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Walmart, which had been the largest company by revenue for more than a decade, reported sales of $713.2 billion for the 12 months ending Jan. 31. Amazon earlier reported 2025 sales of $717 billion.

The House will resume work on the next Water Resources Development Act on Feb. 24, pushing ahead on the key infrastructure bill while Congress races to resolve a partial shutdown.

The market for AI-powered robots and autonomous machines could balloon into a trillion-dollar opportunity by 2035, according to a team of Barclays analysts. 

President Trump introduced 25% tariffs on U.S. imports of medium- and heavy-duty trucks and parts on Nov. 1 as he seeks to reorient trade flows, although the full details are yet to emerge.

The rollback plans were reported earlier by the Financial Times. Aluminum and other metals fell following the report, while shares of U.S. steelmakers and aluminum producers sank.

Geotab unveiled its next generation of connected fleet technology and outlined its vision for how artificial intelligence will transform vehicle telematics at its Connect 2026 conference.

ACT Research preliminary data showed orders increased 20% year over year to 30,800 units. But the data also showed orders fell 27.8% sequentially from 42,684 units.

The embrace of technology was clear at Manifest 2026, where speakers and exhibitors presented ways the transportation sector can become smarter and faster by implementing AI and robotics.

The gauge — which contains industry stalwarts such as CSX, FedEx and Old Dominion Freight Line  — has been catapulted higher by strong data and a pivot away from the big tech winners of the last few years. 

Waymo, Alphabet's autonomous driving unit, will hit more than 1 million paid weekly robotaxi rides in the U.S. by the end of this year, according to co-CEO Tekedra Mawakana.