The USS Abraham Lincoln, the US aircraft carrier that has been deployed for nearly a year and has spent months supporting US military operations against Iran, is scheduled to dock in San Diego on Thursday afternoon.
It marks the end of a deployment that has been described as "one of the most operationally intense and consequential of the modern era" and that became marked by a record-stretch at sea, repeated deployment extensions, and reports of supply shortages, and deteriorating morale and mental health among some crew members.
The Lincoln left San Diego last November, initially bound for the Pacific. But it was redirected to the Middle East after the US and Israel launched their war with Iran in late February. The carrier remained there until late August, when it was relieved by the USS George Washington and began its journey home.
Earlier in August, the Lincoln's deployment made headlines and faced scrutiny as reports began surfacing about poor living conditions aboard the ship, including shortages of supplies and water, plumbing problems, low morale, and worsening mental health among the roughly 5,000 personnel on the carrier. Two leading military newspapers also reported that there had been two attempts by sailors to jump overboard, causing concern among families and military health experts.
The reports prompted outrage from Democrats, while senior officials in the Trump administration pushed back. Pete Hegseth, the US defense secretary, called the reports "completely misrepresented", and when reporters asked Donald Trump if he thought the deployment had gone on too long, he responded: "Not nearly long enough" – a comment that angered some naval families.

#military #Health

The Defense secretary praised the ship's crew for its resilience and dedication.
The USS Abraham Lincoln carrier strike group will return to its homeport of San Diego on Thursday, concluding a 10-month deployment to the Middle East where it played a key role in the war with Iran and set a new record of 265 days in between ports of call.
In all, the ship will have spent 321 days on deployment, the second-longest since the end of the Cold War. The longest deployment was set earlier this year when the carrier USS Gerald R. Ford returned from a 326-day deployment to Europe, the Caribbean and the Middle East.
Defense Secretary Pete Hegseth visited the Lincoln on Wednesday ahead of its return home and praised the ship's crew for its resilience and dedication during the lengthy deployment.
Hegseth told sailors gathered on the carrier's flight deck that he had extended their deployment twice -- in recent years typical carrier strike deployments have lasted seven months.

#carrier #hegseth #secretary #crew

American Tower Corporation (NYSE:AMT) traded at around $165 on October 6, within five dollars of its 52-week low of $160.06.
The company keeps 45.41% of revenue as operating profit on a portfolio of communications towers leased to wireless carriers. A business that profitable sitting at a 52-week low is usually a disagreement about the future rather than the present.
READ ALSO: What is eBay's (EBAY) Economic Moat, and is it Widening or Narrowing?
A tower is difficult to replicate for reasons that have nothing to do with engineering. Local authorities restrict where new structures can go, so an existing site near a highway or a dense suburb cannot simply be copied next door.
The economics follow from that scarcity. The first tenant on a tower covers the construction and the ground lease, and each additional tenant is close to pure margin. Gross margin of 73.77% is what that layering produces, and the 45.41% operating margin is what survives after the overheads.

#NYSE

In late September 2026, Huntington Ingalls Industries' Newport News Shipbuilding division secured a US$5.10 billion contract to conduct the refueling and complex overhaul of USS Harry S. Truman (CVN 75), while also advancing carrier programs and expanding unmanned production capacity across its U.S. facilities.
Together with the Navy order for 10 ROMULUS unmanned surface vessels and the Pocasset unmanned systems campus expansion, these developments highlight how HII is tying long-duration carrier work to growing autonomous maritime capabilities within its Mission Technologies division.
We'll now examine how the Truman overhaul award, alongside new ROMULUS unmanned vessel production, could influence Huntington Ingalls Industries' investment narrative.
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To own Huntington Ingalls Industries, you need to believe that its multi decade carrier, submarine and unmanned systems backlog can be converted into steadier margins and free cash flow despite current back end loaded cash expectations. The Truman refueling and complex overhaul award reinforces that backlog, but does not remove the near term risk that 2026 free cash flow could miss if contract advances or tax benefits arrive later or smaller than management hopes.

