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FedEx has eclipsed rival UPS as the largest U.S. parcel carrier by market value for the first time. The shift in market value leadership marks a historic reversal for the two biggest U.S. parcel carriers.

Earnings reports from some large U.S. manufacturers and transportation companies drove home how President Trump’s policies on trade and energy are putting a squeeze on the sector’s profits.

Because of its business selling power-generation equipment, Caterpillar has been a runaway winner in a market where investors are hungry for secondary AI plays.

U.S. transportation stocks closed at a record level Jan. 6, capping off a rebound fueled by prospects of strong economic growth this year. 

Among the Dow Jones Transportation Average's best performers in 2025 were C.H. Robinson Worldwide, surging 56%, as investors fawned over its use of artificial intelligence to cut costs. 

Caterpillar was always an unlikely winner in the AI craze. It makes the bulk of its money selling the equipment like yellow earth movers that has made it a stalwart of American industry.

The company’s stock was up more than 20% at mid-session Oct. 30, its biggest intraday gain since 2007, and led the S&P 500 Index, putting it on track to close at its highest level ever.

Cummins' and Caterpillar's revenue will nearly double in the next three years from selling backup generators to help power U.S. data centers, according to UBS.

Caterpillar sells equipment used to mine the copper that’s needed for data centers, while Caterpillar’s construction equipment is needed to put up the buildings.

Freight Technologies of Houston announced it will hold President Donald Trump’s memecoin as a treasury asset, fueling its blistering stock rally.