U.S. Transportation Stock News

Berkshire Hathaway stock has returned 73.3% over the past five years, yet Simply Wall St's Excess Returns intrinsic value estimate and the market multiples both still point to the shares trading at a discount, with the intrinsic estimate indicating around 36.9% undervaluation. Recent moves under CEO Greg Abel, including the Taylor Morrison acquisition and a larger stake in Alphabet, add fresh questions about how much of this value gap is tied to Berkshire’s capital allocation choices. A...

In the past week, Marsh & McLennan Companies reported second-quarter 2026 results that beat analyst expectations, with revenue rising year over year and an ongoing share buyback program reinforcing its capital return approach. Alongside this, Marsh has rolled out its proprietary AI assistant LenAI across more than 27,000 employees and appointed Chetna Gulati-Kapoor as global chief claims officer, signaling a focus on technology-driven efficiency and claims leadership. With this backdrop,...

The Fed’s latest signals on a “generously ample” balance sheet and a possible tilt from long Treasuries into shorter bills have pushed duration risk back into the spotlight. That shift could reshape which stocks benefit from a steeper yield curve and a more hawkish tone on inflation. This article walks through 3 US life insurers and long duration liability managers exposed to this news so you can judge whether they fit your watchlist today. The stocks covered below are just a starter sample,...

SolarEdge Technologies has had a punishing share price record over the past five years, while the latest valuation checks send mixed signals as a Discounted Cash Flow (DCF) estimate points to a premium to intrinsic value and market multiples look more forgiving. SolarEdge Technologies shareholders have seen the stock fall about 89% over the past five years, which puts even small changes in valuation assumptions under a lot of scrutiny. Future revenue growth and cash flow from its solar and...

Amazon.com (AMZN) recently became linked to reported sale talks for Decart AI, a privately held AI company exploring a transaction valued between US$6b and US$7b. This development is drawing investor attention back to Amazon’s broader AI positioning and stock valuation. See our latest analysis for Amazon.com. Amazon.com’s share price has eased in the very short term, with a 1-day share price return of a 2.16% decline and a 7-day share price return of a 1.89% decline. It still shows a 30-day...

TechnipFMC (FTI) is in focus after announcing a significant contract from Azule Energy for the West Hub Tails project, which is part of the Block 15/06 Agogo Integrated Development offshore Angola. See our latest analysis for TechnipFMC. TechnipFMC’s latest contract news lands against a backdrop of strong momentum, with a 30 day share price return of 4.02% and a year to date share price return of 64.07%, while the five year total shareholder return is above 10x. If this contract has you...

In August 2026, AT&T announced it had deployed an AT&T-led neutral-host distributed antenna system using Airspan’s MobileAccess 6000 platform at Mississippi State University’s 60,000-plus seat Davis Wade Stadium, and completed a US$1.10 billion floating-rate bond offering due 2028 to support its network and funding needs. Together with a new AI device partnership with Hark, these moves highlight how AT&T is pairing infrastructure upgrades and flexible financing with emerging AI-driven...

Event driven interest in Globus Medical Globus Medical (GMED) is back in focus after commentary that its stock, up 60.1% over the past three years, still looks undervalued even as pricing pressure on hospitals and payers weighs on sentiment. That combination of strong historical total returns, a P/E ratio below industry averages, and reported improvement in adjusted EBITDA margins is prompting investors to reassess what they are paying for Globus Medical’s earnings power today. See our latest...

CVS Health stock has delivered a 57.9% return over the past three years, yet recent valuation checks still point to the shares looking inexpensive on several measures. At the same time, fresh headlines around legal disputes and board changes keep raising questions about how much of this is already reflected in the price. A 57.9% gain over three years suggests CVS Health has already rewarded patient holders, so the key issue now is whether the current price still gives you enough compensation...

ConocoPhillips (COP) is back in focus after the board approved a finance leadership reshuffle, promoting Kontessa S. Haynes-Welsh to Chief Financial Officer and appointing Greig Patterson as Vice President, Finance and Controller. See our latest analysis for ConocoPhillips. Beyond the finance reshuffle, ConocoPhillips has seen strong share price momentum, with a 30 day share price return of 14.8% and a year to date share price return of 39.49%. The 5 year total shareholder return of 192.15%...

Honeywell International (NasdaqGS:HON) has appointed Billal Hammoud as President and CEO of its Process Technology segment, effective October 1, 2026. Juan Picon has been named President and CEO of Honeywell's Building Automation segment, also effective October 1, 2026. Both leaders are long-serving Honeywell executives with experience in growth, product development, and operational efficiency. The changes follow Honeywell's recent structural transformation and affect two key business...

TG Therapeutics has delivered a very large 388.0% return over the past three years, yet its valuation checks still suggest the stock leans cheap rather than stretched. For investors trying to assess the current price, the recent share performance and the value score are pointing in the same direction instead of flashing a clear warning. The share price has returned 388.0% over three years, which places TG Therapeutics among the stronger long term performers in the biotech space and makes the...

