Reddit Posts
UPS reports next Tuesday - Remember what happened to Fed Ex?
Who thinks UPS is gonna be deep in the red after earnings? I have this feeling they are going to moon. 🤷🏽♂️
Will Mark Cuban's pharmacy - Cost Plug Drugs destroy CVS, Rite Aid, Walgreens etc.
UPS Earnings: Loading Puts for the Q4 Dumpster Fire?
Southwest Airlines pilot pay would increase 50% under new labor contract
Would UPS experience IV crush after FedEx earnings?
Amazon now delivers more packages than FedEx and UPS in the US
What company is growing without many people noticing?
How does logistics or industrial sector fare during recession or one phase after recession?
Why is investing in financial sector (banks, insurance companies) not generally recommended for beginners, and why?
Cathie Wood points about the weakness of US economy
Nothing screams 4.9% growth like UPS shares hitting 52 week lows on drop in packages and collapse in US demand for cardboard boxes.
Is Jumia the gateway for companies to access Africa ?
The Important News from the Stock Market Today (09/26/2023)
UAW’s War on $GM, $F, $STLA: Lose/ Lose Situation?? (Except for $TSLA)
UPS Signs minimum hourly wage increase of 35.5% for part-time workers and average total driver compensation to $170,000.
UAW Makes Ambitious Demand: 46% Rise in Pay Over 3 Years, Potentially $80B.
If you can’t be a rich UPS driver, you can dress up like one!
When UPS asks why you want to be a truck driver.
UPS drivers after learning about there raise.
How is UPS not crashing right now?
Here’s my portfolio, 13% return after ~1 year. What should I improve?
UPS most discussed stock August 9 2023
UPS faces increased costs amid a slowing market, Congrats to the drivers
Everyone Wants to Work at UPS After Union Scores $170,000 Driver Pay
This week's expected moves: SPY, QQQ, Palantir, UPS, Disney, Alibaba and more
Should I roll my UPS puts? What new expiration should I pick?
Lost some money in $UPS puts. Using what's left to get a new tattoo of my wife's bf
Teamsters and UPS reach tentative contract agreement to avoid a strike
UPS stock price history around potential union strikes
Why I believe a UPS strike is inevitable and will lead to the U.S economy crashing
Why I believe a UPS strike is inevitable and will lead to the U.S economy crashing
What's gonna happen with our UPS puts?
Should I tell Grandma to go all in on UPS puts!?
I'm never buying Spy Puts ever again
$T, $VZ, $F, $ABT, $PARA, $INTC, $C, $UPS cut bait on loss or DCA to get even?
PussyBreath007 and friends constantly P&D this sub.
Teamsters meeting with UPS is going well...
Teamsters walked away from negotiations $UPS
Only a fraction of you have heard of this company, but I'd tell most of you to make a big bet on YELL (Yellow Corp) towards the end of July. Wait a bit though for the current volatility/drama to cool, then go in with a Long position. Yellow will begin to turn around in the 2nd half of this year:
Amazon near the end of exclusivity agreement negotiations with RIVN. FedEx, UPS and USPS will be buying Rivian’s vans 🚀 🚀 🚀
UPS Pending Strike. Longterm Impact On Valuation And Share Price?
KNX's USX Deal - KNX to the moon or alternative buyer theory?
UPS strike "imminent" if pay agreement not reached by Friday, Teamsters warn
Shopify ($SHOP) up 85% this year, time to sell the stock?
Should we short UPS as the Teamsters strike looms.
UPS Teamster Strike - Now Taking Bets
Who will UPS buy vehicle AC hardware from?
Anyone have experience with getting exposure in private companies via asset management companies?
Amazon is changing its deliveries behind the scenes to cut shipping times
The Wild $AMZN Ride - How I Bagged $12K in Profits While Y'all Apes Struggled
6 stocks to watch on Tuesday: UPS, General Motors, 3M and more (NYSE:UPS)
UPS stock drives lower as earnings underdeliver, guidance disappoints (NYSE:UPS)
Market Recap - 4/25/23 - Economy is flashing red while companies beating estimations left and right
ARVL - The no-brainer of the century! - Shorts cover at the bottom, can't get much more bottom than this!
