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Sign InThe S&P 500 Transportation Composite has been on the move this year, Jackie reports, especially its Airlines and Railroad components. Airline traffic is up to pre-pandemic highs for the big players, and so are their earnings and stock prices. Budget airlines aren’t faring as well. Rail loadings are up, though the S&P 500 Rail Transportation index isn’t yet reflecting the strength analysts see in revenues and earnings this year and next. … Also: Insurers exposed to the California wildfires are fuming over the state’s market interventions, but the share prices of two rose after managements’ Q4 earnings calls. … And: Is DeepSeek a mouthpiece for the Chinese Communist Party?
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