Archer Aviation secures a pivotal agreement with Serbia to supply its electric air taxis for EXPO 2027, marking a significant step into the European market and sparking discussions on its path to commercialization and valuation.
Subsea 7 secures a significant contract from Shell for the Kaikias Waterflood project, reinforcing its position in complex deepwater engineering and extending its project visibility in the US Gulf of Mexico.
Canadian National Railway is ramping up capital returns to shareholders through a significant new share repurchase program and a dividend increase, as the rail giant seeks to reassure investors following a period of underperformance in its stock price.
Samsara Inc. is emerging as the operational backbone for major food and beverage companies, driving tangible safety and efficiency gains. Yet, its stock appears undervalued against this growing strategic relevance in critical supply chains.
Trane Technologies (TT) shares rallied after the climate solutions leader posted Q4 2025 results that topped estimates, buoyed by robust bookings and a record backlog. The company's confident guidance for 2026 has fueled investor optimism, though its premium valuation is drawing scrutiny.
Shares of Sterling Infrastructure have soared over 150% in the past year, fueled by its central role in U.S. infrastructure projects. As the stock hovers near $358, analysts and investors are debating whether the rally has run its course or if there's still room to grow.
With a midnight deadline looming, Congress remains gridlocked, pushing the federal government toward a partial shutdown. While economists predict minimal macroeconomic damage from a brief closure, the disruption to services and federal workers' paychecks will be felt immediately.
Kirby Corporation (KEX), a leading tank barge operator, is attracting significant institutional capital amid strong quarterly results and optimistic guidance, with its stock rising 11% year-to-date.
JPMorgan raises Edison International's price target to $66, citing model updates ahead of earnings. The utility giant, noted for its sustainable high-yield dividend, continues to benefit from California's electrification trends and regulated investment framework.
Lyft's stock has experienced significant volatility, with recent gains failing to offset broader declines. As the company pushes its autonomous driving and European expansion narrative, investors are left weighing its premium valuation against a challenging competitive landscape and uncertain path to sustained profitability.
Honeywell International posts a robust Q4 with record orders and backlog, while announcing an accelerated timeline to spin off its core Aerospace business as a standalone public company by late 2026, a move set to redefine its investment profile.
A recent report by Congressional Democrats highlights rising costs for Arizonans, but a local economist argues the figures lack crucial context on 'normal' inflation, igniting a political firestorm over economic messaging.
A wave of updated price targets from Wall Street analysts is prompting investors to reassess Diana Shipping Inc. The shifting forecasts reflect changing views on dry bulk shipping fundamentals and the company's strategic position, moving the stock's story beyond recent quarters.
A new Morgan Stanley report indicates Amazon is in early discussions with select shippers about its planned Less-Than-Truckload service, set to launch this summer, posing a potential long-term challenge to established carriers.
As SpaceX targets a record-shattering IPO for mid-2026, reports indicate Elon Musk is exploring a potential merger with either Tesla or his AI startup, xAI. The move could create a unified tech and industrial behemoth but faces significant regulatory and operational hurdles.
XPO's dual recognition of driver safety excellence coincides with significant institutional options activity targeting 2026, setting the stage for a pivotal period as the company navigates leadership change and high expectations for its core LTL business.
Autonomous driving leader Pony AI partners with premium mobility provider Beijing ATBB, aiming to deploy its seventh-generation robotaxis in top-tier cities and key travel hubs, marking a significant step in China's driverless commercialization push.
In a major shift, President Javier Milei's government has formally transferred control of liquefied natural gas imports from the state-owned Enarsa to private companies, accelerating a sweeping privatization agenda amid concerns over winter supply and future prices.
Facing a new U.S. threat of tariffs on nations supplying oil to Cuba, Mexican President Claudia Sheinbaum pledges to pursue diplomatic channels and seek alternatives to avert a potential humanitarian crisis on the island, while safeguarding Mexico's own economic interests.
Brookfield Infrastructure Partners L.P. (BIP) reports robust 2025 results, marking its 17th consecutive annual distribution increase while spotlighting data and AI infrastructure as core growth drivers. The update fuels debate on whether the firm's narrative is shifting from a pure income play to a growth-oriented infrastructure enabler.
