Marcus Reed

Marcus Reed

Transport & Logistics Analyst

Transportation and logistics analyst covering rail, trucking, and shipping. Former supply chain consultant focused on network optimization and freight cost modeling. Tracks volume/price mix, operating ratio drivers, and cycle signals from spot rates and inventory turns.

Articles 757

Jan 28, 2026 Trade Ideas

PacBio: Consumables Margins Are Turning — Wait for Chart Confirmation Before Pulling the Trigger

Gross margins have moved from ~30% to >40% in the last three quarters; price needs a clean breakout or a controlled pullback entry for a trade.

Pacific Biosciences is showing the early signs of a consumables-driven recovery: sequential gross-profit expansion, narrower operating losses and a re...

Trade Idea Long
Jan 28, 2026 Finance

Prosperity Bancshares and Stellar Bancorp to Merge, Forming Texas’s Second Largest Bank by Deposits

The merger, valued near $2 billion, aims to expand presence in key Texas markets while combining substantial financial resources

Prosperity Bancshares is set to acquire Stellar Bancorp in a deal valued at approximately $2 billion, creating the second-largest bank by deposits hea...

Jan 28, 2026 Finance

RTX Corporation Secures Major U.S. Air Force Contract for Advanced Reconnaissance System

Stable Stock Performance Amidst Announcement of $197 Million MS-110 Multispectral Reconnaissance System Deal with Poland

RTX Corporation's Raytheon unit has been awarded a substantial contract by the U.S. Air Force Life Cycle Management Center to provide the MS-110 Multi...

Jan 28, 2026 Finance

Teva Pharmaceutical Surpasses $1 Billion Revenue from Key Brands in Q4 2025, Sets 2026 Guidance

Strong fourth-quarter performance driven by innovative drugs supports optimistic outlook for next year

Teva Pharmaceutical Industries Ltd. posted robust fourth-quarter 2025 results with revenues exceeding $4.7 billion, buoyed by milestone payments and l...

Jan 28, 2026 Finance

AeroVironment Experiences Stock Decline After Securing $75M U.S. Air Force Contract

Stock movement reflects mixed market with technical indicators signaling short-term weakness

AeroVironment, Inc. (NASDAQ:AVAV) saw its stock price decrease following the announcement of a $75 million task order awarded by the U.S. Air Force. T...

Jan 28, 2026 Finance

Synchrony Financial Sees Analyst Price Target Reductions Following Q4 Earnings Release

Mixed Q4 financial results prompt cautious outlook and downward revisions among key analysts

Synchrony Financial reported fourth-quarter earnings per share surpassing analyst expectations but missed sales projections slightly. Following the ea...

Impending Winter Storm Brings Uncertainty and Extreme Cold to Eastern U.S.
Jan 28, 2026 News & Politics

Impending Winter Storm Brings Uncertainty and Extreme Cold to Eastern U.S.

Potential Nor’easter Could Impact the Atlantic Coast Amid Prolonged Arctic Chill

The Eastern United States faces continuing harsh winter conditions with a forecasted severe storm and persistent subfreezing temperatures extending in...

Jan 28, 2026 Finance

Amphenol Posts Strong 2025 Results Despite Stock Decline

Robust revenue growth and profit gains overshadowed by notable stock drop in post-earnings trading

Amphenol Corporation reported significant increases in revenue and earnings for the fourth quarter and full year of 2025, beating analysts’ expectat...

Jan 28, 2026 Trade Ideas

The Ondas Transition Few Notice: Funded Growth Into Drone Infrastructure

A tactical long idea: revenue acceleration + a cash-rich balance sheet create a tradable setup around $12.7

Ondas (ONDS) is now a different company than it was a year ago: quarterly revenue jumped to $10.1M in Q3 2025 while the company boosted its cash posit...

Trade Idea Long
Jan 28, 2026 Finance

Nasdaq Advances 150 Points as Starbucks Beats Sales Estimates, Mixed Movements in Healthcare and Emerging Stocks

Market Sees Gains Led by Consumer Discretionary Sector Amid Varied Equity and Commodity Performances

U.S. equity markets demonstrated a broadly positive trend on Wednesday, with the Nasdaq Composite increasing approximately 150 points. Consumer discre...