FedEx Corporation (a stock we hold in our funds!) has hit a new all-time high, up +89% over the past year! This move highlights its strong momentum in global logistics. FedEx now has a market cap of ~$93.4 billion and continues to benefit from strong execution and growing investor confidence. Key drivers: ✉️ Q3 FY2026 earnings beat expectations, with improved guidance ✉️ “DRIVE” program exceeding its $1B+ cost reduction target ✉️ “Network 2.0”, integrating Ground + Express to boost efficiency ✉️ Key catalyst: FedEx Freight spin-off (June 1, 2026) This is all a powerful combination of cost discipline, operational execution, and strategic catalysts driving the rally. We remain bullish! For more information about the sector, including ways to invest, visit https://t.co/tX8Eq0xzP3.
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