U.S. Marine and Shipping Stock News

United States Antimony recently closed the acquisition of a critical minerals flotation facility in Radersburg, Montana, and plans to invest about US$2,000,000 in upgrades to process ore from Alaska and Montana into antimony trisulfide and byproducts such as silver, gold, and copper. This facility, combined with the company’s move toward full vertical integration and expansion of its Thompson Falls smelter, reinforces its role as a domestic supplier for defense-related and industrial uses of...

The Trump administration’s push for emergency PJM auctions and potential electricity price caps has put Constellation Energy (CEG) in the spotlight, as investors weigh regulatory pressure against its recent merger with Calpine. See our latest analysis for Constellation Energy. Those policy headlines have coincided with a sharp reset in sentiment, with a 17.73% 1 month share price return decline and a 19.63% year to date share price return decline, even though the 3 year total shareholder...

In December 2025, Estuary Power completed all phases of its Escape Solar and Storage project in Nevada, beginning a 25-year supply of 115 MW of solar energy and 400 MWh of battery capacity to MGM Resorts International, enabling up to 100% daytime solar power for its Las Vegas Strip properties. This long-term renewable energy agreement not only accelerates MGM’s progress toward its 2030 all-renewable electricity goal, it also aims to reduce long-term energy costs and exposure to power price...

What triggered the sharp move in TTM Technologies (TTMI)? TTM Technologies (TTMI) drew fresh attention after its share price reacted strongly to upbeat analyst commentary. The commentary highlighted the company’s ties to AI demand, its Malaysian production ramp up, and recent earnings and revenue momentum versus sector peers. See our latest analysis for TTM Technologies. Those bullish analyst calls came on top of already strong momentum, with a 40.9% 30 day share price return and a 71% 90 day...

Why Intercontinental Exchange is on investors’ radar today Intercontinental Exchange (ICE) is drawing attention after recent trading, with the stock last closing at $171.90. For investors, the company’s mix of exchanges, data services, and mortgage technology provides several angles to assess. See our latest analysis for Intercontinental Exchange. Recent trading has added to Intercontinental Exchange’s steady share price momentum, with a 6.47% 1 month share price return and 9.18% 3 month...

Talen Energy agreed to acquire three gas fired power plants from Energy Capital Partners for $3.45 billion. The deal adds roughly 2.6 gigawatts of capacity and expands Talen's footprint in the western PJM region. The company expects the transaction to be immediately accretive to adjusted free cash flow per share. The acquisition comes as regulators consider an emergency wholesale electricity auction that could affect future revenues. Talen Energy (NasdaqGS: TLN) is moving to scale up its...

JD.com recently expanded its ecosystem by integrating Baidu’s Ernie AI assistant into its platform, while continuing a large share buyback program and outlining further international expansion through new online country shops. Alongside these moves, JD.com is also investing in cultural engagement by establishing the JD.com Art Museum in Shenzhen, with public programs already underway ahead of its planned 2027 opening. We’ll now examine how JD.com’s use of Baidu’s Ernie AI assistant could...

Chinese regulators have expanded a probe into NasdaqGS:PDD, focusing on alleged fake deliveries and tax compliance, and have imposed fines alongside large-scale on-site inspections. PDD Holdings is facing intensifying legal and regulatory investigations in China that are adding to operational pressures for its domestic business. Internationally, PDD’s cross border platform Temu is under investigation by Turkish and European authorities, raising fresh questions around its global compliance...

Apple and Alphabet announced a multi year partnership for Apple to use Gemini AI in Siri and upcoming AI features across its devices. Alphabet, through Google, and Ant International introduced the Universal Commerce Protocol to support AI enabled, agentic commerce and payments. Both announcements highlight Alphabet's role in core AI infrastructure for consumer tech and commerce, alongside partners like Apple and Ant International. For investors watching NasdaqGS:GOOGL, these moves sit at...

Microsoft (NasdaqGS:MSFT) is expanding generative and agentic AI across retail and healthcare through new product launches and partnerships. The company introduced Copilot Checkout, working with leading commerce and technology providers and PayPal to bring AI into everyday retail and payment flows. Mercedes-AMG PETRONAS F1 is adopting Microsoft Azure and AI to support Formula 1 operations. Bristol Myers Squibb is working with Microsoft to use AI health infrastructure to support early cancer...

In January 2026, Frontline plc outlined a fleet renewal initiative, agreeing to acquire nine latest-generation scrubber-fitted ECO VLCC newbuilding contracts from an affiliate of Hemen Holding Limited for US$1.22 billion, with deliveries scheduled across 2026 and 2027 and financing through cash and long-term debt. The transaction, involving vessels under construction at Hengli and Dalian shipyards and a payment profile weighted to delivery, underscores a clear commitment to newer, more...

Booking.com, part of Booking Holdings (NasdaqGS:BKNG), has expanded its partnership with travel management platform Navan. The updated integration uses a strengthened API connection to bring more lodging options and discounts directly into Navan’s corporate travel tools. The move is aimed at business travelers and travel managers, with a focus on broader global coverage and operational efficiencies. For investors watching NasdaqGS:BKNG, this update highlights how the group is leaning...

