https://www.cnbc.com/2018/11/08/amazon-will-soon-compete-directly-with-fedex-ups-rbcs-mark-mahaney.html

Amazon's next big move could be taking on the giants of the delivery industry, RBC Capital Markets' Mark Mahaney told CNBC on Thursday.

"There's another investment cycle coming, and I bet you it's around shipping and them actually coming out and directly competing with FedEx and UPS," the lead internet analyst said on "Power Lunch." "I think it's just a matter of time before that happens and it will be an investment cycle in front of that."