Mentions
Did you also load up on their other darlings? Stocks like Paypal, UPS, or UNH?
So I’m guessing nobody said what you claimed. Data centers don’t work like you think. They don’t just buy new hardware and upgrade it all every 5 years. Some of the hardware will get upgraded every 4-6 years. They don’t just trash all the hardware they use it for other task. Networking hardware (switches, routers, optical interconnects) Storage arrays Power systems, cooling, UPS, transformers Some CPU racks 8-12 years. So your theory is false
Thank you for responding, I welcome your ideas. So what do you make of this: [https://ycharts.com/indicators/us\_recession\_probability](https://ycharts.com/indicators/us_recession_probability) According to that, the US Recession Probability is at 26.5%, higher than the long term average of 15.3%. I just feel, that saying that the odds of a recession are as close to zero as you can get is a bit of a stretch, but perhaps you are right. Are you concerned about the layoffs at Amazon, UPS, Target etc.? As long as the US is adding jobs in spades, that's what counts, but when a company like Amazon lays people off, doesn't that give you pause? Are you concerned why the Fed is lowering rates even though inflation has gone up or stayed flat five months in a row and is at 3%, a fair bit over their target? [https://tradingeconomics.com/united-states/inflation-cpi](https://tradingeconomics.com/united-states/inflation-cpi) I'm especially interested your opinion on why the Fed is lowering rates even though inflation is well above target, or is that just pressure from the president?
>PE ratios are horrible for near term performance guidance Well, I believe the average P/E (current, not Forward) will come down to 28 within the next 3 months and primarily because stocks will be lower. Historically, the average P/E doesn't usually stay outside the blue rectangle for very long: [https://userupload.gurufocus.com/1992292979825614848.png](https://userupload.gurufocus.com/1992292979825614848.png) The average P/E "over time" I think you will agree has become irrelevant because of how much weighting companies like NVDA, APPL, MSFT, etc have now, so when you're looking at average current P/E, probably better to look at a shorter time frame such as 3 years (or use forward P/E's as you said). When companies like Amazon and UPS are laying people off, and consumer sentiment reached the second lowest level ever in November (during the government shutdown) so I wouldn't say the chance of a recession is 0, but jobs are still being added at high levels, so I guess it's still low. Also, I believe there is some overestimation about the level to which AI will increase earnings. If Chat GPT is on the ball, AI will only increase earnings by about 10% over 5 years, meaning that a company that in 2023, a company that was expected to make $10 a share in 2028 will now make $11 a share. A lot of people I know have fantastical expectations above the degree to which AI will increase earnings.
UPS has failed in delivering my package for the 3rd day in a row. If I don’t get it today I’m buying puts from here until forever
>30 mins is massive productivity increase but I doubt it can just be achieved with an algorithm "don't turn left" and you can get half hour back in Manhattan before lunch. **Why UPS trucks (almost) never turn left** [https://www.cnn.com/2017/02/16/world/ups-trucks-no-left-turns](https://www.cnn.com/2017/02/16/world/ups-trucks-no-left-turns) “This can not only be dangerous, but makes traffic build up, unless you install a dedicated left-turn ‘phase,’ which is fine but basically adds **30 or 45 seconds to everyone else’s single time,**” he said. >Additionally supply chain is highly localised - what works in one neighbourhood might not work in another if truck is not moving, truck is not making money. by the time they're earning an advanced degree.. they know more about your neighborhood than you do. **MIT PhD Opportunities in Logistics and Supply Chain** MIT Interdisciplinary SCM PhD Study Opportunities [https://scm.mit.edu/mit-phd-opportunities-in-logistics-and-supply-chain/](https://scm.mit.edu/mit-phd-opportunities-in-logistics-and-supply-chain/)
What’s the news on UPS?
very satisfied with UPS and UNH purchases yesterday
Amazon has enough warehouse spread out around the nation that delivering in 2 days vs 7 days doesn't cost them more. Their delivery trucks are running full. Could they benefit from grouping deliveries to your home? Yes that's why they have Amazon day and subscribe and save and these incentivize buyers with additional discounts or a higher cash back percentage. But multiple Amazon vans are making it out to your neighborhood everyday. They have the volume to support that. In early days when they didn't have warehouses everywhere and people only used Amazon for occasional orders vs everything and Amazon was using UPS and FedEx to ship the majority of orders, it made sense to deliver slower.