#unmanned #truman #romulus

Usha Vance experienced a terrifying moment on October 5 when she stepped off a helicopter at Joint Base Andrews in Maryland.
The Second Lady nearly stumbled down the aircraft's metal steps while carrying her baby boy, Alec, who was securely strapped to her chest in a carrier.
The scary incident unfolded as Usha — who was accompanied by her family — prepared to board a flight to Alaska where the Vice President, JD Vance will speak at a Republican National Committee rally in support of Senator Dan Sullivan.
Usha suffered a close-call
She was juggling her two-month-old infant alongside a large bag when she appeared to lose her footing near the bottom of the staircase.

#andrews

Second Lady Usha Vance's scary moment exiting a helicopter with her newborn has sparked a heated debate online. Fans raised concerns about the incident and questioned why no one stepped in to help.
Second Lady Usha Vance nearly stumbled while exiting the Marine Two helicopter at Joint Base Andrews in Maryland on Monday, Oct. 5, PEOPLE reported. She had 10-week-old son Alec Neel Vance strapped to her chest in a baby carrier. Vance also carried a large leather diaper bag as she descended the aircraft's staircase.
She grabbed the railing after missing a step and quickly regained her balance. She then turned back toward the helicopter's entrance to reassure those nearby. According to lip reader Nicola Hickling, Usha told nearby officers, "I'm okay, and he's fine… thank you" (via The Mirror).
Vice President JD Vance followed her down the stairs moments later. He carried their four-year-old daughter, Mirabel, and did not appear to notice the incident. The family traveled to Anchorage, Alaska, for a Republican National Committee rally supporting Senator Dan Sullivan's reelection campaign.
The video quickly went viral on X (formerly Twitter), sparking safety concerns and criticism. One user questioned why no one intervened, writing, "Did ******* ody notice that Usha Vance is carrying a 9-week-old baby and a huge leather diaper bag, and she nearly FALLS down the stairs of Marine 2? The Air Force officers didn't move to help her, and her husband barely even acknowledges her."

#exiting #concerns #questioned

Usha Vance nearly stumbled while holding her infant son, Alec, in a baby carrier as she exited a helicopter on Monday, Oct. 5
The second lady quickly regained her footing and soothed her son before Vice President JD Vance and their daughter, Mirabel, joined her
The Vance family traveled to Anchorage, Alaska, for a Republican National Committee rally
Usha Vance nearly stumbled while exiting a helicopter at Joint Base Andrews in Prince George's County, Maryland on Monday, Oct. 5.
The second lady had 10-week-old infant Alec Neel Vance strapped to her chest in a baby carrier at the time, according to USA Today. Usha, 40, and Vice President JD Vance share four children, including baby boy Alec, 9-year-old son Ewan, 6-year-old son Vivek, and 4-year-old daughter Mirabel.

#usha #alec #year

Megan Thee Stallion had one tiny problem while filming with Daniel Radcliffe: She kept seeing Harry Potter. The rapper admitted she struggled to separate Radcliffe from his iconic role while filming NBC's The Fall and Rise of Reggie ****** ins.
The unexpected fangirl moment came during a packed year for Megan. Alongside her acting work, she made her Broadway debut, navigated a breakup, and continued shaping her delayed Act III album.
Megan discussed the experience in a new interview with Marie Claire. She played Denise, a divorced mail carrier who developed a flirtation with Radcliffe's documentary filmmaker character, Arthur Tobin. "I was on that set, calling that man Harry Potter all day," Megan admitted.
Radcliffe apparently took the teasing well. Megan said their easy friendship helped create their chemistry onscreen. "Daniel made me feel so, so, so comfortable," she said. "We were literally talking and joking the whole time. I think that's why the chemistry was so good." Radcliffe returned the compliment, praising Megan's willingness to jump into acting. "We were honestly so lucky to get Megan to be on the show," he said.
He added that guest stars of her stature usually took longer to join established shows. Radcliffe called her "a total pro, a delight to work with, and really ****** funny." The role added another credit to Megan's expanding acting résumé. She also appeared in She-Hulk: Attorney at Law, Big Mouth, ****** s: The Musical and Mean Girls.

