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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.

Lyft suffered its worst stock decline in more than a year after the rideshare firm issued a disappointing forecast that missed Wall Street expectations.

GXO achieved record revenue for the fourth quarter and in 2025, the company reported Feb. 10. Total revenue was $3.51 billion in Q4 and $13.2 billion for the full year.

Tesla will offer two versions of its long-awaited Class 8 battery-electric tractor, the Semi, the electric vehicle manufacturer confirmed.