The dot.com bust anniversary approaches and fears of an AI bubble are brewing

  • The dot.com bubble peaked on 10 March 2000, as internet companies saw spectacular gains before dramatic falls.
  • 25 years on there are fears another bubble has emerged amid AI enthusiasm.
  • It comes as tech stocks like Nvidia, Tesla and Palantir are hit by investor nervousness.
  • Amazon’s trajectory shows how market survivors can go on to reap unforeseen rewards.

Susannah Streeter, head of money and markets, Hargreaves Lansdown:

Susannah Streeter

‘’In the dot.com universe hundreds of stars were...

https://allaboutshipping.co.uk/2025/03/06/the-dot-com-bust-anniversary-approaches-and-fears-of-an-ai-bubble-are-brewing/

Amazon, IKEA and ZEMBA partners to speed up e-fuel adoption

The Zero Emission Maritime Buyers Alliance (ZEMBA), an alliance that includes leading retailers like Amazon and IKEA, has opened bidding for its e-fuel tender, aimed at facilitating the first commercial use of e-fuels in maritime operations.

Submissions for the tender will be accepted until spring 2025, with the initiative set to help over 40 member companies reduce around 500,000 metric tonnes of greenhouse gas emissions.

Jonathan Butler, Climate Campaign Manager for Corporate at Pacific...

https://container-news.com/amazon-ikea-and-zemba-partners-to-speed-up-e-fuel-adoption/

Check Call: Business deals through the eyes of a hostage negotiator

(GIF: GIPHY)

It’s the end of the month and time for another book review. This month’s book is “Never Split the Difference: Negotiating as if Your Life Depended on It” by Chris Voss. Originally published in 2016, it’s been a longtime classic of the sales and business world. It seemed like a strong contender for a 5-star book. Unfortunately, for me it’s a solid 3.5 stars.

The premise of the book is simple enough: Voss dives into the world of negotiation, using real-life examples from his time as...

https://www.freightwaves.com/news/check-call-business-deals-through-the-eyes-of-a-hostage-negotiator

Rivian expande las ventas de camionetas comerciales, terminando la exclusividad de Amazon

Rivian expande las ventas de camionetas comerciales, terminando la exclusividad de Amazon (Foto: Jim Allen/Freightwaves) Rivian Automotive ha anunciado La expansión de sus ventas comerciales de furgonetas eléctricas a todas las empresas estadounidenses, un cambio en la estrategia de la compañía más de un año después de que Rivian finalizó su acuerdo de exclusividad con […]

Esta entrada Rivian expande las ventas de camionetas comerciales, terminando la exclusividad de Amazon Aparece primero en Ful...

https://fullavantenews.com/rivian-expande-las-ventas-de-camionetas-comerciales-terminando-la-exclusividad-de-amazon/?lang=es

Rivian expands commercial van sales, ending Amazon exclusivity

Rivian expands commercial van sales, ending Amazon exclusivity
(Photo: Jim Allen/FreightWaves)

Rivian Automotive has announced the expansion of its commercial electric van sales to all U.S. businesses, a shift in the company’s strategy more than a year after Rivian ended its exclusivity deal with Amazon in November 2023. The release notes the electric Rivian Commercial Van has two sizes, the 500 and the 700, with a payload of up to 2,663 pounds and a gross vehicle weight rating of up to 9,500...

https://www.freightwaves.com/news/rivian-expands-commercial-van-sales-ending-amazon-exclusivity

Is Amazon on course to upend LTL industry?

The less-than-truckload industry may face a seismic shift as rumors circulate that e-commerce behemoth Amazon is preparing to expand operations as a for-hire LTL carrier.

LTL markets — already grappling with tepid demand and pricing pressures — now confront the specter of a formidable new entrant. Recent data suggests that the industry is approaching an inflection point where carrier pricing discipline could begin to erode.

Amazon’s strategic maneuvering toward LTL capabilities is evidenced by...

https://www.freightwaves.com/news/is-amazon-on-course-to-upend-ltl-industry

Rise in China e-commerce traffic lifts Cargojet to record revenue

Canada’s Cargojet squeezed 16% more flight hours out of its existing fleet in the fourth quarter to accommodate a surge in demand for charter service from e-commerce sellers in China, resulting in a 32% year-over-year revenue gain to US$207 million.  

Earnings were tempered by higher startup costs for charter flights, such as overtime pay for pilots, maintenance and ground handling, as adjusted pretax income came in 5% below analysts’ forecast.

Cargojet’s on-demand charter business increased...

https://www.freightwaves.com/news/rise-in-china-e-commerce-traffic-lifts-cargojet-to-record-revenue

Market report: FTSE loses the high ground after growth outlook is slashed

  • FTSE 100 slips around 20 points at the open
  • US non-farm payrolls today, expected addition of 169,000 jobs
  • Amazon guides for $100bn capex in AI spree
  • Legal & General pivots towards US Bulk Annuities
  • Brent crude back below $75 per barrel

Derren Nathan, head of equity research, Hargreaves Lansdown:

“The widely-expected UK rate cut hasn’t been enough to help propel the FTSE 100 beyond yesterday’s record close, as investors take on board the Bank of England’s hammer blow to its forecast for UK...

https://allaboutshipping.co.uk/2025/02/07/market-report-ftse-loses-the-high-ground-after-growth-outlook-is-slashed/

Amazon beats Q4 expectations, forecasts slower Q1 growth

E-commerce and technology giant Amazon reported better-than-expected earnings and revenue for the fourth quarter, but company officials predicted slower growth for the upcoming period.

The Seattle-based company’s revenue guidance for first-quarter 2025 net sales is between $151 billion and $155.5 billion, lower than the $158.56 billion that analysts were expecting. 

The guidance anticipates an unfavorable impact from foreign exchange rates, said CFO Brian Olsavsky.

“We estimate the year-over-year...

https://www.freightwaves.com/news/amazon-beats-q4-expectations-forecasts-slower-q1-growth