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TRUCKING

 

XPO’s January tonnage bucks negative trend

Freight Waves Todd Maiden February 5, 2026

XPO reported a January tonnage surprise on Thursday, sending shares more than 11% higher in early trading. A modest uptick in demand from the less-than-truckload carrier’s manufacturing customers combined with in-house growth initiatives resulted in no change to tonnage during the month. That ended an 18-month stretch of year-over-year declines.

Link: XPO Investor Overview Presentation Q4 2025

 

Freight market tightens in Q4 despite subdued volumes, U.S. Bank data shows

Freight Waves Thomas Wasson February 6, 2026

U.S. Bank released its Freight Payment Index on Tuesday, showing that the fourth-quarter freight market saw a slight increase in shipment levels while capacity continued to contract. The capacity contraction pushed shipper spending to its highest level since early 2024, even as freight volumes remained historically low.

Link: U.S. Bank Freight Payment Index Q4 2025

 

Disruptive winter weather in US jolts spot truck rates to big gains

Journal of Commerce Ari Ashe February 5, 2026 $Subscription Based

Spot truckload rates jumped in the days following a snowstorm that disrupted large portions of the US two weeks ago, driving a 40% week-over-week increase in spot market load posts, according to DAT Freight & Analytics.

Related: DAT Freight & Analytics Dry van report: Truck tonnage edges higher in December, but remains near recent lows

 

 

SHIPPERS / 3PLs

 

First look: Tough market for brokers evident in RXO 4Q earnings

Freight Waves John Kingston February 6, 2026

RXO said its Brokerage volume in the first quarter would be down 5% to 10% from a year earlier.

“In the fourth quarter, tightening in the freight market accelerated, driven by continued reductions in truckload capacity,” CEO Drew Wilkerson said in a prepared statement released by RXO with its earnings. “This impacted our buy rates and squeezed our Brokerage gross margin.”

Link: RXO Fourth Quarter 2025 Results

 

Amazon posts Q4 gains from fulfillment orders and faster last-mile delivery

Freight Waves Noi Mahoney February 5, 2026

During Amazon’s earnings call, CEO Andy Jassy touted the e-commerce segment’s ability to deliver more essentials to more customers as key growth drivers during the fourth quarter.

“For the third year in a row, globally, in 2025, we achieved both our fastest-ever delivery speeds for Prime members, while also reducing our cost to serve,” Jassy said.

Link: Amazon Fourth Quarter 2025 Results

 

 

INDUSTRY

 

 

FedEx files plans for ecommerce sorting center at Memphis world hub

Digital Commerce 360 Mark Brohan February 5, 2026

FedEx Corp. has submitted preliminary plans to local authorities for a new 1.6 million-square-foot, five-story ecommerce sorting facility at its Memphis world hub.

The plans are part of the company’s ongoing efforts to expand capacity at its busiest global logistics hub.

 

U.S. rail freight loses ground in latest data

Freight Waves Stuart Chirls February 5, 2026

Freight on American railroads came to 434,361 carloads and intermodal units, down 15.5% percent compared with the same week a year ago.

 

Prologis Industrial Business Indicator signals continued leasing momentum

Logistics Management Jeff Berman February 5, 2026

In terms of demand for industrial space, the report said it was accelerated among a broader group of customers in the fourth quarter, subsequently outpacing deliveries of new space. This, in turn, said Prologis, saw vacancies fall 10 basis points, to 7.4%, and reflect the emergent recovery that should progress through 2026.

Link: ProLogis Record Leasing and Falling Vacancy Reaffirms Turning Point

 

 

 

TECHNOLOGY

 

Claude has been having a moment — can it keep it up?

The Verge Hayden Field February 5, 2026

Now, the company is releasing a new model, Opus 4.6. Anthropic calls Claude a “direct upgrade” from its predecessor, with improved speed and precision for agentic work of all kinds, from coding to creating presentations in Excel and PowerPoint.

