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UBS Says Transport Stock Rout Is "Overdone" After Amazon News
UBS Says Transport Stock Rout Is "Overdone" After Amazon News
UBS senior analyst Tom Wadewitz, who covers freight transportation, told clients that Amazon's latest push to open its supply chain network to businesses beyond its own marketplace triggered an "overdone" sell-off in transport names, including UPS, FedEx, and C.H. Robinson.
Wadewitz said the risk is not new, noting that Amazon's supply chain service has been around since 2023. He said the pullback has created attractive entry points in select transport stocks, particularly UPS, FedEx, and C.H. Robinson.
"While we view AMZN's...
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May 30, 2026 / Tyler Durden
X Cracks Down On Large "Creator" Accounts Built On Stolen Content
X Cracks Down On Large "Creator" Accounts Built On Stolen Content
The saturation of large X accounts built almost entirely on recycled video clips has become impossible to ignore. Many of these accounts brand themselves as "creators," but they merely lift original reporting, strip attribution, repackage it, and monetize engagement as if the content were their own.
Elon Musk and X product head Nikita Bier have zeroed in on this issue. X is now demonetizing repeat offenders while redirecting impressions and revenue to true originators. For genuine creators producing original...
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May 28, 2026 / Attila Rebak
There Is No Reprieve in the Fed’s War on Savings
The Federal Reserve continues to destroy the economy’s savings base through a combination of artificially low interest rates and inflation. This war on savings will not end anytime soon.
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Jun 8, 2026 / Tyler Durden
Key Events This Week: All Eyes On The First CPI Print Over 4% In 3 Years
Key Events This Week: All Eyes On The First CPI Print Over 4% In 3 Years
Before we look at the Fed, let's take another quick look at the rollercoaster of the past trading session: a hawkish Fed repricing after the payrolls report triggered a sharp US equity sell-off on Friday with the S&P 500 falling -2.64% (2.59% on the week), its worst day of the year so far, snapping a run of nine consecutive weekly gains. Tech led the declines, not helped by Broadcom’s softer earnings earlier in the...
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