Market Overview - Investors should not overreact to uneventful unemployment data, as it allows for a focus on broader market trends and rallies beyond last year's winners [1] - Money is aggressively rotating into overlooked sectors, particularly data storage stocks, which have seen significant rallies while former market leaders struggle [2] Company Insights - Apple and Nvidia have not performed well despite strong underlying businesses, as they have become sources of funds for investors seeking new opportunities [3] - Upcoming earnings season is expected to start strong with JPMorgan Chase, although caution is advised regarding CEO Jamie Dimon's potential risk emphasis [6] - Delta Air Lines is anticipated to report strong results, with banks like Citigroup, Wells Fargo, Bank of America, Goldman Sachs, and Morgan Stanley also expected to perform well [7] Economic Indicators - The December consumer price index will be more significant than recent labor data, with signs of persistent inflation impacting consumer sentiment and presidential policies [5] - The JPMorgan Healthcare Conference is expected to generate merger-and-acquisition activity, with interviews of pharmaceutical executives planned [4] Sector Focus - Attention is on Taiwan Semiconductor Manufacturing Company, which may influence Nvidia's stock performance [8] - Transport stocks are also in focus, with expectations that a solid report from J.B. Hunt will support a bullish outlook on FedEx [9]

Upgrades - Wells Fargo upgraded Airbnb (ABNB) to Equal Weight from Underweight with a price target of $128, up from $118, citing two years of share underperformance and opportunities in hotel supply and sponsored listings, along with relative insulation from AI risk [2] - Barclays also upgraded Airbnb to Equal Weight from Underweight with a price target of $120, up from $107 [2] - Susquehanna upgraded American Airlines (AAL) to Positive from Neutral with a price target of $20, up from $14, noting a constructive fundamental backdrop for airlines into fiscal 2026 [2] - JPMorgan double upgraded Southwest (LUV) to Overweight from Underweight with a price target of $60, up from $36, highlighting a potential for a $5 earnings per share outlook for 2026 [2] - Berenberg upgraded CrowdStrike (CRWD) to Buy from Hold with an unchanged price target of $600, citing valuation following recent underperformance [2] - BofA upgraded FedEx (FDX) to Buy from Neutral with a price target of $365, expecting demand to be aided by infrastructure investments and $1.4 trillion in expected expenditures over the next three years [2]

UPS has an exciting long-term growth strategy, but its near-term capital allocation strategy is questionable.The two package delivery giants continue to compete intensively in the marketplace. Still, there's only one winner in terms of stock price performance over recent years, with FedEx (FDX +3.52%) stock outpacing UPS (UPS +3.16%) stock. However, I think UPS is a better long-term buy, but with one important caveat.UPS growth strategyThe company's growth strategy makes sense. Under CEO Carol Tomé, UPS has ...

FedEx’s ( FDX ) revenue should continue to benefit from strong growth in higher-value B2B customers. In recent years, the company has shifted its sales mix toward B2B customers, and in the last quarter, almost halfI have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my own money and my purpose here is to ...

Core Insights - FedEx's revenue is expected to benefit from strong growth in higher-value B2B customers, with a significant shift in sales mix towards B2B in recent years [1] Group 1: Company Performance - In the last quarter, nearly half of FedEx's revenue came from B2B customers, indicating a successful transition in its sales strategy [1]

This story was originally published on Supply Chain Dive. To receive daily news and insights, subscribe to our free daily Supply Chain Dive newsletter. Dive Brief: Nearly half of FedEx's Q2 revenue growth came from business-to-business customers as the carrier sees momentum in priority segments like automotive, healthcare and aerospace, executives said on a December earnings call. One example of FedEx's B2B gains is its relationship with BMW Group. The carrier won incremental business from the automak ...

Core Viewpoint - The article provides an update on FedEx Corporation (FDX) following a previous downgrade to a hold rating due to less attractive risk-reward dynamics, emphasizing a fundamentals-based approach to value investing [1]. Group 1: Investment Philosophy - The company believes that low multiple stocks are not necessarily cheap and seeks firms that demonstrate long-term durability at affordable prices [1]. - There is a preference for companies with steady long-term growth, minimal cyclicality, and strong balance sheets [1]. - The article acknowledges the inherent risks in investing in successful companies, particularly the potential to overpay, highlighting the importance of valuation [1]. Group 2: Market Outlook - The company asserts that in certain situations, the potential for growth is so significant that immediate price considerations become less critical [1].

Happy New Year, from all your friends at Fortune. As you know, New Year’s Day has fallen on a Thursday for 2026, which means banks, government offices, and postal services will be closed across North America while many retailers, restaurants, and attractions will either modify their schedules or open up completely.​The most direct impact is on federal services. Non-essential federal offices are closed, according to the U.S. Office of Personnel Management. This includes Social Security Administration field o ...

Deep-pocketed investors have adopted a bullish approach towards FedEx (NYSE:FDX), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in FDX usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 11 extraordinary options activities for FedEx. This lev ...

January 1, 2026, falls on a Thursday and is a federal holiday in the United States, marking the first of eleven federally recognized holidays each year. On this day, federal government offices, courts, and most federal agencies will be closed, and employees receive a paid day off.Federal offices will resume operations on Friday (January 2, 2026). The next federal holiday in January is Martin Luther King Jr. Day, later in the month.Happy New Year 2026 wishes LIVE updates hereFederal holiday detailsAccording ...