📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Amazon offering lower shipping rates than UPS and FedEx - Report - $UPS(UPS.US) $FedEx(FDX.US) $Amazon(AMZN.US)
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Came across an interesting report from SVRC Research called "State of Robotics 2026", published in April.
Which listed:1. Figure AI 2. Agility Robotics $Churchill Capital XI(CCXI.US)3. Apptronik 4. $Tesla(TSLA.US) 5. Boston Dynamics6. Physical Intelligence 7. 1X Technologies8. $Amazon(AMZN.US) Robotics9. Covariant10. Skild AI As the National Champions of the United States robotics program. "The United States leads the world in where robotics is heading: Fundation models, OpenAI-style scaling laws applied to action, autonomous vehicles. While losing the race on where robotics is shipping today." Then it frames:1. Rare Earths Exposure: from Neodymium for motors to samarium-cobalt for high-temp applications as a critical vulnerability.2. Actuator dependency. Series elastic actuators, quasi-direct-drive motors, and precision reducers overwhelmingly sourced from Japan, Germany, and ChinaAs one of the main vulnerabilities alongside Manufacturing velocity/data collection cost/regulations. Then their take was: "With at least six well-funded US humanoid companies competing for a market still in early formation, we expect at least two significant consolidation events (acquisition or merger) in 2027". With Logistics / E-commerce (like $Amazon(AMZN.US) / $FedEx(FDX.US)) and Automotive from $General Motors(GM.US) to $Forward Industries(FORD.US) as being the immediate top use cases for deployment.I think it's just interesting to see a lot of my points I've been talking about reiterated by research firms. Regardless, I do think it's going to be a major frontier race between the US and China. Agility Robotics (which I own), Tesla, Figure, and Apptronik as leaders representing the USA. Competing against Unitree, AGIbot, Ubtech, and others in China.
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FDX + CBRS Earnings LIVE: Results, Call & Reaction
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$FedEx(FDX.US) on breakout None here observation. Careful chasing up many days in a row.
Source: Sunrise Trader
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$FedEx(FDX.US) | JPMorgan 𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐬 𝐅𝐞𝐝𝐄𝐱 𝐭𝐨 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟒𝟔𝟎
Analyst sees an attractive risk/reward in FDX ahead of the Freight business separation, with structural improvements creating a credible path to CY29 targets.
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$Five Below(FIVE.US) $FedEx(FDX.US) observation only as I scroll charts both breaking out higher today.
Source: Sunrise Trader
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$FedEx(FDX.US) nice stick as we approach days end. None here observation after ER
Source: Sunrise Trader
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Some names reporting earnings after the close include $FedEx(FDX.US) $KB Home(KBH.US) $Nike(NKE.US) $NANO Nuclear Energy(NNE.US) (FDX of note for those of us that hold $UPS(UPS.US) also will give an indication of how holiday shipping/sales have gone for 2025 season.)
Source: Sunrise Trader
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The USPS just reported a $9 billion loss for fiscal 2025 with a 5.7% parcel volume drop. Most people see this and think okay, the post office is losing package business to Amazon and FedEx but no that's only part of the reason.
USPS controls roughly a third of the parcel market by volume but only captures 17% of the industry's revenue. Theyre printing massive volume while getting paid like a discount carrier. UPS and FedEx are printing money on the high margin stuff while USPS is stuck doing the volume plays. Meanwhile they're also saddled with mandatory pension funding obligations that their commercial competitors don't have to deal with. Since 2007, USPS has accumulated over $100 billion in cumulative losses. The agency spends $9.30 for every dollar it brings in.The attempted fixes have backfired spectacularly. They raised stamp prices 46% since 2019 yet mail volume still hit its lowest level since 1967. They've cut transportation costs and incentivized early retirements but operating expenses are still climbing year over year despite all of it. The controllable loss actually surged from $1.8 billion to $2.7 billion a $900 million deterioration.Congress has also pumped over $160 billion into USPS through various bailout, pandemic relief grants and debt transfers rather than actually fixing the underlying business model. They won't officially convert USPS to a publicly funded utility so it's trapped between trying to operate like a business and delivering universal service to every address in America. That's an impossible mandate.At this point, what do we even do to fix any of this?Source: StockMarket.News
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Just in : Marjorie Taylor Greene MTG went on a buying spree again
On August 28th, she bought up to $285K of new stocksIncluding $FedEx(FDX.US), $Alphabet(GOOGL.US), $Exelon(EXC.US), $Ryman Hospitality Properties(RHP.US), & moreWill keep an eye on some of these from here
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In today’s pre-mkt summary for Subscribers: Elon’s $Tesla(TSLA.US) employee update streamed live last night on X; $FedEx(FDX.US) and $Nike(NKE.US) both gave downbeat guidance with earnings, adding to the uncertainty of Trump’s trade war, with reciprocal tariffs set to go into effect April 2; expect additional volatility today in the form of so-called triple witching, with simultaneous expiration of three types of derivatives contracts — stock options, stock index futures, and stock index options — all on the same day. This event occurs four times a year, on the third Friday of March, June, September, and December.