Event context and recent share performance Howmet Aerospace (HWM) has drawn fresh attention after a recent move in its share price, with the stock showing positive returns over the past week, month, and past 3 months. For context, the company’s shares are up about 2.1% over the past week, around 8.1% over the past month, and roughly 12.4% over the past 3 months, based on the data provided. See our latest analysis for Howmet Aerospace. Zooming out, the recent positive share price momentum adds...

Recent commentary around Datadog (DDOG) has turned more constructive as major brokerages voice bullish views, ClearBridge Investments opens a new position, and the company continues smaller acquisitions to expand its observability services. See our latest analysis for Datadog. At a share price of US$123.46, Datadog has seen a sharp 21.16% 90 day share price decline and a 12.96% 30 day share price drop, even as recent analyst commentary, fund interest and product expansion have started to...

Kontoor Brands (KTB) is back on investor radars after its Lee division partnered with Goody on a limited edition hairbrush and accessories capsule, marking Lee’s first step into the hair and beauty category. See our latest analysis for Kontoor Brands. The Goody collaboration has arrived after a difficult stretch for the stock, with a 90 day share price return of 30.07% decline and a 1 year total shareholder return of 30.33% decline. However, the 5 year total shareholder return of 84.73%...

Genuine Parts (NYSE:GPC) has appointed CEO Will Stengel as Chairman of the Board. The transition follows the planned retirement of current Chairman Paul Donahue. The change consolidates the Chairman and CEO roles under Stengel as the company works through financial challenges. Genuine Parts, known for its automotive and industrial parts distribution businesses, is tying board leadership more closely to day to day management by combining the Chairman and CEO positions. For you as an...

If you are wondering whether Hamilton Insurance Group at a last close of US$27.16 still offers value, the key question is how its current price compares with what the business may be worth. The stock has returned 2.7% over the last 7 days, while the 30 day return is a 4.3% decline and the year to date return is a 0.4% decline. This sits alongside a 42.3% return over the past year that may catch the eye of investors watching for changing risk and reward. Recent coverage has focused on...

In recent weeks, Wells Fargo initiated coverage of Kinsale Capital Group with a positive view on its growth prospects, while Cantor Fitzgerald maintained a more cautious stance, reflecting differing analyst opinions on the insurer’s near-term outlook. At the same time, Jacobson & Schmitt Advisors materially increased their stake following a quarter of higher net income and rising gross written premiums, underscoring institutional interest in Kinsale’s specialty insurance focus. We’ll now...

Zions Bancorporation National Association (ZION) closed out FY 2025 with Q4 revenue of US$885 million and basic EPS of US$1.78, underpinned by net income of US$262 million as the bank reported its latest set of results. The company has seen revenue move from US$779 million and EPS of US$1.34 in Q4 FY 2024 to US$885 million and EPS of US$1.78 in Q4 FY 2025, setting up a story where investors are weighing higher earnings against how sustainable those margins look from here. See our full...

Aeva Technologies announced that Forterra has selected its 4D LiDAR sensors and perception technology to power AutoDrive, Forterra's autonomous defense vehicle system, enhancing obstacle detection and navigation in challenging, GPS-denied environments. This defense-focused win highlights how Aeva’s sensing platform is being applied in mission-critical, high-stakes use cases beyond traditional automotive autonomy. Next, we will assess how this Forterra selection shapes Aeva's investment...

If you are wondering whether Advanced Micro Devices is still reasonably priced after its strong run, or if you might be late to the party, this article breaks down what the current share price could mean for you. AMD shares recently closed at US$249.80, with returns of 9.6% over the last 7 days, 16.2% over 30 days, 11.8% year to date and 103.0% over the last year, which has put valuation firmly in the spotlight. Recent coverage has focused on AMD's role in high performance computing and...

In January 2026, TD SYNNEX reported past fourth-quarter 2025 results showing sales of US$17,379.14 million and net income of US$248.41 million, alongside new earnings guidance, a higher quarterly dividend of US$0.48 per share, and progress on a large share repurchase program. Together with fresh recognition on FORTUNE’s 2026 “World’s Most Admired Companies” list and constructive analyst commentary on its AI and IT portfolio, these updates reinforced how TD SYNNEX is positioning itself within...

In recent weeks, QPS Holdings implemented Oracle Argus for pharmacovigilance while Community Memorial Hospital selected Oracle Health EHR, Clinical AI Agent, and Seamless Exchange, alongside Oracle’s launch of its Retail Supply Chain Collaboration cloud solution and a new UK Ministry of Defence cloud agreement. Together with fresh research highlighting Oracle’s role in AI-heavy markets and bondholder litigation over AI-related debt disclosure, these developments intensify scrutiny of how...

CSX is set to report quarterly results after market close, with Wall Street expecting earnings of US$0.41 per share on flat year-on-year revenue of US$3.54 billion, while the railroad also warns customers about potential service disruptions from a major winter storm across key eastern U.S. corridors. The combination of stabilized analyst expectations and weather-related operational risks highlights how both financial performance and network resilience factor into CSX’s outlook. We’ll now...