The tariff war isn't over just yet. October 1st, a slew of new tariffs will take effect, including a 100% tariff on some imported drugs, 50% on kitchen cabinets, 30% on upholstered furniture, and 25% on big trucks. On top of that, the Wall Street Journal reporting that President Trump plans to mandate a onetoone policy for chip makers to manufacture as many chips in the US as they do overseas or face hefty tariffs.Here to break it all down, Sam Stovall, CFR research chief investment strategist and Yahoo Fin ...

Chart of the Week:  Van contract rate initial report – USA SONAR: VCRPM1.USA Long-term or contract rates for the dry van truckload market (VCRPM1) have lost momentum this year compared to last, falling a marginal 0.3% y/y as of early September. While this is still slower than the ~2% drop from 2023 to 2024, contract rates had started to show signs of upward pressure in the second half of last year. Those gains now appear to have been completely erased. What does this mean for the upcoming late-year round ...

Key Takeaways Knight-Swift stock has plunged 27.6% over the year, underperforming the trucking industry's 23.4% decline.Earnings estimates for KNX have been revised lower, reflecting a decline in broker confidence.Knight-Swift expects its third-quarter 2025 adjusted earnings to be in the range of 36-42 cents per share.Shares of Knight-Swift Transportation Holdings Inc. (KNX) have had an unimpressive run in a year. Shares of this company have plunged 27.6% in the same period, underperforming the transportati ...

Let's bring in Kevin Green, senior markets correspondent right away to help set up the action today. All right, KG, before we get into the latest on the tariff front, let's talk about the setup for today. We've had a little bit of weakness the past few days.Uh markets seemed like they're bracing for PCE report. What are you expecting. Yeah, I think we did see obviously some volatility yesterday, but we were able to recover going into the close.And I think that's very key for us to really try to hold that 6, ...

New Wabash Parts & Services center, dealer expansion, and Preferred Partner Network additions strengthen customer service in the Atlanta metro and across the Southeast.LAFAYETTE, Ind., Sept. 25, 2025 (GLOBE NEWSWIRE) -- Wabash (NYSE: WNC), a leader in end-to-end supply chain solutions for the transportation, logistics and infrastructure markets, today announced a significant expansion of its network in the Southeast. Wabash is strengthening customer access and service in the greater Atlanta region with thre ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today’s research calls that investors need to know, as compiled by The Fly.Take advantage of TipRanks Premium at 55% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.Top 5 Upgrades: Scotiabank upgraded OpenText ( OTEX) to Outperform from Sector Perform with a price target of $50, up from $35. The firm cites increased conviction” in the c ...

Kodiak AI, Inc. is expected to commence trading on Nasdaq under ticker symbols “KDK” and “KDKRW” on September 25, 2025Kodiak’s ~$2.5 billion valuation is among the largest operating company de-SPAC transactions of 2025 to date This milestone, together with Kodiak’s track record in deploying revenue generating autonomous technology, underscores its leadership in the autonomous vehicle sectorKodiak and Ares Acquisition Corporation II have raised over $275 million before expenses to help Kodiak accelerate its ...

If you’re an owner-operator or running a small fleet, you’ve probably heard the rumblings: Washington may loosen up some HOS restrictions. The proposed pilot programs, under review, could give more flexibility in driving and rest requirements. Sounds promising — but like everything in trucking, the devil is in the details. This isn’t about being for or against HOS reform. It’s about knowing how upcoming changes could affect your bottom line — both the wins and the risks. Let’s walk through what this means ...

H5 transport, a North Dakota-based truckload and LTL carrier, has filed for bankruptcy protection under chapter 11 of the Federal Bankruptcy Code. It continues to operate, according to the court documents filed with the U.S. Bankruptcy Court for North Dakota. According to the company’s data available through the Federal Motor Carrier Safety Administration, H5 is a relatively small carrier. Its record lists 10 power units and three drivers. Its headquarters is in Oakes, North Dakota. In a document filed ...

All stocks in the transportation sector suffer from the same epidemic in the United States; the price pressures from trade tariffs are slowing down the business activity in this industry for logical reasons, but that doesn’t mean all stocks in the space should be ignored today. A specific combination and loophole in this entire situation creates two buying opportunities for investors who are bold enough (and have the stomach) to be contrarians. For the transportation sector, specifically trucking, investors ...