U.S. Logistics Stock News

In August 2026, Golar LNG Limited reported second-quarter revenue of US$130.48 million and net income of US$38.27 million, while also confirming sharply higher first-half revenue of US$268.03 million and net income of US$121.84 million year over year. On the same day, the company advanced its floating LNG ambitions by signing a US$2.45 billion EPC agreement for a fourth FLNG vessel, progressing a Letter of Intent for a third FLNG conversion, and declaring a US$0.25 per-share dividend. Next,...

Curtiss-Wright recently became technically oversold, with selling pressure easing just as Wall Street analysts revised their earnings estimates higher and showed stronger consensus on the outlook. This combination of oversold technicals and upgraded earnings expectations highlights a shift in sentiment that may matter for investors tracking the company’s fundamentals. We’ll now explore how the recent analyst earnings upgrades could influence Curtiss-Wright’s existing investment narrative...

NetApp, Inc. recently presented at TechNet Augusta 2026 and was again named a Leader in Gartner’s 2026 Magic Quadrant for Enterprise Storage Platforms, while analysts now expect higher earnings and revenue for its July 2026 quarter. This combination of stronger earnings expectations and repeated Gartner leadership recognition highlights how NetApp’s positioning in enterprise and hybrid cloud storage is resonating with customers. Next, we’ll examine how Gartner’s continued recognition of...

Stubborn inflation, hotter core services prices and still expensive fuel are keeping pressure on consumers, yet they also keep the spotlight on U.S. energy producers and integrated oil and gas stocks. When energy stays pricey, companies with solid balance sheets and established dividends can come back into focus quickly. This article walks through three stocks from a targeted screener that appear positioned to benefit from the current backdrop. The stocks highlighted below are just a starting...

Globalstar (NasdaqGS: GSAT) has launched and deployed a new batch of satellites, expanding its low Earth orbit constellation. The new satellites are intended to strengthen the company’s mobile satellite services and data connectivity offering. The deployment marks a fresh operational milestone in Globalstar’s ongoing constellation build out, which investors track as part of the company’s growth plans. For a wider view on how expanding connectivity and data demand can support other parts of...

DaVita Inc. recently announced it has entered into a value-based care agreement with Humana Inc. to provide coordinated care for more than 10,000 Medicare Advantage members with chronic kidney disease stages 3B–5, building on their long-standing collaboration in end stage kidney disease. The partnership, delivered through DaVita Integrated Kidney Care and an extensive network of 3,000 value-based nephrologist partners, is designed to engage patients earlier in their disease journey with...

Recent Share Performance Context First Horizon (FHN) has drawn fresh interest after recent trading activity left the stock at US$24.57 as of 25 August 2026, with returns mixed over the past week, month and past 3 months. Over the past year, First Horizon has combined modest share price gains, with a 1-year total shareholder return of 10.61%, and a very large 3-year total shareholder return of 118.97%. The recent dip in the 30-day share price return of 3.57% suggests some momentum has faded...

NRG Energy’s subsidiary NRG Business Marketing LLC has filed a limited protest with the Federal Energy Regulatory Commission against PJM Interconnection’s proposed Reliability Backstop Procurement, challenging the adequacy of the $555/MW-day soft cap and the requirement that contracted resources bid as price-takers in future capacity auctions. By pushing for higher cost-reflective caps and changes to how Reliability Backstop resources participate in PJM’s market, NRG is directly trying to...

Ellington Financial (EFC) drew fresh attention after recent trading left the stock around $13.46, with performance over the past month and past three months moving in different directions for shareholders. Over the past year, Ellington Financial has delivered a 9.84% total shareholder return, while recent trading showed mixed momentum with the share price slipping modestly in the very short term but holding a small 30 day share price gain as investors reassess income prospects and...

Meta’s agreement to pay up to US$18b over 10 years to settle child safety and privacy claims has put the whole social media and online ad sector under a brighter spotlight. Regulatory pressure can reshape business models, user behavior, and investor expectations, which can create both risks and openings. This article walks through 3 large-cap platforms exposed to this news, and why each might deserve a closer look now. The three large-cap social media and online advertising stocks below are...

The latest Nvidia earnings have pushed AI data centres back into the spotlight, with Q2 revenue of $96b and data centre sales of $89b reminding investors how much money is now chasing compute power. That surge in attention can create powerful momentum and pockets of over enthusiasm. This article looks at three stocks whose businesses are closely linked to this AI build out, and why their exposure to this story matters for a diversified portfolio strategy. The three stocks covered below are...

On August 26, 2026, Vistance Networks announced it had increased its equity buyback authorization by US$150 million to a total of US$250 million, signaling a larger program for repurchasing its own shares. This enlarged buyback capacity underscores management’s apparent confidence in the company’s balance sheet strength and its preference for returning excess capital directly to shareholders. We’ll now explore how Vistance Networks’ expanded US$250 million repurchase authorization could...

