Macquarie Asset Management has made a conditional, non-binding bid for logistics group Qube for A$5.20 ($3.36) per share in cash https://t.co/xok3vpoCSO ...

Company Overview - Verizon is preparing to cut approximately 13,000 jobs, marking the largest workforce reduction in its history [1] - The company employed about 100,000 people at the end of 2024 [1] Strategic Changes - Most layoffs will come from direct cuts, with additional reductions tied to transitioning about 200 corporate stores into franchise operations [2] - Daniel Schulman was appointed as the new CEO about a month prior to the layoffs, indicating a readiness to overhaul the organization [2] Market Position - Verizon lost 7,000 consumer postpaid phone customers in Q3 2025, contrary to Wall Street analysts' expectations of a gain of 19,000 [3] - Competitors T-Mobile and AT&T continue to grow their postpaid subscriber base, increasing pressure on Verizon [3] Cost Management - Schulman emphasized the need for efficiency and cost reductions as a way of life for the company [3] - The company is undergoing a significant shake-up to address customer losses and improve financial performance [4] Industry Context - Verizon's job cuts are part of a broader trend among major corporations, including Amazon, UPS, Target, and Nestle, which are also reducing jobs to protect margins and invest in automation and AI [5] - The telecom industry is facing heavy competitive pressure, leading to subscriber losses for Verizon [6]

Core Insights - Uber's stock price is currently around 91 dollars, reflecting a significant increase over the past year due to revenue growth and improved operating efficiency, despite volatility linked to tech-sector sentiment and regulatory changes [2][4] - The company achieved consistent profitability in late 2024, leading to a trailing P/E ratio of 11.69, the lowest since its IPO, while a forward P/E of 21.83 indicates expectations for continued earnings growth [2][4] - Analysts project Uber's stock could reach 184 dollars by 2030, with a consensus price target of 109.25 dollars, suggesting a potential upside of approximately 26 percent from current levels [5][7] Company Overview - Uber is transitioning from a ride-hailing service to a comprehensive mobility and logistics platform, with significant investments in technology and expansion in delivery and freight services [4][12] - The stock is favored by growth-oriented investors, but it remains in a "higher risk, higher reward" category due to regulatory, competitive, and macroeconomic factors [4][20] Financial Projections - For 2025, projections indicate cautious optimism, with expected stock prices ranging from a bullish prediction of 83.61 dollars to a bearish prediction of 69.89 dollars [8][16] - By 2030, bullish scenarios suggest Uber could solidify its dominance in multiple sectors, while bearish scenarios highlight risks from competition and regulatory challenges [19][20] Analyst Sentiment - A majority of analysts (29 out of 38) rate Uber as a Buy or Outperform, with the most optimistic forecasts reaching 150 dollars [7][12] - Recent analyst calls imply an average price target of 114.33 dollars, indicating a positive outlook for the stock [7] Growth Drivers - Sustained revenue growth and profitability across core segments, along with diversification into high-margin revenue streams such as autonomous vehicles and healthcare-related services, are key components of the bullish outlook [12][19] - International expansion in emerging markets is expected to enhance long-term growth prospects [12] Risks and Challenges - Regulatory risks, particularly around gig worker classification, could significantly impact costs and operational structure [13][14] - Competitive pressures from both traditional and new market entrants may limit market share and pricing power [13][14]

Core Insights - A new equilibrium state in supply chains is emerging, characterized by more regional patterns, which will take time to fully transition in the industrial economy [1][6] - The impact of US tariffs and the end of exemptions for low-value goods has disrupted global parcel trade, with FedEx anticipating a $1 billion loss due to trade volatility, primarily from reduced shipments from China to the US [1][6] - FedEx is adapting to these changes by shifting its capacity and redeploying aircraft to respond to new trade flows from China to Europe, Latin America, and other parts of Asia [1][6] Industry Trends - The long-term changes in global trade and supply chains are driven by technology and geopolitical risks, indicating a persistent shift in market dynamics [6] - Companies are increasingly recognizing that the costs associated with supply chain disruptions outweigh the benefits of maintaining lower inventory levels [5][6] - The ability of logistics companies to adjust capacity quickly is highlighted as a competitive advantage over manufacturing, which cannot adapt as swiftly [2][6]

safely. All right. You know where there's not a lot of fear and anxiety.At the CNBC CEO Council event on the main streets of Palm Beach Gardens, Florida where Morgan Brennan is. Morgan. >> Yeah, I have the best live chat of the day.Brian, thank you. Joining me now here from the CNBC CEO Council for an exclusive interview, Jim Crane. He is chairman of Crane Worldwide Logistics, which is involved in a whole host of industries, autos, energy, hospitality, life sciences, more.He is also the owner of the Houston ...