Teradyne (TER) recently secured a new five year senior secured revolving credit facility of up to US$1.0b. The company has not drawn on the facility yet, keeping it as committed liquidity. See our latest analysis for Teradyne. Teradyne’s share price has been volatile in recent weeks, with a 7 day share price return of down 6.67% following a 1 day gain of 0.92%. However, the year to date share price return of 84.60% and 1 year total shareholder return of 251.45% point to strong underlying...

NCR Voyix (VYX) is back on investor radars after AS Watson Group signed a new multi year enterprise agreement to expand use of the Voyix Commerce Platform across selected European and Asian retail banners. See our latest analysis for NCR Voyix. NCR Voyix shares trade at US$7.65, with recent news and option market activity coming against a mixed backdrop that includes a 16.09% 90 day share price return but a much weaker 1 year total shareholder return of 40.28%. If the AS Watson agreement has...

In August 2026, Grant & Eisenhofer P.A. filed a securities class action in the Northern District of California alleging Intuit and senior executives misled investors about generative AI competition facing TurboTax and the weakening performance of its roughly US$12.00 billion Mailchimp acquisition. The lawsuit, alongside related actions, spotlights a growing tension between Intuit’s public messaging on AI as a competitive edge and investor claims that new GenAI tax tools and Mailchimp...

FTI Consulting (FCN) has drawn investor attention after approving an additional US$370 million share repurchase program, following US$390.9 million of buybacks in Q2 2026 that supported per share earnings but lifted net debt. See our latest analysis for FTI Consulting. At a share price of US$153.49, FTI Consulting has seen its share price return weaken year to date, with a year to date share price decline of 9.86% and a one year total shareholder return decline of 9.25%. This points to fading...

Meta’s potential $1.2 trillion legal hit over allegedly addictive social-media design has pushed digital safety, liability insurance and compliance tools into the spotlight. That kind of courtroom risk can reshape how big platforms operate and where money flows next. This article walks through three stocks exposed to this news, explaining how tighter rules on content, age checks and platform design could become an earnings risk for some and a revenue stream for others. The stocks in the...

Lucid Group (NasdaqGS:LCID) agreed a new retail and service partnership in the Netherlands with Munsterhuis Autobedrijven, creating a dedicated local hub for sales and after-sales support. The collaboration expands Lucid's European footprint and gives Dutch customers a physical point of contact for test drives, vehicle delivery and servicing. The Munsterhuis site is expected to form part of Lucid's hybrid retail approach that combines online sales with partner operated locations across key...

McDonald's (NYSE:MCD) is positioned to reach Dividend King status with its next dividend increase, which would mark 50 consecutive years of dividend hikes. This potential milestone highlights the company’s long record of returning cash to shareholders through regular and rising payouts. Dividend King recognition would place McDonald's in a small group of companies that have maintained at least five decades of uninterrupted annual dividend growth. The development may draw additional attention...

In the past quarter, Byline Bancorp reported Q2 results that exceeded analyst revenue and EPS expectations, with net interest income matching forecasts and management approving a 16.7% dividend increase despite sector headwinds. This combination of disciplined execution, resilient operating fundamentals, and a higher dividend payout underlines management’s confidence in the bank’s underlying business amid ongoing regional banking challenges. Next, we’ll explore how Byline’s...

Acuity (AYI) stock is drawing attention after the company named Ruth Gratzke as President of Acuity Brands Lighting, effective 1 September 2026, adding fresh leadership experience in industrial technology and smart infrastructure. See our latest analysis for Acuity. Acuity’s share price has pulled back in the very short term, with a 1-day share price return that declined 2.06% and a 7-day share price return that fell 5.04%, yet recent leadership changes come against a backdrop of a 3-year...

In recent days, Coeur Mining, Inc. saw trading activity surge as investors rotated into gold-related equities amid a broad rally in precious-metals miners. The move highlighted how macro-driven demand for gold exposure can quickly shift attention and capital toward companies like Coeur without any new company-specific announcements. We’ll now examine how this broad-based gold-sector interest, and Coeur’s role within it, could influence the company’s existing investment narrative. Uncover...

With the clock ticking on a Canada U.S. trade deal and talk of steep tariffs on the table, steel and aluminum stocks are suddenly back in the spotlight. Tariff cuts could reshape costs and competitiveness across the border, while any breakdown would ripple through metals, industrials and manufacturers. This article walks through three stocks tied to this news and explains how the same headlines could mean opportunity or risk for your portfolio. The stocks covered below are only a small...

Earlier this month, Expedia Group reported its fifth consecutive quarterly performance beat and raised full-year guidance, supported by strong top-line growth and margin improvement in its B2C segment. Analysts highlighted that this consistent outperformance reflects ongoing operational strength and positive momentum across Expedia’s consumer-facing business. Next, we’ll examine how this latest beat-and-raise quarter, driven by stronger B2C margins, may influence Expedia Group’s broader...