Speaker
Lee Klaskow
Appearances over time
1 episodes
Episodes
1
Podcasts
Quotes & moments
FedEx's fiscal year EPS guidance topped out at $18.10, slightly below whisper numbers by roughly a dime to a quarter.
FedEx prefers B2B business over B2C because it tends to carry higher profit margins.
FedEx's B2B business has been benefiting from the buildout of data centers, transporting technology components to construction sites.
FedEx beat on cost controls and painted a decent demand picture, but guidance topped out at $18.10 EPS — slightly below whisper numbers. The Street is recalibrating, but management has recently shown a pattern of modest guidance followed by beats.
Amazon's logistics move is primarily about offsetting its own delivery costs, not stealing FedEx's customers. FedEx wants B2B business — higher-margin freight tied to data centers and commercial shipments — not the consumer parcel market Amazon is chasing.
FedEx's B2B business is benefiting directly from the data center construction wave, transporting technology components to build sites. B2B hauls are higher-margin than consumer deliveries, making this a strategically valuable growth driver.
AI hurricane models were deployed for the first time in 2025 and immediately outperformed every model built over the past 30+ years. When Hurricane Melissa — the most powerful Category 5 ever — hit, the AI got it right. The storm was not in the training data. The model predicted it anyway.
El Niño means the Pacific Ocean is warmer than average, which shifts wind patterns over the Atlantic and reduces hurricane formation. NOAA expects just 3 to 6 Atlantic hurricanes this year versus a typical 7. But the eastern Pacific may see more storms, not fewer.
NOAA is the gold standard for hurricane prediction in the US. But DOGE cuts led to meteorologist layoffs, followed by scrambled rehiring pushes. In the middle of hurricane season, staffing disruptions at the world's most relied-upon weather agency are not a minor footnote.
Linda Cohn joined ESPN in July 1992, anchored 5,000 SportsCenter broadcasts — more than any anchor in history — and was inducted into the National Sports Media Association Hall of Fame. She built that career by starting in radio and learning to communicate naturally, not just read.
At 14, Linda Cohn strapped on 40 pounds of goalie equipment to learn to skate — and was forced to play with 8-year-old boys because no league would take her. Mothers whispered. She blocked it out. That same mental toughness carried her through breaking into sports broadcasting's boys' club.
When ESPN introduced the score ticker at the bottom of the screen, every on-air talent stood up in a meeting to protest — they felt it betrayed the art of storytelling by giving away results. They lost. Today, a TV screen without it feels broken.
Most sports commentators today are former athletes. But Linda Cohn argues that writing, preparation, and the ability to communicate naturally — skills honed in radio — give journalism-trained broadcasters a durable edge. You can guide the athletes; they can't always guide you.
Analysis
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