U.S. Transportation Stock News

NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

AI Agents From Anthropic And OpenAI Test Datadog’s Monitoring Role

New concerns are emerging that advanced AI models from Anthropic and OpenAI could reduce the need for traditional software platforms like Datadog. Commentary around autonomous AI agents has intensified recently, raising questions about the long term role of observability tools and monitoring platforms. This shift in sentiment is drawing fresh attention to Datadog’s business model and how it might adapt as AI capabilities expand. For Datadog, ticker NasdaqGS:DDOG, this debate comes at a time...
NYSE:NABL
NYSE:NABLSoftware

Assessing N‑able (NABL) Valuation After Recent Share Price Weakness

Event overview and recent price context N-able (NABL) has drawn investor attention after a period of weaker share performance, with the stock down around 5% over the past day and about 24% over the past month. See our latest analysis for N-able. The latest move takes N-able’s share price to US$5.51 and extends a weaker trend, with a 30 day share price return of 24.21% and a 1 year total shareholder return of 43.55% in decline. This suggests sentiment has cooled and investors may be...
NYSE:SRE
NYSE:SREIntegrated Utilities

Sempra Hydrogen Petition Seeks Faster Clarity On Future Gas Investments

Sempra subsidiaries Southern California Gas Co. and San Diego Gas & Electric have petitioned California regulators to drop a 5% hydrogen blending demonstration requirement. The filing argues that existing research and operational data are sufficient to assess low level hydrogen blending safety without new pilot projects. The request targets rules that would have required utilities to complete demonstration projects before regulators consider a systemwide hydrogen blending standard. Sempra,...
NYSE:VRT
NYSE:VRTElectrical

Vertiv Targets AI Data Center Growth With Nvidia Deal And High-Valuation Test

Vertiv Holdings Co (NYSE:VRT) is expanding its AI infrastructure portfolio with upgraded liquid-cooling systems tailored for high-performance data centers. The company has entered a direct partnership with Nvidia to support AI-focused compute environments. Vertiv is planning an 800-volt direct current product portfolio aimed at next generation power needs for AI workloads. R&D investment plans for 2026 are increasing, focused on liquid cooling and high-voltage infrastructure...
NYSE:WHR
NYSE:WHRConsumer Durables

Whirlpool’s TIME Honor Puts Brand Strength And US Manufacturing In Focus

Whirlpool (NYSE:WHR) has been named to TIME's inaugural "America’s Most Iconic Companies" list. The company is the only home appliance brand included, recognized for its cultural impact and commitment to U.S. manufacturing. This recognition highlights Whirlpool’s long history in American households and its continued domestic production footprint. For investors tracking Whirlpool at a share price of $85.09, this recognition arrives alongside mixed recent return data. The stock is up 10.6%...
NYSE:MANU
NYSE:MANUEntertainment

Is Manchester United (MANU) Pricing Reflect Its Mixed Returns And Higher Sales Multiple

If you have ever wondered whether Manchester United's stock price matches your view of the club's global stature, this is a good moment to look closely at what the market is actually paying for the shares. The stock recently closed at US$16.99, with a 7.7% return year to date, a 5.9% return over 1 year, a 6.4% gain over 30 days, but a 4.4% decline over the last week and a 33.1% decline over 3 years, which gives a mixed picture for investors weighing potential and risk. Recent coverage has...
NasdaqGS:EXEL
NasdaqGS:EXELBiotechs

FDA NDA Move Puts Exelixis Colorectal Cancer Bet To The Test

FDA accepts Exelixis' New Drug Application for zanzalintinib plus atezolizumab in metastatic colorectal cancer. The application is based on pivotal trial data for patients with advanced disease. This step moves the investigational combination closer to potential commercial use in the United States. For investors watching NasdaqGS:EXEL, this FDA filing milestone is an important datapoint in the company’s oncology pipeline. Exelixis focuses on cancer therapies, and colorectal cancer is a...
NasdaqGS:HAS
NasdaqGS:HASLeisure

Is Hasbro (HAS) Leaning Too Heavily on 1980s IP to Drive Its Franchise Strategy?

