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Is the margin reduction for reinvestment in employees, hiring, comp, or product development? The change in the vesting schedule is not significant. It would be prudent to reinvest in junior employees, new hires, engineers given the recent pressures the company has been facing.
How long do employees need to be at the company to be eligible for equity?
Investors have parted with unprecedented sums of money to help AI fulfil its lofty promise. But no one really knows how it will all pay off.
https://finance.yahoo.com/news/why-fears-trillion-dollar-ai-130008034.html
“But look at the stock price” was used as something of a justification for decisions like RTO and veneration of Stankey. Looked today though and the stock is effectively flat since early March and down vs. 6 months ago. S&P 500 is way up in that time period. Thank goodness I move my 401k match out of T and into investments that actually do something (for now)
It's the only rationale that makes sense in my mind. There is no innovation any more, oh apart from some earbuds, lol. Reduce the workforce, the wellbeing of which went out the window years ago because, well that costs money. They own some realestate probably worth a bit. But no investment at all. Any educated guesses as to when?
David Einhorn warns about "AI Spending Splurge"
Hedge fund manager David Einhorn cautioned that the unprecedented amount of spending on artificial intelligence infrastructure may destroy vast amounts of capital, even if the technology itself proves transformative.
The Greenlight Capital founder said the trillion-dollar build-out by companies overall, such as Apple Inc., Meta Platforms Inc. and OpenAI is so extreme that the eventual returns are highly uncertain. While he expects AI will ultimately surpass today’s bullish forecasts, he questioned whether “spending a trillion dollars a year or 500 billion a year” will deliver good outcomes for the firms making those investments.
Video here:
https://finance.yahoo.com/news/david-einhorn-sees-tremendous-capital-230951096.html
AAPL, META, GOOGL: Investors Could Be the Losers of AI Spending Splurge, Warns Hedge Fund Guru
“When David Einhorn speaks, the markets should listen,” said Kathleen Brooks, research director at XTB. “He is the hedge fund manager who pulled the rug from underneath the subprime mortgage market bo-m in 2007/2008. His warning could be seen as a threat to the lofty valuations of Google GOOGL +0.44% ▲ , Meta and Microsoft MSFT +0.42% ▲ . They have pledged some of the largest investments in AI infrastructure and are Nvidia’s NVDA -0.24% ▼ largest customers.”
More here, plus other articles if you scroll further down:
https://www.tipranks.com/news/aapl-meta-googl-hedge-fund-guru-einhorn-warns-that-investors-could-be-the-losers-of-ai-spending-splurge
Elliot is an activist vulture capitalist investment group. They buy company stock, bleed them dry and then move on like locust. They are the ones who ruined Southwest Airlines and canceled their longstanding "bags fly free" company policy.
They bought a large position of TI Stock in Spring 2024. They wrote a letter to the Board demanding that TI cut expenses and increase stock dividends. They have been pushing for a seat on the board, but have not gotten one yet. Shortly after the layoffs began and have become a quarterly occurrence.
An aggravating factor is that Chinese backed startups have poached our customers by underselling us. Demand for our biggest product lines have dropped in half, so the layoffs are becoming more intense.
Will Kaskida field development be a technical and commercial success?
Why does Kaskida not have other co-owners to differ cost and risk…
A conservative guess:
10years$100,000annual salary30 developers=$30,000,000 salary investment
That is just a salary investment guess. No idea on the infrastructure investment(offices, hardware required pipeline software, etc)
For comparison. MVA which was a smashing success likely was way less of an investment.
Chipmaker Nvidia plans to invest up to $100 billion in artificial intelligence startup OpenAI under a new agreement today. On the other hand, last week Nvidia is going to invest $5B in Intel. That's a 20:1 ratio... just shows you how much Intel is worth. Not much.
By Bloomberg
Sep 17, 2025
(Bloomberg) -- Exxon Mobil Corp. is shelving investments in chemical recycling in Europe due to what the energy giant says are overly restrictive rules on plastics.
The company will pause until further notice €100 million ($118 million) of investments in recycling in Antwerp and Rotterdam, the European Union’s petroleum-trading heartland, Senior Vice President Jack Williams said in an interview.
The EU is under mounting pressure to cut red tape to help industries grappling with high energy prices and myriad regulations compete in the global arena. The bloc’s leadership in policies to fight climate change faces growing challenges following the return to the White House of President Donald Trump, who’s in the UK for his second state visit.
“I find that a bit ironic given the EU is really taking a leadership role in terms of decarbonization, and we have a whole business set up for just that, and yet we can’t find competitive investments to make in Europe,” said Williams, one of the top executives running Exxon with Chief Executive Officer Darren Woods. “We were excited to be able to deploy chemical recycling at Rotterdam and Antwerp and unfortunately, at this point, we can’t.”
Without changes to EU regulations, Exxon is unable to resume projects designed to recycle 80,000 metric tons of plastic waste annually, he added.
It’s the latest sign of industrial discontent with EU rules. The European Commission, the bloc’s executive branch, has embarked on a program to streamline bureaucracy and regulations, but it’s not going far enough, Williams said.
Mario Draghi, former European Central Bank President and architect of a landmark roadmap to boost the region’s competitiveness, said this week the EU was “failing to match the speed” of a changing global order. Just 11% of the ideas he outlined in a paper published last year have been implemented, according to the European Policy Innovation Council.
“Our efforts are focused on supporting the competitiveness of the chemicals and recycling industries, by focusing on circularity and embracing innovation,” Jessika Roswall, EU environment commissioner, said in response to questions. “We are working on a clear and science-based framework — to make sure chemical recycling is done properly.”
