Transport stocks experienced a significant surge thanks to the new infrastructure bill, which is often referred to as the big beautiful bill. CNBC’s Frank Holland highlighted how this legislation enhances tax clarity and stimulates capital expenditures. As trucking regulations evolve and reshoring gains traction, particularly in Mexico, investors show renewed confidence in the sector. The combination of favorable policies and a focus on domestic manufacturing sets the stage for growth, making transport stocks an appealing option for investors seeking to capitalize on these trends.