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Amazon is reportedly considering ending its long-running USPS delivery partnership when the contract expires in October 2026 after talks stalled and USPS floated auctioning last-mile routes, sending shares down about 2%. The move would likely push Amazon to lean harder on its own air, EV van, drone, and autonomous fleets, raising near-term capex but potentially improving long-term delivery margins and control.

Separately, Oppenheimer lifted its price target to $305 and highlighted AWS plans to roughly double capacity by 2027, with each incremental gigawatt of capacity estimated to add about $3 billion in revenue and implying meaningful upside to 2026-27 cloud forecasts. Institutional investors like Lord & Richards Wealth Management have been adding to positions as Amazon posts double-digit revenue growth and beats on EPS, though a roughly 35.6 P/E and insider selling keep valuation risk in focus.

Boeing’s new CFO Jay Malave emphasized a shift to a performance culture under CEO Kelly Ortberg, guiding to a return to positive free cash flow in 2026 in the low single-digit billions after an expected roughly $2 billion outflow in 2025, a pivot that helped lift shares about 10%. Management expects stronger 737 and 787 deliveries in 2026 as the FAA’s removal of the 737 MAX cap supports a ramp toward 42 jets per month, with most 2026 deliveries coming from fresh production rather than inventory, although 737-10 timing still hinges on certification.

A broader bull case frames Boeing as a recovering turnaround, citing rebounding deliveries, a roughly $636 billion backlog, the Spirit AeroSystems deal, and targeted divestitures as drivers of revenue growth and margin improvement through 2026-28. That upside is tempered by a high forward P/E near 93 and ongoing regulatory, legal, and reliability risks that leave execution squarely in the spotlight.

CooperCompanies reported quarterly revenue of $1.07 billion, up 4.6% year over year, with EPS of $1.15 modestly ahead of expectations and guidance for the next quarter slightly above consensus, helping the stock climb about 5%. Growth was driven by its vision and surgical businesses, with EMEA outperforming while Asia-Pacific lagged and Americas tracked roughly in line, though operating margin slipped to 13.2% and recent growth has decelerated versus its five-year trend.

The company also named Colleen Jay as chair and launched a formal strategic review while prioritizing a $2 billion share repurchase program, sparking roughly a 13.6% jump in the stock and heavy trading volume. While Zacks still rates the shares a Sell, investors are now focused on potential portfolio moves, margin recovery, and the EPS boost from buybacks against a backdrop of slowing growth and valuation considerations.

Costco filed suit against the federal government to halt collection of 2025 global tariffs and recover duties, arguing the administration exceeded its emergency powers under IEEPA while courts, including the Supreme Court, weigh the legality of the measures. The company says the tariffs have raised import costs, disrupted supply chains, and forced higher prices on customers, and it has joined other firms seeking to preserve eligibility for refunds if the Supreme Court ultimately strikes the tariffs down.

A favorable ruling could unlock potentially billions in refunds and ease ongoing cost pressure for Costco and other import-reliant retailers, while an adverse decision or prolonged uncertainty would keep input costs elevated and margins under pressure. Costco notes that its scale, limited assortment, and sourcing shifts have helped soften the blow, but investors are watching the legal timetable, guidance, and margin trends closely.

Salesforce reported Q3 revenue of $10.26 billion, up 9% year over year, with strong free cash flow and an 11% increase in current remaining performance obligations, while AI-driven Agentforce and Data 360 ARR surged about 114% helped by the Informatica integration and expanded sales capacity.

Management has touted AI and Data Cloud momentum, including 120% year-over-year growth to $1.2 billion in ARR, a 60% quarter-over-quarter lift in pilot-to-production conversions, and 12,500 Agentforce deals, half of which are paid, as key drivers of future margin expansion. However, partner checks point to shrinking pipelines, pilot purgatory, data quality bottlenecks, and a falling partner net score, suggesting that scaling deployments may take time even as Wall Street expects a relatively muted near-term impact.

Oppenheimer maintained an Outperform rating but trimmed its price target to $300 from $315, citing lower group multiples and limited near-term catalysts, while highlighting Salesforce’s roughly 8% free-cash-flow yield and longer-term AI positioning.