The ride-hailing boom has come at the worst time for Hertz. Former CEO John Tague had already added to the fleet to grab market share, and with more people choosing Uber the company had a tougher time keeping cars rented out and holding prices steady. Rivals like Avis Budget Group Inc. had also added capacity, contributing to the market glut.

Many shareholders fear that the erosion of the rental business is just the beginning and that eventually, buying a ride instead of renting a car for days would put Hertz and Avis out of business. But there’s hope: The stocks got a boost in the middle of last year when Bloomberg reported that Hertz was managing the self-driving car fleet for Apple Inc. and Avis was doing the same thing for Alphabet Inc.’s Waymo unit. That showed investors that both companies could play a role in the future of transportation managing fleets of robotaxis for Waymo, Uber and anyone else who gets into the business.

Disrupting Xerox and Fujifilm: the Death of Copiers

The dominance of email and other forms of electronic communications means the business of printing and photocopying documents is dying out fast. That’s one of the factors behind this year’s deal that will see an American icon, Xerox Corp., cede control to Japan’s Fujifilm Holdings Corp.

Global shipments for printers and copiers are expected to drop 2.3 percent from 2016 through 2021, according to Gartner. Revenue at Fujifilm’s document-solutions division fell more than 7 percent last year. To survive in this landscape, the Japanese company is focusing on managed-print services and medical imaging. Fujifilm is expanding in the health-care sector, hoping to bolster sales through demand for products such as ultrasound and endoscopy equipment.

Fujifilm’s deal with Xerox will end independence for a U.S. company whose copiers were so ubiquitous that the name Xerox became a verb. The transaction, which will see Xerox merge into a joint venture it has with Fujifilm, aims to strengthen both companies through a more global reach.

Disrupting UPS: Investing For Online Shoppers

United Parcel Service Inc. has tumbled 16 percent since Jan. 31 as an investment binge prompted Wall Street to question how much the courier will profit from the rise of e-commerce. The shares fell 11 days in a row in January and February, the longest losing streak since 2007.

UPS is seeing unprecedented demand as online shopping drives deliveries. The challenge is that the Atlanta-based company earns less profit on residential stops, since drivers typically handle fewer parcels per home than when they serve businesses. To adapt, UPS is spending an extra $7 billion through 2020 to automate its warehouses and buy new freighter jets -- but without aggressively ramping up prices.

Disrupting Japan Tobacco: Smokers Changing Habits