U.S. Marine and Shipping Stock News

In recent weeks, ClearBridge Investments exited its position in Corpay Inc., citing new uncertainty around how emerging stablecoin technologies could affect parts of the company’s corporate payments business. At the same time, Corpay Lodging expanded its 2 million-hotel global network to U.S. companies and upgraded its workforce travel platform, highlighting a contrast between product expansion and institutional concern over technological disruption. We’ll now examine how ClearBridge’s exit...

Silicom (SILC) closed FY 2025 with Q4 revenue of US$16.9 million and a basic EPS loss of US$0.44, alongside net income excluding extra items of a US$2.5 million loss, putting another loss-making quarter on the scoreboard. Over recent periods the company has seen quarterly revenue move from US$14.5 million in Q4 2024 through US$14.4 million in Q1 2025, US$15.0 million in Q2, and US$15.6 million in Q3. Quarterly basic EPS stayed in loss territory, ranging from a US$1.05 loss per share in Q4...

In late January 2026, Meta Platforms reported fourth-quarter 2025 results that exceeded expectations, with US$59.89 billion in sales and US$22.77 billion in net income, and guided first-quarter 2026 revenue to US$53.5 billion–US$56.5 billion. The company paired this earnings beat with plans to lift 2026 capital expenditures to US$115 billion–US$135 billion for AI infrastructure, signalling a major shift in how it allocates cash between shareholder returns and long-term technology...

Vera Therapeutics (NasdaqGM:VERA) has appointed Matt Skelton as Chief Commercial Officer. The move comes as the company prepares for potential commercialization of its lead drug, atacicept, for IgA nephropathy. Atacicept has received Breakthrough Therapy Designation and Priority Review from the FDA. Vera Therapeutics focuses on therapies for serious immunologic diseases, with atacicept as its lead asset in IgA nephropathy. The addition of a Chief Commercial Officer signals that management...

Snap has created a wholly-owned subsidiary, Specs Inc., to develop and launch its first consumer augmented reality smart glasses, separating the venture from the core Snapchat app and allowing use without a Snapchat account. By ring‑fencing Specs with its own operations, partnerships, and potential capital structure, Snap is carving out a focused AR computing business that can be evaluated independently of its social media platform. We’ll now examine how this separation of Specs into an...

Recent performance context for SLB (SLB) SLB (SLB) has drawn investor interest after a strong run over the past month and the past 3 months, with the stock up about 26% and 34% respectively, against a last close of $48.38. See our latest analysis for SLB. That recent surge sits on top of a year to date share price return of 20.35% and a 1 year total shareholder return of 23.91%. The 5 year total shareholder return of 115.35% shows the longer term picture has been strong, even though the 3...

Recent industry attention on eToro Group has focused on how upcoming regulatory changes, including MiFID II amendments, DORA enforcement and a Payment-for-Order-Flow ban, are set to redefine operating standards for digital brokerage platforms. These shifts are expected to raise the bar on transparency, resilience and data connectivity, offering larger players such as eToro an opportunity to deepen user engagement and reinforce trust through stronger compliance and richer account aggregation...

In late January 2026, Delta Air Lines announced a major order for 31 Airbus A330-900 and A350-900 widebody jets, with options for 20 more, to refresh and expand its long-haul international fleet from 2029 onward while keeping its existing financial guidance unchanged. This long-dated, largely pre-financed fleet modernization underscores Delta’s intent to deepen its premium long-haul offering and sharpen its competitive position in global markets. We’ll now examine how this widebody fleet...

AGNC Investment (NasdaqGS:AGNC) reported robust full-year economic returns for 2025. The company continued its high-yield monthly dividend policy, keeping the payout in double-digit territory. Management outlined a more cautious capital deployment and selective investment approach for 2026. The shift is linked to changing mortgage market conditions, including tighter spreads and prepayment risks. AGNC Investment (NasdaqGS:AGNC) focuses on mortgage backed securities, so shifts in mortgage...

If you are trying to figure out whether Kraft Heinz is priced attractively right now, starting with how the current share price lines up against its fundamentals can be a useful first step. The stock recently closed at US$23.74, with returns of 2.3% over 7 days, a 2.1% decline over 30 days, a 2.7% decline year to date, and a 15.7% decline over 1 year, while the 3 year and 5 year returns stand at 30.0% and 11.4% declines respectively. Recent attention on Kraft Heinz has centered on how a well...

Global Ship Lease recently reported quarterly results that surpassed earnings expectations, reinforcing its reputation for consistent operational execution while the container shipping sector remains supportive. Despite this performance, the company continues to trade on relatively low valuation multiples against peers, drawing increased attention from value-focused investors who see its rising earnings estimates as a potential mismatch with its current market pricing. With these...

Matson’s latest results and dividend decision Matson (MATX) shares are in focus after the company reported preliminary fourth quarter results that surpassed expectations, supported by stronger freight rates and volumes in its China service. See our latest analysis for Matson. Matson’s strong preliminary fourth quarter update and recent dividend declaration come after a sharp 58.79% 90 day share price return. The 5 year total shareholder return of 166.31% points to longer term compounding,...

