# Raj Subramaniam

Type: Person

Source: Finance Intelligence Brief — https://getfinancebrief.com/entity/raj-subramaniam
Canonical HTML page: https://getfinancebrief.com/entity/raj-subramaniam

## Timeline

- **2026-06-27**: May PCE Price Index Released — Fed’s preferred inflation gauge; markets assess whether cooling inflation supports summer rate‑cut hopes.
- **2026-06-25**: Micron Technology Reports Quarterly Results — Key update on AI semiconductor cycle; HBM chip demand and pricing outlook will shape sentiment on data center infrastructure spending.
- **2026-06-24**: FedEx Reports Fiscal 2025 Q4 Earnings — First earnings release after freight business spin‑off; investors focus on profitability, network optimization, and high‑margin healthcare logistics.
- **2026-06-01**: One FedEx Completion — Target date for the formal merger of Express, Ground, and Freight units.
- **2026-03-19**: Q3 Earnings Beat — FedEx reports Q3 results and raises full-year guidance again due to cost efficiencies.
- **2025-12-18**: First Guidance Raise — Strong Q2 performance leads to the first upward revision of the fiscal year.
- **2023-04-05**: DRIVE Program Launch — FedEx announces a $4 billion cost-reduction plan and network consolidation.

## Recent coverage (3 stories)

### 3 Market‑Moving Events: FedEx, Micron, PCE Data Set Up Volatile Week
2026-06-21 15:19:35 · Sentiment: Neutral · Impact: 6/10 · Sources: 2

Investors face a high‑impact week as FedEx’s first post‑spin‑off earnings, Micron’s AI‑era chip update, and the Fed’s favored PCE inflation gauge converge, with potential to reshape rate‑cut bets and sector rotations.
Full story: https://getfinancebrief.com/story/3-market-events-fdx-mu-pce

### FedEx Stock: Is $5.80 EPS Enough to Buy Ahead of Rate Hike Risk?
2026-06-21 00:25:23 · Sentiment: Neutral · Impact: 7/10 · Sources: 2

With FedEx issuing Q4 adjusted EPS of $5.80 on June 23, investors weigh resilient B2B trends against the Fed's hawkish pivot; the stock's recent pullback raises the stakes for an early entry.
Full story: https://getfinancebrief.com/story/fedex-stock-buy-earnings-rate-hike

### FedEx Lifts Outlook on Q3 Earnings Beat and Structural Cost Efficiencies
2026-03-19 22:53:43 · Sentiment: Bullish · Impact: 6/10 · Sources: 2

FedEx has raised its full-year earnings guidance following a robust third-quarter performance that exceeded analyst expectations. The results were driven by a combination of volume recovery, improved yields, and significant progress in the company's multi-billion dollar 'DRIVE' cost-reduction program.
Full story: https://getfinancebrief.com/story/fedex-q3-earnings-guidance-raise-2026

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