Amazon’s $1.9B DSP Bet Tightens the Last-Mile Squeeze on UPS and FedEx
Amazon adds $1.9B to its DSP network, lifting driver pay and AI tools while taking more last-mile volume from UPS and FedEx.
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FedEx Beats Q4 Estimates But Stock Drops on Weak FY2027 Outlook
Despite beating Q4 expectations with 13% revenue growth to $25B and $6.31 EPS, FedEx shares declined on weaker-than-expected calendar 2026 outlook and post-spin-off uncertainty.
Amazon Launches Supply Chain Service – FedEx & UPS Stocks Crash
Amazon launched a service that lets companies use its delivery network for shipping, storage, and faster logistics with AI support. FedEx and UPS shares fell amid fears of new competition.
Amazon and USPS Strike New Package Delivery Agreement
Amazon will keep using USPS for most deliveries, sending over 1B packages yearly and supporting its finances and jobs.
FedEx Raises Full-Year Profit Outlook After Strong Q3 Results, Freight Spin-Off On Track
FedEx (FDX) raised its full-year fiscal 2026 adjusted EPS guidance to $19.30–$20.10 and revenue growth forecast to 6.0%-6.5% after strong Q3 results. Adjusted earnings hit $5.25 per share, beating estimates.
FedEx Shares Bright Future: Beats Expectations and Sets Ambitious Goals for 2029
FedEx surprises with stronger-than-expected Q3 earnings and unveils bold 2029 targets including $98B revenue and 8% margins. Focus on AI, high-profit areas, and efficiency drives optimism for investors.