LONDON, ENGLAND - MARCH 17: A general view of the Uber logo on March 17, 2021 in London, England. Uber has agreed to classify its British drivers as workers. (Photo by Hollie Adams/Getty Images)Getty ImagesUber Technologies (UBER) stock has decreased by 5.5% over the past day and is currently priced at $84.16. Our comprehensive evaluation indicates that now might be the right moment to acquire additional shares of UBER stock. Overall, we maintain a positive outlook on the stock, and a price of $109 could be ...

We came across a bearish thesis on RXO, Inc. on DF Research’s Substack by Keith Dalrymple. In this article, we will summarize the bulls’ thesis on RXO. RXO, Inc.'s share was trading at $13.25 as of December 1st. RXO’s trailing and forward P/E were 715.33 and 111.11 respectively according to Yahoo Finance. Jim Cramer Reveals Major Potential Catalyst For Ford (F) Pixabay/Public Domain RXO has come under sharp criticism from analysts who believe the company’s business model is fundamentally unsustainable a ...

Pallet just debuted the newest logistics series: Supply Chain Insiders. Leaders are getting candid about their real experiences and we got the inside scoop. “Supply Chain is built on the conversations that happen behind closed doors,” said Supply Chain Insiders host and General Manager at Pallet, Michael Burg. “We wanted to create a space where those conversations could be heard unscripted and honest.” The series explores the unfiltered stories behind the biggest moments in freight. From Uber Freight’s ...

Core Insights - The freight market is currently experiencing a prolonged period of softness, with cash freight shipments down 7% year-over-year in October, indicating a further decline compared to September [2] - Year-to-date cash freight shipments for 2025 are approaching levels seen during the Great Financial Crisis of 2008, highlighting significant weakness in overall shipments relative to the broader macroeconomic environment [2] - Despite a reasonably healthy macro economy characterized by positive GDP growth, slowing inflation, and a strong services sector, the freight economy is diverging negatively, suggesting challenges for goods transportation [3] Industry Overview - The freight economy is showing signs of weakness, with overall shipments significantly lower than historical averages over the past 15 years [3] - The divergence between the freight economy and the broader macroeconomic indicators raises concerns about the future performance of the freight market [3]

With a rebound in the freight market expected to have commenced long before the end of 2025, the inevitable question among analysts and observers is: what happened? That was the focus of the November State of Freight webinar Tuesday, with FreightWaves’ strategic analyst John Paul Hampstead joining SONAR’s head of freight market intelligence Zach Strickland to take up the issue. FreightWaves and SONAR CEO Craig Fuller sat out the November webinar, with Hampstead taking his place. One of the culprits was i ...

This regulatory shift was precipitated by safety concerns, underscored by at least five fatal crashes involving non-domiciled CDL holders in 2025, including a Florida Turnpike incident resulting in three deaths and an Austin crash claiming five lives, two of them children. The FMCSA estimates that non-domiciled CDLs constitute approximately 200,000 licenses, with audits revealing up to 25% improper issuances in states like California and Texas due to inadequate immigration verification.The rule limits eligi ...

Economic Overview - The U.S. economy is facing multiple challenges, including significant job cuts by major corporations, plummeting consumer confidence, and a historic freight company's bankruptcy [2][4] - The wealth gap is widening, with older demographics holding a significant portion of household equities [7][9] Corporate Restructuring and Job Losses - Tyson Foods is restructuring its beef operations, closing a major plant in Lexington, Nebraska, resulting in approximately 3,200 job losses, and reducing operations in Amarillo, Texas, affecting another 1,700 workers [3][8] - The company projects losses between $400 million and $600 million for its beef segment in fiscal year 2026 due to declining cattle supplies and high beef prices [3] Consumer Confidence and Job Market - U.S. consumer sentiment has dropped to 50.3 in October, the second-lowest level recorded, indicating widespread pessimism among households [5][8] - Job loss expectations among 18-34-year-olds are near record highs, with a 6.6% unemployment rate for new college graduates over the past year [6][8] Bankruptcy and Industry Strain - Port Elizabeth Terminal & Warehouse Corp., a 101-year-old freight company, has filed for Chapter 11 bankruptcy, citing surging business costs as a primary driver [4][8] - The logistics industry is experiencing a "Great Freight Recession," characterized by reduced shipping demand and rising operational expenses [4] International Travel Disruptions - Air China plans to significantly reduce flights between Chinese and Japanese cities, citing "plane availability," but this decision may also be influenced by rising political tensions [10]

