#competition

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NVidias interest is now for Intel not to enter either the GPU market

This is a death blow to the Intel GPU+AI efforts and should not be allowed by the regulators. It is clear that Intel needs the downstream, low-cost GPU market segment to have a portfolio of AI chips based on chiplets, where most defective ones end up in the consumer grade GPUs based on manufacturing yield. NVidias interest is now for Intel not to enter either the GPU market, nor the AI market - which Intel was preparing for with its GPU efforts in recent years.

#Semiconductors #AI #Competition #Strategy

It is risky

Nvidia’s investment in Intel coudl have far-reaching negative consequences. To begin with, Nvidia has every incentive to eliminate Intel’s Arc graphics line, which would be disastrous for consumers because Arc is the only product helping to bring GPU prices down. Without it, Nvidia would face less competition and prices could climb.

The loss of Intel’s graphics division would also harm Linux users. Intel’s approach to open, well-documented drivers has made their GPUs the most compatible and reliable option for Linux systems, while Nvidia has a history of being unfriendly toward open-source drivers. If Intel’s efforts end, Linux users will face fewer choices and greater difficulties.

Finally, Intel is currently the only company offering consumer-grade graphics virtualization through SR-IOV. If that disappears, Nvidia’s enterprise-level chips would dominate the market. This would mean ordinary consumers would be left with less performance, less flexibility, and weaker security on their personal computers.

#Semiconductors #Virtualization #Security #Competition

Wins for Intel and for NVIDIA in this deal. Losses for AMD and Qualcomm

i think both parties will be made stronger for this. Intel needed this. Nvidia is advantaged with this, but was succeeding without.

https://www.tomshardware.com/pc-components/cpus/nvidia-and-intel-announce-jointly-developed-intel-x86-rtx-socs-for-pcs-with-nvidia-graphics-also-custom-nvidia-data-center-x86-processors-nvidia-buys-usd5-billion-in-intel-stock-in-seismic-deal

#Partnership #Competition

Nothing is and will change in FIG for a loooong time!

Gelb is not the answer. Foskett should be long retired and has no biz talking to mainstreet FIs we serve... he is a Wall Street dinosaur. The RM/Sales leader - useless and clients and his team know it. Product - zero strategy. Our competition is catching up and winning because they are NOT Fiserv or FIS. Same recycled useless people that we keep moving around. Remind me what has changed???? if you have a chance to get another job - LEAVE!

#Leadership #Strategy #Competition #LookingToLeave

PNC looks to eat USB and other regional banks lunch

Good article in the Wall Street Journal today: “The CEO Who Wants to Double the Size of His Bank to $1 Trillion.” As I read the article and the quotes from PNC CEO Demchak it became more telling how bad leadership at USB really is. He lays out more vision in a newspaper article than anyone at USB can lay out in 10 town halls. Imagine working at a bank led by a banker, one who grew up at JPM under Jamie Dimon, versus USB led by former McKinsey consultants and spreadsheets.

#Leadership #Competition #Banks

Oracle Proves Results > RTO Theater

Oracle’s stock just exploded 40% in one day, the biggest move by any company this size in over 30 years. Why? Because they’re winning massive AI and cloud deals, building the future, and actually innovating. They’re projecting half a trillion in revenue backlog, and Wall Street is rewarding them for results.

Notice what they aren’t doing: forcing employees to waste hours commuting just to swipe a badge and sit in fluorescent-lit cubes. Oracle isn’t obsessed with RTO and control theater, they’re obsessed with delivering value.

Meanwhile, AT&T and other RTO-obsessed dinosaurs are draining morale, bleeding talent, and still struggling to grow. Employees are exhausted, productivity hasn’t improved, and customers don’t care if their rep is in Dallas, Atlanta, or their kitchen. All they care about is service that works.

Let’s be real… badge swipes don’t drive revenue. Results and innovation do. Oracle just proved it to the world. AT&T “leadership” could learn something here stop pretending RTO is about collaboration. It’s about control, and it’s ki-ling this company. Do something innovative instead!

If Oracle can ignite history-making growth without dragging people back into cubes, then what’s AT&T’s excuse?

#RTO #ReturnToOffice #StockPrice #Innovation #Competition

....just how bad is it for SAP??

@OP+1k4876rt2 Bumping this post forward...This post had it all right.

Just how bad is it for SAP? Well our stock price has plummeted 12 % in just the last month and shows no sign of a rebound. It is tracking straight down.

But go have a look at what Oracle is doing just today... Stock is on par to set a record - it is up since opening this morning 35%. All due to some very big scores on AI - and where is SAP while others are winning ?? Your guess is as good as mine. This kind of beat down would not have happened under previous leadership teams.