In late January 2026, Hasbro announced a licensing collaboration with Amazon MGM Studios to produce action figures, toys and roleplay products tied to the upcoming live-action Voltron movie. The deal highlights how Hasbro is leaning on legacy 1980s franchises to deepen its entertainment-driven merchandise portfolio and tap into multi-generational fandom. We’ll now examine how this new Voltron licensing partnership with Amazon MGM Studios shapes Hasbro’s investment narrative around...
NYSE:JHG
NYSE:JHGCapital Markets

Is Janus Henderson Group (JHG) Still Priced Attractively After Strong Multi‑Year Share Gains

If you are wondering whether Janus Henderson Group's current share price still makes sense, you are not alone. Many investors are asking if the stock offers solid value at today's level. The shares last closed at US$48.19, with returns of 0.5% over 7 days, 0.3% over 30 days, 0.9% year to date and 9.3% over 1 year, while 3-year and 5-year returns sit at very large levels close to a 2x gain. Recent attention on Janus Henderson Group has been shaped by coverage of its position in the global...
NasdaqGS:SHOP
NasdaqGS:SHOPIT

Is Swanson’s AI Subscription Push Hinting At A Deeper Evolution In Shopify’s (SHOP) Value Proposition?

In early February 2026, Swanson Health announced it had completed a rapid migration from legacy systems to a new eCommerce and subscription stack built on Shopify and Ordergroove, aiming to deliver more personalized, efficient customer experiences across mobile and desktop. A distinctive aspect of this rollout is Swanson’s plan to blend Shopify’s commerce tools with Ordergroove’s AI-driven subscription intelligence to create adaptive journeys that convert first-time shoppers into long-term...
NYSE:BLK
NYSE:BLKCapital Markets

BlackRock Links Record Bitcoin ETF Volumes With New Digital Advice Push

BlackRock (NYSE:BLK) reported record-breaking daily trading activity in its spot Bitcoin ETF, IBIT, during a recent period of heightened crypto market volatility. The firm advanced its presence in digital investment services through partnerships, including JioBlackRock Personalised Investment Advice with Jio Financial Services. Together, these developments highlight BlackRock's push into both listed digital asset products and technology-led advisory platforms. For you as an investor, this...
NasdaqCM:SBET
NasdaqCM:SBETHospitality

Sharplink Holdings (SBET) Valuation Check After Recent Share Price Volatility

Sharplink stock: context after recent moves Sharplink (SBET) has drawn extra attention after a sharp one day move, with the share price closing at $6.07 and recent returns over the week, month and past 3 months all in negative territory. See our latest analysis for Sharplink. The recent 1 day share price return of 14.27% decline follows a 30 day share price return of 41.30% decline and a 1 year total shareholder return of 7.49% decline, which points to fading momentum as investors reassess...
NasdaqGS:CALM
NasdaqGS:CALMFood

Cal-Maine’s Specialty Egg Expansion and Clean Egg Deal Could Be A Game Changer For Cal-Maine Foods (CALM)

In January 2026, Cal-Maine Foods reported its second-quarter fiscal 2026 results and completed the acquisition of Clean Egg LLC’s Texas production assets, adding about 677,000 cage-free and free-range layers and pullets to bolster its specialty egg capacity and local sourcing efforts. The company’s adjusted earnings per share topped expectations even as profits fell year over year with egg prices normalizing and industry conditions affected by oversupply and seasonal demand softness,...
NYSE:ALL
NYSE:ALLInsurance

Allstate (ALL) Q4 Combined Ratio Of 80.1% Challenges Bearish Profitability Narratives

Allstate (ALL) just wrapped up FY 2025 with Q4 revenue of US$17.3b and basic EPS of US$14.55, capping off a trailing twelve month stretch where revenue reached US$67.7b and EPS came in at US$38.56 alongside year over year earnings growth of 123.4%. Over the past few quarters, the company has seen revenue move from US$16.5b and EPS of US$7.16 in Q4 2024 to US$16.6b and EPS of US$7.86 in Q2 2025, then to US$17.3b and EPS of US$14.55 in Q4 2025, setting up a story where stronger profitability...
NYSE:APD
NYSE:APDChemicals

Why Air Products (APD) Is Up 10.7% After Strong Q1 2026 Earnings And NASA Hydrogen Deals