I will watch for decrease. My home office looks out on to the street so I see everything. What amazes me is how much UPS and Fedex deliveries declined in the neighborhood.
guys its time to buy in signs of a bottom are almost there, the small caps and value stocks are not going down even though index are red. bitcoin is plunging further and indexes did not move in tandem anymore. when the index goes down but quality stocks are not done it signals a bottom already. look at RCL, UPS, UAL, bank stocks, money is going to rotate out of tech into these stocks. frothy stocks will remain in consolidation
I’m in aviation so we gotta read NTSB reports after big crashes, NTSB just released photos of the UPS flight takeoff and sure enough, whole fuckin engine ripped off the wing and hit the fuselage causing a fire. Damn MD11 looking like the AA DC10 flight
100% correct. Some of my value plays like UPS and NOVO are doing horrible. Look at the gap between 52 week lows and highs amongst companies in the market. Its fucking staggering and sometimes indicative of a bubble and or impeding correction
RIP to the UPS pilots.. those NTSB photos of the engine sheering off are horrible
They are one greedy ass mfs. Pays 0.01$ dividend lol 😂. UPS pays much better
Tbf, mega corporations (S&P 500) don't just invest billions into tech without being very confident that it will help its bottom line. Though AI adoption in enterprise settings has only been around for 1-3 years, it's already being implemented in many use cases. Here's a post I made on another thread: Meta’s AI-driven ranking system boosted time spent by about 7% on facebook and 6% on instagram, which means more ad views and higher revenue. Its AI ad tools (Advantage+) are improving conversion rates by around 5% and their Q2 revenue was up 22% YoY because of that. Google’s seeing the same thing with advertisers using its AI-driven (Performance Max) campaigns getting about 6% more conversions and its revenue grew 14% YoY with AI being a big reason. Amazon cited examples where task completion rates improved by ~57% using AI assistants. Its supply chain and logistics is being increasingly automated. Outside of tech, UPS’s AI route optimization saves about 100 million miles driven, 10 million gallons of fuel (around $300–400M a year). Walmart’s using AI and computer vision at Sam’s Club to speed up checkout by 23%, which cuts labor costs and improves throughput. They’re even licensing some of that tech now. And in healthcare, AI reduced radiologists’ workloads by about 33–44% in mammogram screening, while maintaining or improving detection rates. And AI scribe tools (for documentation) cut after-hours work by 30% and time spent in notes per appointment from ~10.3 min to ~8.2 min (20% reduction) for physicians. Pretty much every S&P 500 company will be using it in the near future, if they aren’t already, for all kinds of use cases. They’re actually testing the tech first to see how it can actually improve efficiency and cut costs before rolling it out company wide. If you see a huge AI deal, you can bet the homework’s already been done. Someone high up has to sign off on it, and they’re not green-lighting a billion-dollar contract unless they’re extremely confident it’ll deliver results.