safely. All right. You know where there's not a lot of fear and anxiety.At the CNBC CEO Council event on the main streets of Palm Beach Gardens, Florida where Morgan Brennan is. Morgan. >> Yeah, I have the best live chat of the day.Brian, thank you. Joining me now here from the CNBC CEO Council for an exclusive interview, Jim Crane. He is chairman of Crane Worldwide Logistics, which is involved in a whole host of industries, autos, energy, hospitality, life sciences, more.He is also the owner of the Houston ...

Core Insights - Madison Small Cap Fund experienced a challenging third quarter in 2025, with a decline of 1.3%, underperforming its benchmarks due to stock selection and a speculative market environment [1] Company Performance - Saia, Inc. (NASDAQ:SAIA) reported a one-month return of -13.67% and a 52-week loss of 53.76%, closing at $250.48 per share with a market capitalization of $6.673 billion as of November 20, 2025 [2] - In Q3 2025, Saia, Inc. announced revenue of $839.6 million, which remained relatively flat compared to Q3 2024 [4] Investment Strategy - Madison Small Cap Fund exited its position in Saia, Inc. during the third quarter due to a challenging macroeconomic environment for LTL pricing and operational issues related to geographic expansion [3] - The fund expressed a willingness to revisit the investment in the future if operating rates improve, highlighting the company's strong customer service focus and excellent business moat [3]

Market Overview - U.S. stocks showed mixed performance with the Dow Jones index falling approximately 0.2% while NASDAQ and S&P 500 saw slight gains of 0.19% and 0.08% respectively [1] - Communication services sector rose by 0.8%, while energy stocks declined by 1.6% [1] Company Performance - Lowe's Companies, Inc. (NYSE:LOW) shares increased over 5% after exceeding Wall Street profit expectations for Q3, reporting adjusted earnings per share of $3.06, a 5.9% year-over-year increase, surpassing the consensus estimate of $2.97 [2][3] - The company slightly missed sales expectations but raised its full-year revenue target, focusing on professional customers and online growth [2] Commodity Market - Oil prices fell by 2.4% to $59.26, while gold prices increased by 0.3% to $4,077.20 [6] - Silver and copper also saw gains, with silver up 0.2% to $50.615 and copper rising 0.4% to $4.9945 [6] Stock Volatility - WeShop Holdings Limited (NASDAQ:WSHP) shares surged 413% to $169.32 following its Nasdaq debut [8] - Freight Technologies, Inc. (NASDAQ:FRGT) shares rose 67% to $1.1045 after launching its AI-powered freight rate prediction platform [8] - Semrush Holdings, Inc. (NYSE:SEMR) shares increased by 74% to $11.79 after Adobe announced acquisition plans [8] - Agios Pharmaceuticals, Inc. (NASDAQ:AGIO) shares dropped 50% to $22.88 due to Phase 3 trial results not meeting statistical significance [8] - Carver Bancorp, Inc. (NASDAQ:CARV) shares fell 51% to $1.4702 after announcing plans to de-register its common stock [8] - Tempest Therapeutics, Inc. (NASDAQ:TPST) shares decreased by 47% to $4.94 following an acquisition announcement [8] International Markets - European shares mostly declined, with the eurozone's STOXX 600 down 0.03% and major indices like London's FTSE 100 and Germany's DAX 40 also falling [7] - Asian markets closed mixed, with Japan's Nikkei 225 and Hong Kong's Hang Seng both down, while China's Shanghai Composite and India's BSE Sensex gained [9] Economic Indicators - U.S. crude oil inventories decreased by 3.426 million barrels, significantly more than the expected 0.6 million [12] - U.S. exports rose by $0.2 billion to $280.8 billion, while imports fell by 5.1% to $340.4 billion, leading to a reduced trade deficit of $59.6 billion [12]