THEPALMER/E+ via Getty Images Amid a broader push to embrace automation and employ artificial intelligence to increase logistical efficiencies, C.H. Robinson ( CHRW ) offered voluntary buyouts to a limited number of employees, the company confirmed to FreightWaves. “As part of our ongoing focus on continuous improvement, we regularly evaluate our organizational design to ensure it aligns with our ...
THEPALMER/E+ via Getty Images Amid a broader push to embrace automation and employ artificial intelligence to increase logistical efficiencies, C.H. Robinson ( CHRW ) offered voluntary buyouts to a limited number of employees, the company confirmed to FreightWaves. “As part of our ongoing focus on continuous improvement, we regularly evaluate our organizational design to ensure it aligns with our long-term strategy,” the company said in a statement to FreightWaves. The latest measures to reduce headcount bring the trucking company’s total workforce to 12,085, a decline of 19% year-over-year. Although the trucking industry has been in a four-year freight recession, management says the job cuts were tied to productivity improvements and not based on freight volume forecasts. "In a freight recession, the industry has been trained to reduce headcount and increase headcount when the market improves. But that’s not the Robinson model going forward,” CFO Damon Lee said at the Morgan Stanley Technology, Media & Telecom Conference earlier this month. “So it’s really not even a question of if we add headcount back to these processes when volume returns; the question is, there’s no need to, right?” Lee said on the company’s most recent earnings call. By aggressively deploying its “Lean AI” operating model, C.H. Robinson ( CHRW ) has been able to outpace and outperform the industry in the past several quarters by replacing processes that once required human involvement with automation. “The technology has brought tremendous performance benefits to Robinson,” Lee added. More on C.H. Robinson Worldwide C.H. Robinson Worldwide, Inc. (CHRW) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript C.H. Robinson Worldwide, Inc. (CHRW) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript C.H. Robinson: The AI Scare Is An Overreaction (Rating Upgrade) UBS highlights top industrial stocks with strong upside Logistics stocks get spoo...
Shangarey/iStock via Getty Images On paper, the methodology embedded in the Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF ( QDPL ) looks very promising compared to covered call-based strategies. This is because it appears to allow undeterred upside capture in S&P 500 rallies that an option strategy restricts theoretically. QDPL is indeed a strong income play, but its thesis actually work...
Shangarey/iStock via Getty Images On paper, the methodology embedded in the Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF ( QDPL ) looks very promising compared to covered call-based strategies. This is because it appears to allow undeterred upside capture in S&P 500 rallies that an option strategy restricts theoretically. QDPL is indeed a strong income play, but its thesis actually works out in narrow conditions - conditions we have seen in the few years since its inception. But QDPL does not retain its edge as an income plan over covered call plays when it comes to recessions, sharp drawdowns, or even consolidating markets. That makes it less reliable in market conditions I am bracing for in 2026, which indicates anything but a sharp rally. This thesis dives into the mechanics of QDPL and compares its relative utility versus a popular covered call alternative, the NEOS S&P 500 High Income ETF ( SPYI ). It finds QDPL a decent portfolio Hold, for market conditions ahead, but I would continue to rate SPYI as a Buy and position it as overweight within the income portfolio. SPYI has survived a comparison with a methodologically superior covered call play, GPIX, the last time I reviewed it . And it again survives a comparison with another apparently stronger play like QDPL. SPYI could actually be the ETF to own in markets that are unlikely to need upside capture like it has in the past few years of bull market conditions. Even when it comes to that, the perceived gap does not really show up as much as implied. Why I Like SPYI First of all, let us understand why I present SPYI as the representative covered call play in this comparison. This is because SPYI has done really well despite more promising challengers, such as GPIX. The GPIX versus SPYI was the backbone of my most recent SPYI Buy call, so I will start from there and see whether SPYI continues to command the Buy rating within its peer space, especially since the markets have stalled and even corrected ...
DVx Ventures CEO & Former Tesla President Jon McNeill discusses his new book, "The Algorithm," which details the hypergrowth formula behind some of the fastest growing companies, and why you don't have to be Elon Musk to drive innovation. He talks with Katie Greifeld and Romaine Bostick on "The Close."
DVx Ventures CEO & Former Tesla President Jon McNeill discusses his new book, "The Algorithm," which details the hypergrowth formula behind some of the fastest growing companies, and why you don't have to be Elon Musk to drive innovation. He talks with Katie Greifeld and Romaine Bostick on "The Close."
Rangsarit Chaiyakun/iStock via Getty Images No evidence has been found that the explosion at Valero Energy's ( VLO ) Port Arthur, Texas, refinery was a deliberate act, the Jefferson County Sheriff's office said, Reuters reported Tuesday. Messages begancirculating online on Monday night and continuing into Tuesday suggesting the explosion was in retaliation for the U.S.-Israeli attacks on Ir...