Notable companies with layoffs in 2025: Amazon: Planning up to 30,000 corporate job cuts across several departments. Intel: Expected to lay off thousands of employees as part of a restructuring effort. Microsoft: Has made several rounds of layoffs in 2025, with estimates around 6,000-7,000 jobs. UPS: Has cut 48,000 positions, far exceeding its initial projections. Meta: Has also announced layoffs in 2025. Starbucks: Announced a restructuring plan that involves layoffs. American Airlines: One of the companies with layoffs in 2025. Accenture: Laid off over 11,000 employees worldwide. Synopsys: Plans to cut about 10% of its workforce following its acquisition of Ansys. Verizon: Cuts are expected to affect 15,000 jobs. This is just a fraction. They list them in Business Insider News. Geez just Google it dude. 🙄
Pull up a long term chart of UPS if you want an idea of where Amazon is heading. Basically just a logistics company now with Google cloud and azure swallowing up all their AWS growth
SMWB also may be acquired as well. They have an impressive list of large enterprise clients that have signed up for Multiple year locked in contracts - at 80% gross margins to SimilarWeb including : Google, JP Morgan, Coke, DHL, Hershey, P&G, T-Mobile, Adyen, UPS, Rakuten, Mayo Clinic, GM, Samsung, L’Oréal, Nike…
I remember when WMT and UPS decided the direction of the market.
Figures from Challenger, Gray & Christmas show more than 153,000 job cuts announced in October, the worst total for that month in over two decades. Meanwhile, payroll provider ADP reported that private employers shed an average of 11,250 jobs per week during the four weeks ending Oct. 25 — a stark reversal from earlier data suggesting a modest October job gain. In total, companies have disclosed over 1.1 million layoffs so far this year, a 44% jump over 2024. Tech and retail have led the reductions, including cuts from Amazon (AMZN), Target (TGT), UPS (UPS), and others. These mounting pressures help illustrate why gig platforms are becoming a fallback option for so many workers, even if official statistics fail to fully capture the shift.
Dawg they just hand all their packages off to FedEx and UPS. The shipper sorts the packages. That said their focus on ship from store and order pickup is why they are going to keep bleeding out. Fulfillment takes way more manpower per dollar brought in compared to just properly running a sales floor and staffing cashiers. Target is trying to compete with Amazon and it's not working.
absolutely not. They probably absorb UPS.
Look up which companies are doing large scale layoffs, and there's your list of companies who'll do very badly. You see, we all know company jobs are significantly "bullshit jobs", a lot of aren't employed there because they're necessary. Company management (just like the government) hires because that's what they want to do: have a big empire "below them". That means all the companies doing layoffs fundamentally don't believe their own reason to exist ... really exists. UPS, Amazon, Intel, Microsoft, Google, Nestlé, Salesforce, ...
VRME has got the fundamentals. Agreement with UPS, good earnings today and possible M&A incoming, they stated they are open to it in their 10-K. If we get some news about that this can spike to $2.00-$3.00 very fast
The data shows otherwise. These companies already have real revenue to show for it. Meta, Google, Amazon, Microsoft are all consistently beating earnings because their AI tools are already driving higher ad conversions, lower costs and bigger margins. This isn’t Robo-Taxi hype. Robo-taxis never showed up in financials. AI already has: Meta up 22% YoY, Google up 14%, UPS saving $300–400M, Walmart licensing AI tech, etc. The market is paying for results that are already on the balance sheet.
$VRME volume is starting to get in. Really low float and great potential with their UPS partnership
I’m long but it’s super hated rn WMT and TJX numbers not much better than TGTs but both trade at PEs in the 30s..market treats TGT like KSS…walk around the two and you’ll see they aren’t the same…believe it will go up, just don’t know how long it will take…my other comeback plays UPS and NKE seem to pop on earnings and then give it back settling back to hated status so I could see that happening..gl
I'd rather spend 300% shipping with UPS/FedEx because they won't lose my packages or send them to Malaysia
The concern that this raises is more on the smaller business side. Amazon more than 30k, UPS nearly 50k, Verizon and more. Those are the big ones, what happens beneath the surface at companies hit by tariffs. The 30 person company that lays off 3 or 4. The small, strong tariffs hit business in a town that closes and 4-5 are without job And suddenly you see layoffs in higher single digits or even higher. The bigger ones can just be an efficiency thing, or post COVID hiring like UPS because everybody shops online, that's a case by case thing
I've unironically used this for quite some time and it worked great. Picked up AAPL back in the days when everyone was saying they are done for and the iPhone is no more. Picked up META aswell around the congress hearings when again everyone was saying that META is finished and is the new Myspace. At the moment I am honeslty holding cash and picking up some boring stocks like PFE, UPS and VZ when everyone is saying that they are done for
UPS just chillin green lmao
Ah I see, ya I purchased 1000 rounds of 22 LR ammo (I use to kill rats) online just the other day. No ID required, no signature or anything, UPS left it with my other packages lol. Sheep and chickens is a great option for the apocalypse as well 😆.
