Transportation

• Want a real read on the economy? Forget the jobs report, try transportation stocks. - As the Dow Jones Transportation Average hits record highs, analysts say the "physical" economy is signaling a 2026 breakout.
• Automakers like Ford and GM are jumping into a whole new business where Tesla is a serious player - Automakers Ford and GM are trying to figure out what to do with battery factories now that EV sales are falling way short of forecasts
• Stellantis CEO: 2026 is the ‘year of execution’ as Wall Street awaits turnaround strategy - Stellantis CEO Antonio Filosa views 2026 as an execution year for the embattled automaker following years of sales declines in the U.S.
• Musk says Tesla is moving Full Self-Driving to a monthly subscription - Tesla is lagging Waymo in autonomous mobility as the Alphabet-owned driverless car service topped 450,000 paid weekly rides in December.
• Allegiant to buy rival budget airline Sun Country in $1.5 billion cash and stock deal - Budget airlines in the U.S. like Allegiant and Sun Country have faced a surge in costs following the pandemic and the increase in domestic capacity.
• Boeing's airplane deliveries are the highest in 7 years. Now it's about to pick up the pace - Boeing is set to outline its production increase plans later this month after it's expected to post its best year for deliveries since 2018.
• Ford enters race to offer eyes-off driving tech, starting with $30,000 EV in 2028 - The target brings Ford into a race against competitors such as Tesla, General Motors and Rivian Automotive to develop and broadly launch such systems.
• Ford reports best annual U.S. vehicle sales since 2019 - Ford reported sales of 2.2 million vehicles in 2025, including a 2.7% uptick to more than 545,200 units during the fourth quarter.
• Airlines restore Caribbean flights after U.S. lifts airspace restrictions tied to Venezuela strikes - Airlines including United and Delta began restoring flights to Puerto Rico and other Caribbean destinations early Sunday after aviation authorities lifted temporary airspace restrictions.
• Airlines cancel hundreds of Caribbean flights after U.S. attacks on Venezuela - U.S. airlines cancel hundreds of Caribbean flights after U.S. strikes on Venezuela.