#daniel #harry #potter #filming

WASHINGTON (AP) — The U.S. military is dispatching roughly 9,000 troops aboard a group of ships to the Middle East, a U.S. official said Thursday. The bolstering of the American military presence comes as President Donald Trump warned anew that new strikes against Iran could be on the horizon.
The troop movement, which includes a third aircraft carrier, underscores the rapidly evolving dynamic of Trump's war against Iran as he ponders his next move, with midterm elections in the United States looming large and new signs that the nature of the conflict may be becoming more complex.
Trump has threatened that a post-midterm election escalation — despite his initial promises to Americans of a campaign that would last a matter of weeks — remains a viable option. Further complicating matters, Trump told reporters Thursday that early indications suggest that Iran is linked to the FlyDubai co-pilot who stabbed his captain and tried to crash an Israel-bound flight on Wednesday.
In an exchange with reporters at the White House, Trump raised the connection when asked by a reporter if there were any links between the pilot behind the attack and Tehran.
"I would say the answer, based on what I'm hearing, is 'yes,' but we're working on it right now," Trump said, without offering details.

#military #reporters #washington #middle

On September 17, B. Riley initiated coverage of Nokia Oyj (NYSE:NOK), giving the stock a Buy rating and setting the price target at $15. The firm pointed to the company's position in telecom infrastructure, cloud software, and hardware networking solutions.
Riley noted that the company's networking businesses are seeing strong growth. In Q2 2026, Optical Networks revenue increased 20% year-over-year, while IP Networks grew 16%. Net sales to AI and cloud customers also surged 105%. The research firm noted that hyperscalers continue to purchase Nokia Oyj's (NYSE:NOK) AI networking products to support large-scale computing clusters.
The company's AI and cloud opportunity is also reflected in its order book. Nokia Oyj (NYSE:NOK) reported EUR 2.8 billion in AI and cloud order intake during the second quarter of 2026. B. Riley pointed out that this provides revenue visibility into 2027. The firm also noted that the carrier inventory correction cycle that had weighed on global capital expenditures has now concluded.
Riley derived its $15 price target using a sum-of-the-parts valuation that separates the company's legacy ****** ets from its data center business. The firm applied a premium hardware multiple to the data center segment, reflecting its view of the potential operating leverage in that business.
Profitability Remains a Concern

#riley #NYSE #firm

At the start of September, the global network of transportation partners that retail giant Amazon relies upon to process an average of between 15 and 17.2 million delivery orders per day was suddenly thrust into public attention.
A cargo plane operated by 21 Air ran off the runway at Miami International in a major accident that killed five people traveling in a van on a nearby road.
Since the Sept. 6 crash, Amazon suspended its operations with 21 Air, pending an ongoing investigation by the National Transportation Safety Board (NTSB). The retail platform said it made the choice after it "spent time supporting the investigation and reviewing some of the surrounding circumstances."
While operating with an unblemished safety record, another of Amazon's network of thousands of transportation partners ended up in the limelight this week when it filed for Chapter 11 protection in a Florida court, Tampa Bay Business Journal reported.
Launched out of Winter Haven in Polk County in 2005, CLJ Transporting is a cargo carrier and dedicated Amazon Freight Partner that had been running deliveries for Amazon within a 200-mile radius of Davenport in the central part of the state for more than a decade.

