US transportation stocks plunged Monday morning after Amazon.com Inc. announced expanded logistics offerings that will turn it into a major competitor for parcel carriers and air freight companies, and also impact truckers and third-party brokers.

Even as war in the Middle East roiled markets this month, some investors are finding solace in Corporate America’s growth machine, which not only remains intact — but is showing signs of thriving.

US stocks have flipped the script for international investors since war erupted in the Mideast, handily outpacing the rest of the world after trailing their global peers badly last month.

An increasingly unstable global geopolitical order has turbocharged stocks of military contractors in recent months. Now, with some of the biggest names in the industry set to report earnings this week, investors are eager for evidence that the rally is rooted in reality.

As earnings season picks up steam, expectations remain high. Analysts forecast fourth-quarter S&P 500 earnings growth of about 8%, according to Bloomberg Intelligence, with investors focused on themes including artificial intelligence spending, oil-market volatility and tariff risks.

Adam Giddens used to mainly rely on screening services and social-media buzz when looking for stocks to buy. Lately, though, he’s turned his attention to a different kind of influencer: Donald Trump.

HSBC is turning cautious on three of the biggest US bank stocks following a record rally that’s brought the group within shouting distance of an all-time high.

US equity investors will be watching closely as trade talks kick off between the Trump administration and China, with trillions of dollars hanging in the balance for American companies.

US critical minerals stocks have soared this week, getting a boost from signs that the Trump administration will favor a sector that’s become a flashpoint in the trade standoff between the US and China.

As shares of Elon Musk’s Tesla Inc. rally on Thursday, the jump in the size of the company dwarfed the decline in the value of its US rivals as the stocks responded to President Donald Trump’s latest tariff announcements.

Robinhood Markets Inc. shares are heading for their worst week since August as they pull back from the crypto-fueled surge that followed the election of President Donald Trump.

It’s early days, but there already appears to be a clear buzzword among corporate executives this earnings season: tariffs.