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 21, 2026 Finance

AI Investment Drives Optimism for Semiconductor Sector with Key Players Positioned for Growth

JPMorgan Highlights Broadcom, Nvidia, Marvell and Others as Beneficiaries of AI Demand and Improving Cycle Dynamics

JPMorgan analyst Harlan Sur outlines an optimistic outlook for the semiconductor and semiconductor capital equipment industries entering the fourth qu...

Jan 21, 2026 Finance

Intel Stock Surges Ahead of Q4 Earnings: Detailed Analysis and Market Expectations

Investor Focus Intensifies as Intel Shares Reach New Highs with Upcoming Earnings Report

Intel Corporation is capturing investor attention this week as its stock price climbs to new highs ahead of its fourth-quarter earnings release after ...

Churchill Asset Management Secures Over $16 Billion for Latest Senior Lending Initiative
Jan 21, 2026 Business News

Churchill Asset Management Secures Over $16 Billion for Latest Senior Lending Initiative

The largest capital raise in the firm's history emphasizes private credit’s emerging role in mid-market financing

Churchill Asset Management, operating as the U.S. private capital division of Nuveen Private Capital, announced that it has amassed more than $16 bill...

Jan 21, 2026 Finance

United Airlines Surpasses Q4 Expectations and Sets 2026 Earnings Forecast

Strong Fourth-Quarter Performance and Capacity Growth Highlighted in Latest Financial Report

United Airlines Holdings reported robust fourth-quarter results exceeding analyst forecasts, with a 6.5% increase in capacity and record passenger num...

Jan 21, 2026 Finance

Analyst Picks Highlight Tech and Utility Stocks Amid Market Fluctuations

Experts weigh in on Toast, Southern Company, and software ETFs as earnings approach

During a recent financial segment, several market analysts shared their investment recommendations focusing on technology and utility sectors. Toast, ...

Jan 21, 2026 Finance

Treasury Secretary Criticizes Defense Industry Over Contract Delays and Corporate Practices

Concerns Raised About Production Backlogs, Executive Pay, and Investment Priorities Among Major U.S. Defense Firms

U.S. Treasury Secretary Scott Bessent publicly condemned leading defense contractors for substantial contract fulfillment delays, excessive executive ...

Clarity Act Sparks Division Among Crypto Leaders Over Regulatory Authority
Jan 21, 2026 Finance

Clarity Act Sparks Division Among Crypto Leaders Over Regulatory Authority

Cardano Founder Criticizes Ripple CEO’s Support, Warning of Excessive SEC Control in Proposed Legislation

A dispute has emerged in the cryptocurrency sector surrounding the Senate’s Clarity Act draft, with prominent figures like Cardano's Charles Hoskins...

Donald Trump Jr. Announces Exclusive World Liberty Forum at Mar-a-Lago
Jan 20, 2026 Finance

Donald Trump Jr. Announces Exclusive World Liberty Forum at Mar-a-Lago

Event to gather leading figures in technology and finance, featuring top executives and regulators

Donald Trump Jr., co-founder of World Liberty Financial, revealed plans for the World Liberty Forum, an invitation-only event set to take place at Mar...

Duke University Initiates Legal Action to Restrict Quarterback Darian Mensah’s Transfer and NIL Contract Negotiations
Jan 20, 2026 News & Politics

Duke University Initiates Legal Action to Restrict Quarterback Darian Mensah’s Transfer and NIL Contract Negotiations

Legal dispute centers on validity and exclusivity of Duke's NIL contract with star quarterback amidst transfer efforts

Duke University has initiated a lawsuit against quarterback Darian Mensah to prevent him from transferring to another institution and entering into a ...

Jan 20, 2026 Trade Ideas

Zillow: A Cash-Rich Platform Play That Doesn’t Need a Home-Price Boom

Small profits, improving margins and a clean balance sheet give Zillow optionality — actionable long with defined risk/reward.

Zillow has quietly moved from a cyclical iBuyer story into a software-and-services platform with recurring revenue, improving operating results and a ...

Trade Idea Long