Core Viewpoint - United Parcel Service (UPS) announced approximately 30,000 job cuts in 2023 as part of a cost-cutting strategy and the winding down of its partnership with Amazon, following significant job reductions in the previous year [1][4][5]. Group 1: Job Cuts and Operational Changes - UPS plans to reduce operational hours by about 25 million as it decreases its reliance on Amazon [1]. - The job cuts will be achieved through attrition and a second voluntary separation program for full-time drivers [4]. - The company previously cut 48,000 jobs in 2022, including 34,000 operational roles and 14,000 in management [4]. Group 2: Strategic Shift and Financial Outlook - The announcement of job cuts was unexpected, as UPS had initially projected a total of 20,000 layoffs by 2025 [5]. - CEO Carol Tomé, who has been under pressure from investors due to the company's underperformance, is leading a multiyear turnaround plan [5]. - UPS anticipates $3 billion in total savings from ending its business with Amazon [9]. Group 3: Future Plans and Performance - UPS has identified 24 buildings for closure in the first half of 2026, with potential for more closures later this year [4]. - The company aims to enhance automation across its network as part of its operational strategy [4]. - Following the job cuts and the release of fourth-quarter earnings that exceeded Wall Street expectations, UPS shares rose by 3% [9].

Earnings Reports - Boeing (BA) reported a Q4 loss of -$1.91 per share after excluding a one-time sale of Digital Aviation Solutions for $10.55 billion, with revenues up +57% year over year to $23.95 billion [1] - UnitedHealth (UNH) beat earnings estimates by 2 cents at $2.11 per share, but revenues fell slightly by -0.04% to $113.22 billion, leading to a pre-market share drop of -15% [2] - General Motors (GM) exceeded earnings expectations with $2.51 per share, a +14% beat, and reported quarterly revenues of $45.29 billion, down -1.83%, while announcing a +20% increase in dividends [3] - United Parcel Service (UPS) posted earnings of $2.38 per share on revenues of $24.48 billion, beating estimates by +7.2% and +1.95% respectively, although shares were trading modestly down after initial gains [4] Market Expectations - January Consumer Confidence is anticipated to be reported at 90, slightly above the previous month's 89.1, but still below the 100 points average seen over the past four years, reflecting consumer strain from a delicate labor market and policy shifts [5] Upcoming Earnings - Texas Instruments (TXN) is expected to report Q4 earnings with flat year-over-year growth but a +10.7% increase in revenues, continuing a streak of eight consecutive quarterly earnings beats, with the stock up +13% since the start of the year [6]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for being a forward-looking technology adopter, utilizing decades of expertise and experience among its content creators [4] - The company employs automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]

Core Viewpoint - United Parcel Service (UPS) is planning to eliminate an additional 30,000 jobs this year as part of its strategy to wind down its partnership with Amazon and implement a multi-year turnaround plan [1][2][3] Group 1: Job Cuts and Operational Changes - UPS will reduce total operational hours by approximately 25 million due to the decline in business with Amazon [1] - The job cuts will be achieved through attrition, and a second voluntary separation program for full-time drivers is expected to be offered [2] - Last year, UPS eliminated 48,000 jobs, including 34,000 operational and 14,000 management positions, with previous estimates suggesting a total reduction of around 20,000 [2] Group 2: Financial Impact and Turnaround Efforts - UPS anticipates a total of $3 billion in savings related to the winding down of its operations with Amazon [3] - The company reported fourth-quarter earnings that exceeded Wall Street estimates, indicating progress in its turnaround efforts [3] - Following the earnings release, UPS shares increased by almost 2% in morning trading [3]

Core Viewpoint - A class action lawsuit has been filed against Coupang, Inc. for allegedly making false statements regarding its cybersecurity and regulatory compliance during the specified Class Period [1][3]. Group 1: Lawsuit Details - The lawsuit is on behalf of investors who acquired Coupang securities from May 7, 2025, to December 16, 2025 [1]. - Investors have until February 17, 2026, to seek appointment as lead plaintiff representatives [2]. Group 2: Allegations - The complaint alleges that Coupang had inadequate cybersecurity measures, exposing it to a heightened risk of data breaches, which could lead to regulatory scrutiny [3]. - Revelations starting in November 2025 indicated that a former employee accessed sensitive customer information for nearly six months undetected, leading to significant declines in Coupang's stock price [4].