Cheap Gynese goods delivered by UPS?
Literally everything on my lists is red except UPS and Alibaba. You know what this means…
That’s why I have a fake LinkedIn account. I work at UPS.
I mean you don’t know what their overall wealth is. Could be a big bet for them where as it is small for you. I enjoyed reading and I’m glad they posted. I also respect the honesty of saying how many shares instead of just posting a big number that isn’t real. To the OP thank you for sharing and no matter how big of bet this is to you, always make sure you can ride the UPS and downs. Google is a great company.
There are some other big players seeing success adopting AI. Here's a post I made on another sub: Meta’s AI-driven ranking system boosted time spent by about 7% on facebook and 6% on instagram, which means more ad views and higher revenue. Its AI ad tools (Advantage+) are improving conversion rates by around 5% and their Q2 revenue was up 22% YoY because of that. Google’s seeing the same thing with advertisers using its AI-driven (Performance Max) campaigns getting about 6% more conversions and its revenue grew 14% YoY with AI being a big reason. Amazon cited examples where task completion rates improved by ~57% using AI assistants. Its supply chain and logistics is being increasingly automated. Outside of tech, UPS’s AI route optimization saves about 100 million miles driven, 10 million gallons of fuel (around $300–400M a year). Walmart’s using AI and computer vision at Sam’s Club to speed up checkout by 23%, which cuts labor costs and improves throughput. They’re even licensing some of that tech now. And in healthcare, AI reduced radiologists’ workloads by about 33–44% in mammogram screening, while maintaining or improving detection rates. And AI scribe tools (for documentation) cut after-hours work by 30% and time spent in notes per appointment from ~10.3 min to ~8.2 min (20% reduction) for physicians.
I am not so sure about that shopping spree and it apparently is already to late. The Close had a guy on last week, who owns market property - basically open air malls. Great salesman (no sarcasm his pitch was great). He said, he just gets the traffic in and the businesses have to do the selling. One example was pulling the christmas sales way forward this year. Asked about inflation he said, that the guys with full inventories will be able to offer good discounts and have a great season and guys who were running on throughput may do worse. His pitch for the future was that he intended to bring in bigger chains, in order to attract more people which would also shop in the other businesses already there. Ol Cynical (yours truly) reads this: \- Some businesses still have full inventories from before the tariffs, which means, they had a pretty bad year \- That´s why sales have to be pulled forward to generate revenue and clear the storage \- Businesses which have throughput are facing pressure to raise prices instead, which means the tariffs are hitting now \- If he can pitch enough store space to large chains in order to make them interested, this office space is about to become empty and that means a lot of small shops have capitulated and are only hanging on to take the holiday season spending spree with them. Their leases would have to have already been cancelled if he is shopping out the space. Given that they will need a bit of time to clean up their leases likely expire January or February. And their employees will lose their jobs. Now, does this track with other data we get? Not if you listened to Fedex, but then again their profit gain may come from the UPS fleet grounded. But: \- The cardboard box business is doing horrible and that although the selling into the holiday season is already underway \- Some retailers had to cut back on Black Friday offers, because they would have been to expensive \- Retailers are cutting benefits for their staqff (like days off on half holidays) - in essence a wage cut. So, yes, I would say there is indirect data to support my read. The Close also mentioned today basically a burned kid fears the fire. Even is the checks arrive in time for the holidays, people may not spend them. Because believe it or not even after this shutdown ended, the next target date would be February... But I am just a d00msayer on WSB ... no one agrees. Maybe the Burry´s and Buffetts, but they don´t post.
UPS is going to tank so hard on the 17.
