Express operators like FedEx and DHL are significantly increasing their focus on the air cargo market, driven by favorable market conditions, capacity constraints in general airfreight, and geopolitical volatility. FedEx reported a 15% year-on-year increase in international airfreight daily pounds and launched a new product for aerospace components, while DHL Express introduced a Heavy Weight Express (HWX) service and saw its Express division handle more airfreight shipments, contributing an extra €100m to earnings. This strategic shift is aimed at addressing a broader range of customer logistics needs, particularly for high-value and time-critical shipments.

New York Life Investment Management LLC significantly increased its stake in CDW Corporation by 712.3% in the third quarter, bringing its total holdings to 145,016 shares valued at $18.6 million. CDW reported strong quarterly results, beating EPS and revenue expectations, and also raised its quarterly dividend. Analysts maintain a "Moderate Buy" rating with an average price target of $167.38, with some firms raising their targets to $195.

Keysight Technologies has expanded its high-power automated test equipment (ATE) portfolio, introducing new voltage and power options, including DC power supplies up to 12 kW. The enhancements aim to provide engineers in power conversion, aerospace, and energy applications with more compact hardware, automated testing, and regenerative technology for efficient and scalable test systems. This expansion builds on Keysight's "Power Without Compromise" solutions, offering broader application coverage and increased rack density.

Knights of Columbus Asset Advisors LLC initiated a new position in Salesforce Inc. (NYSE:CRM) during the third quarter, acquiring 7,966 shares valued at approximately $1.83 million. Institutional investors now collectively own 80.43% of Salesforce stock. Analysts maintain a "Moderate Buy" consensus rating for the company, with an average price target of $278.98, and Salesforce recently reported strong Q3 earnings, beating consensus estimates with $5.90 EPS on $11.35 billion revenue.

Joel Isaacson & Co. LLC increased its stake in Intel Corporation by 23.5% in the third quarter of 2026, acquiring an additional 12,121 shares to own a total of 63,702 shares valued at $7.66 million. Concurrently, Intel CEO Lip-Bu Tan purchased 150,000 shares for $9.71 million, boosting his direct holdings by 11.41%. The company's latest quarterly earnings exceeded EPS estimates, though revenue was slightly below forecasts, and analysts maintain a consensus "Hold" rating with an average price target of $97.42.

King Luther Capital Management Corp significantly increased its stake in Axon Enterprise, Inc, acquiring an additional 110,177 shares in the third quarter, bringing its total holdings to 116,539 shares valued at $49.2 million. Despite this, Axon's third-quarter results missed analyst expectations for both EPS and revenue, though revenue still grew 27.8% year-over-year. Analysts currently hold a "Moderate Buy" consensus rating for Axon, with an average price target of $612.18, even as some recently lowered their targets.

Redwire Corporation has appointed William Mahoney, a former Leidos executive with over 25 years of engineering and technology leadership experience, as Chief Technology Officer of Redwire Defense Tech. In this role, Mahoney will oversee technology development across Redwire's autonomous systems, electro-optical/infrared payloads, energy systems, sensors, and RF antenna solutions. His background includes significant work in uncrewed aircraft, counter-UAS systems, and AI-enabled mission operations, which Redwire aims to leverage to accelerate product development.

The State Street Communication Services Select Sector SPDR ETF (XLC) experienced a session of net outflows on Tuesday, with no new positions increased and 21 decreased. The fund sold off $221.5 million in holdings, primarily shedding shares in Meta Platforms (META), Alphabet (GOOGL, GOOG), AppLovin (APP), and Walt Disney (DIS). This activity highlights a broad trimming of exposure within the ETF's portfolio.

Keysight Technologies has expanded its high-power automated test equipment (ATE) portfolio, offering engineers more voltage and power options for diverse test applications. The new additions include voltage options for regenerative power supplies, electronic loads, and a new family of DC power supplies up to 12 kW, addressing challenges in power conversion, aerospace, and energy applications by providing compact hardware, automated operation, and regenerative energy recovery. This expansion allows for broader application coverage, increased rack density, and more efficient workflows through advanced software.

Fifth Third Bancorp increased its stake in Advanced Micro Devices (AMD) by 14.1% during the third quarter, acquiring 78,813 additional shares and bringing its total holdings to 638,406 shares valued at $390.6 million. This increase occurred as AMD exceeded quarterly earnings and revenue estimates, reporting $2.09 EPS and $13.38 billion in revenue, a 44.7% year-over-year increase. Despite some insider selling, analysts maintain a "Moderate Buy" rating for AMD with an average price target of $642.47, driven by its strong performance and potential in cloud and AI server markets.