Norfolk Southern ($NSC) podcast mentions

  1. That story, right? High diesel, high fuel prices. That's really going to hurt truckers. And also Norfolk Southern talking about gaining market share from the truckers because of it. Time now for a news update. Julia Borsten has it for us this morning. Julia.
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  2. We've got much more ahead on the Fed decision, including a special edition this afternoon of The Exchange, which starts at 1 p.m. Eastern. And later, instant reaction with DoubleLine's Jeffrey Gundlach sitting down with Scott Wapner as CFTC, as he always does on a Fed day right after the chairman's remarks. Coming up on this show after the break, why Norfolk Southern says rising fuel prices are like something straight out of science fiction.
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  3. First up, trucker J.B. Hunt falling after its CFO said Q3 earnings would be down 5 to 10% from the second quarter, saying they've seen, quote, some of the most radical and abnormal swings in highest fuel prices ever. And speaking of, the CFO of Norfolk Southern said the sharp rise in fuel prices was like something of science fiction after saying he noticed $8 a gallon diesel prices on the way to a California conference. We're also watching Expedia. Morgan Stanley downgrades the stock to underweight. Analysts, they're worried that the company has greater exposure to a potentially weaker consumer. Price target now at $235. And the optical networking companies which have been hit hard over fears of a slowdown in the AI infrastructure buildout. They're rebounding today a bit. Sienna, Corning, Coherent, they're among the leaders right now on the S&P 500. And it was interesting, I went back and looked at those comments from Norfolk Southern.
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  4. That's exactly right. Quick update on what is it, CSX and Union Pacific, the merger to create the Norfolk Southern. Norfolk Southern. Okay. So where are we on that?
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