Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv A driver of FedEx stands with packages near a delivery truck during Black Friday preparations in the Georgetown neighborhood of Washington, U.S., November 26, 2024. REUTERS/Benoit Tessier/File... Purchase Licensing Rights, opens new tabRead more March 24 (Reuters) - FedEx (FDX.N), opens new tabsaid on Tuesday it had launched a same-day delivery service with last-mile delivery software company OneRail, as retailers ...

FedEx is teaming up with last-mile delivery provider OneRail to offer same-day delivery service, on the heels of Amazon's recent launch of speedier delivery options. ...

Saudi Arabian quick-delivery firm Ninja has been gauging investor appetite for a potential listing in Riyadh, despite volatility in the Middle East https://t.co/DiCisYVBlW ...

Grab agrees to buy Delivery Hero's Foodpanda operations in Taiwan for $600 million https://t.co/KwXOdxsCHM ...

Core Viewpoint - Escalating geopolitical tensions in the Middle East and elevated oil prices are impacting global stock markets, yet long-term investors can consider recommendations from top Wall Street analysts who evaluate macroeconomic factors and specific company drivers [1]. Group 1: Netflix (NFLX) - JPMorgan analyst Douglas Anmuth upgraded Netflix's rating to a buy with a price target of $120, highlighting it as one of his top picks alongside Alphabet, Amazon, Spotify, and DoorDash [3][4]. - Anmuth believes Netflix is a "healthy organic growth story," driven by strong content, global subscriber growth, pricing power, and an under-monetized Ad tier, despite concerns over media mergers and acquisitions [4]. - The analyst projects a compound annual growth rate (CAGR) for Netflix of over 12% for forex-neutral revenue, 21% for operating income, 24% for GAAP earnings per share, and 22% for free cash flow from 2025 to 2028 [5]. Group 2: DoorDash (DASH) - Anmuth reiterated a buy rating on DoorDash with a price target of $272, expecting U.S. marketplace gross order value (GOV) to grow at a CAGR of 18% from 2025 to 2028, driven by increased monthly active users and order frequency [7]. - The analyst anticipates improvements in unit economics for U.S. restaurants by 2026 and positive contributions from the grocery and retail business [8]. - Anmuth sees significant monetization potential for DoorDash, noting that its ad monetization is currently less than 2% of GOV, compared to competitors like Uber and Instacart [10]. Group 3: Oracle (ORCL) - Guggenheim analyst John Difucci reiterated a buy rating on Oracle with a price target of $400, following solid fiscal third-quarter results driven by AI-led demand [12]. - Oracle reported a 22% overall revenue growth in the third quarter, attributed to superior technology that enhances performance at a lower cost [13]. - Difucci emphasized the importance of Oracle's AI infrastructure and traditional cloud workloads for future growth, while also noting the need for management to deliver on commitments to reassure investors [14].

DoorDash is paying delivery couriers in some markets to submit video clips and complete other digital tasks to help improve AI and robotics models https://t.co/o5AqvHQP1B ...

This story was originally published on Supply Chain Dive. To receive daily news and insights, subscribe to our free daily Supply Chain Dive newsletter. Dive Brief: Amazon delivered more packages than the U.S. Postal Service in 2025, establishing the e-commerce giant as the top U.S. parcel carrier by volume, according to a March 16 report from ShipMatrix, a shipping consultancy and analytics provider. Amazon's logistics arm reached 6.7 billion packages delivered last year, surpassing the Postal Service ...

I didn't think I would be nervous, but I am nervous. >> That's Britney Smith sitting with her daughter. The same mom who started a GoFundMe for their 78-year-old Door Dash driver, Richard.>> I don't know. Like, I just love this man. And I don't I've never even like met my grandpa.>> Richard is the man who came out of retirement after his wife lost her job. >> When you're in your mid70s, there's not exactly a line of people waiting to hire you. So Richard and his wife Brenda turned to Door Dash, tag teaming ...

Core Insights - FedEx has surpassed UPS in market capitalization due to Wall Street's positive response to its cost-cutting measures, despite UPS still delivering more packages [1] Company Analysis - UPS continues to lead in package delivery volume, maintaining a higher number of deliveries compared to FedEx [1] - FedEx's market capitalization has increased as investors reward the company for its strategic focus on reducing costs [1] Industry Trends - The logistics and delivery industry is witnessing a shift in market valuation, with cost management becoming a critical factor for investor confidence [1] - The competitive landscape is evolving, as companies like FedEx leverage operational efficiencies to enhance their market position [1]

Core Viewpoint - Uber Technologies, Inc. is viewed as a long-term investment opportunity despite short-term volatility, with the stock considered undervalued at current levels [1][3]. Company Overview - Uber operates technology platforms that facilitate mobility, delivery, and freight services, including ridesharing, food and retail delivery, and digital freight logistics [3]. Investment Strategy - A suggested investment strategy includes purchasing shares incrementally: buying 25 shares at $80, and 50 shares at $75, indicating a belief that the stock will not drop significantly below these levels [3].