#amazon #network

Milena Maria Pappas, a Director at Star Bulk Carriers (NASDAQ:SBLK), reported an indirect purchase of 74,400 shares on Sept. 15, 2026, according to an SEC Form 4 filing.
Metric
Value
Transaction value
~$2.1 million

#pappas

This story was originally published on Trucking Dive. To receive daily news and insights, subscribe to our free daily Trucking Dive newsletter.
Truckload LLC, doing business as Expedite Express, filed for Chapter 11 bankruptcy last week, a process typically done to reorganize operations.
The Southwest Florida-based carrier estimated its **** ets between $100,000 and $500,000 with estimated liabilities of $50,000 or less, per a voluntary petition in court. The business also suggested it had at least 50 creditors.
The business has four power units and eight drivers, according to a federal database as of early June, and provides services across North America, per its website.
Expedite Express joins a list of trucking companies declaring bankruptcy in 2026 as financial and operational challenges continue to batter the industry.

#dive #estimated #chapter

On September 4, the U.S. Department of War (DoW) announced a $336,112,000 Navy contract for Huntington Ingalls Industries, Inc. (NYSE:HII) to advance procurement of long-lead materials for the construction of the future USS William J. Clinton (CVN 82).
Work on the program will be executed in Newport News, Virginia, with completion anticipated by March 2039. Shipbuilding and conversion funding from FY 2026 will be obligated at the time of award.
The contract is not just a headline number, but reaffirms the company's status as the sole nuclear carrier builder for the U.S. Navy.
The long lead materials contract has secured Huntington Ingalls Industries, Inc. (NYSE:HII)'s role on the CVN 82 well before construction begins, which has extended revenue visibility to 2039.
According to defense websites, the Navy plans on spending $22.34 billion on its aircraft carrier replacement program over the next five years. This contract can be seen as among the first in a larger sequence, with more awards to come as procurement accelerates.

#navy #contract #ingalls #industries

Estes Express Lines is investing nearly $56 million to expand its cross-border and offshore freight network, including terminals, equipment and capacity serving Canada, Mexico, Alaska, Hawaii and Puerto Rico.
Alex Peebles, senior director of offshore and international at Estes, said the privately held, family-owned carrier is taking a longer view of the freight market rather than allowing current conditions to dictate its investment strategy.
"We're really looking at all of these investments from a long-term horizon and viewpoint perspective and one that's going to help accommodate growth and capacity into all the offshore international markets that we service," Peebles told FreightWaves.
Estes, which is celebrating its 95th anniversary this year, is North America's largest privately held less-than-truckload (LTL) freight transportation provider. The company operates a network of over 300 terminals and service centers across the U.S., Puerto Rico, Alaska, Hawaii with coverage extending to Canada, Mexico and the Caribbean
Peebles said the company's ownership structure gives it flexibility to move quickly when real estate and equipment opportunities arise.

#rico

Raffaele Zagari, a Director of Star Bulk Carriers Corp. (NASDAQ:SBLK), purchased 60,000 shares of common stock on September 15, 2026, according to a recent SEC Form 4 filing.
Metric
Value
Transaction value
$1.7 million

#corp

Elon Musk's ***** eX has been talking, internally, about buying the leftover customer files of startups that already went under. Not licensing data from companies that are still operating and can say no. Buying the digital estate of companies that no longer exist to say anything at all.
The discussions are happening inside ***** eXAI, the artificial intelligence division born in February when ***** eX merged with xAI. People familiar with the talks told Bloomberg they're informal and might go nowhere. But the idea makes sense from the perspective of an AI lab racing for the frontier.
The goal is basically cheap fuel for Grok. AI models learn from training data—the text, code, and records an algorithm studies to get better at predicting what comes next—and the good stuff, real business records instead of scraped web pages, is getting expensive. A dead company's file cabinet is apparently a bargain by comparison.
Google already did the same. The search giant paid $10 million in a bankruptcy auction for the internal records of Spirit Airlines, the discount carrier that shut down for good this year. They got around 100 million emails, 500 million Microsoft Teams messages, decades of employee files, all headed into an AI training pipeline.
That data belonged to real employees who signed up for a job, not an AI experiment. A flight attendants' union objected in bankruptcy court, arguing that scrubbing names off records—what companies call "de-identifying" data—doesn't stop someone from piecing together who said what in a decade of internal chats. The court fight is still ongoing.

