Truckload spot rates are up 52% year over year, October set an all-time intermodal record, and AI agents are now booking more than 40% of one broker’s loads. FreightWaves Today for November 11, 2026 covers the full freight market. In this episode, we cover the $760,000 fuel card fraud case, Wing’s $125 million drone factory, and Uber Freight’s restructuring. We also have the weekly SONAR freight market update, the new SONAR MCP connector for AI tools, rail traffic from Trains magazine, and interviews on AI in freight brokerage and fleet compliance. What’s in this episode: 📰 Top freight headlines Fuel card fraud: Two Georgia men face federal charges in a $760K scheme that used a Michigan carrier’s stolen identity to get Pacific Pride fuel cards, with charges across 23 states. Drone delivery: Wing will invest $125 million in a Fort Worth, Texas manufacturing facility and expand with Walmart to nearly 20 U.S. markets, ahead of the FAA’s beyond visual line of sight rule. Uber Freight: About 80 roles are cut while 290 positions are open, and managed transportation volume is up 2.5x year over year. 🤖 AI freight brokerage and M&A (Fura) Jeff Dangelo, CEO, discusses the acquisition of Road Dog Logistics (about $30M in revenue). He also covers the AI agent “Donna,” which now handles 40%+ of bookings with a goal of 90%, plus plans for 6–12 more acquisitions next year. We also cover how small brokers are handling the spot-versus-contract squeeze and what the Montgomery ruling on broker liability means for them. 📊 SONAR freight market update Outbound Tender Rejections are at 12.88%, roughly double last November. Tender volumes are up 12% year over year. Truckload spot rates are $3.56/mile, up 52%, and contract rates are $2.88/mile, up 25%. Diesel is $6.13/gallon. Road-to-rail cost savings are at 30.2%. Intermodal volumes are at 2026 highs, while inbound ocean bookings have cooled since July. We also introduce the SONAR MCP connector, which lets you query SONAR data in plain language inside Claude, Copilot, or other AI tools. 🔧 AI for fleet compliance (Fleet Worthy) Michael Precia, President and CRO, explains Radar, Fleet Worthy’s new AI tool for tolling, safety, and compliance data. He also covers toll leakage, the Hall acquisition, and what fleets want as enforcement tightens. 🚂 Rail and intermodal (Trains magazine) Bill Stephens breaks down week 44 rail traffic (U.S. intermodal +11%) and the AAR’s October report, with a third straight record month for U.S. intermodal. He also covers Genesee & Wyoming’s plan to split into three holding companies and BNSF earnings. 🎖️ Happy Veterans Day to the veterans who keep freight moving. Learn more about your ad choices. Visit megaphone.fm/adchoices
