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11min chapter
UPS Plans to Slash Amazon Business By Half
Bloomberg Businessweek
Tech Turnarounds and Delivery Dilemmas
This chapter examines IBM's stock market performance post-fourth-quarter results, emphasizing its software division and potential in the tech sector, particularly concerning artificial intelligence. It contrasts IBM's resurgence with UPS's significant stock decline due to underwhelming revenue projections and its reliance on low-margin business from Amazon. The discussion highlights UPS's strategies for restructuring and shifting towards more profitable markets amidst concerns for the future of parcel services.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode