Freight Logistics Selloff Looks Mispriced: Why The AI Panic May Be Overdone

SemiCab's AI-enabled freight optimization platform is not as disruptive as market reactions suggest, given widespread industry adoption of similar AI tools. The recent transportation sector sell-off is overdone; AI will transform, not eliminate, traditional brokerage models, shifting focus to efficiency and network depth.

Seeking Alpha • Feb 21, 2026

7-9% Yields: 2 Of The Best Monthly Dividend Machines Pumping Cash

One 7% yielding monthly-paying investment is trading at one of its widest discounts in years. The other quietly yields over 9% and has been growing its payout for five years in a row. While I like both, they also come with risks to keep in mind.

Seeking Alpha • Feb 18, 2026

IYT: The Undervalued U.S. Transportation Industry Is Poised To Rebound In 2026

I initiate a Buy rating on iShares US Transportation ETF, citing strong earnings growth, declining costs, and AI-driven efficiency gains. AI adoption is slashing costs and boosting productivity across IYT's holdings, with companies like CHRW, FDX, and UPS reporting tangible operational improvements. IYT offers diversified exposure to six sub-industries, a trailing P/E of 20, a low 0.38% expense ratio, and a five-year dividend CAGR of 7.8%.

Seeking Alpha • Feb 17, 2026

Q4 Earnings Approaching: Sector ETFs Under Pressure

Q4 earnings are near for some sectors facing pressure. Autos, Transportation and Staples ETFs CARZ, IYT, XLP look vulnerable.

Zacks Investment Research • Jan 14, 2026

Should You Invest in the iShares U.S. Transportation ETF (IYT)?

Looking for broad exposure to the Industrials - Transportation/Shipping segment of the equity market? You should consider the iShares U.S. Transportation ETF (IYT), a passively managed exchange traded fund launched on October 6, 2003.

Zacks Investment Research • Jan 12, 2026

Transportation ETFs Move Into Top Gear With AI in the Driving Seat

Transportation ETFs like HAIL capture attention as AI-driven logistics, automation and smart mobility fuel a stronger run for the transportation sector.

Zacks Investment Research • Dec 5, 2025

Stock Market Spotlight: The Transportation Sector (IYT)

While I was away from my desk, the core stock market ETFs we follow (i.e. the Economic Modern Family) stayed busy.

See It Market • Oct 28, 2025

Q3 Earnings Approaching: Sector ETFs to Win/Lose

Q3 earnings season kicks off with PEP and DAL -- sector ETFs like ITA, XLK, and XLF may gain, while CARZ, PKB and IYT could lag.

Zacks Investment Research • Oct 8, 2025

Stock Market ETFs Analysis Into Federal Reserve Meeting

Starting with a chart of the 20+ Year US Treasury Bonds ETF (NASDAQ: TLT), we can see that its price cleared the key moving averages and the July 6-month calendar range high. The Leadership indicator is the most important part to watch.

See It Market • Sep 15, 2025

Stock Market ETFs Update: This Week's Trading Ranges

This is a good time to step back and gain some perspective on the key ETFs I follow as the market anticipates several economic happenings, such as: I start with the Transportation Sector ETF (NYSEARCA: IYT) looking at the weekly chart.

See It Market • Sep 12, 2025