Consumer stocks were lower late Monday afternoon, with the State Street Consumer Staples Select Sect
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Consumer stocks were lower late Monday afternoon, with the State Street Consumer Staples Select Sect
Amazon.com, Inc. (NASDAQ:AMZN) is one of the Most Promising AI Stocks to Invest In. On April 30, Needham lifted its price objective on the company’s stock to $300 from $265 and maintained a “Buy” rating on the shares. As per the firm, the company posted better-than-expected Q1 results, and its hardware and business mix remain […]
Amazon announced Monday it is opening up its massive shipping and delivery network to any business that wants to use it -- not just the merchants who sell on Amazon's website.AWS started as an internal tool Amazon built for itself, then became a massive business by selling that same technology to other companies.
Shares of FedEx (NYSE:FDX) are down 9% to roughly $359 in midday trading Monday, while United Parcel Service (NYSE:UPS) stock is down 10% to about $97. The trigger: Amazon (NASDAQ:AMZN) has officially launched Supply Chain Services as a direct enterprise offering. Amazon stock is up 1% to $271 on the news, building on a 27% ... FedEx Slides 9%, UPS Sinks 10% as Amazon Supply Chain Services Goes Live: How Real Is the Threat?
FedEx stock dropped after Amazon unveiled a new logistics offering that could compete directly with the shipping giant’s core business.

<body><p>STORY: Amazon.com is elbowing its way into the business of UPS and FedEx.</p><p>The company is giving other businesses access to its supply chain network that has powered the e-commerce giant’s operation for decades.</p><p>Its so-called "Amazon Supply Chain Services" will allow companies across industries such as retail, healthcare and manufacturing to use Amazon’s freight network spanning ocean, road, rail and air to move, store and deliver everything from raw materials to final products.</p><p>Amazon’s stock rose as much as almost 3% Monday morning while UPS fell as much as 10% and FedEx dropped more than 9%.</p><p>With a fleet of more than 100 cargo planes, behind only FedEx and UPS, along with a vast network of warehouses and sorting hubs, Amazon's move could make it a key logistics player and intensify competition on pricing and speed.</p><p>One analyst told Reuters quote, “For UPS and FedEx, this is not immediate disruption, but it is a structural warning shot, especially in e-commerce-heavy lanes where Amazon already has density, data and delivery-speed advantages."</p><p>Amazon will allow businesses to take advantage of its speedy two-to-five-day delivery timelines, as well as warehousing and inventory forecasting capabilities.</p><p>It has already signed up Procter & Gamble, 3M and American Eagle Outfitters. </p></body>
Amazon's new business poses a threat to this company's growth outlook.
Palantir Technologies (PLTR) is up over 5x in the last two years. It built its foundation on government contracts - defense, intelligence, and federal agencies - and that business is still growing fast. But the new growth vector is enterprise. Companies are moving from AI pilots to production deployment, and Palantir's AIP platform is becoming the infrastructure layer for that shift - autonomous workflows, real decisions, and running at scale.
Given high liquidity and tight options spreads in Amazon stock, a bull call spread is one way in while keeping risk defined.
New service expands supply chain tools beyond marketplace sellers
Amazon announced it has stitched together logistics services into a unified supply chain product for manufacturers and retailers to move and distribute heavy freight and parcels, which poses a potential threat to other freight management and transport companies. The post Amazon rebrands third-party logistics arms as unified supply chain service appeared first on FreightWaves.
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Amazon's launch of Amazon Supply Chain Services may prove to be a direct challenge to its delivery partner.
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We recently published Jim Cramer Commented On Big Market Confusion & Discussed These 20 Stocks. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks discussed by Jim Cramer. Retail and cloud computing giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares are up by 41% over the past year and by 18.5% year-to-date. On April 24th, Oppenheimer discussed the firm, […]
All three major US stock indexes were lower in late-morning trading Monday, after President Donald T
Nvidia hovered near a buy point after a 5% slide amid big tech earnings last week as a rival chip maker heads into earnings Tuesday. Shares of Nvidia recently rose for 11 consecutive sessions, the longest winning streak since the chip designer made its January 1999 trading debut, according to Dow Jones Markets Data. On Wednesday, Alphabet outlined capital spending plans that indicated demand for artificial intelligence hardware remains strong.
FedEx stock dropped after Amazon unveiled a new logistics offering that could compete directly with the shipping giant’s core business.
Amazon.com (NasdaqGS:AMZN) has launched Amazon Supply Chain Services, opening its logistics and shipping network to external businesses. The offering covers freight, distribution, fulfillment, and parcel shipping for companies beyond Amazon marketplace sellers. Major corporate customers are already using the service, indicating early interest from larger enterprises. For investors looking at NasdaqGS:AMZN, this move extends the company further into third party logistics, using...
At WSJ's Future of Everything event in New York City, Amazon Devices and Services SVP Panos Panay details Leo, the company's satellite internet network, and the Apple partnership bringing the service to iPhone users.
Microsoft stock has found its footing following poorly received earnings, but it might need some hardware progress to rally further.
Procter & Gamble, 3M, Lands' End, and American Eagle Outfitters are among the first companies to sign up
NVIDIA (NASDAQ:NVDA) is the stock dominating every retirement account discussion, every cable hit, and every chart on Twitter, and the multi-year run is precisely why. The more important signal sits elsewhere. Semiconductor revenue is cyclical. Always has been. The Bureau of Economic Analysis already shows the math: manufacturing’s share of GDP fell from 9.7% in ... While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding
The new service, called Amazon Supply Chain Services, pits the e-commerce giant directly against UPS and FedEx.
Amazon delivered a clean earnings report, and our model leans into the strength. Amazon (NASDAQ:AMZN) trades at $265.06 after rising 27.27% over the past month, but our proprietary work suggests the rally has room. Our 24/7 Wall St. price target is $320.08 over the next 12 months, implying 20.76% upside. The recommendation is buy with ... Amazon Eyes $320 as AWS Growth Fuels Bullish Outlook
The CNBC Halftime Report panel spent its May 1, 2026, show wrestling with two big questions that tech investors are asking: Is Apple’s current valuation sustainable? Have chip stocks run too far, too fast? Apple: A 34x Forward Multiple Versus a 23x Decade Average Apple (NASDAQ:AAPL) closed the session within 1% of a new record ... Apple Hits Near-Record High, While Chip Stocks Face Pullback Risk After Massive Rally
April 2026 produced a striking four-way split across U.S. e-commerce stocks despite a shared consumer backdrop. Etsy (NASDAQ:ETSY) led the group with a 29% gain, narrowly edging out Amazon (NASDAQ:AMZN) at 27%. eBay (NASDAQ:EBAY) climbed 14%, while Shopify (NASDAQ:SHOP) barely budged at 2%. The same macro inputs produced wildly different outcomes, which tells investors something ... Etsy, Amazon, eBay, and Shopify in April: Why E-Commerce Stocks Diverged So Dramatically
A teenager on Reddit is facing a situation most people never encounter: receiving a six-figure life insurance payout just as they turn 18. Instead of excitement, the post is filled with anxiety, confusion and fear about making the wrong move....