Core Insights - FedEx Corporation (NYSE:FDX) is recognized as one of the best undervalued stocks to invest in, according to Reddit discussions [1] - TD Cowen raised the price target for FedEx stock to $271 from $269 while maintaining a "Buy" rating, citing the company's strong Q1 2026 performance despite challenges [1][2] - The company is expected to achieve a revenue growth rate of 4% to 6% year-over-year for FY 2026 [2] Financial Performance - FedEx's consolidated operating results showed improvement, particularly in US domestic package revenue and ongoing structural cost reductions [2] - The company exceeded expectations in Q1 2026, highlighting the effectiveness of its strategic initiatives [1][2] Strategic Developments - The planned spin-off of FedEx Freight into a new publicly traded company is progressing and is anticipated to be completed by June 2026 [2] - Effective January 5, 2026, FedEx will increase parcel and Freight LTL shipping rates by an average of 5.9% [2] Market Position and Challenges - Despite facing macroeconomic headwinds such as tariff threats and weak demand for higher-value shipping, FedEx demonstrated resilience [3] - The separation of Express and Freight is expected to unlock value and improve capital discipline at Express, addressing market undervaluation [3]

This story was originally published on Supply Chain Dive. To receive daily news and insights, subscribe to our free daily Supply Chain Dive newsletter. UPS is seeking to improve its bottom line through employee buyouts, but the move could introduce service risks and strife with the International Brotherhood of Teamsters union, industry observers say. The delivery giant is in the midst of voluntary buyout programs for full-time drivers, who are represented by the Teamsters, and select operations managers ...

Core Insights - FedEx Corporation is gaining market share through improved service rather than price cuts, as noted by Jim Cramer following the company's earnings report [1] - The company has established strong partnerships to enhance its global shipping capabilities, particularly after the removal of certain exemptions related to China [1] Company Overview - FedEx Corporation provides a range of services including transportation, logistics, e-commerce, express shipping, freight, ground delivery, and supply chain management solutions [2]

Core Insights - Uber Technologies, Inc. is launching drone delivery on the Uber Eats platform in partnership with Flytrex, targeting select US pilot markets by the end of 2025 [1][2] - This initiative marks Uber's first investment in drone delivery technology, integrating Flytrex's FAA-certified autonomous drones with Uber's logistics platform [2] - The collaboration aims to enhance delivery speed, safety, and sustainability, with Flytrex having completed over 200,000 deliveries in the US, showcasing operational safety and efficiency [2] Delivery Network Expansion - Uber plans to diversify its delivery network by incorporating drones alongside existing methods such as cars, bikes, couriers, and sidewalk robots, creating a flexible multimodal system [3] - This innovation is expected to significantly reduce delivery times to minutes, alleviate road congestion, and lower emissions compared to traditional delivery methods [3] - Uber operates a technology platform that connects consumers with various transportation, delivery, and logistics services [3]

Core Viewpoint - The article highlights the attractiveness of high-yield dividend stocks, particularly during market downturns, as they provide income and potential for share-price appreciation [1][2]. Group 1: United Parcel Service (UPS) - United Parcel Service (UPS) currently offers a dividend yield of 7.8%, with shares down approximately 33% year-to-date as of September 22 [4]. - The company has faced challenges post-COVID-19, including a decline in business and reduced contracts with Amazon [5]. - There are indications of a turnaround, with CEO Carol Tomé expressing confidence in strategic initiatives aimed at improving long-term financial performance [6]. Group 2: Pfizer - Pfizer has a dividend yield of 7.2% and has experienced an 8% decline in share price over the past year [7]. - The company is navigating a post-pandemic landscape with ongoing sales of its COVID-19 vaccine and treatments, while also focusing on a robust pipeline of over 50 drug programs [8]. - Despite potential risks in the U.S. healthcare environment, Pfizer's shares appear undervalued with a forward P/E ratio of 7.7, below its five-year average [8]. Group 3: Altria Group - Altria Group offers a dividend yield of 6.5%, with a total annual payout recently at $4.12 per share, up from $3 in 2018 [9]. - The company faces challenges from declining smoking rates in the U.S. but is investing in smokeless products to offset cigarette losses [9]. - Altria's shares are considered fairly valued to somewhat overvalued, with a forward P/E ratio of 11.6, slightly above its five-year average [9].

