Amazon’s Supply Chain Launch Sends UPS, FedEx Into Freefall
Amazon opened its logistics network to all businesses Monday, triggering a sector-wide selloff that sent UPS down 10.5%, FedEx 9.1%, and wiped billions from freight rivals in one session.
Amazon opened its logistics network to all businesses Monday, triggering a sector-wide selloff that sent UPS down 10.5%, FedEx 9.1%, and wiped billions from freight rivals in one session.
Hubbell acquires NSI Industries for $3B, expanding its electrical infrastructure lineup as AI data centers and grid modernization drive record demand for power components.
Barclays completes its acquisition of Best Egg’s parent Marlette Holdings, gaining a $40B+ consumer lending platform as the spread between personal loan rates and Treasuries reaches nearly 800 basis points.
Shell agrees to acquire Canada’s ARC Resources for ~$16 billion, betting on Montney Basin natural gas and LNG Canada’s next phase of expansion.
A Del Vecchio heir is buying out siblings for €10 billion, consolidating control of Ray-Ban and Oakley parent EssilorLuxottica in one of Europe’s largest family succession deals.
The US must roll over ~$10 trillion in Treasury debt in 2026 at yields far higher than original issue. What auction data and foreign holder trends reveal.
Meta, Alphabet, Microsoft, Amazon, and Apple — $15.85 trillion in combined market cap — report earnings in 48 hours. Here’s what Wall Street is watching.
Nvidia reclaims $5 trillion as Intel’s Q1 blowout triggers a historic semiconductor sweep — AMD and Arm Holdings post double-digit gains on the same day.
Hedge funds poured $86B into equities at record pace as the S&P 500 swung oversold to overbought in 11 days. What the institutional stampede signals.
AMD shares jumped 7.80% to $278.26 as AI data center chip demand drives a broad semiconductor rally. Here’s what’s fueling the move and what to watch next.