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Jabil Posts $3.16 Core EPS in Q3 Fiscal 2026, Tops $3.10 Estimate — Raises FY26 Outlook on AI Infrastructure Surge

Jabil posted fiscal third-quarter 2026 core earnings of $3.16 per share on revenue of $8.8 billion, topping Wall Street estimates of roughly $3.10 per share and $8.61 billion. The contract manufacturer raised its fourth-quarter outlook to as much as $4.20 in core EPS, citing surging AI infrastructure demand alongside better-than-expected results in automotive and connected living. CEO Mike Dastoor said the company's diversified model continues to deliver margin expansion and strong free cash flow heading into fiscal 2027.

Amazon CEO Andy Jassy Unveils Ambitious AI and Robotics Vision in Annual Shareholder Letter

Amazon CEO Andy Jassy's 2025 annual shareholder letter revealed that AWS AI revenue is running at more than $15 billion annually in Q1 2026, that Amazon's custom Trainium chip business has reached a $20 billion run rate, and outlined plans to sell AI chips and potentially robots — challenging NVIDIA's dominance in the process.

FedEx Reaches Tentative 40% Pay Deal With Pilots, Ending Five-Year Labor Standoff

FedEx and the Air Line Pilots Association reached a tentative agreement on Wednesday to raise pilot hourly wages by approximately 40% in 2026, followed by 3% annual increases through 2030, along with up to $150,000 in retroactive pay for senior captains — potentially ending one of the longest-running labor disputes in U.S. aviation history.

Trump Declares 2-Week Iran Ceasefire: WTI Oil Crashes 15% to $95.75, Airlines Surge as Markets Whipsaw

President Trump declared a 2-week suspension of US military operations against Iran on April 8, 2026, following a 10-point peace proposal brokered through Pakistani intermediaries. WTI crude oil immediately crashed 15% from $112 to $95.75 per barrel while US equity index futures initially surged 3% before fading to flat. Airlines led all sectors, with United Airlines surging 13.3% and Delta reporting a Q1 2026 earnings beat on the same morning.

Delta Air Lines Posts Q1 2026 EPS Beat as Oil Collapse Reshapes Airline Earnings Outlook

Delta Air Lines reported first-quarter 2026 earnings of $0.64 per share before the market open on April 8, beating the $0.61 consensus estimate by $0.03. Revenue of $14.2 billion came in essentially in line with expectations. The stock declined 1.74% to $65.62 on sell-the-news dynamics, but analysts and traders are focused on the forward guidance, as the same-day oil crash from $112 to $95.75 dramatically transforms Delta's Q2 2026 cost structure and earnings potential.

Brent Crude Spikes to $106 After Iran Strikes South Pars Gas Field; Strait of Hormuz Fears Escalate

Global oil benchmark Brent crude spiked 3.1% to above $106 per barrel on Wednesday after Iran reported an attack on its South Pars natural gas processing complex — the world's largest gas field — in apparent retaliation for recent Israeli strikes. The development reignited fears that the conflict could escalate toward a full blockade of the Strait of Hormuz, through which roughly 20% of the world's oil supply transits daily.

Boeing Under Fresh Pressure as 737 MAX Wiring Defect Stalls Q1 Deliveries; Shares Lag Broader Market Recovery

Boeing shares lagged the broader market Wednesday as the company continued to grapple with a 737 MAX delivery pause tied to scratched wiring caused by a machining error discovered during production inspections. The defect, disclosed on March 10, has halted all MAX deliveries since March 5 — ending what had been the strongest February delivery performance since 2018 — and raises renewed questions about manufacturing quality control just as Boeing's recovery appeared to be gaining momentum.

Delta and American Airlines Lift Q1 Revenue Guidance to Record Levels Despite $400 Million Fuel Cost Hit From Iran War

Delta Air Lines and American Airlines each raised their first-quarter 2026 revenue guidance to record levels on Tuesday at the JPMorgan Industrials Conference — Delta targeting $15.0–$15.3 billion with high-single-digit growth and American projecting its highest-ever year-over-year quarterly revenue gain above 10% — as surging bookings from corporate and leisure travelers more than offset a $400 million per carrier fuel cost shock driven by the Iran war.