McKesson (MCK) has completed the sale of its retail and distribution businesses in Norway, closing the chapter on its European exit and sharpening attention on Oncology, Multispecialty, and Biopharma Services platforms. See our latest analysis for McKesson. At a share price of $831.21, McKesson has seen modest recent share price gains, with a 90 day share price return of 2.45%, while the 1 year total shareholder return of 40.35% points to strong longer term momentum as the company refocuses...

Gladstone Land (LAND) is back in focus after confirming continued monthly cash distributions, setting a redemption date of January 30, 2026, for all Series D Preferred Stock, and scheduling its upcoming fourth quarter 2025 earnings release. See our latest analysis for Gladstone Land. The recent announcements on monthly distributions, preferred share redemption and the upcoming earnings release come after a strong run in the stock, with a 30 day share price return of 21.86% and a year to date...

NextEra Energy (NEE) just delivered quarterly and full year 2025 earnings that topped profit expectations while slightly missing revenue estimates, and reaffirmed ambitious long term targets for both adjusted earnings and dividend growth. See our latest analysis for NextEra Energy. After the earnings release, the 1 month share price return of 9.49% and 1 year total shareholder return of 26.66% suggest momentum has been building as investors reassess both growth prospects and risk around its...

Guardant Health announced that the FDA has approved its Guardant360 CDx liquid biopsy as a companion diagnostic to identify patients with BRAF V600E‑mutant metastatic colorectal cancer eligible for encorafenib plus cetuximab and chemotherapy. This approval adds colorectal cancer to Guardant360 CDx’s growing list of companion diagnostic indications, reinforcing the role of non‑invasive genomic profiling in enabling targeted treatment decisions when tissue is limited or unavailable. We’ll now...

Figma (FIG) is back in focus as its February 18 earnings date approaches, with the stock under pressure after a broad software selloff and investors debating how AI could affect demand for design tools. See our latest analysis for Figma. Figma’s share price return has been weak recently, with a 7 day share price return of 10.4% and a 30 day share price return of 30.6%, extending a 90 day share price return of 48% as investors reassess design software risk and potential after last year’s IPO...

Adtalem Global Education (NYSE:ATGE) has reported its tenth consecutive quarter of student enrollment growth. The company has completed a $150 million share repurchase program and authorized a new $750 million buyback. Adtalem is expanding partnerships with health systems and adding AI elements into its academic programs. Adtalem Global Education, trading at $103.55, has seen a mixed share price pattern, with a 14.6% decline over the past week and a 3.3% decline over the past year,...

Take-Two Interactive Software (TTWO) is back in focus as investors weigh the upcoming November 19, 2026 launch of Grand Theft Auto VI, alongside the company’s shift toward cash flow and recurring, Zynga supported mobile and live services. See our latest analysis for Take-Two Interactive Software. Despite the excitement around Grand Theft Auto VI and growing interest in Take-Two’s higher share of recurring bookings, the share price has recently pulled back, with a 1-day share price return of...

If you are looking at Hormel Foods and wondering whether the current price really reflects its long term potential, this article unpacks what the numbers are saying about value. The stock recently closed at US$24.61, with returns of 0.0% over 7 days, 3.8% over 30 days, 5.2% year to date, a 14.2% decline over 1 year, a 39.2% decline over 3 years and a 41.4% decline over 5 years. Together, these figures give important context for how the market has been reassessing the shares over time. Recent...

Chile's Supreme Court has cleared the way for state-owned Codelco to acquire a 51% stake in Sociedad Química y Minera de Chile (NYSE:SQM), reshaping control of its lithium assets. The deal forms one of Chile's largest public-private partnerships and redirects a larger share of future lithium profits to the state. Separately, SQM has entered a copper exploration alliance with Ivanhoe Electric focused on new deposits in the Atacama Desert. For investors tracking NYSE:SQM, the stock last...

With no single fresh headline driving Starbucks (SBUX) today, investors are instead weighing its current share performance, recent returns, and fundamentals to judge how the coffee chain’s US$91.95 price lines up with expectations. See our latest analysis for Starbucks. The recent slip in Starbucks’ 1-day share price return of 2.06% and 7-day share price return of 5.81% comes after a stronger 30-day and 90-day share price return of 9.19% and 13.70% respectively. However, the 1-year total...

Why VSE (VSEC) Is On Investors’ Radar Today VSE (VSEC) has caught investor attention after a strong recent share price move, with the stock showing solid gains over the month and the past 3 months. This performance has prompted some investors to take a closer look at its fundamentals. See our latest analysis for VSE. That recent momentum sits on top of a longer run, with a 30 day share price return of 26.51% and a very large 5 year total shareholder return of 544.71%. This suggests sentiment...

General Electric Company recently reported full-year 2025 results showing revenue of US$45,855 million and net income of US$8,704 million, with earnings per share rising across both basic and diluted measures versus the prior year. Despite this strong performance and ongoing contract wins at GE Aerospace and GE Vernova’s raised outlook, management’s expectation of flattish 2026 operating margins for GE Aerospace has become a key point of investor focus. With these developments and...