Amazon opens supply chain services to all businesses
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4 transport stocks to buy after Amazon-linked selloff: Stifel
May 5, 2026 3:00 PM EDTStifel told clients in a note on Tuesday to buy the dip in transportation and logistics stocks following a sharp selloff triggered by Amazon's (NASDAQ: AMZN) launch of a unified third-party supply chain service, arguing that the market reaction was overdone and the competitive threat overstated.
Amazon's newly launched Amazon Supply Chain Services opens its freight, fulfillment, and parcel shipping capabilities to businesses beyond its own seller network for the first time.
Shares across Stifel's transport coverage sold off sharply on the news, with GXO Logistics falling nearly 18% in what... More
