Gappers
- Ticker Gap%, Price, Float, MarketCap, News
- Monday 4th
- PN$7.71-5.86% 100% 1M 41M - Acquired remaining stake in Nanjin Cesun Power
- ADVB$7.34+7.00% 50% 0.5M 7M - n/a
- RLYB$14.56+1.96% 40% 3M 50M - Previous Being Acquired news..
- CNSP$7.10+2.90% 100% 0.8M 2M = Oversub private placement $22.5M
- CLRB$3.33-5.52% 115% 4M 12M - Positive Phase 2 Trial
- Tuesday 5th
- DGXX$3.11-2.51% 60% 62M 290M - Datacenter energy provider 10y contract, renewal options, 1.2B value
- BLZE$4.18-2.56% 60% 56M 480M - Earnings
- Wednesday 6th
- EVC—— 77% 61M 366M - Q1 Earnings: ATS segment operating profit jumped to $34.3M from $6.5M YoY
- AVTX$22.87+4.86% 54% 24M 434M - $375M Underwritten Public Offering Of 19.73M Common Shares And 1.4M Pre-Funded Warrants At $17.75 Per Share 💀
- EZGO$0.07-56.94% 52% 20M 40M - Q1 Guidance
- GCTK$0.86+0.76% 43% 2M 1.4M - Publication of Peer-Reviewed Study
- AHMA$1.76+10.00% 60% 2M 32M - Earnings 10% YoY Rev Growth UAE-based company
- Thursday 7th
- GLE$0.55+52.08%
- 80%, $0.36, 1.2M, 7M
- Space to AI digital infrastructure.. sub dollar..
- ATRA$10.53+104.47%
- 50%, $5.5, 5M, 44M
- Reg update on it's drug
- RXT$3.52+55.07%
- 69%, $2.27, 1.3M, 6.7M
- First Q1 Report
HEADLINES
"After the biggest week of earnings for this quarter, 81% of companies that have reported thus far have beaten forecasts, according to Bloomberg." - MorningBrew
https://www.bls.gov/news.release/jolts.nr0.htm
https://share.google/aimode/F6Bua509VFicJi12w
Yes, shares of major shipping and logistics companies fell sharply on Monday, May 4, 2026, immediately following Amazon's announcement of Amazon Supply Chain Services (ASCS). [1, 2]
This new service allows businesses to utilize Amazon’s extensive logistics infrastructure—including 80,000 trailers, 24,000 containers, and 100 aircraft—for freight, warehousing, and parcel delivery, transforming Amazon from a customer into a direct competitor to traditional carriers. [1, 2, 3, 4, 5]
Impact on Key Competitors (Pre-market/Early Trading, May 4, 2026):
- FedEx (FDX): Dropped between 4.4% and 6.5%.
- United Parcel Service (UPS): Fell between 4.1% and 7.9%.
- C.H. Robinson Worldwide: Dropped 6.3%.
- GXO Logistics: Declined 5.2%.
- J.B. Hunt: Declined 3.7%.
- Old Dominion Freight Line: Dropped 3.7%.
- Knight-Swift Transportation: Slid 3.3%. [1, 2, 3, 4, 5]
Why Stocks Fell:
Investors feared that Amazon, by opening its superior, AI-driven logistics network to third parties, would disrupt the market and reduce the pricing power and market share of existing, traditional logistics providers. The service covers the full supply chain, including ocean, air, rail, and ground transportation, as well as warehousing. [1, 2, 3, 4]
Note: Amazon's stock rose slightly (around 1.2%) on the news. [1]