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TRUCKING

Morgan Stanley cuts TL, LTL earnings outlook

Freight Waves Todd Maiden October 6, 2025

“The year that promised so much has instead been a series of stop-start months as tariff uncertainty has taken its toll,” Shanker told clients in a Monday report. “Shipper uncertainty on the cycle remains high and visibility remains low, which makes predictions (or even looking backwards) difficult.”

FedEx Freight Completes Executive Team With New CFO Witt

Transport Topics October 6, 2025

During his 12 years at TD SYNNEX, a global IT distributor, Witt helped guide the company through revenue and EBITDA growth while overseeing its 2020 spinoff of Concentrix. The experience will likely inform this new role as FedEx Freight prepares to launch as a standalone business, a move FedEx says will sharpen its operational focus and create value for shareholders.

FedEx Freight rounds out leadership roster, names new CFO

Freight Waves Todd Maiden October 6, 2025

Marshall Witt, who led a spinoff of IT firm TD SYNNEX and previously worked in finance at FedEx, has been named chief financial officer.

FedEx Freight veterans Mike Lyons and Clint McCoy are now serving as chief specialized services and commercial officer, and chief operating officer, respectively.

Trump to impose 25% tariff on trucks starting Nov. 1

Freight Waves Noi Mahoney October 6, 2025

The pact also mandates that key components such as engines, axles, and transmissions contain at least 75% North American content, and that manufacturers source 70% of their steel and aluminum domestically.

SHIPPERS / 3PLs

Amazon plans next Indiana fulfillment center

Supply Chain Dive Philip Neuffer October 6, 2025

Amazon said it will build a new fulfillment center in Greenfield, Indiana, a suburb of Indianapolis, according to a press release emailed to Supply Chain Dive.

The 1-million-square-foot facility will receive large inventory orders and re-allocate them throughout the e-commerce giant’s fulfillment center network, per the release.

Importers pump brakes as they tire of ever-changing US tariff policy: analyst

Journal of Commerce Larry Gross October 6, 2025 $Subscription Based

I’ve just returned from the Journal of Commerce’s Inland 2025 conference in Chicago, where I had conversations with multiple beneficial cargo owners (BCOs) and listened to the panelists. One major theme of these conversations was a basic sense of fatigue stemming from the tariff changes that are emanating from the Trump administration with machine-gun rapidity and the consequent lack of forward visibility.

Dollar Tree expands distribution network in Arizona and Oklahoma

Digital Commerce 360 Mark Brohan October 6, 2025

Dollar Tree Inc. is expanding its logistics network with two major distribution center projects in Arizona and Oklahoma, adding more than 2 million square feet of capacity and 800 jobs. The projects reflect the company’s strategy to strengthen regional supply chain resilience and support store growth across the U.S.

INDUSTRY

Preliminary September Class 8 truck net orders see annual declines

Logistics Management Jeff Berman October 6, 2025

FTR reported that preliminary September Class 8 truck net orders, at 20,500 units, rose 60% over August and fell 41% annually, representing the ninth consecutive month of annual declines, which it called a concerning trend as order boards open for 2026 production.

U.S. Warehouse Vacancies Steady as Demand Rises With Less New Space

The Wall Street Journal Mark Long October 6, 2025 $Subscription Based

Demand for warehouse space surged earlier this year as retailers, manufacturers and wholesalers built up stockpiles of inventory ahead of President Trump’s anticipated tariffs, then pared back overseas orders and paused leasing decisions as the duties were announced.

Two last-mile parcel carriers open large US sortation centers

Freight Waves Eric Kulisch October 6, 2025

Parcel delivery startup Gofo on Friday opened its first U.S. super hub in Newark, New Jersey. A second large sortation center is scheduled to begin operating later this quarter in Los Angeles marking the company’s transition from a regional to a national courier.

Link: GOFO Press Release GOFO Launches 400,000-Square-Foot New Jersey Super Hub, Adding Over 800,000 Parcels of Daily Capacity

TECHNOLOGY

Sam Altman says ChatGPT has hit 800M weekly active users

TechCrunch Rebecca Bellen October 6, 2025

“Today, 4 million developers have built with OpenAI,” Altman said. “More than 800 million people use ChatGPT every week, and we process over 6 billion tokens per minute on the API.

OpenAI, AMD Announce Massive Computing Deal, Marking New Phase of AI Boom

The Wall Street Journal Robbie Whelan and Berber Jin October 6, 2025 $Subscription Based

The two CEOs said the deal would tie their companies together and give them incentives to commit to the AI infrastructure boom. “It’s a win for both of our companies, and I’m glad that OpenAI’s incentives are tied to AMD’s success and vice versa,” Su said.

Related: TechCrunch AMD to supply 6GW of compute capacity to OpenAI in chip deal worth tens of billions

SUSTAINABILITY / SAFETY / SECURITY

California Gov. Newsom signs EO targeting economic impact of climate change

ESG Dive Zoya Mirza October 6, 2025

California Gov. Gavin Newsom signed an executive order last week geared toward accelerating the state’s response to climate-driven disasters and mitigating their economic impact, particularly on the insurance market and the energy utility sector

MIT Center For Transportation and Logistics: Sustainability in supply chains is still a firm-level priority

MIT News Peter Dizikes October 6, 2025

The report is based on a global survey, with responses from 1,203 professionals in 97 countries. This year, the report analyzes three issues in depth, including regulations and the role they play in corporate approaches to supply chain management. A second core topic is management and mitigation of what industry professionals call “Scope 3” emissions, which are those not from a firm itself, but from a firm’s supply chain. And a third issue of focus is the future of freight transportation, which by itself accounts for a substantial portion of supply chain emissions.

Link: MIT Sustainable Supply Chain Lab 2025 State of Supply Chain Sustainability Report is here.

Guy Fieri’s Tequila Stolen in Double Brokering Scheme

Transport Topics October 6, 2025

Two truckloads of Santo Tequila — a brand co-owned by Food Network host Guy Fieri and former Van Halen frontman Sammy Hagar — disappeared somewhere between Texas and Pennsylvania late last year after impostor carriers obtained the job through an online freight scam, according to “60 Minutes.”

BUSINESS AND THE ECONOMY

What does Bank of America data tell us about the labor market in September?

Bank of America Institute David Tinsley October 6, 2025

Bank of America internal data suggests, in our view, that in September there was a continued slowing in employment growth and also rising unemployment claims.

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