Link: Anthropic Introducing Claude Opus 4.6

 

The Week Anthropic Tanked the Market and Pulled Ahead of Its Rivals

The Wall Street Journal Bradley Olson February 5, 2026 $Subscription Based

On Thursday, Anthropic unleashed its most advanced model yet, capable of synthesizing data and analysis, running teams of coding assistants, and functions akin to product management.

 

Anthropic launches Claude Opus 4.6 as AI moves toward a ‘vibe working’ era

CNBC Ashley Capoot February 5, 2026

Anthropic said Claude Opus 4.6 builds on its predecessor’s coding skills and is better at planning, code review and debugging and operating reliably within large codebases. The model is also better at pulling relevant information from large sets of documents, doing research and running financial analyses, the company said.

 

SUSTAINABILITY / SAFETY / SECURITY

 

NACFE Sees Technology Improvements in Messy Middle

Transport Topics Keiron Greenhalgh February 5, 2026

The North American Council for Freight Efficiency’s initial findings from its latest initiative show powertrains across a broad spectrum of technologies are improving, offering increased cost cutting for carriers.

NACFE issued the first of five reports on the data from the latest program, September’s Messy Middle Run on Less event, on Jan. 28.

The next three reports will focus on operations, emissions and total cost of ownership, respectively, before a final findings report is issued.

 

GenLogs Receives $60 Million to Grow Trucking Intelligence

Transport Topics February 5, 2026

CEO and co-founder Ryan Joyce, a former CIA officer, said the trucking sector remains “highly fragmented in its composition and still analog in its operations,” creating openings for bad actors. “GenLogs is applying many aspects of the U.S. intelligence community’s playbook to drive total visibility in the trucking industry,” he said in the announcement.

Link: GenLogs Press Release GenLogs Announces $60M in Series B Funding

 

The Car Industry Is Racing to Replace Chinese Code

The Wall Street Journal Stephen Wilmot February 5, 2026 $Subscription Based

New U.S. rules will soon ban Chinese software in vehicle systems that connect to the cloud, part of an effort to prevent cameras, microphones and GPS tracking in cars from being exploited by foreign adversaries.

 

Why Waymo is having a hard time time stopping for school buses

The Verge Mack DeGeurin February 5, 2026

Experts specializing in autonomous vehicle safety and pedestrian interaction told The Verge that these incidents were concerning, particularly given the company’s stated goal of making its vehicles drive more “confidently assertive.”

 

The Chameleon Network Behind the Indiana Crash That Left Four Dead Is an Old, Tired Story

Freight Waves Rob Carpenter February 5, 2026

Before I lay out what we’ve found, let me be clear about something that gets lost in every one of these conversations: chameleon carrier identification is not just about a shared address.

A chameleon carrier operation is about concealment. It’s about constructing a network of entities designed to evade regulatory detection and enforcement.

 

FMCSA Warns Carriers of Aggressive Phishing Scheme

Transport Topics Noël Fletcher February 5, 2026

“These emails often contain professional-looking documents and legitimate-looking links, but they are fake and designed” to trick motor carriers, the agency warned Jan. 30. “These emails DO NOT come from USDOT or FMCSA.”

 

BUSINESS AND THE ECONOMY

 

Layoffs in January were the highest to start a year since 2009, Challenger says

CNBC Jeff Cox February 5, 2026

Layoff plans hit their highest January total since the global financial crisis while hiring intentions reached their lowest since the same period, outplacement firm Challenger, Gray & Christmas reported Thursday.

Link: Challenger, Gray and Christmas January Report Highest January Cuts Since 2009; Lowest January Hiring On Record

 

The architect of Amazon's supply chain on running a startup with your spouse

NBC News Pilar Melendez February 4, 2026

The road to Auger

Auger is an artificial intelligence-powered operating system designed to help companies manage their global supply chains end-to-end. It aims to use its AI tools to shorten the time between when something goes wrong in a supply chain and when a company responds and pivots to adapt.

 

 

 

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