Xenia Hotels & Resorts has rebranded its Grand Bohemian Hotel Orlando, along with three other Grand Bohemian properties, as part of a broader repositioning of its luxury and upper-upscale portfolio. This shift in branding for a flagship Orlando asset could influence guest mix, pricing power, and the long-term appeal of Xenia's high-end collection. Next, we'll explore how repositioning the Grand Bohemian Orlando could affect Xenia's focus on high-end RevPAR trends, margins, and overall...

On 19 August 2026, Illumia, a Roper Technologies company, announced that participating colleges and universities can now accept tuition and fee payments via PayPal or Venmo directly through their existing Illumia-powered payment portals. This move meaningfully broadens digital payment choice for students and families while deepening Illumia’s role as a core, trusted payments layer in higher education administration. We’ll now examine how Illumia’s integration of PayPal and Venmo as tuition...

ScanSource (SCSC) is in focus after reporting full year 2026 earnings and issuing guidance for fiscal 2027, with higher sales, net income, and earnings per share, along with an outlook for 6% to 10% net sales growth. ScanSource shares have had a strong run into these results, with a 7 day share price return of 9.24% and a 90 day share price return of 22.59%, while the 1 year total shareholder return of 25.69% and 3 year total shareholder return of 70.83% indicate momentum that has been...

The latest move in Zymeworks (ZYME) stock comes after the U.S. FDA approved Ziihera, or zanidatamab hrii, for first line treatment of certain HER2 positive gastroesophageal cancers, triggering a US$250 million milestone from partner Jazz Pharmaceuticals. The FDA decision appears to have reinforced investor confidence in Zymeworks, with the stock posting a 27.41% 1 month share price return and a 96.28% 1 year total shareholder return, while the 298.71% 3 year total shareholder return points to...

Target Hospitality (TH) drew fresh attention on 26 August after announcing a multi year, capital light contract tied to a major hyperscaler data center project in West Texas, along with higher 2026 revenue guidance. Despite a 10% jump on the contract announcement and a recent pullback that left the latest share price at $16.78 with a 1 day share price return of a 3.51% decline, Target Hospitality still shows strong momentum, with a year to date share price return of 107.16% and a 1 year total...

Truist Financial recently named former Bank of America executive Shirley Morejon as its Tennessee regional president and rolled out Truist Premier, an advice-led offering aimed at clients with at least US$100,000 in assets seeking tailored banking, planning support, and enhanced digital tools. The combination of leadership reshuffling and a push into the mass-affluent segment underscores Truist’s attempt to deepen higher-value relationships and feed future wealth management business. Next,...

Uniti Solutions previously announced that it renewed its multi‑year partnership with Cato Networks Ltd. and was elevated to an ‘Advanced Partner’ status, a designation held by less than 2% of Cato’s global partners, reinforcing its managed SASE offering underpinned by Uniti’s fiber connectivity and Cato’s cloud‑native SASE platform. This recognition, alongside consecutive ‘Service Provider of the Year’ awards from Cato, underscores Uniti’s depth of SASE implementation expertise and its...

Transfer activity links on-pitch plans with Manchester United stock Manchester United (MANU) has moved to strengthen its midfield with the arrival of Carlos Baleba, alongside Youri Tielemans and Andrey Santos, as the club prepares for Champions League participation under Michael Carrick. Manchester United’s share price has eased in the last week but remains on a strong upswing this year, with a year to date share price return of 48.92% and a 1 year total shareholder return of 37.51%. These...

In recent months, analysts have grown more optimistic on Valero Energy, with multiple brokerage upgrades, higher earnings estimates, and a Zacks Rank #1 (Strong Buy) reflecting greater confidence in its near-term outlook. At the same time, commentators highlight that this analyst enthusiasm sits alongside concerns that the stock may be trading above fair value estimates, with regulatory and asset-impairment risks still in focus. Next, we'll examine how this wave of positive earnings...

Conference spotlight and why Gibraltar Industries stock is on watch Gibraltar Industries (ROCK) is set to present at the Seaport 15th Annual Summer Investor Conference on August 18, 2026. CFO Joseph Allen Lovechio and CEO William T. Bosway will address investors. This appearance gives investors a closer look at how management views the Residential, Agtech, and Infrastructure segments, and how current performance metrics align with Gibraltar Industries’ longer term capital allocation and...

Earlier this year, DXC Technology launched DXC Workplace Services, an AI-native workplace offering designed to boost employee productivity, IT efficiency, and user experience. The move underscores DXC’s push to turn its AI capabilities into concrete workplace solutions, at a time when its longer-term performance has been mixed. Next, we’ll examine how launching an AI-native workplace platform may reshape DXC’s turnaround-focused investment narrative built around digital...

Bitmine Immersion Technologies (BMNR) is back on investors radar after new Ethereum purchases pushed its holdings close to 5% of total ETH supply, alongside a disclosed US$14.9b crypto and moonshot portfolio. The latest Ethereum buying and the disclosed US$14.9b crypto and moonshot portfolio have gone hand in hand with a sharp rebound in Bitmine Immersion Technologies. The 30-day share price return is 39.01% and the 90-day share price return is 29.40%. However, the share price return year to...