Rangsarit Chaiyakun/iStock via Getty Images No evidence has been found that the explosion at Valero Energy's ( VLO ) Port Arthur, Texas, refinery was a deliberate act, the Jefferson County Sheriff's office said, Reuters reported Tuesday. Messages begancirculating online on Monday night and continuing into Tuesday suggesting the explosion was in retaliation for the U.S.-Israeli attacks on Iran. Valero ( VLO ) said no one was injured from the explosion in a diesel hydrotreater that reportedly was felt more than 10 miles away, a shelter-in-place order was lifted following air-quality testing, and a section of the nearby highway that had been closed was reopened. The Port Arthur refinery processes ~435K bbl/day of heavy sour crude and refines it into gasoline, diesel, and jet fuel. It remains unclear whether the incident will significantly contribute to rising gas prices at the pump, as some analysts have indicated that the major market losses seen yesterday might offset disruptions at the Texas refinery. More on Valero Energy Valero Is Much More Than Fossil Based Crack Spreads Valero Energy: Still Pumping Cash, But The Valuation Looks Bloated Valero Energy: Solid Q4 Is Reflected In Valuation
In this article META Follow your favorite stocks CREATE FREE ACCOUNT Meta CEO Mark Zuckerberg arrives at Los Angeles Superior Court on Feb. 18, 2026. Jill Connelly | Getty Images A jury has reached a verdict in a major New Mexico trial in which the state's attorney general alleged that Meta failed to safeguard its family of apps from child predators. The civil trial, in which opening arguments beg...
In this article META Follow your favorite stocks CREATE FREE ACCOUNT Meta CEO Mark Zuckerberg arrives at Los Angeles Superior Court on Feb. 18, 2026. Jill Connelly | Getty Images A jury has reached a verdict in a major New Mexico trial in which the state's attorney general alleged that Meta failed to safeguard its family of apps from child predators. The civil trial, in which opening arguments began on Feb. 9 in a Santa Fe courthouse, centers on allegations that Meta violated state consumer protections laws and misled residents about the safety of apps like Facebook and Instagram. New Mexico attorney general Raúl Torrez sued Meta in 2023 following an undercover operation involving the creation of a fake social media profile of a 13-year-old girl that he previously told CNBC "was simply inundated with images and targeted solicitations" from child abusers. Deliberations began Monday, and jurors must rule in favor or against the defendant Meta. Linda Singer, an attorney representing New Mexico, urged jury members during closing statements on Monday to impose a civil penalty against Meta that could top $2 billion. Meta has denied the state of New Mexico's allegations and previously said that it is "focused on demonstrating our longstanding commitment to supporting young people." When the New Mexico trial's second phase, conducted without a jury, commences later in summer, a judge will determine whether Meta created a public nuisance and should fund public programs intended to address the alleged harms. The New Mexico case is one of multiple social media-related trials taking place this year that experts have compared to the Big Tobacco suits from the 1990s due in part to allegations that the companies misled the public about the safety and potential harms of their products. Jury members in a separate, personal injury trial involving Meta and Google's YouTube have been deliberating in a Los Angeles Superior court since last Friday as part of a major trial which the compa...
Jonathan Kitchen Wall Street’s major market averages pushed lower on Tuesday as traders continued to monitor developments related to the U.S.-Israel-Iran conflict. The blue-chip Dow ( DJI ) ended -0.1%, while the benchmark S&P 500 ( SP500 ) finished -0.3%, and the tech-focused Nasdaq Composite ( COMP:IND ) closed -0.8%. Here are the three stocks to watch after market hours on Tuesday: GameStop ( G...
Jonathan Kitchen Wall Street’s major market averages pushed lower on Tuesday as traders continued to monitor developments related to the U.S.-Israel-Iran conflict. The blue-chip Dow ( DJI ) ended -0.1%, while the benchmark S&P 500 ( SP500 ) finished -0.3%, and the tech-focused Nasdaq Composite ( COMP:IND ) closed -0.8%. Here are the three stocks to watch after market hours on Tuesday: GameStop ( GME ) edged 0.2% higher in post-market trading to $22.86 after reporting fourth-quarter results. The video game retailer posted earnings per share of $0.49, up from $0.30 in the year-ago period, while revenue fell 14.8% year-over-year to $1.10 billion. The company ended the quarter with $9.0 billion in cash on its balance sheet. AAR Corp . ( AIR ) slipped approximately 1% in extended trading Tuesday, erasing earlier gains despite reporting fiscal third-quarter results that topped Wall Street expectations. Revenue rose 25% year-over-year to $845.1 million, beating the $812.6 million consensus estimate, while adjusted earnings came in at $1.25 per share versus expectations of $1.16. Victory Capital Management ( VCTR ) rose 2.1% in after-hours trading after withdrawing its proposal to acquire Janus Henderson Group ( JHG ), which fell 1.5%. The withdrawal came after Janus Henderson’s special committee declared that a competing $52-per-share cash offer from Trian and General Catalyst was a “superior” and “actionable” proposal. More on GameStop, AAR, etc. AAR Corp. Downgraded To Buy As Oil Shock Clouds Commercial Aerospace Outlook GameStop Holiday Quarter Earnings Preview Signals Muted Numbers GameStop Is Still In Limbo Victory Capital withdraws proposal to acquire Janus Henderson AAR tops estimates on aviation demand
DVx Ventures CEO & Former Tesla President Jon McNeill discusses his new book, "The Algorithm," which details the hypergrowth formula behind some of the fastest growing companies, and why you don't have to be Elon Musk to drive innovation. He talks with Katie Greifeld and Romaine Bostick on "The Close." (Source: Bloomberg)
DVx Ventures CEO & Former Tesla President Jon McNeill discusses his new book, "The Algorithm," which details the hypergrowth formula behind some of the fastest growing companies, and why you don't have to be Elon Musk to drive innovation. He talks with Katie Greifeld and Romaine Bostick on "The Close." (Source: Bloomberg)
Sundry Photography/iStock Editorial via Getty Images KB Home ( KBH ) stock fell 5.0% in Tuesday after-hours trading as the company turned in weaker-than-expected fiscal Q1 results and issued soft guidance as the housing market remains challenging and the Middle East conflict adds to consumers' uncertainty. The homebuilder expects 2026 deliveries of 10.0K-11.5K (midpoint 10.75K vs. Visible Alpha co...
