Marcus Reed
Transport & Logistics Analyst
Articles 757
MYR Group: Infrastructure Tailwinds Support Growth — Good Business, Rich Price
U.S. energy and transmission buildout underpins margins and cash flow; valuation requires caution — a tactical long on pullback.
MYR Group is benefiting from accelerating transmission, distribution and substation work tied to energy transition and grid hardening. Recent quarterl...
Momentum Signals Highlight Caution for Two Technology Stocks: Erasca and RF Industries
Strong price gains and overbought momentum indicators call for closer scrutiny amid notable recent rallies
As of late January 2026, certain stocks within the information technology sector are exhibiting momentum indicators suggestive of overbought condition...
PayPal Advances AI-Driven Commerce with Acquisition of Cymbio
PayPal enhances its agentic commerce platform by integrating Israeli multi-channel orchestration technology
PayPal Holdings, Inc. has reached an agreement to acquire Cymbio, a Tel Aviv-based company specializing in multi-channel commerce orchestration. This ...
Mobileye Global’s Stock Declines Despite Surpassing Revenue Expectations in Q4 2025
Intel Spinoff Faces Challenges Amid Industry Headwinds as Sales and Margins Contract
Shares of Mobileye Global Inc. slid on Thursday following the release of its fiscal fourth-quarter 2025 results, which revealed a 9% drop in revenue y...
Buy GRAB on the Dip: A High-Conviction Trade Into Southeast Asia's Superapp Re-Acceleration
Ride-hailing + delivery dominance plus AI logistics optionality creates an asymmetric risk-reward at current prices
Grab (GRAB) is trading near $4.46 after a year of volatile but structurally positive execution. The company still earns ~89% of revenue from ride-hail...
House Clears Final Spending Measures Amid Democratic Opposition Over ICE Funding
Lawmakers Approve Nearly $1.2 Trillion in Appropriations with Contested Homeland Security Bill
In an effort to prevent a partial federal government shutdown before the January 30 deadline, the House of Representatives passed a set of four spendi...
CSX Corporation Poised for Slight Earnings Decline in Q4; Leading Analysts Adjust Price Targets Ahead of Report
Despite anticipated modest dip in earnings per share, revenue estimates remain flat as expert analysts maintain favorable outlooks with upward price target revisions.
CSX Corporation is set to announce its fiscal fourth-quarter earnings on January 22, with the prevailing consensus forecasting a minor decrease in ear...
Key Developments on January 22: Immigration Enforcement, Global Summit, Severe Winter Storm, Legal Proceedings, and Policing Trial
An in-depth update on critical events shaping policy, weather, and justice across the United States and internationally
This report highlights significant occurrences set on January 22nd, including an expanded immigration enforcement initiative in Maine, pivotal discuss...
Union Pacific in 2026: A Measured Long Trade Around Cash Flow, Dividends and M&A Noise
Using strong cash generation and recurring dividends as the base case; trade the stock with disciplined entries, stops and upside targets while watching regulatory catalysts.
Union Pacific (UNP) enters 2026 as a cash-rich freight railroad with solid quarterly margins, steady dividend growth and an M&A narrative that can bot...
Essential Year-End Review: Navigating Required Minimum Distributions to Avoid IRS Penalties
Understanding RMD deadlines, calculations, and charitable giving to safeguard retirement funds
As the calendar turns to a new year, retirees face critical deadlines involving required minimum distributions (RMDs) from retirement accounts. Failur...