The 'data center crackdown' is a logistics story – mostly unnoticed
A risk story
Expeditors (EXPD) has filed its usual Q&A update with the Securities and Exchange Commission (SEC), explaining how we should think about many of its initiatives at corporate level.
As usual, it didn’t give away too much. Yet, the forwarder – one of the best Q3 25 performers; hitting new stock-market records of over $140/share last week – that doesn’t hold public calls with the equity analysts shared some insight in a written “8K Q&A” (classic EXPD format) that focused on: artificial ...
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