Sundry Photography/iStock Editorial via Getty Images KB Home ( KBH ) stock fell 5.0% in Tuesday after-hours trading as the company turned in weaker-than-expected fiscal Q1 results and issued soft guidance as the housing market remains challenging and the Middle East conflict adds to consumers' uncertainty. The homebuilder expects 2026 deliveries of 10.0K-11.5K (midpoint 10.75K vs. Visible Alpha consensus of 11.7K) and housing revenue of $4.80B-$5.50B (midpoint $5.15B vs. Visible Alpha estimate of $5.48B). Q2 guidance anticipates 2,250-2,450 deliveries (midpoint 2,350) vs. the 2.66K Visible Alpha consensus and housing revenue of $1.05B-$1.15B vs. the $1.25B Visible Alpha estimate. Fiscal Q1 GAAP EPS of $0.52, trailing the average analyst estimate of $0.54, dropped from $1.49 a year ago. Revenue of $1.08B for the quarter ended Jan. 31, 2026, missed the $1.09B consensus and decreased from $1.39B in Q1 2025. Housing revenue of $1.07B vs. the Visible Alpha estimate of $1.09B shrank from $1.39B a year ago. Its average selling price slipped to $452.1K in Q1, lagging the $459.7K Visible Alpha consensus, from $465K in Q4 and $500.7K in last year’s Q1. Net orders of 2,846 climbed 3% Y/Y and beat the 2,772 Visible Alpha estimate. "With solid traffic in our communities, we generated year-over-year net order growth in our first quarter," said Executive Chairman Jeffrey Mezger. "In addition, we are now achieving our targeted mix of Built to Order net orders." Anticipated favorable regional mix of homes delivered combined with operating leverage from higher delivery volumes is expected to contribute to stronger financial results in H2 FY2026, Mezger added. KB Home ( KBH ) bought ~8M of its shares at a cost of $50M in Q1. As of Feb. 28, 2026, the company had $850M remaining under its current common stock repurchase authorization. Conference call at 5:00 PM ET. More on KB Home KB Home Q1 Preview: Weak Results Likely, But May Be Priced In KB Home: A Clear Value Play If You Will Accep...
Senate Democrats Blink: DHS Deal Emerges After Weeks Of Gridlock After more than a month of political stalemate, the Senate Democrats are finally flinching, and a deal to reopen the Department of Homeland Security seems within reach - even if the path looks like a compromise designed to please no one. Key Senate Republicans left the White House late Monday in a noticeably upbeat mood , telling col...
Senate Democrats Blink: DHS Deal Emerges After Weeks Of Gridlock After more than a month of political stalemate, the Senate Democrats are finally flinching, and a deal to reopen the Department of Homeland Security seems within reach - even if the path looks like a compromise designed to please no one. Key Senate Republicans left the White House late Monday in a noticeably upbeat mood , telling colleagues that there is now a realistic framework to get DHS running again, even as President Donald Trump continues to demand that the SAVE America Act be “welded in” to any funding package. According to a report from Punchbowl News, the outlines of the emerging agreement would fund nearly all of DHS while carving out ICE’s migrant removal operations, then use a separate reconciliation bill to backfill ICE and press ahead with the two key provisions of the SAVE America Act (proof of citizenship to register to vote and a photo ID to cast a ballot in federal election) that Trump has made very clear is his top legislative priority. “ This framework is similar to the outlines of an agreement that Senate Majority Leader John Thune discussed with Trump on Sunday - a strategy that the president rejected. Trump has insisted on tying the SAVE America Act to DHS funding, complicating matters even further. Thune said this was ‘not realistic, ” explains Punchbowl. “It’s too early to say whether this DHS framework will satisfy Senate Democrats. There are several key details that still need to be ironed out. But many Democrats pointed to what they see as a sense of urgency to get something done, especially as nightmarish TSA security lines cause chaos for millions of air travellers.” Republican leaders, including Sen. John Kennedy (R-La.), are openly talking about a two‑step reconciliation strategy: first, fund the rest of ICE using budget‑reconciliation so Democrats do not have to vote “yes,” and second, attach pieces of the SAVE America Act to a broader reconciliation package that could...