Logistics
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Warehouse Automation Is Starting To Trade Like The Next Physical-AI Capex Cycle
Amazon’s new warehouse robot push, Daifuku’s growth spending, CJ Logistics’ smart-logistics showcase and NTT’s warehouse-DX buildout suggest physical AI is moving from concept to listed capex theme.
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Container Shipping Is Back on Traders’ Radar
Freight rates, shipyard scarcity, and U.S. maritime policy are turning liners and shipbuilders into a cross-market trade again.
