United Parcel Service’s Worldport hub at Louisville International Airport has overtaken FedEx’s home base in Memphis, Tennessee, as the largest global express air hub, according to a report from researchers at DePaul University published on Thursday. The findings show that Louisville is now larger than Memphis across several metrics.  FedEx’s (NYSE: FDX) hub still serves more airports nonstop than any other hub in the world. The report, which analyzes flight data from Flightradar24 and aircraft size, con ...

The chase to recoup tariff payments made to the U.S. government under the overturned International Emergency Economic Powers Act is trickling down the supply chain. Even before FedEx Corp. sued the Trump administration on Monday for a “full refund” of money collected under a series of broad presidential tariff orders deemed unlawful by the Supreme Court, a FedEx customer filed a class-action suit against FedEx (NYSE: FDX) for breach of contract and seeking a refund of IEEPA duties with interest. Hali An ...

FedEx (FDX) is trading at a new all-time high and has strong technical momentum. Shares are up more than 50% over the past 52 weeks. FDX maintains a 100% “Buy” opinion from Barchart. Despite robust growth prospects, analyst price targets for FDX range widely, reflecting significant valuation uncertainty amid strong investor sentiment and low short interest. Today’s Featured Stock Valued at $91.34 billion, FedEx (FDX) is the leader in global express delivery services. The company provides a broa ...

Refund, please: FedEx is suing the U.S. government, requesting a full refund on what it paid for tariffs set by President Donald Trump last year after the Supreme Court ruled that the tariffs are illegal. FedEx said in a filing with the U.S. Court of International Trade that they have “suffered injury” from having to pay the tariffs and that the relief they’re seeking from the court would redress those injuries. Other companies have already launched efforts to recoup costs from the illegal tariffs, includin ...

Core Viewpoint - Wall Street began 2026 positively after a significant bull run over the past three years, with optimism that the upward trend in U.S. stock markets will persist this year despite fluctuations in February due to concerns over artificial intelligence (AI) trade [1] Group 1: Investment Opportunities - It is advisable to invest in U.S. giants with a market capitalization over $30 billion and a favorable Zacks Rank, with five highlighted stocks: The Hershey Co. (HSY), Tapestry Inc. (TPR), FedEx Corp. (FDX), Howmet Aerospace Inc. (HWM), and Southwest Airlines Co. (LUV) [2] - Each of the selected stocks carries either a Zacks Rank 1 (Strong Buy) or 2 (Buy) [2] Group 2: The Hershey Co. (HSY) - Hershey is focused on innovation, supply-chain agility, and commercial execution, expanding its presence in the snacking category [5] - The company is undergoing a multi-year transformation to modernize its supply chain and enhance demand forecasting, supported by investments in data and digital tools [6] - HSY's expected revenue and earnings growth rates for the current year are 4.4% and 27.1%, respectively, with a current dividend yield of 2.62% [7] Group 3: Tapestry Inc. (TPR) - Tapestry is strengthening its position as a global house of brands, driven by strong performance from Coach, particularly among Gen Z consumers [9] - TPR's adjusted gross margin increased by 110 basis points in Q2 of fiscal 2026, with projected revenues above $7.75 billion and EPS between $6.40 and $6.45 [10] - The expected revenue and earnings growth rates for TPR are 9.6% and 23.7%, respectively, with a current dividend yield of 1.02% [11] Group 4: FedEx Corp. (FDX) - FedEx is implementing cost realignment initiatives under the DRIVE program, achieving annual cost savings of $2.2 billion in fiscal 2025 [12] - The company returned $4.3 billion to shareholders through dividends and buybacks in fiscal 2025, exceeding its target [13] - FDX's expected revenue and earnings growth rates for the current year are 5.6% and 1.5%, respectively, with a current dividend yield of 1.49% [14] Group 5: Howmet Aerospace Inc. (HWM) - Howmet Aerospace is benefiting from strong momentum in the commercial aerospace market and rising defense budgets [15] - The company has a solid liquidity position supporting shareholder-friendly policies, with robust orders for defense aerospace units [16] - HWM's expected revenue and earnings growth rates for the current year are 11% and 20.7%, respectively, with a current dividend yield of 0.19% [17] Group 6: Southwest Airlines Co. (LUV) - Southwest Airlines is experiencing improved air travel demand, with expectations for solid revenue trends continuing into 2026 [18] - The company is focused on cost-cutting initiatives and fleet modernization, supported by a strong balance sheet [19] - LUV's expected revenue and earnings growth rates for the current year are 12.8% and over 100%, respectively, with a current dividend yield of 1.38% [21]

