howmet’s raised full-year guidance now coinciding with its move into major...

Himax Technologies (HIMX) is drawing fresh attention after launching its HE Series indirect Time-of-Flight depth decoder ICs, a new 3D sensing platform that has already been adopted by partners such as OFILM for robotics applications. See our latest analysis for Himax Technologies. Despite the recent HE Series launch and expectations of a future gain from the planned sale of a startup stake, Himax Technologies has seen its share price fall 45.12% over the past month, even after a 65.95% 90...

Scorpio Tankers Inc. recently redeemed its outstanding US$200,000,000 7.5% Senior Unsecured Notes due 2030 at a make-whole price above par and secured a committed US$90,000,000 credit facility to help finance four scrubber-fitted MR product tankers delivering through 2027. This refinancing and fleet investment move reshapes the balance between unsecured debt and vessel-backed bank financing, while signalling ongoing renewal of Scorpio Tankers’ modern product tanker fleet. We’ll now examine...

What Comcast’s Split Means for Investors Right Now Comcast (CMCSA) has moved to break itself into two tax free, independently listed companies, separating broadband and wireless operations from NBCUniversal and Sky, with leadership roles reshuffled around this plan. The decision has quickly become the key lens through which investors are reassessing Comcast stock, as the split is intended to address long running concerns about a conglomerate discount and to give each business clearer...

In late June 2026, Fortinet, Inc. was removed from both the Russell 1000 Defensive Index and the Russell 1000 Growth-Defensive Index, reflecting a shift in how the stock is categorized by index providers. At the same time, Fortinet’s ecosystem momentum remained evident, with partner Liquid Networx expanding access to Fortinet licensing and professional services through major cloud marketplaces while the company continued to highlight strong demand for its cybersecurity platform. We’ll now...

Enterprise Products Partners stock has delivered a 118.5% total return over the past 5 years, yet current valuation checks point to a mixed picture rather than an obvious bargain or clear overpricing. A 118.5% 5 year return suggests that long term holders have already seen substantial gains, so fresh buyers may be wondering how much upside is still on the table. Growth projects in natural gas gathering and processing, alongside a long record of returning cash to unitholders, can support the...

Political risk is no longer just background noise for investors, it is starting to shape which stocks could face pressure and which might see fresh demand as trust in US legal and regulatory institutions comes under strain. With senior legal figures warning about retribution prosecutions and signs of stress inside the Department of Justice, companies closely tied to enforcement, oversight, and risk management are squarely in focus. This article breaks down three stocks exposed to the latest...

Why Matador Resources is Back on Investors’ Radar Matador Resources (MTDR) has drawn fresh attention after its San Mateo Midstream joint venture agreed to acquire Cardinal Midstream Partners for $752 million in cash, expanding gathering and processing coverage across the Delaware Basin. See our latest analysis for Matador Resources. Beyond the Cardinal Midstream announcement, Matador Resources has been added to several Russell growth benchmarks, and the stock now trades at US$50.18 after a 1...

Trex Company recently expanded its presence in sports and entertainment by sponsoring the American Century Championship and Golf Channel’s Big Break x Good Good, while also unveiling its award-winning Trex Signature X-Series Railing for outdoor spaces. This combination of brand integration into major golf properties and the launch of a modern, sustainability-focused railing system highlights Trex’s push to link product innovation with lifestyle-driven marketing. Next, we’ll examine how...