Smoke billows from burning vehicles amid a wave of violence, with torched vehicles and gunmen blocking highways in more than half a dozen states, following a military operation in which a government source said Mexican drug lord Nemesio Oseguera, known as "El Mencho," was killed, in Puerto Vallarta, Jalisco, Mexico, February 22, 2026, in this screen grab obtained from a social media video.Trade between the United States and Mexico could be hurt dramatically if the flare-ups of violence across Mexico continu ...

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investment opportunities, particularly in sectors like banks, hotels, and shipping [1] Market Trends - The popularity of insurance companies in the Philippines since 2014 suggests a shift in investment preferences among local investors, moving towards more diversified financial products [1] - The trend of using platforms like Seeking Alpha for analysis indicates a growing reliance on data-driven investment strategies among investors in both the ASEAN and US markets [1]

UPS now appears to have a complete package for income investors.United Parcel Service (UPS +0.94%) delivers around 20.8 million packages every day. But it hasn't been delivering for investors in recent years. Despite a bounce that began a few months ago, UPS' share price remains down roughly 37% since early 2023.Some might view UPS as the kind of stock to not touch with a 10-foot pole. Not me. Here's why I just loaded up on this 5.7%-yielding dividend stock. 1. The comeback is commencingI've been expecting ...

Core Insights - FedEx Corporation is recognized as one of the best all-time high stocks to buy according to Wall Street, with analysts raising price targets significantly [1][2] Group 1: Analyst Ratings and Price Targets - Stifel analyst J. Bruce Chan raised the price target on FedEx to $412 from $328, maintaining a Buy rating after the company's Investor Day [1] - Morgan Stanley analyst Ravi Shanker increased the price target to $220 from $210, indicating a shift in growth dynamics post-2027 [2] Group 2: Strategic Roadmap and Financial Targets - At the 2026 Investor Day, FedEx outlined its strategic roadmap aiming for $98 billion in revenue, $8 billion in operating income, and an 8% operating margin by 2029 [3] - The company plans to focus on premium growth in high-margin verticals, enhance digital and AI capabilities, and transform its network for improved profitability [3] Group 3: Market Context and Challenges - FedEx is emerging from a challenging period in the parcel market, influenced by a 3.5-year freight cycle softness and post-COVID e-commerce normalization [1] - The company is addressing structural challenges in the industry, which are expected to become more prominent after the implementation of Network 2.0 in early 2027 [2]

FedEx package moves on a conveyor in a logistics hub, underscoring shipping demand and transport stock performance. Key Points The planned separation of the freight business is expected to unlock significant shareholder value by removing the conglomerate discount. Network integration and fleet modernization are driving structural cost reductions while improving operational efficiency across the board. A strategic acquisition in Europe is positioning the company to capture global e-commerce growth throu ...

Business celebrates win over Trump tariffs, but refunds will take time | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Item 1 of 2 A semi-truck drives past Chinese shipping containers at the Port of Los Angeles in Wilmington, California, U.S., November 5, 2025. REUTERS/Mike Blake/File Photo[1/2]A semi-truck drives past Chinese shipping containers at the Port of Los Angeles in Wilmington, California, U.S., November 5, 2025. REUTERS/ ...

Core Insights - Freight Technologies, Inc. has successfully completed its first annual ISO 9001:2015 surveillance audit, reaffirming its commitment to quality assurance and continuous improvement in logistics services and transportation of goods in North America [1][2][4] Group 1: ISO Certification - The company has achieved ISO 9001:2015 certification for both its Mexico and US entities, validating its implementation of a Quality Management System (QMS) aimed at ensuring consistent service excellence [2][4] - ISO 9001:2015 is a globally recognized standard for quality management systems, providing a framework for enhancing operational efficiency and customer satisfaction [3] Group 2: Company Vision and Commitment - CEO Javier Selgas emphasized that the successful completion of the certification's annual audit represents a promise to clients for continued service excellence and innovation in the freight technology marketplace [5] - The achievement of ISO 9001:2015 certification for the second consecutive year aligns with the company's vision to revolutionize freight logistics through advanced technology and customer-focused solutions [5] Group 3: Company Overview - Freight Technologies offers a diverse portfolio of technology-driven solutions, including the Fr8App platform for cross-border shipping, Fr8Now for less-than-truckload shipping, and Zayren.ai, an AI-based pricing-prediction tool [6] - The company's interconnected solutions aim to optimize and automate the supply chain process, significantly improving operational efficiency through innovative technologies [6]

Core Viewpoint - Pomerantz LLP is investigating claims of potential securities fraud and unlawful business practices by Hub Group, Inc. following the announcement of a financial restatement due to accounting errors [1] Financial Impact - Hub Group announced it would restate its financial statements for the first three quarters of 2025, resulting in a total reduction of $77 million in accounts payable and purchased transportation costs [1] - The company has delayed its full earnings release and is assessing the potential impact on its financial statements for 2023 and 2024, suggesting that the accounting errors may extend beyond 2025 [1] Stock Market Reaction - Following the announcement of the financial restatement, Hub Group's stock price fell by $9.37 per share, or 18.25%, closing at $41.96 per share on February 6, 2026 [1]

Group 1 - The Company, D. Boral Acquisition I Corp., will allow holders of its initial public offering units to separately trade Class A ordinary shares and warrants starting February 25, 2026 [1][2] - The separated Class A ordinary shares and warrants will trade on The Nasdaq Global Market under the symbols "DBCA" and "DBCAW," while units that remain unseparated will trade under the symbol "DBCAU" [2] - A registration statement on Form S-1 for these securities was declared effective by the SEC on January 30, 2026, and the offering was made only by means of a prospectus [3] Group 2 - The Company was formed to effect a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses [5] - The Company intends to pursue acquisition opportunities in various sectors, particularly focusing on technology, healthcare, and logistics, where it believes its management teams' expertise will provide a competitive advantage [5]

Core Viewpoint - The trucking and logistics sector is experiencing significant disruption fears due to the emergence of AI platforms that promise to enhance efficiency and reduce the need for additional staffing, leading to a notable decline in stock prices for companies like RXO, JB Hunt, CH Robinson, and Expediters [1] Industry Impact - The introduction of AI agents is perceived as a potential threat to traditional business models, prompting discussions on whether the market's reaction is an overreaction or a legitimate concern [2] - The industry is witnessing a structural change with a significant reduction in capacity, attributed to factors such as non-domicile drivers and language proficiency issues, marking the largest structural change observed in two decades [12] Company Insights - RXO emphasizes that its business model relies heavily on relationships and service quality, with top customers maintaining partnerships for over 16 years on average [3][4] - The company serves over half of the Fortune 100 and Fortune 500 companies, highlighting its capability to manage large volumes of freight efficiently [6] - RXO's technology is designed to optimize freight solutions, enabling customers to shift between different shipping methods effectively [7] Customer Relationships - The value of long-term relationships is underscored as a competitive advantage, with clients returning due to the consistent service and results provided by RXO [4][5] - The company is focused on ensuring that clients receive tangible value from their services, especially in light of market pressures to reassess costs [8] Regulatory and Safety Considerations - The industry is facing regulatory challenges, particularly concerning driver vetting processes, which are critical for maintaining safety and reliability in freight transportation [9][10] - RXO's approach to vetting carriers is distinct, aimed at ensuring high standards for safety and service quality [10] Market Outlook - The demand side of the market remains soft, but there are indicators of optimism, such as a strong ISM report and positive trends in home building, which could lead to increased freight demand [12][13] - The labor market is being closely monitored as it will significantly impact retail and e-commerce sectors, which are crucial for freight volume [13]