Group 1: FedEx and IEEPA Tariffs - FedEx has filed a lawsuit against the Trump administration seeking a full refund of tariffs paid under the International Emergency Economic Powers Act (IEEPA) following a Supreme Court ruling against the administration [3] - The lawsuit does not specify the amount due and names the Customs and Border Protection agency and its commissioner as defendants [3] - Other companies, including Costco, have also filed similar lawsuits, with economists projecting that reversing the IEEPA tariffs could generate up to $175 billion in refunds [4] Group 2: Hims & Hers Health - Hims & Hers Health disclosed an SEC investigation regarding its public statements and disclosures about compounded semaglutide, stating it is cooperating but cannot predict the financial impact [5][6] - The company reported Q4 GAAP EPS of $0.08, beating estimates by $0.03, with revenue rising 28.4% year-over-year to $617.8 million, in line with expectations [6] - Subscriber growth reached over 2.5 million, a 13% increase year-over-year, but the company guided for Q1 2026 revenue between $600 million and $625 million, below the consensus estimate of $652.6 million [6] Group 3: IBM and AI Claims - IBM's shares experienced their worst decline in over 25 years after AI startup Anthropic claimed its tool could modernize COBOL, a programming language used on IBM systems [7][8] - The stock fell over 13%, marking its largest single-day percentage loss since October 2000, and has dropped 27% in February, on track for its biggest monthly decline since at least 1968 [8]

Group 1: Market Sentiment and Trading Activity - Financial giants have shown a bullish sentiment towards FedEx, with 44% of traders being bullish and 11% bearish, indicating a positive outlook on the stock [1] - The analysis of options history revealed 18 unusual trades, with 5 puts valued at $409,710 and 13 calls valued at $695,323, suggesting a stronger interest in calls [1] - Major market movers are focusing on a price range between $240.0 and $500.0 for FedEx over the last three months, indicating significant trading activity within this band [2] Group 2: Volume and Open Interest - Monitoring volume and open interest is crucial for understanding liquidity and interest in FedEx's options, particularly within the strike price range of $240.0 to $500.0 over the last 30 days [3] - A snapshot of the 30-day option volume and interest for FedEx highlights significant whale trades, reflecting the market's engagement with the stock [4] Group 3: Analyst Insights and Market Position - Over the past month, 5 industry analysts have provided insights on FedEx, proposing an average target price of $397.4, which suggests a favorable outlook from professionals [5] - The current trading volume for FedEx is 611,195, with the stock price at $387.25, reflecting a 1.07% increase, although RSI indicators suggest the stock may be overbought [6] - Upcoming earnings are expected to be released in 27 days, which could impact market sentiment and trading strategies [6]

Core Viewpoint - ZTO Express is highlighted as one of the best emerging market stocks to buy, with an upgrade from Macquarie analyst Ellie Jiang, who raised the price target significantly from $18.40 to $26.60 [1][3]. Company Performance - The company reported a preliminary fourth-quarter volume growth of 9%, surpassing the industry average of 5% [3]. - Revenue growth is projected between 8% to 19%, with a gross profit margin expected to range from 23% to 28% [3]. - Total parcel volume growth is anticipated to be 8%, exceeding the industry's forecast of 7% [4]. Market Position - ZTO Express is recognized as a leading Chinese express delivery company, serving as a major, high-volume, low-cost logistics provider for e-commerce, delivering billions of parcels annually through a nationwide network [6]. Financial Strategy - On February 4, ZTO Express announced the pricing of $1.5 billion in convertible senior notes due 2031, with plans to use up to $1 billion for share repurchases of Class A ordinary shares and the remaining $500 million for concurrent share repurchases and general corporate purposes [5].

Core Viewpoint - Emerging market stocks are experiencing a significant rally, driven by optimism surrounding artificial intelligence and increased investment in developing economies [1][2]. Group 1: Market Performance - The iShares MSCI Emerging Markets ETF has risen over 10% year to date, outperforming the S&P 500, which remains flat [2]. - Emerging market stocks rallied approximately 30% in dollar terms in 2025, with strong performance noted in Asian markets such as Taiwan and South Korea due to high demand for AI-related hardware [2][3]. - Goldman Sachs projects the MSCI Emerging Markets index to return nearly 30% in 2026, supported by strong earnings, a weakening US dollar, and favorable macroeconomic trends [3]. Group 2: Future Expectations - Analysts expect some of the favorable conditions from 2025 to continue into 2026, leading to good returns in emerging markets [4]. - The resilience of Chinese exports and the economic benefits from falling commodity prices are anticipated to support the ongoing rally [3]. Group 3: Stock Selection Methodology - The selection of the 10 best emerging market stocks was based on the iShares MSCI Emerging Markets ETF and Yahoo Finance stock screeners, focusing on companies with positive upside potential as of February 17 [6]. - Stocks were ranked according to the number of hedge fund holders, as research indicates that imitating top hedge fund picks can lead to market outperformance [7]. Group 4: Featured Stocks - ZTO Express (NYSE:ZTO) has an upside potential of 6.65% and is supported by a recent upgrade from Macquarie, citing preliminary fourth-quarter volume growth of 9% [9][10]. - Credicorp Ltd. (NYSE:BAP) shows an upside potential of 6.88%, with a fourth-quarter net profit of $468.8 million and a focus on loan growth driven by strong retail momentum [14][16].

Group 1 - The event is hosted by Jenifer Hollander, Vice President of Investor Relations, indicating a focus on engaging with investors [1] - The company is addressing participants both in-person and online, highlighting its commitment to investor relations and communication [1] Group 2 - The company reminds participants that certain statements may be forward-looking, which are subject to various factors that could lead to actual results differing from expectations [2] - Additional information is available through press releases, suggesting transparency and a proactive approach to investor communication [2]