UPS dividend date Nov 17th. Every share earns you 1.65$. Chart showing bottom bounce, join the cause fellas
What’s going on with UPS?
Google buys chips from NVDA and puts them in giant data centers. GOOG does all of the installation, maintenance, and infrastructure work. UPS says "hey, we want to optimize our delivery routes to save money on gas." Google says ok, give me your data. And they take the data and handle all of the data analytics stuff, and find a solution for UPS to save money on gas. And UPS says holy shit, this is the future. We would like to continue to pay you to solve our problems. And Google says "cool, what are your other problems" And UPS says "um we don't have any other problems right now." And Google says "fuck you, pay me. If you don't pay me, I will solve FedEx's problems first instead of yours." And UPS says "But you solved all of our problems already." And Google says "Fuck you. FedEx will steal your marketshare unless you pay me." And UPS cries a little while signing a check to Sundar Pichai.
Falling knife. My advice. Take your losses and diversify. CELH, CGTX, UPS, B, GEHC, QUBT/IONQ, MBOT.
The market still hasn't forgiven UPS for the 2023 Teamsters union contract. All the COVID era gains have been erased because of it, trading below $100 when a year ago at this time it was around $135. Trade wars have not impacted them as bad as inflation and the Teamsters contract. As a long shareholder it's bitter to see the market treat UPS like a regional fertilizer supplier instead of the global 125+ year old company that it is with operations in multiple countries. Like you, I'm not counting on the dividend as guaranteed, very possible the board will cut it. I have no confidence in the CEO, decoupling from Amazon in 2025 was bad timing due to ignoring global economic conditions. The CEO has no balls to do something disruptive in the logistics field that would push the stock higher.
To try and answer your question (as I mostly import smaller goods), I can’t speak for previous tariffs on say container loads. In my personal experience, the price I used to pay, is still the price I pay for my goods. I have two options. 1. I pay the tariffs up front bundled into the shipping cost. 15% of the cost of goods (with China), upon delivery I may also get billed the 15% again cited as reciprocal tariffs by UPS. 2. I don’t pay anything up front, the item ships then I get hit with both tariffs before delivery or the package isn’t released. The US also did away with the de minimis, which allowed people to import things under $800 without any fees. This helped people who imported frequent, but small shipments (like myself) as we often just had the value marked under this. China seems to match the US, so we charge them 15%, and they charge us 15%. Either way, we (Americans) pay both tariffs, so we get boned twice. There is still a majority of people who think other countries are just biting the bullet and paying the tariffs we charge, not knowing that it’s actually us paying both. Thats why I made my original comment.
Probably just USPS I think. I think UPS terminated their contract with Amazon lately.
> I'd argue UPS is being disrupted by Amazon. amazon does such an absurd volume that they can't handle all their own shipments. they still do lots of ups, fedex, and usps shipments.
I'd argue UPS is being disrupted by Amazon.
these companies are in DRASTICALLY different situations from one another. LCID is a bad company that isn't profitable and will likely never be profitable, and only still exists because of saudi backing. ADBE is a company that was basically a monopoly in its sector but has its future called into question due to ai and how that will change the world UPS is just perfectly fine.
The swoosh doesn’t mean what it use to before. New entrants are beating out the quality/style factors and gobblin market share. Agree with UPS if they keep up with the div. ADBE is fucked - AI is their demise and they are overpriced af with weakening billings.
I’m thinking 10 year horizon, I also like UPS and a few other hated consumer staples great dividend, quality names at 5 year lows? Sign me up
UPS is fine if they can keep up with dividends
bag holding on UPS and PSNY. On my trip to China I did see Polestar showrooms here and there. In NYC they do have a showroom as well. But its issue is that it competes directly with Volvo. UPS I'm seeing how it pans out.
MSAI mystery global client: >Based on the context, yes, it's likely at least a mid-cap company (market cap $2-10B) or larger, as true global logistics players rarely dip below that threshold for international operations and tech integrations like MSAI's AI-driven predictive maintenance. CEO Asim Akram: "This expansion reflects deep trust built over years of collaboration," hinting at a long-term relationship, not a cold outreach. Potential candidates: Amazon, UPS, DHL, FedEX *AI analysis* Sounds like it is Amazon. But a deal with any of the above, would be a key stepping stone for MSAI.