Core Insights - FedEx Corp. has appointed Scott Ray as the new Chief Operating Officer for U.S. and Canada Surface Operations, effective June 1, with a transition period starting February 1 [1][2] - Ray will oversee all aspects of Surface Operations, focusing on daily package delivery and the execution of strategic initiatives like Network 2.0 [2][4] - With 39 years of experience at FedEx, Ray has previously served as president of Surface Operations and has led significant transformation efforts within the company [3][4] Leadership Transition - Scott Ray succeeds John Smith, who will become CEO of FedEx Freight on June 1 [1] - The leadership team of Surface Operations will report directly to Ray, and there are no plans to fill the president of Surface Operations position [4] Company Overview - FedEx Corp. generates annual revenue of $90 billion and offers a wide range of transportation, e-commerce, and business services [5] - The company is committed to achieving carbon-neutral operations by 2040 and emphasizes safety and ethical standards among its workforce of over 500,000 employees [5]

ATLANTA--(BUSINESS WIRE)---- $UPS #UPSearnings--UPS (NYSE:UPS) today announced fourth-quarter 2025 consolidated revenues of $24.5 billion. Consolidated operating profit was $2.6 billion; non-GAAP adjusted consolidated operating profit was $2.9 billion. Diluted earnings per share were $2.10 for the quarter; non-GAAP adjusted diluted earnings per share were $2.38. For the fourth quarter of 2025, GAAP results include total charges of $238 million, or $0.28 per diluted share, comprised of a non-cash, after-tax ...

Winter Storm Fern swarmed much of the continental U.S. Sunday, with heavy snowfall and freezing temperatures leaving hundreds of thousands without power and throwing a wrench in freight and delivery operations across the Midwestern, Southern and Northeastern parts of the country. Major logistics operators including UPS, FedEx and the U.S. Postal Service (USPS) all issued delivery delay warnings ahead of the snowfall, with UPS forced to suspend operations at its Worldport air hub in Louisville, Ky. Sunday. ...

分组1: Federal Reserve and Economic Outlook - The Federal Reserve is expected to hold interest rates steady this week, with no new projections anticipated [37][38] - There is significant interest in the press conference for insights on the Fed's future rate decisions and potential dissents among policymakers [40][41] - The current economic environment is described as being in a "plausible range of neutral," indicating a balanced approach to monetary policy [39] 分组2: Earnings Reports and Market Reactions - Major tech companies including Microsoft, Meta, Tesla, and Apple are set to report earnings this week, with a focus on AI impacts and spending plans [19][30][26] - Microsoft is expected to report a revenue of approximately $25.1 billion for Q4, with analysts looking for insights on Azure growth and capacity constraints [32][23] - Meta is anticipated to provide updates on its spending plans and the performance of its Reality Labs division, which has seen layoffs and a shift in focus [28][29] 分组3: Precious Metals Market - Gold prices have surged above $5,000 per ounce for the first time, indicating potential market concerns and geopolitical tensions [42][44] - The silver market is also experiencing significant movements, suggesting a shift in inflation expectations from disinflation to potential hyperinflation [45] - The decline of the dollar is contributing to the rise in precious metals, raising questions about future economic stability and purchasing power [46][48] 分组4: Impact of Winter Storm on Industries - A severe winter storm has affected 17 states, leading to widespread power outages and significant disruptions in travel, with approximately 823,000 people without power and over 10,000 flight cancellations [9][10] - Retailers like Home Depot and Lowe's are expected to see increased demand for supplies due to the storm, while delivery services like DoorDash have paused operations in affected areas [13][16] - The storm's impact on consumer behavior and supply chains may influence Q1 earnings for companies in the retail and utility sectors [14][11]

Core Viewpoint - Grab Holdings Limited (NASDAQ:GRAB) has been upgraded to a Buy by BofA Securities, with a price target of $6.30, following a 32% decline in stock price since September [1][2]. Financial Performance - BofA Securities highlights that Grab's fundamentals in core mobility and deliveries remain strong, with expectations of gross merchandise value (GMV) growing at a compound annual growth rate (CAGR) of 17% from 2024 to 2027 [2]. - The adjusted EBITDA margin as a percentage of GMV is projected to improve from 3.6% in 2024 to 5.5% by 2027 [3]. Cash Position - Grab's net cash position of $5 billion is viewed positively, as it helps limit downside risk while supporting expected strong performance in GrabMart and quick commerce operations [3]. Strategic Acquisition - Grab announced the acquisition of Infermove, a China-based developer of AI-enabled robotics solutions, to enhance its first- and last-mile delivery capabilities [4]. Business Model - Grab operates a super app that integrates various services including ride-hailing, food and grocery delivery, package delivery, and digital financial services, connecting consumers with driver-partners, merchants, and delivery partners [5].