U.S. Logistics Stock News

Tariffs on steel, raw materials and related imports are shifting again, and that ripple effect can matter as much as earnings season for anyone holding or considering US steel stocks. With new Section 301 proposals, the Section 122 expiration and fresh investigations into key inputs like coking coal, some producers could see pressure on costs while others may find a tighter, more favorable supply backdrop. This article looks at 3 US domestic steel producers that are particularly exposed to...

Blackstone stock performance snapshot after recent trading move Blackstone (BX) drew attention after its latest trading session, with the stock closing at $123.09. For investors, the current share price sits against a mixed backdrop of recent returns and solid reported profitability. Over the past day, Blackstone’s stock gained about 0.8%. Over the past week performance has been roughly flat, slipping about 0.3%. Over the past month the stock is up around 0.2%, although it is down about 2.6%...

Earlier this year, PayPal said it expects a 9% decline in adjusted earnings per share for the second quarter, reaffirmed full-year guidance that points to a mid-single-digit EPS decline amid pressure on transaction margins, and outlined plans to generate over US$6.00 billion in free cash flow in 2026. The company also committed to repurchasing about US$6.00 billion of its own shares while emphasizing cost savings and AI integration as core levers to support future profitability. Next, we’ll...

DHT Holdings has already begun implementing proactive design upgrades on two Hyundai-built VLCCs, adjusting delivery of DHT Impala to late July 2026 and briefly returning DHT Gazelle to the yard in the third quarter, while keeping charter commitments intact by substituting DHT Addax. This early move to widen trading eligibility and commercial flexibility, underpinned by a new US$250 million seven-year reducing revolving credit facility, underscores management’s focus on operational...

The latest headlines around AstraZeneca, from its £207b valuation to its multibillion dollar R&D and expansion plans, show how a single company’s choices on investment, geography, and pipeline risk can ripple across the wider pharmaceuticals and biotechnology sector. For investors, this news creates both potential opportunity and fresh questions about concentration in China, future drug exclusivity, and the impact of trial setbacks. This article looks at 3 large cap stocks from our...

Concentrix earnings and guidance set the stage for investor reassessment Concentrix (CNXC) is back in focus after reporting second quarter results, issuing fresh guidance for the third quarter and full year, affirming its dividend, and updating investors on a completed share repurchase program. See our latest analysis for Concentrix. The earnings release and guidance arrived after a difficult stretch for Concentrix, with the share price down 46.13% year to date and the 1 year total...

In the past month, Invesco reported preliminary month-end assets under management of about US$2.47 trillion, supported by US$8.0 billion in net long-term inflows, US$14.30 billion in money market net inflows, and favorable market returns despite foreign-exchange headwinds. At the same time, Invesco expanded its BulletShares Treasury Bond ETF range, underlining how fixed income ETFs are becoming a more important part of its product mix and revenue base. We’ll now examine how Invesco’s higher...

In recent months, Core Scientific has accelerated its shift from Bitcoin mining toward building high-density data center and HPC infrastructure, reallocating existing assets and investing heavily in new capacity to serve enterprise computing demand. This evolution is sharpening the trade-off for shareholders between the potential benefits of tapping rising data center needs and the higher execution and capital allocation risks that come with large-scale power and infrastructure...

With markets focused on Federal Reserve Chair Kevin Warsh’s first congressional testimony, fresh inflation data, and ongoing geopolitical tension with Iran, large U.S. consumer discretionary stocks sit at the center of the story. Changes in interest rate expectations and inflation can influence borrowing costs, consumer confidence, and spending power, all of which matter for this sector. This article looks at three large cap consumer discretionary stocks that appear aligned with the current...

In June 2026, Triumph Financial launched RFP Manager, a freight-broker solution that embeds its Triumph Network data and Rate Intelligence directly into the contract bidding workflow, covering visibility into roughly 70% of North American brokered freight transactions and payments to more than 170,000 carriers. By unifying predictive market data, broker-specific lane buying patterns, and multi-round RFP workflows into one platform, RFP Manager turns previously fragmented bid inputs into a...

Buyback expansion puts Dollar Tree stock in focus Dollar Tree (DLTR) drew fresh attention on July 1, 2026, after lifting its remaining share repurchase authorization to US$2.5b, putting the retailer's capital return approach under closer investor scrutiny. See our latest analysis for Dollar Tree. The buyback expansion comes after a sharp rebound, with Dollar Tree’s 90-day share price return of 24.08% and 30-day return of 9.57% contrasting with a year-to-date share price decline of 2.18% and a...

Analog Devices (ADI) stock is drawing attention after the company reported 37.25% year-over-year revenue growth, supported by stronger data center demand, industrial and automotive bookings, and a turning point in analog chip inventories. See our latest analysis for Analog Devices. Analog Devices’ share price has climbed 13.5% over the past 90 days and the year-to-date share price return of 44.54% sits alongside a 1-year total shareholder return of 64.69%. This suggests momentum has been...

