U.S. Transportation Stock News

Taiwan Semiconductor Manufacturing (NYSE:TSM) is facing capacity constraints as AI chip demand grows, prompting major customers to consider Samsung as an alternative foundry partner. Companies including Qualcomm, Nvidia, Tesla, and Google are reported to be allocating more advanced chip production to Samsung to secure supply. The shift reflects a broader effort by large tech groups to diversify manufacturing across multiple chipmakers rather than rely mainly on TSMC. This shift in chip...

Newsmax stock has gained 38.5% year to date, yet valuation checks are pulling in different directions, with an intrinsic value estimate based on a Discounted Cash Flow (DCF) suggesting the shares trade below that estimate while price based multiples point to a richer level. Year to date, Newsmax is up 38.5%, which puts recent momentum in clear focus for anyone weighing new capital against the current price. The company has highlighted record revenue, its first profitable period as a public...

BWX Technologies (NYSE:BWXT) division Kinectrics has been engaged by Clean Core Thorium Energy to conduct an independent technical review of the ANEEL nuclear fuel qualification program. The review focuses on ANEEL thorium based fuel, which is intended for next generation nuclear reactor applications. Kinectrics' assessment is expected to support key regulatory and safety milestones for ANEEL fuel deployment. The engagement highlights BWXT's role in advanced nuclear fuel work linked to...

A hedge fund with over half its portfolio in Sandisk (NasdaqGS:SNDK) and Micron was forced to liquidate positions after July margin calls and asset declines, leading to a distressed sale to Citadel. Citadel acquired a large block of Sandisk and Micron shares from the liquidation, concentrating recent trading around a single distressed seller. The US administration recently urged domestic tech firms to limit memory chip purchases from Chinese suppliers, affecting sentiment across the memory...

JBS, the majority owner of Pilgrim's Pride (NasdaqGS:PPC), has submitted a non binding proposal to acquire all remaining shares it does not already own and take the company private. The proposed deal would result in Pilgrim's Pride being delisted from Nasdaq and fully integrated into JBS. The transaction is subject to negotiation with Pilgrim's Pride's board, shareholder approval, and regulatory review, including potential antitrust and foreign ownership scrutiny. For readers tracking...

Earlier this week, AutoZone highlighted expectations for its upcoming quarterly results, with consensus pointing to higher earnings per share and revenue versus the same period last year. What stands out is the tension between upbeat brokerage recommendations and a Zacks Rank #4 (Sell), underscoring unusually mixed analyst sentiment ahead of the report. We’ll now examine how this anticipation of stronger earnings, despite the cautious Zacks rating, could influence AutoZone’s broader...

Entegris (NasdaqGS:ENTG) reports key legal wins in Taiwan and China that uphold its patents on advanced CMP slurry technology for semiconductor production. Court and regulatory bodies in both markets confirm Entegris’s rights over colloidal silica slurry used in CMP applications, reinforcing its intellectual property position. The outcomes support Entegris’s competitive moat in advanced semiconductor materials and help protect its CMP slurry portfolio in core Asian markets. For readers...

NVIDIA (NasdaqGS: NVDA) is expanding its robotics and physical AI efforts through new collaborations with LG Electronics and Foxglove. LG and NVIDIA are working on an accelerated robotics Data Factory that combines real world and synthetic data for robot learning. Foxglove launched agentic AI tools that use NVIDIA's Cosmos world models to power semantic robotics data search and debugging workflows. These moves extend NVIDIA's role beyond AI chips and cloud into commercial robotics data...

Firefly Aerospace (NasdaqGM:FLY) has signed a commercial payload agreement with Zeno Power to fly a radioisotope heater on its upcoming Blue Ghost lunar lander mission. The partnership aims to test radioisotope technology designed to keep lunar hardware operating during the prolonged darkness and extreme cold of lunar night. The Blue Ghost mission is part of NASA's Commercial Lunar Payload Services effort, with the Zeno Power payload intended to support future lunar surface operations. For...

AT&T (T) is back in focus after two related moves: a new high capacity distributed antenna system at Mississippi State University’s Davis Wade Stadium and fresh floating rate bond offerings in US and euro markets. See our latest analysis for AT&T. These stadium and funding announcements come after a mixed year for AT&T, with a recent 14.44% 30 day share price return and a 3 year total shareholder return of 107.75% that contrasts with a 10.17% decline over 1 year. If you are looking beyond...

Special call puts WD-40 stock in focus WD-40 (WDFC) has scheduled a special call for 18 August 2026 to discuss business performance, strategic initiatives, operational execution, and long term growth opportunities, putting the stock firmly on investor watchlists. See our latest analysis for WD-40. At a share price of US$223.23, WD-40 has experienced short term share price pressure, with a 1 month share price return down 6.83%. In comparison, the year to date share price return of 13.45% and a...

