U.S. Logistics Stock News

International Business Machines (NYSE: IBM) and Together AI announced a multi-year collaboration to build one of the industry's largest Nvidia-powered AI inference clusters on IBM Cloud. The partnership combines IBM Cloud infrastructure with Together AI's open-source AI models, using Nvidia hardware to support enterprise-grade AI workloads. The new AI cluster is designed to support secure, large scale inference for businesses that want to deploy advanced AI applications on cloud...

We wouldn't blame Globalstar, Inc. ( NASDAQ:GSAT ) shareholders if they were a little worried about the fact that L...

Ligand Pharmaceuticals stock has delivered a very strong 327.2% return over the past three years, while recent valuation checks point in different directions. A Discounted Cash Flow (DCF) estimate suggests the shares trade below intrinsic value, whereas market multiples indicate a richer valuation. The 327.2% gain over three years suggests that expectations have reset higher and leaves less room for simple mean reversion arguments to explain the current share price. Stronger royalty revenue...

In August 2026, Serve Robotics Inc. reported second-quarter 2026 sales of US$3.24 million alongside a much wider net loss of US$64.13 million, and cut its full-year 2026 revenue guidance from US$26 million to a range of US$9 million to US$10 million while resetting expectations around its Uber partnership beyond early 2027. The company is now emphasizing diversification away from its previously central Uber relationship, highlighting growing ties with DoorDash and new direct-merchant tools...

Waste Management stock has produced a 61.7% total return over the past 5 years, yet the current checks send a mixed message. The Discounted Cash Flow (DCF) intrinsic value estimate points to some upside from here, while traditional earnings based multiples suggest the shares are on the expensive side. Over 5 years, a 61.7% return suggests Waste Management has been a rewarding holding for patient investors, which can make it harder to judge whether today's price still offers an attractive...

Merck (NYSE:MRK) reported that its RSV antibody ENFLONSIA has received filing acceptance from both the U.S. FDA and the European Medicines Agency for expanded preventive use in high risk children under two years old. The submissions seek approval for ENFLONSIA as the first non weight based RSV preventive option in this pediatric group, supported by new Phase 3 SMART trial data. The expanded indication targets young children at increased risk of severe RSV disease, where existing prevention...

Zeta Global Holdings recently reported second-quarter 2026 results showing revenue of US$442.77 million and net income of US$8.17 million, raised its full-year 2026 guidance, and detailed momentum in AI-driven partnerships with OpenAI and Palantir. The company also strengthened its leadership bench by appointing former Salesforce and ActionIQ executive Leah Pope as Chief Marketing Officer and promoting Candace Dean to Chief Communications Officer, underscoring a push to sharpen its brand, AI...

Shareholders might have noticed that United Parks & Resorts Inc. ( NYSE:PRKS ) filed its quarterly result this time...

Johnson & Johnson (NYSE: JNJ) reports progress in its R&D pipeline, including clinical development of seltorexant for major depressive disorder. The company advances novel antidepressant therapies alongside broader pharmaceutical initiatives. Johnson & Johnson also signs a multi year agreement to expand access to advanced cardiac electrophysiology technologies in ambulatory surgery centers. These moves highlight fresh momentum across both its pharmaceutical and MedTech operations, which have...

Earlier this week, analysts highlighted that Okta’s improving sales execution could add roughly 2 percentage points of upside to its fiscal Q2 2027 revenue guidance, while the broader cybersecurity sector showed resilience amid shifting macro conditions. Brokerage firms’ generally favorable views on Okta, combined with expectations for stronger near-term revenue performance, point to rising confidence in the company’s ability to capitalize on identity security demand. Now we’ll examine how...

Plains All American Pipeline (PAA) recently reported second quarter 2026 results, which included sales of US$17,693 million and net income of US$1,830 million, drawing fresh attention to the stock. See our latest analysis for Plains All American Pipeline. Plains All American Pipeline’s recent earnings release comes after a period where momentum has been building, with the share price at US$23.15 and a year to date share price return of 27.13%, while the 5 year total shareholder return of...

Earlier in 2026, Domino's Pizza Inc. announced the nationwide rollout of its new Detroit-style pizza, the Domino, offering highly customizable toppings and aiming to better serve individual customer preferences. The company highlights that in independent consumer testing, the Domino ranked as one of its most delicious products ever, suggesting the launch could meaningfully influence how customers perceive its menu quality and innovation. We’ll now examine how the highly customizable...

Last week's profit announcement from UL Solutions Inc. ( NYSE:ULS ) was underwhelming for investors, despite headline...

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...

Regulatory costs and product news frame Mondelez International stock Mondelez International (MDLZ) is in focus after the FDA introduced a new additive notification rule that may add about US$10 million in yearly compliance costs for packaged food producers. At the same time, the company’s CHIPS AHOY! brand launched a limited edition Mystery Cookie, tied to a TikTok driven flavor guessing contest and a US$25,000 prize, with nationwide retail rollout scheduled for August 10, 2026. See our...

Investors were underwhelmed by the solid earnings posted by Crexendo, Inc. ( NASDAQ:CXDO ) recently. We did some...

RBC Bearings (NYSE:RBC) reported that its Dodge Industrial subsidiary has agreed to acquire PSC Couplings, LLC. The deal adds PSC Couplings' industrial coupling solutions to Dodge Industrial's existing product portfolio. The acquisition is positioned to broaden RBC Bearings' reach with customers that use coupling products across industrial applications. To put this move by RBC Bearings in context, consider exploring other companies that are investing in automation and industrial technology...

Some investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be...

RXO (RXO) is back on traders’ radar after weaker July jobs data reduced expectations for near term Federal Reserve rate hikes, which lifted growth stocks and brought fresh attention to the freight broker’s improving sector backdrop. See our latest analysis for RXO. RXO’s share price has pulled back, with a 30 day share price return of down 18.2%. However, the year to date share price return of 67.3% and 1 year total shareholder return of 42.1% still point to strong underlying momentum as...

It's been a good week for Republic Services, Inc. ( NYSE:RSG ) shareholders, because the company has just released its...

Chemours (NYSE:CC) introduced new Opteon ZE and Opteon 515B refrigerants aimed at data centers and commercial cooling. The products target low global warming potential applications and support sustainability and decarbonization goals. The launch expands Chemours' Opteon portfolio into cooling needs for AI focused data centers and mission critical infrastructure. Consider exploring other companies supplying equipment, materials, and services tied to AI focused cooling and power needs through...

Amcor stock has delivered a 17.7% return over the past three years, yet its valuation picture is mixed, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to sizeable upside while earnings based multiples suggest the shares screen as expensive. Amcor's 17.7% three year return suggests the stock has rewarded patient holders, which makes the current pricing debate more important for anyone considering a new position or adding to an existing one. The key support for Amcor's...

Insmed Incorporated recently reported second-quarter 2026 earnings, showing a net loss of US$13.24 million versus US$321.69 million a year earlier, and a basic and diluted loss per share from continuing operations of US$0.06 versus US$1.70. For the first half of 2026, Insmed’s net loss narrowed to US$176.81 million from US$578.27 million, highlighting a sharp reduction in per-share losses that may influence how investors assess its path toward financial sustainability. With Insmed’s...

Chemed (CHE) recently announced a 17% increase to its quarterly cash dividend to US$0.70 per share, which highlights management's confidence in the business and draws fresh attention to the stock's income profile. See our latest analysis for Chemed. Alongside the higher dividend, Chemed's recent share price momentum has been strong, with a 30 day share price return of 9.94% and a 90 day share price return of 26.67%. The 1 year total shareholder return of 21.70% and 5 year total shareholder...