Core Viewpoint - A class action lawsuit has been initiated against Jayud Global Logistics Limited, alleging misrepresentations about the company's business and involvement in a "pump-and-dump" scheme targeting retail investors [3]. Group 1: Lawsuit Details - The class action is on behalf of investors who purchased securities between April 21, 2023, and April 30, 2025, with a deadline of January 20, 2026, for filing a lead plaintiff motion [1]. - The lawsuit claims that defendants engaged in deceptive practices, including using impersonators to promote Jayud in online forums and social media, leading to a buying frenzy among investors [3]. Group 2: Legal Representation - The Portnoy Law Firm is representing investors in this case and offers complimentary case evaluations to discuss options for recovering losses [2][4]. - The founding partner of the firm has a track record of recovering over $5.5 billion for investors affected by corporate wrongdoing [4].

Group 1 - The article discusses the author's personal experiences and challenges in trading Jack in the Box Inc. (JACK) stock, indicating it has been an unsuccessful investment attempt [1] - The author has been involved in the logistics sector for nearly two decades and has a decade of experience in stock investing and macroeconomic analysis, focusing on ASEAN and NYSE/NASDAQ stocks [1] - The author diversified their portfolio by investing in various sectors, including banking, telecommunications, logistics, and hotels, and has holdings in both the Philippine and US markets [1] Group 2 - The author began trading in the US market in 2020 and has been using analyses from Seeking Alpha to compare with their own research in the Philippine market [1] - The article highlights the author's transition from using a relative's trading account to opening their own account, which increased their awareness of the US market [1] - The author emphasizes the importance of portfolio diversification, moving beyond traditional savings in banks and properties to include stock investments [1]

Core Insights - Fr8Tech has entered into a multi-year service agreement with Fetch Compute to utilize their ASI-1 large language models, enhancing its AI-driven logistics solutions [1][2] - The integration of Fetch AI's technology will enable Fr8Tech to develop next-generation logistics AI systems, including autonomous task agents and real-time voice-enabled AI agents [2] Company Overview - Freight Technologies, Inc. (Fr8Tech) is a logistics management innovation company that offers a range of technology-driven solutions aimed at optimizing and automating supply chain processes [3] - The company's portfolio includes various platforms such as Fr8App for cross-border shipping, Fr8Now for less-than-truckload shipping, and Fleet Rocket for transportation management [3] Technology and Innovation - Fr8Tech plans to leverage the ASI-1 models to enhance multi-agent collaboration in freight procurement, scheduling, exception handling, and real-time communication [2] - The integration of advanced AI technologies is expected to significantly improve operational workflows for shippers, carriers, and brokers [2]

Group 1 - The article discusses the investment service "Asia Value & Moat Stocks," which targets value investors looking for Asia-listed stocks with significant discrepancies between market price and intrinsic value [1] - The focus is on deep value balance sheet bargains, such as net cash stocks and low price-to-book (P/B) stocks, as well as wide moat stocks that represent high-quality businesses [1] - The service provides monthly updates and watch lists to assist investors in identifying potential investment opportunities in the Asian equity market, particularly in Hong Kong [1]

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] - The popularity of insurance companies in the Philippines since 2014 indicates a shift in investment strategies among local investors, moving towards a more diversified portfolio [1] - The entry into the US market has provided additional avenues for investment, particularly in sectors such as banking, hotels, and logistics, reflecting a broader trend of globalization in investment strategies [1] Investment Strategies - Initial investments were focused on blue-chip companies, but there has been a diversification into various industries and market capitalizations over time [1] - The approach includes holding stocks for retirement as well as for trading profits, showcasing a dual strategy in investment [1] - The use of platforms like Seeking Alpha has facilitated knowledge sharing and comparative analysis between different markets, enhancing investment decision-making [1]