6 May 2026 02:22

DHUnplugged #801: Robot Takeover Begins

Good overall earnings season – still going strong

Economic reports show a mixed picture – but still good enough

Semi-annual earnings report option gaining steam

Saying goodbye to Spirit Airlines

Markets

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Warm-Up - Good overall earnings season - still going strong - Economic reports show a mixed picture - but still good enough - Semi-annual earnings report option gaining steam - Saying goodbye to Spirit Airlines - EGGS - Breaking News!

Markets - Are markets riding tariff refund wave? - Oil shoots up then slips back after Iran tensions rise and fall - New Highs - NAZ100 powering ahead - Huge Capex and OBBBA

NEED A NEW CTP - CMG (last time was 2017)

Ship Sailing - Seems that under the protection of the USA - a Maersk ship passed through the Strait - But how many can they do a day like this? - Oil down after a huge spike yesterday due to IRAN striking UAE

Big Shakeup - US transportation stocks plunged after Amazon announced expanded logistics offerings that will turn it into a major competitor for parcel carriers and air freight companies. - The move is a threat not just to other couriers' grasp on e-commerce, but potentially to more profitable areas such as healthcare, which UPS and FedEx have made a central part of their strategies. - Amazon will offer freight, distribution and fulfillment, and parcel shipping to standalone customers, and its announcement "could be a watershed moment for North American freight transportation companies," according to Morgan Stanley analyst Ravi Shanker. - FedEx Corp. shares fell 9.1% in their worst day in more than a year, while rival United Parcel Service Inc. dropped more than 10%. -- Logistics firms Forward Air Corp. and GXO Logistics Inc. suffered double-digit declines. Old Dominion Freight Line Inc., among other truckers, slid almost 7%. --- FYI - Did you know... last year there was a total of 23.9 BILLION packages shipped in the US. 25% was delivered by Amazon, Fed and UPS delivered a third.

Off the Hook - Chump Change - Elon Musk agreed to pay $1.5 million to settle


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