Morgan Stanley
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News
Analysts all in on transportation; spending on services no threat
Two bullish equity research reports this week on transportation stocks both highlight expectations around consumer spending and what that means for freight demand.
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Autonomous Vehicles
Self-driving truck technology startup TuSimple nears stock offering
With recent financing from major fleets, TuSimple eschewed the blank check company frenzy to chart its own course to public trading.
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News
Uber’s shares sag on report of large sale
Uber’s stock dips on a report that Goldman Sachs is looking to unload 38 million shares. The company has made several moves recently to shore…
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News
2021 trucking outlook comes into focus
Sell-side research analysts have made their bets on trucking in 2021. Some believe a continuation in consumer spending and inventory restocking will benefit truckload carriers…
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New Tech
Commentary: AI, machine learning generate insights on global ag for Gro Intelligence
The market for reliable, complete data and forecasts about agricultural commodities markets is a large and growing opportunity.
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News
Morgan Stanley survey shows COVID-19 transportation disruption nearing peak
Morgan Stanley survey shows coronavirus disruption is accelerating for carriers, shippers and brokers, but the height of the disruption may be closer than some may…
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News
Don’t expect future visibility when earnings season begins next week
While transportation industry participants have an abundance of questions loaded for management teams this earnings season, answers on the future will be tough to provide.
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Today's Pickup
Today’s Pickup: Traffic speeds up in major cities as more people stay home
Traffic data tracked by Inrix is indicating much quicker commute times for those on the roads during rush hour as more workers stay home. Plus,…
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News
Morgan Stanley cuts estimates, upgrades transports to ‘in-line’
Morgan Stanley upgrades its freight transportation industry view from “cautious” to “in-line.” The firm lowered its earnings expectations for the group.
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Trucking
Crisis or hype? Industry insiders have differing views on coronavirus
As experts predict price increases and late deliveries from coronavirus, some industry insiders say the threat is overblown.
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