Liberty Live Holdings, Inc. reported second-quarter 2026 results showing revenue rising to US$147.06 million from US$138.60 million a year earlier, but net loss widening to US$268.66 million, with six-month figures also reflecting higher sales and a much larger loss. This contrast between growing top-line performance and deeper losses per share from continuing operations highlights mounting profitability pressures despite improving revenue. Next, we will examine how widening net losses...

Designkit has unveiled an AI-powered video platform designed to transform product photos into marketing videos, catering to the growing demand for video content in e-commerce. The platform enables brands to convert existing image assets into videos suitable for various channels, including online stores, social media platforms, and digital ads, without the need for traditional filming and editing processes. This innovation stands to streamline the creative workflow for e-commerce teams,...

Harvard Bioscience, Inc. ( NASDAQ:HBIO ) insiders who purchased shares in the last 12 months were richly rewarded last...

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...

NuScale Power (SMR) has drawn fresh attention after Curio and Framatome signed an MOU with the company to evaluate an integrated nuclear fuel solution for United States and international markets. See our latest analysis for NuScale Power. The latest share price of NuScale Power at US$9.29 comes after a 1 month share price return of 16.71%. However, the year to date share price return is down 43.04% and the 1 year total shareholder return is down 72.51%. Recent momentum has therefore picked up...

Long term yields are climbing, mortgage costs are under pressure and the bond market is sending a very different message to record stock indexes. That mix can punish some parts of housing finance while opening up selective openings for others. If you care about where your capital sits as borrowing costs adjust, this article walks through 3 stocks from the U.S. Mortgage and Housing Finance screener that appear particularly exposed to this news shock. The three stocks below are just a starting...

PepsiCo stock has delivered a decline of 11.1% over the past three years, yet current valuation work suggests the shares may now trade below what the underlying cash flows imply, with both the Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples pointing to potential undervaluation. Over the last three years, PepsiCo has produced a total shareholder return of 11.1% in decline, which raises the question of whether recent pricing already reflects a tougher period for the...

Intuitive Machines (NasdaqGM:LUNR) has been selected by NASA JPL to deliver spacecraft, integration, and mission operations for the EAGLE-VSWIR Earth science mission, which is targeting a 2028 launch. The contract is the company’s second major Earth science mission for NASA and extends use of its IM 300 bus platform, with potential applications for future lunar and Mars exploration. Separately, Intuitive Machines received authorization from a customer to begin work on a multi-satellite...

Arrowhead Pharmaceuticals (ARWR) drew fresh investor attention after REDEMPLO, its plozasiran therapy for familial chylomicronaemia syndrome, was listed in the Lauer-Taxe database following European marketing authorisation supported by Phase 3 PALISADE trial data. See our latest analysis for Arrowhead Pharmaceuticals. Against this regulatory milestone, Arrowhead Pharmaceuticals has seen strong momentum, with a 30 day share price return of 24.79% and a year to date share price return of...

Southwest Airlines stock has delivered a solid 40.0% return over the past three years, yet the current valuation checks and recent pullback suggest it may no longer look like an obvious bargain at today’s price. Over the past 3 years, Southwest Airlines has returned 40.0%, which puts recent weakness into context as a giveback after a strong multi year run. Future cash generation from Southwest Airlines' route network and cost structure can support the current share price, while any sustained...

IDEAYA Biosciences announced that it entered a clinical collaboration with Genentech to test IDE892, its investigational MTA-cooperative PRMT5 inhibitor, in combination with Genentech's KRAS G12D inhibitor GDC-7035 in MTAP-deleted, KRAS G12D-mutant pancreatic ductal adenocarcinoma, with Genentech sponsoring the trial and IDEAYA supplying IDE892. A key insight is that this partnership targets a genetically defined PDAC subgroup that currently lacks approved targeted therapies, highlighting...

C3.ai recently faced renewed attention after reporting ongoing revenue declines and bringing founder Thomas Siebel back as CEO in June 2026, amid persistent questions about sales efficiency and cash usage. Investors are now weighing whether Siebel’s return can address extended sales payback periods and a history of cash burn that has raised concerns about the company’s long-term business model. Next, we’ll examine how Siebel’s return amid persistent revenue pressures may reshape C3.ai’s...

Lucid Group (LCID) has drawn fresh attention after unveiling the Lucid Gravity GT-S, a US only, performance focused version of its three row SUV, just months after a difficult stretch for shareholders. See our latest analysis for Lucid Group. Lucid Group's recent Lucid Gravity GT-S launch comes after a difficult stretch for investors, with the share price down sharply year to date and the 1 year total shareholder return declining 71.67%, while the 3 year and 5 year total shareholder returns...