#million #buying #still #training

On September 10, 2026, Copart, Inc. (NASDAQ:CPRT) reported fourth-quarter results for the period ended July 31, 2026, and used the call to announce an all-cash acquisition of digital auto marketplace ACV Auctions. Revenue grew 2.4% to $1.2 billion, but gross profit fell 5.5% to $481.4 million and net income dropped 17.4% to $327.4 million. Diluted EPS came in at $0.35 against $0.41 a year earlier.
Wall Street spent the following days separating the deal from the quarter.
Barrington's Gary Prestopino saw enough in the transaction to move off the sidelines, upgrading Copart, Inc. (NASDAQ:CPRT) to Outperform from Market Perform with a $40 target. His argument is that combining Copart's physical network with ACV's digital marketplace, at an implied equity value of $1.9 billion or $10.50 per share in cash, creates an end-to-end remarketing platform and opens a new growth vector in dealer-to-dealer and commercial vehicle auctions.
JPMorgan's Jash Patwa had already upgraded Copart, Inc. (NASDAQ:CPRT) to Overweight from Neutral ahead of the print, raising his target to $40 from $32 on encouraging salvage industry channel checks, web scraping data showing Copart gaining share with a carrier across several states, and a collision cycle he sees turning more favorable as insurance penetration recovers.
Freedom Broker, which trimmed its target to $36 from $39 while keeping a Buy rating, called the report mixed but framed the ACV move as a strong pivot toward digital marketplace expansion.

#NASDAQ #cprt #auctions

Amazon Business is now a $60B operation serving 11 million customers worldwide. In this FreightWaves Today interview, Amazon Business exec Daniel Silverfield breaks down what that scale means for procurement, supplier consolidation, same-day grocery delivery and AI-driven savings.The big takeaway: business buyers want fewer suppliers, better visibility and less waste in purchasing. Silverfield explains how Amazon Business is pitching exactly that to everyone from small companies to Fortune 100s.
Amazon Business has hit $60 billion in annualized gross sales and now serves 11 million customers worldwide, with 1.8 million organizations added this year alone — a growth rate that puts it on par with a Fortune 100 company if it were standalone. The platform, which launched roughly a decade ago after Amazon noticed businesses already shopping on amazon.com, is increasingly central to how companies across sectors manage procurement, from office supplies to same-day groceries.
The scale matters to shippers, carriers, and brokers because Amazon Business is driving a fundamental shift in B2B purchasing behavior — consolidating supplier pools, centralizing data, and moving procurement from quarterly reporting cycles to an always-on, AI-powered model. Every order that migrates to the platform is one fewer touchpoint for traditional distributors and one more shipment flowing through Amazon's own logistics network.
Daniel Silverfield, head of value and selection for Amazon Business, said the platform saved customers $880 million on Prime free shipping last year and $1 billion through business-specific discounts. The company added 30% new items year over year and recently launched same-day grocery delivery across 2,300 U.S. cities in the first half of this year, a capability customers had been requesting for some time.
"The big shift that we're seeing is that people are moving to a continuous, always-on, conversational-powered procurement journey where agents may be looking for the best price while they're asleep, maybe negotiating on their behalf while they're asleep, and then surfacing to them the best product to buy," said Silverfield.