Southern (SO) has drawn fresh attention after its stock closed at $95.61, prompting investors to reassess the utility's recent returns, earnings profile, and segment mix across electricity and natural gas operations. See our latest analysis for Southern. The recent move to a US$95.61 share price sits against a mixed backdrop, with a 1 day share price return of 0.46% and a year to date share price return of 9.67%. The 5 year total shareholder return of 82.22% points to momentum that has built...

WaFd (WAFD) stock has drawn investor attention after recent trading, with the share price last closing at $38.10. That puts the bank at a market value of about $2.8b. See our latest analysis for WaFd. Recent trading has kept WaFd on investors' radar, with the modest 1-day share price return of 0.87% sitting against a 90-day share price return of 16.41% and a 1-year total shareholder return of 27.91%. Together, these figures point to momentum that has been building rather than fading. If you...

In June 2026, ASUS Education and Intel appeared at ISTE+ASCD 2026 in Orlando, showcasing a full portfolio of Intel-powered, AI-ready classroom devices spanning rugged K-12 laptops, ExpertBook systems, Chromebooks, NUCs, and edge AI accelerators. This collaboration highlights how Intel’s platform and on-device AI capabilities are being embedded across an entire education hardware ecosystem, reinforcing its role in privacy-sensitive, real-world AI deployments. We’ll now examine how Intel’s...

With the S&P 500 Shiller CAPE ratio sitting near 41.4 and AI-fueled enthusiasm keeping valuations stretched, many investors are looking for stocks that may offer a calmer ride if sentiment cools. This article focuses on low volatility large caps that have shown relatively steadier trading patterns and may be less sensitive to sharp swings. The idea is simple: when the market mood shifts, you may want exposure to companies that tend to move less aggressively. Ahead, you will find 3 stocks from...

Texas Roadhouse (TXRH) is back in focus after analysts raised earnings estimates without any cuts, coinciding with a 2026 dividend increase and continued share repurchases that highlight the company’s emphasis on cash returns. See our latest analysis for Texas Roadhouse. At a share price of $189.50, Texas Roadhouse has a 30 day share price return of 12.89% and a year to date share price return of 10.59%. The 5 year total shareholder return of 119.72% points to meaningful long term compounding...

Delta Air Lines (DAL) stock is in focus after the company issued fresh third quarter and full year 2026 earnings guidance alongside its second quarter results, outlining expected revenue growth and detailed profit metrics. See our latest analysis for Delta Air Lines. At a share price of $87.39, Delta Air Lines has seen short term momentum cool, with the 7 day share price return down 4.68%. However, the 90 day share price return of 21.88% and 1 year total shareholder return of 52.56% point to...

Agilent Technologies (A) recently announced an expansion of its Altura HPLC column portfolio and introduced AI-powered xCELLigence RTCA eSight software, product updates that have drawn fresh attention to how the stock reflects its life sciences focus. See our latest analysis for Agilent Technologies. Agilent Technologies' recent product releases have arrived alongside a gradual improvement in sentiment. The stock has delivered a 14.29% 90 day share price return, while the 1 year total...

UMB Financial (UMBF) is back on investors’ radar after its recent share price move, with the stock closing at $144.59. That performance, along with recent return figures, is prompting a closer look at valuation. See our latest analysis for UMB Financial. Looking beyond the latest move to $144.59, UMB Financial’s recent 30 day share price return of 6.81% sits alongside a 90 day share price return of 20.03% and a 1 year total shareholder return of 33.06%, which points to momentum that has been...

CFO transition puts Adient (NYSE:ADNT) in focus Adient (NYSE:ADNT) drew attention after Executive Vice President and Chief Financial Officer Mark Oswald notified the company he intends to leave by year end, and an external search for his successor is now underway. See our latest analysis for Adient. Adient’s share price has moved to $19.96, with a 1 day share price return of 2.41% and 7 day share price return of 6.40%. However, the 1 year total shareholder return is down 12.19% and the 3 year...

Why Norton Genie’s Claude integration matters for Gen Digital stock Norton, part of Gen Digital (GEN), has brought its Norton Genie AI scam detector into Claude, extending existing support on ChatGPT and giving the company broader exposure inside widely used AI assistants. For Gen Digital stock, this product extension highlights how its Cyber Safety tools are being integrated into everyday decision making, from checking suspicious delivery texts to reviewing urgent account emails, which may...

In recent commentary, Whirlpool has been reported to be under pressure from weaker appliance demand, earnings headwinds, and uncertainty tied to the housing market, despite its portfolio of well-known brands and focus on operational discipline. This combination of softer demand and housing-related risk highlights how sensitive Whirlpool’s performance is to broader consumer spending patterns and household investment trends. We’ll now examine how softer appliance demand and housing-related...

Casella Waste Systems (CWST) is back in focus after announcing significant leadership changes, including the appointment of Damian Ribar as Executive Vice President and Chief Operating Officer and the promotion of long-time executive Shelley Sayward. See our latest analysis for Casella Waste Systems. At a share price of US$96.82, Casella Waste Systems has seen a 1-month share price return of 8.34% and a 3-month share price return of 14.05%. The 1-year total shareholder return declined 12.45%,...