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A mix of trucking enforcement activity, insurance concerns and seasonal freight demand could keep pressure on freight capacity through 2026, EASE Logistics says. The post Roadcheck Week, Supreme Court ruling tighten US freight capacity appeared first on FreightWaves.
FedEx (NYSE:FDX) has partnered with Heart to Heart International to deliver critical medical supplies to free and charitable clinics across the U.S. The collaboration is supplying clinics with equipment and materials that support quicker medical testing and treatment decisions for patients. Clinics report meaningful improvements in patient outcomes as a result of more reliable access to these medical supplies. This partnership gives investors a different angle on NYSE:FDX, which is often...
Consumer complaint adds legal risk after Supreme Court tariff ruling
Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. The Fund returned -4.46% in the quarter, compared to the S&P 500’s -4.33% and the Russell 1000 Value Index’s 2.10% return. The year began similarly to the second half of 2025, with rising stocks […]
The agency plans to round up any fraction of an inch for several of its services, part of a wave of changes set to impact package shippers on July 12.
By Haripriya Suresh and Shivansh Tiwary BENGALURU, May 18 (Reuters) - Global capability centres in India are being measured while hiring as companies are wary about the impact of geopolitical
We recently published Jim Cramer’s Latest Thoughts On Cisco, NVIDIA & Other AI Stocks. FedEx Corporation (NYSE:FDX) is one the stocks discussed by Jim Cramer. Logistics giant FedEx Corporation (NYSE:FDX)’s shares are up by 62% over the past year and by 28% year-to-date. JPMorgan raised the firm’s share price target on March 10th. The bank […]
FedEx has received final board and regulatory approvals to spin off its FedEx Freight segment as a separate company. Shares of FedEx Freight will be distributed to existing FedEx shareholders on a tax-free basis. FedEx Freight is set to begin independent trading on the NYSE under the ticker "FDXF" on June 1, 2026. For investors tracking NYSE:FDX, this spin-off comes after a period in which the stock is at $379.98, up 68.1% over the past year and 75.6% over 3 years. The separation of the...
A new standalone FedEx Freight may resemble a start-up, but the LTL carrier is far from it, experts say.
ServiceNow (NYSE:NOW) and Accenture launched a forward-deployed engineering program to embed AI-native teams directly into client environments. The program focuses on moving agentic AI and workflow automation projects from pilots into full production at enterprise scale. ServiceNow expanded its partnership with FedEx Dataworks, integrating real-time logistics data into Source-to-Pay workflows. The FedEx Dataworks integration targets automated responses to supply disruptions and more...
FedEx Corporation (NYSE:FDX) was among the stocks on Jim Cramer’s radar as he highlighted the importance of lower interest rates in sustaining the broader market rally. Cramer showed a bullish sentiment toward it, as he remarked: As America turns 250, we’re spotlighting the companies and infrastructure powering the next chapter of growth. And that brings […]
FDX plans to spin off its freight unit as FDXF on June 1, aiming to unlock value and sharpen its focus on parcel delivery and LTL markets.
Network insights from the logistics giant will help enable data-driven supplier management and boost visibility, per a news release.
In the latest trading session, FedEx (FDX) closed at $369.7, marking a -1.79% move from the previous day.
The board at FedEx has formally greenlit the spinoff of the company's freight division. The post FedEx board approves spinoff of LTL unit appeared first on FreightWaves.
Raj Subramaniam downplays fears around logistics expansion push
United Parcel Service, Inc. (NYSE:UPS) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. Inquiring about the stock, a caller noted its 20% year-to-date decline and called the company’s Q1 earnings per share “not pretty.” Cramer replied: I don’t, you know, […]
April jobs beat forecasts as healthcare, transportation and retail hiring stayed resilient. These sector ETFs and stocks may stay active.
The logistics companies said their capabilities and focus areas are largely different from what Amazon is now offering to all businesses.
While many transportation companies struggle when fuel prices rise, FedEx and J.B. Hunt are positioned to benefit from pricing power, network efficiency, and shifting freight dynamics.
FEATURE Amazon com was disrupting things again on Tuesday. The online retail giant announced 30-minute rapid deliveries on “thousands of groceries and essentials.” The service is now in Atlanta, Dallas–Fort Worth, Philadelphia, and Seattle, “with rapid expansion underway in dozens more U.
FedEx (FDX) is back in focus after confirming plans to spin off FedEx Freight on June 1, 2026, along with progress on cost programs and rising competitive pressure from Amazon Supply Chain Services. See our latest analysis for FedEx. The stock’s recent 7 day share price return of 5.9% and year to date share price return of 29.26%, alongside a 1 year total shareholder return of 66.27%, suggest momentum has been building as investors weigh the planned Freight spin off, cost programs like DRIVE...
UPS (NYSE:UPS) has introduced new international shipping surcharges in response to rising global fuel prices and supply chain pressures. FedEx has announced similar international fee adjustments, highlighting broader cost pressures across major global carriers. The surcharges affect cross border shipments, with timing aligned to recent moves in global fuel markets and logistics costs. UPS operates as a global parcel delivery and logistics company, serving businesses and consumers across...
Bank of America has added FedEx (NYSE:FDX) to its “US 1 List,” a collection of its best investment ideas. The move, announced May 11, is a high-conviction symbolic signal even without a fresh price target attached. For long-term investors, the inclusion reframes FedEx stock as one of Wall Street’s preferred industrial transformation plays heading into ... BofA Just Picked FedEx Stock as One of Its Best Ideas: Logistics Giant Joins the US 1 List
The U.S. Postal Service has selected a former UPS executive as chief strategy officer. The post Postal Service hires former UPS logistics exec as chief strategy officer appeared first on FreightWaves.
The changes impact various import and export shipments, including packages traveling to and from the U.S., adding to cost pressures for parcel shippers.
Investing.com -- The U.S. Court of International Trade (CIT) has ruled that President Trump’s 10% universal tariff, imposed under Section 122 of the Trade Act of 1974, is unlawful.
ServiceNow (NYSE:NOW) used its Knowledge 2026 conference to roll out Project Arc with NVIDIA, targeting secure autonomous AI agents across enterprise workflows. The company expanded its AI Control Tower for stronger AI governance and introduced ServiceNow Otto, a conversational AI spanning the full platform. New partnerships with Lenovo, Microsoft, FedEx and others focus on unified AI workflow automation, device lifecycle, regulated data and supply chain use cases. Following the Armis and...
American families are expected to spend up to $38 billion on Mother's Day this year, according to the National Retail Federation (NRF), $3.2 billion of which will go toward buying flowers. UrbanStems CEO Meenakshi Lala discusses broader consumer spending trends, especially for these sentimental holidays, while Americans navigate the K-shaped economy.
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