Group 1 - The article discusses FedEx Corp's recent Q4 report and the company's cost-cutting efforts amidst tariff-related uncertainties [1] - The author has a background in finance, holding a CFA Charter and a PhD, and is involved in quantitative research across various financial topics [1] Group 2 - There is no relevant content regarding company or industry analysis in the provided documents [2][3]

Group 1: Trade Relations and Market Impact - A critical call is anticipated between President Trump and Chinese President Xi, focusing on the future of TikTok and tariffs [2][4] - Current tariffs are set at 30% on Chinese imports and 10% on US goods, with a potential return to triple-digit tariffs if no deal is reached by November [4] - China has not purchased any US soybeans at the start of the export season, indicating a strategic use of agriculture in trade negotiations [3] Group 2: Technology Sector Developments - Nvidia faced accusations of violating anti-monopoly laws in China, and Chinese tech firms have been advised not to purchase from Nvidia [3][7] - An antitrust probe against Google was dropped, highlighting a shift in focus towards Nvidia [8] - Intel's stock saw significant fluctuations, closing over 22% higher after Nvidia announced a $5 billion investment in AI hardware production in the US [38] Group 3: Economic Insights and Predictions - The US needs to enhance its chip manufacturing capabilities to reduce dependency on foreign sources, as highlighted by Gary Con [13][15] - The ongoing economic situation is complicated by inflation and employment challenges, with the Federal Reserve's recent rate cut signaling a cautious approach [27][30] - The market is currently experiencing volatility, with investors reacting to trade negotiations and economic indicators [36][52]

Market Overview - The U.S. stock market opened positively on September 19, 2025, extending gains from a record-setting Thursday, driven by strength in the technology sector and key corporate announcements [1][2] - The S&P 500 index rose to 6663 points, marking a 0.47% gain from the previous session, up 4.18% over the past month, and 16.84% higher compared to the same time last year [2] - All three major U.S. indexes reached new all-time closing highs on Thursday, indicating broad market strength beyond large-cap tech stocks [3] Corporate News and Stock Movements - Apple (AAPL) shares gained approximately 1% as the new iPhone 17 models went on sale globally, showing strong consumer demand for Pro models [7] - FedEx (FDX) initially jumped over 5% after reinstating its full-year outlook and reporting better-than-expected first-quarter profit and revenue, but later pared most gains [7] - Lennar (LEN) shares declined by 3% after quarterly revenue and profit fell short of analyst expectations, reflecting challenges in the housing sector [7] - Intel (INTC) shares surged nearly 23% on Thursday but were down 0.6% in premarket trading following Nvidia's $5 billion investment in Intel [11] - Tesla (TSLA) shares surged 22.6% over the past month, indicating strong performance [11] - Darden Restaurants (DRI) dropped 6% as earnings per share missed expectations, despite revenue meeting consensus [11] - Netskope saw its shares end 18% higher in its Nasdaq debut, while StubHub (STUB) stock fell 7% after a challenging debut [11] Economic Events and Indicators - A significant $5 trillion quarterly triple-witching options expiry is scheduled, with expectations of limited market impact [4] - Upcoming economic indicators include Global Purchasing Managers' Index (PMI) figures and the Federal Reserve's core Personal Consumption Expenditures (PCE) price index [6]

Group 1 - The upcoming call between President Trump and Chinese President Xi is anticipated to address the future of TikTok in the US and progress on tariffs, with Trump claiming a deal is nearly finalized [2][4] - Nvidia has faced challenges in China, including accusations of violating anti-monopoly laws and directives for local tech firms to avoid purchasing from Nvidia, while an antitrust probe against Google was dropped [3][8] - China has not imported any US soybeans at the start of the export season for the first time since the 1990s, indicating a strategic use of agriculture in trade negotiations with the US [3] Group 2 - Current tariffs are set at 30% on Chinese imports and 10% on US goods, with a potential return to triple-digit tariffs if no agreement is reached by November [4] - The call between Trump and Xi may lead to a personal visit announcement, which could positively impact market sentiment [6][11] - The focus on chip manufacturing is critical, with the US aiming for independence in chip production to avoid reliance on foreign sources, as highlighted by the Chips Act [13][15] Group 3 - Intel's stock experienced significant volatility, closing over 22% higher after Nvidia announced a $5 billion investment in the company for AI hardware production in the US [38] - FedEx reported results that exceeded analyst expectations despite facing tariff-related challenges, with international export volumes down 3% but domestic volumes up 4% [39] - Breer Holdings saw its stock rise over 220% following a $300 million private investment, indicating strong market interest in companies involved in digital assets and crypto infrastructure [41]

Group 1 - European stocks are expected to open flat to slightly lower as a busy week for central bank meetings and key economic releases concludes [1] - U.S. stock futures increased after FedEx reinstated its full-year profit outlook, indicating positive sentiment in the market [1] - The Bank of Japan maintained steady interest rates and announced plans to offload exchange-traded funds, impacting Asian markets [2] Group 2 - U.S. jobless claims dropped significantly, suggesting resilience in the U.S. economy and reducing recession fears [3] - Gold prices increased while oil prices decreased as traders awaited further sanctions on Russian oil [4] - U.S. stocks reached record highs, with Nvidia agreeing to invest $5 billion in Intel Corp, reflecting strong corporate activity [4] Group 3 - The tech-heavy Nasdaq Composite rose by 0.9%, S&P 500 increased by 0.5%, and Dow Jones gained 0.3% following the Federal Reserve's interest rate cut [5] - European stocks closed higher, with the pan-European STOXX 600 advancing by 0.8%, driven by positive reactions to central bank decisions [5]