UPS stock went down more than 7% this year
Hoping the shutdown continues and all thanksgiving and Christmas flights are canceled. Hopefully FedEx and UPS don’t deliver Christmas gifts either
It's also a good thing every shipping company (UPS, FedEx, DHL, etc...) won't have to refund their brokering fees for fronting your tariff money. Those charges were often a minimum of $17 per package no matter the tariff owed. Each company has been raking it in.
Unless it’s corporate positions, AI isn’t replacing any drivers at UPS or FedEx. HR departments though are getting gutted with useless automated solutions that suck.
UPS has a 7% div? That's crazy. How do they sustain that?
As long as it’s not aboard a UPS plane….oh wait….
Only up from here! Disclaimer: inherited UPS stock this year.
UPS and FEDEX grounding their cargo fleets...
American delivery firms UPS and FedEx have temporarily grounded part of their fleets of cargo planes after a mid-take-off crash in Kentucky on Tuesday left at least 14 people dead. The UPS aircraft burst into flames shortly after take-off when it collided with neighbouring business premises, triggering a huge fire which gutted several buildings and closed Louisville International Airport. UPS said the decision to ground MD-11 models followed instructions from manufacturer Boeing, while rival delivery giant FedEx confirmed it would follow suit.
AI is a lot more than chatbots. Here’s a post I submitted on another sub: Meta’s AI-driven ranking system boosted time spent by about 7% on facebook and 6% on instagram, which means more ad views and higher revenue. Its AI ad tools (Advantage+) are improving conversion rates by around 5% and their Q2 revenue was up 22% YoY because of that. Google’s seeing the same thing with advertisers using its AI-driven (Performance Max) campaigns get about 6% more conversions and its revenue grew 14% YoY with AI being a big reason. Amazon cited examples where task completion rates improved by ~57% using AI assistants. Outside of tech, UPS’s AI route optimization saves about 100 million miles driven, 10 million gallons of fuel (around $300–400M a year). Walmart’s using AI and computer vision at Sam’s Club to speed up checkout by 23%, which cuts labor costs and improves throughput. They’re even licensing some of that tech now. And in healthcare, AI reduced radiologists’ workloads by about 33–44% in mammogram screening, while maintaining or improving detection rates. And AI scribe tools cut after-hours work by 30% and time spent in notes per appointment from ~10.3 min to ~8.2 min (20% reduction) for physicians.
From a data perspective, most "bubblers"are referring to Shiller/CAPE index which is the long term PE ratio of the SP500, and it currently does sit near all time highs. The "AI narrative" is because the largest weights in said SP500 are heavily invested in the area. The entire circular money argument is nonsense. When company A exchanges an asset of value (cash, equity) to company B for a good or service, that is a legitimate economic transaction. If B then transacts with A, that's an entirely separate activity. Nobody is giving away anything for free. What's different if A goes to B and and B goes to A, versus A goes to B and B goes to C? It just means C got a win over A - not that this is "real" and other was "fake". Let's suppose AMZN contracts out to UPS to help with package delivery. And then separately, UPS decides to use AMZN AWS to host their web service and compute infrastructure. Is this fake/circular money? I'm fairly certain most will agree it is not. UPS could have instead gone to MSFT Azure to get another party involved. So it's not different than my prior A/B/C examples. Nothing unusual or out of the ordinary. AI "loop" is simply because a) big tech are the ones driving AI buildout b) big tech has the funds to do so c) AI/GPU hyperscaler is just the next interation of CPU/cloud hyperscaler. Makes perfect sense to me, just as AMZN can go to UPS and FDX for delivery. They aren't going to UBER or LFYT or COKE (distributor for KO). It's called synergy - it can be both inter-business or intra-business.