We are planning of dumping our Maintenance Biz, which was responsible for most of our stable revenue over the last several decades and no indication as to what platform will replace this significant revenue stream.

It's hard to watch.

As was stated in the referenced post, CK and DA had better get their act together real soon, or SAP will be lost for good against our competitors.

#StockPrice #Competition #PoorLeadership #Divestiture #Strategy

ExxonMobil Faces Tough Choices In Europe As Competition From China Intensifies

ExxonMobil (XOM) stock is trading lower on Friday after reports indicating the company plans to sell parts of its European chemical business. The industry struggles with U.S. tariffs, high energy costs, and growing competition from China.

The company has been steadily reducing its European footprint, often clashing with Brussels over regulatory policies, which it argues inflate energy costs and scare off investors.

The company already agreed to sell its French chemical operations and controlling stake in Esso SAF to Canadian retailer North Atlantic’s French unit.

The U.S. petrochemical producer has held early talks with advisers about divestments that could bring in up to $1 billion, Financial Times reported on Thursday, citing unnamed sources familiar with the matter.

Exxon is weighing sales of its plants in the U.K. and Belgium, including an ethylene facility in Fife, Scotland, and several Belgian production sites.

Benzinga reached out to ExxonMobil’s investor relations for comment on the story and is awaiting a response.

Executives also discussed shutting the plants entirely if buyers do not emerge.

Exxon stressed to the FT that a deal is not particular. However, the report highlights Western chemical makers’ challenges, including overcapacity, weaker demand, and low-cost Chinese exports, which are squeezing margins.

U.S. producers remain shielded by President Donald Trump’s planned 15% tariff on European chemical imports, which adds pressure on European rivals.

Other global players, including LyondellBasell (LYB) , are also scaling back in Europe.

Exxon Mobil stock gained just over 2% year-to-date. It failed to reach revenue consensus estimates in at least two of the last three quarters (or the fourth quarter of 2024 and the first quarter of 2025).

In August, Exxon Mobil reported second-quarter 2025 earnings of $7.1 billion, or $1.64 per share, beating analyst estimates of $1.47. Revenue reached $81.51 billion, above the $79.34 billion consensus.

The company delivered its strongest second-quarter upstream production since the Exxon-Mobil merger, pumping 4.6 million oil-equivalent barrels per day, a 13% jump from the first half of 2024. This was fueled by the Pioneer Natural Resources acquisition and record Permian Basin output.

Strategic projects advanced this quarter, including the Singapore Resid Upgrade, the Fawley Hydrofiner in the U.K., and Canada’s Strathcona Renewable Diesel project, all expected to add over $3 billion in earnings power by 2026.

https://www.benzinga.com/trading-ideas/movers/25/09/47528781/exxonmobil-faces-tough-choices-in-europe-as-competition-from-china-intensifies

#Divestiture #Restructuring #OilAndGas #Competition

Apparel Leadership is a Dumpster Fire of Missed Opportunities

Nike's apparel leadership is sleepwalking through a masterclass in mediocrity, churning out clothes that fit like a midlife crisis and feel like a betrayal of their own "Just Do It" mantra.

Earth to Beaverton: the market is screaming for fitted, functional, and actually wearable gear, but you're too busy peddling baggy, outdated designs that belong in a clearance bin at a discount store. Lululemon, Vuori, and Fabletics are eating your lunch because they get it consumers will pay for quality, fit, and style.

Meanwhile, Nike's stuck in a 90s time warp, dressing athletes like they're auditioning for a Kohl's sale rack.

Your 25.7 line was a half-hearted nod at progress, but it’s still a swing and a miss. Not everyone wants to drown in oversized fabric that screams "I gave up." Take a look at golf, poor Scottie Scheffler looks like he’s wearing a hand-me-down tent every weekend. Your "standard fit" polos are a joke, forcing players to tuck in yards of excess fabric just to avoid looking like they raided their dad’s closet. Golf shorts? Baggy, long, and about as flattering as a potato sack.

Running shorts are fine, congrats on getting one thing right but your golf joggers are an insult to anyone who values style or function. Sweats are not joggers, Nike. Get a grip.

Who’s modeling these designs? A team of couch potatoes who think "athleisure" means "loungewear for Netflix binges"? The market is begging for fitted cuts, premium materials, and sizing that doesn’t assume every customer is built like a linebacker.

Consumers are dropping serious cash on brands that respect their bodies and lifestyles. Lululemon’s stock is proof of that. Nike, you’re sitting on a goldmine of opportunity, but your apparel team is too busy sniffing their own fumes to notice. Step up, ditch the initio, or keep handing the apparel crown to brands that actually listen to the market.

#ProductDesign #Feedback #Leadership #Competition