Air Products and Chemicals recently reported first-quarter fiscal 2026 results, with sales of US$3,102.5 million and net income of US$678.2 million, both higher than a year earlier, and reaffirmed its full-year adjusted EPS guidance. An interesting angle for investors is Air Products’ more than US$140 million NASA liquid hydrogen supply contracts, which highlight the company’s role in space-related hydrogen infrastructure alongside its broader clean hydrogen ambitions. With this backdrop and...
NasdaqGS:DAKT
NasdaqGS:DAKTElectronic

How Daktronics’ New CEO-Director Appointment Will Impact Daktronics (DAKT) Investors

On January 30, 2026, Daktronics’ Board appointed Ramesh Jayaraman as President, Chief Executive Officer, and Board member, effective February 1, 2026, while interim CEO Bradley T. Wiemann shifted into an advisory role ahead of retirement and former CEO Reece A. Kurtenbach resigned from the Board. This coordinated leadership transition tightens alignment between executive management and the Board, with the new CEO immediately gaining boardroom influence while the former interim CEO supports...
NasdaqGS:NTAP
NasdaqGS:NTAPTech

Assessing NetApp (NTAP) Valuation As Analyst Views Diverge And Super Bowl LX Spotlight Draws Attention

Recent interest in NetApp (NTAP) has been driven by a mix of headlines, including its role powering data operations for Super Bowl LX and sharply different views from Wall Street analysts on the company’s hardware and storage prospects. See our latest analysis for NetApp. At a share price of US$99.59, NetApp has seen a 1 day share price return of a 0.9% decline and a 30 day share price return of a 6.6% decline. Its 1 year total shareholder return of an 18.1% decline contrasts with a 3 year...
NYSE:AMT
NYSE:AMTSpecialized REITs

Is American Tower (AMT) Offering Value After Recent Share Price Weakness?

If you are wondering whether American Tower's current share price reflects its underlying worth, you are not alone; many investors are asking the same question right now. The stock last closed at US$171.49, with returns of 5.4% decline over 7 days, 2.5% decline over 30 days, 1.9% decline year to date and 6.5% decline over the past year, alongside 11.8% decline over 3 years and 12.8% decline over 5 years. Recent news coverage around American Tower has focused on its role in providing wireless...
NasdaqGS:TPG
NasdaqGS:TPGCapital Markets

TPG Launches Third Wave Insurance As Earnings Mix Evolves

TPG (NasdaqGS:TPG) has launched Third Wave Insurance, a new retail insurance brokerage platform. The business is led by industry veteran Brian Bair and formed in partnership with Palmer & Cay. The move extends TPG beyond its traditional alternative asset management roots into insurance distribution. For investors watching TPG at a current share price of $53.54, this new insurance brokerage venture adds another business line alongside its existing funds platform. The stock has seen a 23.1%...
NYSE:LYB
NYSE:LYBChemicals

LyondellBasell Resets Portfolio And Capacity In Response To Tougher Cycle

LyondellBasell Industries (NYSE:LYB) is cutting global ethylene capacity and idling selected production through 2028 to address persistent weakness in chemicals markets. The company plans to divest four European assets as part of a broad portfolio overhaul aimed at focusing on higher value operations. These moves mark a clear inflection point for both LyondellBasell and the wider chemicals sector after a challenging period. LyondellBasell, trading at about $53.88, is taking these capacity...
NasdaqGM:GDS
NasdaqGM:GDSIT

GDS Holdings (GDS) Is Down 8.1% After Convertible Raise And Governance Shift - Has The Bull Case Changed?

GDS Holdings has completed a US$300,000,000 private placement of unlisted Series B Convertible Preferred Shares to Huatai Capital Investment, featuring staged dividend terms and a conversion premium over its recent Hong Kong trading levels. At the same time, the company is asking shareholders to approve changes that could significantly increase founder William Huang’s voting power on key governance decisions, aimed at aligning with Chinese regulatory expectations around domestic...
NYSE:SF
NYSE:SFCapital Markets

Stronger Earnings, Dividend Hike, Buybacks Might Change The Case For Investing In Stifel Financial (SF)

Stifel Financial Corp. recently reported its fourth-quarter and full-year 2025 results, with quarterly revenue rising to US$1,752.86 million and net income reaching US$264.36 million, alongside an 11% increase in its common stock dividend and ongoing share repurchases under a long-running buyback program. An interesting angle for investors is how Stifel combined record adviser recruiting, stronger wealth and institutional activity, and disciplined expense control while still choosing to...