Cowen
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Energy
Electric truck story stocks drive market enthusiasm
Nikola experienced a V-shaped recovery in its share price as storytelling in place of revenue drives enthusiasm and disdain for publicly traded electric truck startups.
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Intermodal
U.S. rail volumes keep falling (with video)
Year-to-date U.S. rail traffic down 3.8 percent from the same period in 2018.
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Business
Fast-growing UberEats creates hunger for profit
With enough investor capital and vision, profit might not matter as much as analysts think.
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Trucking
In raising the outlook on three stocks, Cowen declares: freight market isn’t dead
The three stocks get an upgrade not just on Cowen's optimistic view of the market, but by how much their prices have been hit.
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Intermodal
Rail equipment sector eyes mergers, lease renewal rates
A number of rail equipment lessors and manufacturers have been merging and consolidating in recent months as a way to leverage themselves against marketplace changes…
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Company earnings
At an investors’ conference, Norfolk Southern is still getting asked about its comparison to CSX
A Norfolk Southern executive suggested that the company’s management will have a lot to talk about on its next quarterly earnings call.
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