$UPS one of the few bull flags in the market rn attempting to break out
Every earnings call -30k jobs. UPS! TARGET! GOOGLE! AMAZON! FIRE FIRE FIRE! Stocks shoot up 10% BULLISH MARGIN PROFITS! Suddenly jobs report comes out saying jobs are down! No jobs being created! Oh no! Worst jobs ever! Better sell! Lol
….. dispatch their UPS van 2 hours to deliver anal beads to a farmer in bumfuck nowhere It must be the wine because I’m giggling to myself like a little girl…
Might wanna check the package status.. UPS usually routes Ukranian girlfriends through Louisville
UPS has been declining for at least five years now. I wouldn’t touch it.
Definitely UPS, and also other transportation companies like Ford. Add WEN to the list as well.
UPS will shoot right back up, tariffs did a big number on their international business.
Said this on another comment last week. Eliminating jobs because of AI is an easy way to spin cost cutting measures positively. For example, UPS eliminated 40K jobs...AI isn't replacing 40K jobs.
>Last month was the worst October for layoff announcements since 2003 as companies slashed roles to save money, pared back pandemic-era hires, and planned ahead for artificial intelligence, according to the global outplacement firm Challenger, Gray & Christmas. >Employers announced 153,074 cuts last month, compared to 55,597 cuts in October 2024. Last month’s figure was “the highest total for October in over 20 years, and the highest total for a single month in the fourth quarter since 2008,” Andy Challenger, chief revenue officer for Challenger, Gray & Christmas, said in a report Thursday. >Altogether, US firms announced the end of 1,099,500 positions through the first 10 months of this year, up 44% from the 761,358 cuts seen for the entirety of 2024. Technology businesses led private-sector layoffs. >“October’s pace of job cutting was much higher than average for the month,” Challenger said in a statement. >“Some industries are correcting after the hiring boom of the pandemic, but this comes as AI adoption, softening consumer and corporate spending, and rising costs drive belt-tightening and hiring freezes,” he continued. “Those laid off now are finding it harder to quickly secure new roles, which could further loosen the labor market.” >Recent notable layoff announcements have come from Amazon (AMZN), Target (TGT), and UPS (UPS). Year-to-date cuts are at their highest since 2020, Challenger said, when the pandemic wreaked havoc on the labor market. >The Challenger report comes amid a data drought from the Labor Department due to the government shutdown — now the longest in US history. The last official jobs report reflects labor conditions from August, while data from September has yet to be published. October’s jobs report, due out tomorrow, is unlikely to be published. [Source](https://finance.yahoo.com/news/last-month-marked-worst-october-for-layoffs-in-more-than-20-years-challenger-132320043.html?.tsrc=fin-notif)
UPS 9/11’ing Louisville was the top
I did that. I held Amazon calls and UPS but that’s all I played.
So if the government stays closed, eventually the FAA grounds flights, so the economy partially stops with UPS and Fedex grounded? Or is that too deep
I tailed on UPS (up on that) and LULU (think it’s around even).
To add: There’s a higher likelihood that DOGE’s cuts to FAA earlier this year are impactful in this scenario. UPS primarily laid off support, sales, marketing, etc. roles that deal with revenue generation and customer retention
So everyone who had to pay DHL or UPS tarriffs on ebay and other online purchases would also be reimbursed, right? Right?
NTSB is expected to recommend that FAA ground all $UPS flights at 3PM EST .. stock likely goes to $86-$88 range
I hope a UPS plane flys into this SPY chart with dou le tarrifed goods
Damn a UPS plane crashed this morning? Crazy video of the aftermath
UPS didn’t deliver the pocket pussies I ordered next day air. I hope they get here soon SPY 700
I think this is an issue with that being a shitty plane, rather than a UPS problem.
🤔 waiting to see if $UPS tanks after yesterday's accident...
I was holding calls on UPS earnings it pumped to 109 from 89 pre market and sold off to 95 now sitting at 91. Why aren’t gains holding?
I'm just thankful the new pocket pussy I ordered wasn't on that UPS plane.
Jesus, that UPS cargo plane was flying to Hawaii. That thing was absolutely loaded with jet fuel.