#customers

Freight fraud risks and carrier vetting are the focus as Highway Chief Commercial Officer Michael Caney joins FreightWaves Today. He breaks down what brokers, carriers and shippers need to watch right now when onboarding and monitoring capacity.If you work fraud prevention, carrier compliance or network procurement, this conversation gets straight to the operational takeaway without the fluff.#FreightFraud #CarrierVetting #SupplyChain
Carrier-vetting platform Highway is putting its balance sheet behind its fraud-detection product: if a broker moves freight using Highway's guarantee standard and loses a load, Highway writes a check for $100,000. The company's chief commercial officer said the program covers the vast majority of carrier capacity in North America — and has paid out only once across roughly one million loads.
Of the approximately 175,000 carriers that move freight for freight brokers, Highway says more than 82% qualify for the guarantee tier. "What I would tell you is the industry keeps trying to solve for the bottom 18% of the market," the CCO said. "And what we're saying is if you will just move your freight to this cohort of carriers, which is the majority of capacity in North America, not only will you be fine, but Highway will stand behind it with a performance guarantee."
"The average cargo theft is not the $100,000, it's $250,000. This idea that a motor carrier can just show up and say, hey man, I'm gonna need this cargo, it's $250 grand, I'm good for it, is bananas."
The single payout to date stemmed from an identity-design flaw tied to California's non-domiciled limited-term licensing rules. A fraudulent carrier obtained a new license through California's process, resubmitted in Highway's system, and the alert dropped off before the bug was caught and fixed — costing Highway $100,000. The CCO described theft events as a "Swiss cheese" of compounding decisions rather than a single failure point, and said Highway continuously monitors for ownership changes, inbox compromises, and cyber anomalies within the guarantee framework.

#carriers #capacity #America

With aviation often a prohibitively costly industry for individual players without major backing, several smaller and charter carriers did not survive the spike in jet fuel prices that came at the start of 2026 following the U.S.-Israeli strike on Iran.
Major recent news in this ***** e includes the collapse of Spirit Airlines and the bankruptcy filing of Latvian flag carrier AirBaltic. Smaller carriers that shut down in 2026 include Mexican holiday airline Magnicharters, Finnish charter airline Jetflite, and most recently in September 2026, French charter carrier AirAiles.
And in Colorado, charter broker and indirect air carrier OneFlight International is reportedly pausing all flights for 30 days as a long string of financial problems catches up with it.
The company does not own any aircraft but functions as a broker, organizing chartered flights by private jet and jet card subscriptions.
A jet card is a membership in which customers book flight hours on a private plane at fixed rates. Along with fractional ownership, it is one of two main ways that passengers who fly private book their flights.

#carrier #card

Oscar Health (OSCR) raised its full-year earnings outlook while lowering its expected medical costs to cover benefits for its nearly 3 million Affordable Care Act exchange members. OSCR stock climbed in early Wednesday stock market action ahead of its 9 a.m. ET investor conference.
Oscar, which made an aggressive play to gain ACA market share, has seen enrollment surge 47% from a year ago as of June 30, even as overall enrollment has plunged due to the expiration of enhanced premium subsidies. As of now, it looks like the bet is paying off in a big way, with shares up 126% this year through Tuesday. But it's still a bit early to know, because Oscar's earnings depend not only on its own members' costs, but also those of other ACA insurers.
The ACA's No. 2 insurer by membership behind Centene (CNC) said that it now expects its medical loss ratio, or benefit costs as a share of premiums, to be in the 81% to 82% range, down from the prior outlook of 81.5% to 82.5%.
Oscar boosted its outlook for earnings from operations by $100 million at both ends to a range of $600 million to $800 million. The unchanged revenue outlook, between $18.7 billion and $19 billion, implies that no additional customer churn is expected.
Here is what investors should keep in mind. Compared to the overall ACA risk pool, Oscar's enrollment is relatively young, healthy and more likely to sign up for very-high-deductible bronze plans. Yet based on its relatively healthy risk pool, Oscar expects about 20% of its premiums will be paid out via risk adjustment to other carriers under ACA rules. That means results in the second half of this year depend to a large degree on the level of healthcare utilization by non-Oscar members. As of now, it's a bit early to tell, since healthcare spending tends to rise as the year progresses and insured members exhaust their deductibles.

