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

Likely ETF Winners & Losers From Winter Storm Fern

Winter Storm Fern rattles the United States, lifting heating demand and natural gas prices as UNG stands out while airlines and consumers face headwinds.

Zacks Investment Research • Jan 27, 2026

XTN: Avoid This Equal-Weight Transportation ETF In 2026

I assign State Street SPDR S&P Transportation ETF a 'sell' rating, favoring the cap-weighted iShares Transportation Average ETF instead. XTN's equal-weighting scheme results in a lower-quality, higher-risk portfolio with inferior operational efficiency and heightened sensitivity to earnings changes. XTN trades at higher P/E multiples than IYT, with weaker historical and forward growth — forward EPS growth is just 3.08% versus IYT's 13.91%.

Seeking Alpha • Jan 13, 2026

Is State Street SPDR S&P Transportation ETF (XTN) a Strong ETF Right Now?

Making its debut on 01/26/2011, smart beta exchange traded fund State Street SPDR S&P Transportation ETF (XTN) provides investors broad exposure to the Industrials ETFs category of the market.

Zacks Investment Research • Jan 12, 2026

Should You Invest in the State Street SPDR S&P Transportation ETF (XTN)?

Designed to provide broad exposure to the Industrials - Transportation/Shipping segment of the equity market, the State Street SPDR S&P Transportation ETF (XTN) is a passively managed exchange traded fund launched on January 26, 2011.

Zacks Investment Research • Jan 9, 2026

One Of The Most Important Rotations Of The Decade - Here's How I'm Preparing

I am rotating from Big Tech to cyclical value, energy, and high-quality dividend growth stocks amid complex market interconnections. AI is the dominant disruptor, impacting macroeconomics, labor, energy demand, and driving market concentration in the Mag-7. Current market valuations are unfavorable and top-heavy, with over 40% in the largest ten holdings.

Seeking Alpha • Dec 19, 2025

4 Sector ETFs & Stocks to Gain Despite Lower-Than -Expected Inflation

September records lower-than-expected inflation! Energy (OIH), Restaurants (EATZ), Healthcare (XLV) and Transportation (XTN) ETFs may still shine in the near term.

Zacks Investment Research • Oct 27, 2025

XTN: Avoid This Low Quality Small-Cap-Leaning Transportation ETF

XTN is comprised of 44 transportation stocks across the entire U.S. total stock market. Its expense ratio is 0.35%, and the ETF has $150 million in assets under management. Its weighting scheme is unique. Often referred to as an equal-weight fund, XTN's Index actually calculates a maximum security weight for each component based on liquidity and size. XTN has much more assigned to the small/micro-cap segments than competitors like IYT and FTXR. With that composition, the logical result is much lower quality, which I could verify.

Seeking Alpha • Jul 26, 2025

Is SPDR S&P Transportation ETF (XTN) a Strong ETF Right Now?

Designed to provide broad exposure to the Industrials ETFs category of the market, the SPDR S&P Transportation ETF (XTN) is a smart beta exchange traded fund launched on 01/26/2011.

Zacks Investment Research • May 20, 2025

Transport ETFs Riding High on Q1 Earnings

Transport ETFs have been seeing solid trading over the past month on strong first-quarter earnings.

Zacks Investment Research • May 9, 2025