Freight, Travel & AI-Trained Cars

Jackie has been mining information from earnings conference calls for insights into industry and economic trends. For example, air freight demand is unexpectedly strong as a result of shippers’ Red Sea travails; that and the end of inventory drawdowns could benefit FedEx. … Earnings reports from Pool Corporation and Carnival Cruise Line suggest that consumers aren’t sinking money into backyard pools as much anymore, but they’re dropping it with abandon on cruise ships and air travel. … And in our Disruptive Technologies segment: how AI will accelerate the development of autonomous driving systems.