#oscar #year

MiKargo247 is expanding its spot cargo insurance coverage to include strategic cargo theft under a new partnership with Verified Carrier.
The coverage is designed to address a growing category of freight fraud involving double brokering, carrier identity theft and fictitious pickups. Under the partnership, brokers using Verified Carrier can purchase MiKargo247 spot cargo insurance and have the strategic theft exclusion removed when the load is hauled by an eligible verified carrier. The companies announced the partnership Sept. 1.
Strategic cargo theft accounted for about 30% of reported U.S. cargo theft incidents in 2025, according to a June report from Munich Re Specialty and BSI Consulting. The report found that criminals are increasingly using deception, impersonation and other fraud-based methods to obtain freight rather than relying solely on physically stealing cargo from trucks or facilities.
The shift creates a challenge for brokers and insurers because fraudulent actors can make it difficult to determine who is actually hauling a load.
The FBI warned in April that cyber-enabled strategic cargo theft is increasing, with criminals using compromised accounts, fictitious companies and double-brokering schemes to divert legitimate freight. The agency recommended that transportation companies independently verify shipment requests and pickups before releasing loads.

#carrier #partnership #Companies

Chemical manufacturer OXEA has selected Uber Freight as its strategic logistics provider across the U.S., Canada, Mexico and Europe as the company moves to consolidate regional transportation operations into a more unified global network.
Houston-based OXEA said Uber Freight will manage day-to-day transportation execution across truckload, rail and ocean freight, using technology, data and logistics services to provide greater visibility across the chemical manufacturer's supply chain.
The agreement represents Uber Freight's (NYSE: UBER) first managed transportation engagement designed from the outset to span the U.S., Canada, Mexico and Europe, according to the companies.
OXEA manufactures oxo intermediates and oxo performance chemicals used in products including coatings, lubricants, cosmetics, pharmaceuticals, flavors and fragrances, printing inks and plastics. The company employs more than 1,200 people and sells chemicals in more than 60 countries.
The partnership is intended to replace a more regionally segmented approach to transportation management with an integrated operation connecting OXEA's plants, carriers and customers.

#Mexico #chemical #Logistics

Chemical manufacturer OXEA has selected Uber Freight as its strategic logistics provider across the U.S., Canada, Mexico and Europe as the company moves to consolidate regional transportation operations into a more unified global network.
Houston-based OXEA said Uber Freight will manage day-to-day transportation execution across truckload, rail and ocean freight, using technology, data and logistics services to provide greater visibility across the chemical manufacturer's supply chain.
The agreement represents Uber Freight's (NYSE: UBER) first managed transportation engagement designed from the outset to span the U.S., Canada, Mexico and Europe, according to the companies.
OXEA manufactures oxo intermediates and oxo performance chemicals used in products including coatings, lubricants, cosmetics, pharmaceuticals, flavors and fragrances, printing inks and plastics. The company employs more than 1,200 people and sells chemicals in more than 60 countries.
The partnership is intended to replace a more regionally segmented approach to transportation management with an integrated operation connecting OXEA's plants, carriers and customers.

#Transportation #Logistics

Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Performance was driven by U.S. forwarding operations and international airfreight strength, particularly in disaster relief efforts following Western Pacific typhoons.
The Navegate platform is acting as a growth catalyst, enabling enterprise customers to manage complex supply chains, including one client managing over 1,400 vendors.
Domestic market dynamics are improving as capacity exits the North America truckload and intermodal sectors through carrier attrition and tighter driver availability.
Management observed constructive cyclical indicators, including rising spot rates and tender rejections, which began to manifest late in the fourth fiscal quarter.

