Air Freight and Logistics

FedEx

FedEx to Offer Freight Unit Shares to Shareholders

FedEx Freight to List on NYSE on June 1st

FedEx Proposes Charging by Business Outcomes Instead of Token Usage or Subscription

Amazon opens global logistics network to all businesses

FedEx and ServiceNow Launch New AI-Powered Supply Chain Solution and Expand Strategic Partnership

Birch Capital Management LLC Increased Holdings in FedEx

FedEx Plans to Resume MD-11 Cargo Service

FedEx and Viettel Post Strategic Partnership to Enhance Vietnam's Logistics Network

FedEx Partners with Viettel Post to Enhance Logistics Network in Vietnam

UPS and FedEx File for Tariff Refunds

FedEx Faces Legal Complaint in France for Transporting Components of Israeli Warplanes

FedEx Adds Eight Electric Delivery Vehicles in Thailand

FedEx Executives Sell Over $8 Million in Shares

FedEx's Tracy B. Brightman Disposes of $6.15M in Shares

FedEx Director Susan C. Schwab Sells Stocks and Exercises Options

DHL and FedEx Adopt EVs and AI to Reduce Gasoline Dependence

FedEx Confirms 2026 Fiscal Year Guidance

Bernstein Raises FedEx Target Price to $470

JPMorgan Analyst Maintains Hold Rating on FedEx

FedEx Reaches Tentative Agreement with Airline Pilots Association

Amesite

InMed Pharmaceuticals

Meiwu Tech

Co-Diagnostics

Phoenix Asia

Generation Income Properties

Rubico

MetaVia

Virax Biolabs

Agilysys

FedEx Corporation Group (FDX.US) Fiscal Year 2026 Third Quarter Earnings Conference Call

FedEx Corporation Group (FDX.US) Fiscal Year 2026 Second Quarter Earnings Conference Call

FedEx Corporation Group (FDX.US) Fiscal Year 2026 First Quarter Earnings Conference Call

FedEx Corporation Group (FDX.US) Fiscal Year 2025 Fourth Quarter Earnings Conference Call

FedEx Corporation Group (FDX.US) Fiscal Year 2025 Third Quarter Earnings Conference Call

联邦快递集团 (FDX.US) 2025 财年第二季度业绩电话会

FTXR

BOAT

FedEx and UPS have raised fuel surcharges to nearly 28% due to rising fuel prices. As shipping costs increase, many small and medium-sized retailers are discontinuing free return labels and passing costs to customers. In response, high-volume shippers are increasingly adopting automation, including AI-driven tools, to enhance efficiency and reduce expenses.

iShares US Transportation ETF

First Trust NasdaqTransport

Sonicshares Global Shipping ETF

SPDR S&P Transp

Fuel surcharges and rising costs push shippers toward automation

SUPL

SHPP

FedEx Corp. shares fell 1.61% to $369.72, marking the second consecutive day of losses. The stock is 8.49% below its 52-week high of $404.03. In comparison, competitors UPS and ZTO also experienced declines of 1.81% and 0.80%, respectively. Trading volume was below the 50-day average.

MarketWatch Automated

Proshares Supply Chain Logistics ETF

Pacer Industrials and Logistics ETF

Dow Jones Industrial Average

S&P 500

ZTO Express

Factset Research

ZTO EXPRESS-W

FedEx Corp. Stock Outperforms Competitors Despite Losses On The Day

Micron Technology (MU) has been upgraded due to the AI infrastructure boom, while FedEx (FDX) shows improved risk/reward ahead of its freight spin-off. Conversely, Intel (INTC) is downgraded after a 393% rally, and Criteo (CRTO) also faces a downgrade.

- Micron Technology has been significantly upgraded due to the growth of AI infrastructure.  
- FedEx is experiencing improved risk/reward prospects ahead of its upcoming freight spin-off.  
- Conversely, Intel has a cautious outlook after a notable 393% rally, while Criteo has seen a downgrade.

