ACR Alpine Capital Research acquired 1,028,778 shares of Arrow Electronics in Q4 2025, increasing its position to 5.9% of AUM valued at $379 million. The purchase aligns with Arrow Electronics' recovery, with full-year revenue growing 10% to over $30 billion, and reflects confidence in the company's positioning amid broader manufacturing sector improvement.

The healthcare logistics market is projected to grow from $131.73 billion in 2025 to $213.74 billion by 2030, with a CAGR of 10.1%. Growth drivers include expansion of pharmaceutical distribution networks, rising cold chain solutions demand, digital healthcare logistics platforms, and home healthcare delivery services. North America is the fastest-growing region, with major players including AmerisourceBergen, CEVA Logistics, Deutsche Post DHL Group, and UPS Healthcare leading the sector.

Dalfen Industrial announced the acquisition of a multi-tenant industrial property in Elk Grove Village, Illinois, strengthening its Midwest platform. The 75% leased property offers strategic access to major transportation hubs and is located near major operators like Amazon and FedEx. With this transaction, Dalfen now owns 17 buildings across the Midwest and plans to double its footprint in the region over the next 12 months.

FedEx announced an ambitious 2026 Investor Day strategy targeting $98 billion in revenue and $8 billion in operating income by 2029, with a $3 billion operating income increase through strategic initiatives. The company is acquiring European parcel locker leader InPost and spinning off FedEx Freight in June 2026. Despite broader market weakness, FedEx shares rose on strong technical performance and positive earnings expectations, with analysts maintaining a Buy rating and $323.83 average price target.

U.S. stock futures declined on Monday following Friday's record close, with the Dow Jones, S&P 500, and Nasdaq 100 all trading lower in premarket. Key movers include STMicroelectronics jumping on an AWS deal, Kroger gaining on CEO speculation, and FedEx rising after announcing the InPost acquisition. Strategy Inc. continued falling after reporting a massive $12.4 billion net loss. Asian markets closed higher, while the Fed is expected to hold rates steady in March.

A consortium led by FedEx Corporation and Advent International agreed to acquire European parcel locker leader InPost for approximately 7.8 billion euros ($9.3 billion) in an all-cash deal. FedEx will hold a 37% stake alongside Advent, with A&R and PPF holding 16% and 10% respectively. The transaction, expected to close in H2 2026, aims to enhance FedEx's European delivery capabilities and leverage InPost's network of 61,000 automated parcel lockers.

Software and AI-exposed stocks have declined significantly in early 2026 as concerns emerge that AI could disrupt rather than fuel demand. Investors are rotating capital toward sectors insulated from AI disruption, particularly cyclical and old-economy industries tied to physical assets and real-world demand. Goldman Sachs identifies industries with the lowest correlation to software stocks as the best escape routes, including transportation, energy, materials, and financial sectors.

The bull market is broadening beyond tech into cyclical and value sectors including Energy, Materials, Consumer Staples, and Industrials. Several upcoming investor days and analyst conferences from major non-tech companies in utilities, energy, industrials, and banking sectors will provide insights into Main Street economic momentum. Key events include Xcel Energy's analyst day, Williams' Q4 update, FedEx's investor day on February 12th, and JPMorgan Chase's business update on February 23rd, which could signal whether the bull market is entering a more diversified phase.

UPS announced $6.5 billion in 2026 free cash flow guidance, exceeding expectations and securing its $5.4 billion dividend. However, the guidance relies heavily on $700 million in property sales, $3 billion in cost savings, and reduced capital expenditures. While the dividend appears safe for income investors, concerns remain about long-term growth sustainability and whether the company can maintain such low capex levels once restructuring is complete.

Prologis, a major REIT specializing in industrial distribution centers, offers AI exposure at reasonable valuations. The company is aggressively expanding into data centers with a $25 billion development arm and 5.7GW power capacity pipeline, positioning it to capitalize on the global data center market expected to grow from $384 billion in 2025 to over $900 billion by 2033. Trading at 21x FFO with a 3.1% dividend yield and strong fundamentals, Prologis presents an under-the-radar AI investment opportunity.

The author identifies Berkshire Hathaway and Prologis as two stocks he would confidently hold during a market crash. Berkshire Hathaway benefits from its diversified subsidiaries, strong cash position ($382 billion), and ability to capitalize on market downturns. Prologis, a major industrial REIT, is positioned well due to the enduring demand for e-commerce logistics infrastructure. Both stocks are expected to be less volatile than the broader market during downturns.

Mexico's freight and logistics market is projected to grow from USD 124.36 billion in 2025 to USD 170.39 billion by 2031, with a CAGR of 5.39%. Growth is driven by near-shoring manufacturing relocation, e-commerce expansion, and multimodal infrastructure projects. However, cargo theft, regulatory compliance costs, and security challenges pose operational headwinds.