#tell #navegate #America

Three and a half years of freight recession did two things to the truck financing market at once. It shredded the credit profiles of the carriers who most needed to borrow. It also pushed a large share of the lenders who would have lent to them out of the sector. Both are now rationing the equipment replacement cycle the industry has spent two years waiting on.
Kirk Mann stayed in. As executive vice president and general manager of the transportation vendor solutions business at Mitsubishi HC Capital America, he financed trucks through the entire downturn and watched a great many of them come back.
"There are a lot of lenders, banks that left, and so we've had the benefit of being one of the lenders actually lending money in this ****** e," Mann said in an interview with FreightWaves. What competition remains is mostly OEM captive finance arms, a couple of large independents and a few bank-led groups, he said.
The carriers that did not survive were overwhelmingly the newest. On average, 85% of motor carriers with fewer than two years of operating experience and their own operating authority failed over a three-year stretch of the downturn, Mann said.
Back in January 2023, Mann sat in Mitsubishi HC Capital's Chicago offices with Wayne Pass, the company's chief credit officer for vendor solutions, since retired. He asked what a Freightliner Cascadia 13-speed with a tall sleeper and fewer than 500,000 miles was worth. Both men wrote down $45,000. Mann then asked what the company was financing those trucks at. About $110,000.

#mitsubishi #back #financing #large

DUBAI, Sept 14 (Reuters) - Abu Dhabi's Etihad Airways said on Monday that its ‌passenger-carrying capacity is running above year-earlier ‌levels as Gulf carriers rebound from disruption caused by the Iran war, with strong demand expected heading into the winter travel season, its chief executive told Reuters.
"We are back on ‌track," CEO Antonoaldo ⁠Neves said in an interview, noting that current Available Seat Kilometres - ⁠the industry's standard measure of passenger-carrying capacity - was currently 15 to 17% higher than a year ago.
"Flights are full, full, full," he said, ‌adding that load factor, which measures how well an airline is filling available seats, was at 92% in August while the airline is targeting an 87% plus load factor ‌for the remainder of the year.
The Iran war affected travel earlier this year, pushing fuel prices ‌higher and disrupting flights in the Middle East and beyond. Middle Eastern carriers, some of the world's biggest, have seen their networks upended ‌by the conflict, but have gradually resumed their activity.
(Reporting by Federico Maccioni, Editing by Louise Heavens)

#reuters #middle

Interested in American Tower Corporation? Here are five stocks we like better.
2026 is expected to be American Tower's organic growth trough, with tenant billings growth projected to accelerate in 2027 as Dish Network churn fades and carrier network investment improves.
Future demand could be supported by 5G capacity expansion, higher-band spectrum, AI-driven uplink traffic and eventual 6G deployments. CoreSite's data-center business is also benefiting from rising bandwidth and cloud-interconnection demand.
American Tower is targeting 200–300 basis points of tower-business margin expansion and mid- to upper-mid-single-digit long-term AFFO-per-share growth, while Dish litigation and a Mexico arbitration could provide additional upside if resolved favorably.
AST ****** eMobile Looks to Extend Its 30-Day FCC Satellite Testing Window

#Growth #expansion #interested

Digital Realty Trust, Inc. (NYSE:DLR) announced the opening of its 6.4-megawatt NBO2 data center in Nairobi on September 7, expanding the campus alongside NBO1. The opening coincides with subsidiary iColo's transition to the parent's brand in Kenya and Mozambique.
The attraction extends beyond additional server ****** e. Customers can access the campus's community of more than 100 networks, two internet exchanges and a satellite teleport, which connects terrestrial networks with satellite services. These are connectivity options, not a disclosure of NBO2's leased capacity or customer count.
For Digital Realty Trust, Inc. (NYSE:DLR), the opportunity is to turn that concentration of networks into recurring customer relationships. The opening announcement did not disclose development cost, pre-leasing, occupancy, or expected revenue, leaving the financial payoff unresolved.
Interconnection can give customers a reason to choose a facility beyond price. Physical connections between customers and network providers can reduce latency and support more reliable data exchange. For businesses serving several markets, having carriers and partners close together can simplify how traffic moves between them.
That creates a potential network effect for Digital Realty Trust, Inc. (NYSE:DLR). More useful connections can attract additional customers, making the location more valuable to others. Once customers build several connections into their operations, relocating can become more disruptive. The resulting retention advantage could support recurring revenue, although it remains an investment thesis rather than a demonstrated NBO2 result.

#digital #connections