Micron Tech

Invesco Semiconductors ETF

Direxion Semicon Bull 3X

GraniteShares 2x Long MU Daily ETF

Direxion Daily MU Bull 2X Shares

Invesco PHLX Semiconductor ETF

iShares Semiconductor ETF

SPDR S&P Semicon

VanEck Semiconductor ETF

GraniteShares 2x Long INTC Daily ETF

First Trust Nasdaq Food & Semicon

Intel

Criteo SA

SA analyst upgrades/downgrades: MU, INTC, FDX, CRTO

LOHA

The HALO stock theme, focusing on 'heavy assets, low obsolescence' companies, is gaining traction as investors seek stocks less likely to be disrupted by AI. An ETF, Roundhill Halo ETF (LOHA), has been launched to track these companies, which include FedEx and ExxonMobil. The ETF aims to provide access to durable businesses with significant physical assets, highlighting a shift in investment strategy amidst AI advancements.

- Investors are shifting towards HALO stocks, which represent "heavy assets, low obsolescence," as protection against AI disruption.  
- This trend, highlighted by Josh Brown of Ritholtz Wealth Management, has led to the launch of the Roundhill Halo ETF (LOHA), focusing on companies with durable physical assets across various sectors.  
- Notably, stocks like FedEx, ExxonMobil, and Coca-Cola have seen significant gains, reflecting a broader strategy to seek investments that are less vulnerable to AI advancements.

CNBC

Exxon Mobil

Roundhill HALO ETF

Goldman Sachs

Morgan Stanley

Coca Cola

Cummins

AutoZone

J.B. Hunt Transport Services

Lennox

Adobe

ServiceNow

Salesforce

Roundhill Memory ETF

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One of the market's hottest stock themes is buying everything AI can't replace

FedEx Corp. shares fell 1.11% to $375.78 on Friday, underperforming against competitors like UPS, which rose 0.52%. The S&P 500 and Dow Jones also declined, with FedEx closing 6.99% below its 52-week high of $404.03. Trading volume was 1.1 million, below the 50-day average of 1.8 million.

FedEx Corp. Stock Underperforms Friday When Compared To Competitors

FedEx Corp. shares rose 2.78% to $379.98, outperforming competitors like UPS and ZTO Express on a strong trading day. The S&P 500 and Dow Jones also saw gains of 0.77% and 0.75%, respectively. This increase ended a two-day losing streak for FedEx, which remains 5.95% below its 52-week high of $404.03. Trading volume was below the 50-day average, with 1.2 million shares traded.

FedEx Corp. Stock Outperforms Competitors On Strong Trading Day

Echo Global Logistics has launched EchoParcel, a new end-to-end parcel shipping solution designed to optimize operations and leverage competitive rates. This service integrates with the EchoShip platform and includes partnerships with FedEx, allowing clients to manage shipments across various modes from a single entry point. The initiative aims to enhance decision-making, service, and cost performance in transportation management, supported by Echo's multimodal experts and robust carrier network. Echo Global Logistics continues to provide technology-enabled supply chain solutions across North America.

prnewswire

09:32 ETEcho Global Logistics Launches EchoParcel for Scalable and Reliable Parcel Shipping Services

JBHT

The April Cass Transportation Index indicates a rise in truckload prices amid signs of a driver shortage. Freight activity showed modest improvement, with shipments down 4.4% year-over-year but up 0.4% month-over-month. The expenditures component rose 3.5% year-over-year, while the Cass Truckload Linehaul Index increased by 3.2% month-over-month. The report suggests a potential uptrend in linehaul rates due to emerging capacity constraints and new regulations, impacting various transportation stocks including Knight-Swift, J.B. Hunt, and FedEx.

- The April Cass Transportation Index indicated a slight improvement in freight activity, with stabilization in shipments and strengthening pricing power, notably in truckload.  
- Shipments declined by 4.4% year over year in April but increased by 0.4% month over month.  
- Seasonally adjusted, shipments rose by 0.6%, marking the third consecutive monthly increase.

Knight-Swift Transportation

Truckload prices moved higher in April amid signs of a driver shortage

FedEx(FDX.US)