DSV delivered sector-beating margin improvements after prioritizing profits over market share. Hapag-Lloyd’s warning about shipping delays in Stuttgart may affect Daimler the most. American AD/CV petitioners appear to be awaiting President Trump’s next move. Also: trade data shows Apple’s volume slowdown and price increases are a telecoms sector-wide phenomenon; Steve Madden’s supply chain positioning is similar to its peers, providing protection against tariffs; the seasonality of soybean shipments could provide a temporary success for the Trump administration’s EU-engagement process...