FedEx and UPS in freefall, double digit losses in a single session…
Bezos building a moat around the entire planet’s shipping…
The legacy players looking like ghosts, old models dying in real time…
The death of the middleman, one prime truck at a time.
Investors dumping transport like it’s a toxic asset.
Monopoly power has never looked this aggressive.
Amazon’s logistics expansion sends FedEx stock down 9%
“FedEx shares fell nearly 9% after Amazon launched its Amazon Supply Chain Services platform, offering freight, distribution, fulfillment, and parcel shipping to businesses across industries. The move directly competes with FedEx’s core services, leveraging Amazon’s vast transportation network, AI-driven forecasting, and integrated logistics capabilities. Investors fear this expansion could erode FedEx’s market share over time.”