The EU says that traditional mechanical plastic recycling is “typically preferred” as it’s less polluting and more energy efficient. The problem with that approach is that a lot of harder-to-recycle plastics end up going to landfills, according to Exxon. Williams said the Texas-based company has embarked on several similar chemical recycling projects in the US.
In May, Exxon announced its intention to sell its controlling stake in the Gravenchon refinery in northern France, which accounts for about 20% of the country’s refining capacity. It sold another French refinery and announced the closure of some petrochemical production, also in France, in 2024. The company has also been trying to sell its stake in Germany’s biggest-oil processing complex.
Williams also said that the EU’s due diligence rules for companies, known as CSDDD, which are designed to clean up supply chains and mandates climate transition plans, should be scrapped. The bloc is currently trying to make it easier for companies to adhere to them.
Exxon’s public reprimand is unusual. Williams’s remarks may catch the attention of Trump, whose supporters have sought to tie CSDDD to trade negotiations between the US and Europe.
A framework trade agreement between the EU and the US published in August said the bloc will make efforts to ensure the directive doesn’t “pose undue restrictions on transatlantic trade.”
CSDDD “forces companies to commit to transition plans that aren’t achievable because the policies and the technologies quite frankly just aren’t available to transition to net zero scope 3 emissions for many industry sectors,” Williams said. “The only choice is to reduce or cease operations.”
Scope 3 refers to indirect greenhouse gas emissions that a company doesn’t control, such as products from suppliers.
https://www.energyconnects.com/news/renewables/2025/september/exxon-halts-100-million-recycling-investments-due-to-eu-rules/
News came out just now. Intel stock is sky rocketing right now.
Any rumors on when and if that will happen. If approved they should be able to start getting a return on that investment early.
https://www.irishnews.com/news/business/multimillion-skills-investment-sees-allstate-ni-lead-us-corporations-global-transformation-programme-7N3RQGDXGFDAZIWWXDF4MG42WY/
We saw Ubisoft make more layoffs in the wake of a staggering $1.25 billion investment from Tencent and then flounder when pressed by Game File as to whether its upcoming expansion for As-----n's Creed Mirage was financed by the Saudi state.
https://www.gamedeveloper.com/business/ubisoft-continues-layoffs-after-billion-dollar-investment-is-saudi-arabia-financing-an-as-----n-s-creed-expansion-and-how-do-you-solve-a-problem-like-silksong-patch-notes-21
Anyone buying?
Aug 21, 2025
PDF Version
Commitment builds on Kyndryl's existing presence in the country and advances AI initiatives,
while fostering the next generation of technology talent
BENGALURU, India, Aug. 21, 2025 /PRNewswire/ -- Kyndryl (NYSE: KD), a leading provider of mission-critical enterprise technology services, today announced its growth plans in India with a focus on modernizing essential technology infrastructure for leading organizations. As part of this $2.25 billion commitment over the next three years, Kyndryl is focusing on the development of future-ready talent and establishing an AI lab in India to expand the Company's impact in the world's most populous country.
Martin Schroeter, Chairman and CEO of Kyndryl, met with the Prime Minister of India Shri Narendra Modii on August 21, 2025, to discuss Kyndryl’s plans for expanding its presence in India, driving forward AI initiatives, and fostering future technology talent.
"Kyndryl is a proud, trusted partner to our customers and an employer of choice to tens of thousands of Kyndryls across India," said Martin Schroeter, Chairman and CEO, Kyndryl. "We're committed to further developing our people, expanding our technical capabilities and strengthening community partnerships to support growth, innovation and opportunity."
“India warmly welcomes global partners to explore the vast opportunities in our nation and collaborate with our talented youth to innovate and excel,” said Prime Minister of India Shri Narendra Modi. “Together, we all can build solutions that not only benefit India but also contribute to global progress.”
Kyndryl serves many of India's leading organizations across industries including Bangalore International Airport, Canara Bank, Central Board of Direct Taxes, CreditAccess Grameen, Dr LalPathLabs, Dr Reddy's Laboratories, ESAF Small Finance Bank, Godrej Consumer Products, Honda Motorcycles and Scooter India, Noida International Airport, National Stock Exchange of India, Somany Ceramics, Suryoday Bank, and more. The Company is focused on strategic areas that will contribute to India's digital public infrastructure goals and long-term economic health, including AI, cybersecurity and hybrid IT modernization.
"India has established itself as a global technology powerhouse, driven by a thriving startup ecosystem, world-class digital infrastructure and skilled workforce," said Lingraju Sawkar, President, Kyndryl India. "With this commitment, Kyndryl is focused on further supporting our customers in meeting their diverse transformation needs and scaling their operations for the next era of growth."
Kyndryl's planned commitment includes establishing an AI Innovation Lab in Bengaluru, deepening its engagement with the Government of India on AI, developing IT talent, and supporting digital training for roughly 200,000 citizens.
Kyndryl AI Innovation Lab
Kyndryl is establishing an AI Innovation Lab in Bengaluru to advance the Company's AI-powered consulting services. The Lab will include data scientists, consultants, and professionals offering collaborative co-creation experiences to help businesses adopt and implement AI, software and platform engineering solutions. Similar to the AI labs Kyndryl has established in the UK and Singapore, the Bengaluru Lab will focus on hiring and training professionals with skills in AI and associated technologies, including data, cloud, applications and platform engineering.
Consistent with the priorities of the INDIAai Mission, Kyndryl is contributing enterprise-grade AI capabilities including digital public infrastructure, governance transformation and economic competitiveness. As part of this initiative, Kyndryl will utilize the new Lab in Bengaluru to lead high-impact engagements that showcase AI for governance, critical infrastructure and cyber resilience. These initiatives will culminate at the AI Impact Summit being hosted by the Government of India in February 2026, where Kyndryl will feature its award-winning AI-enabled operating platform, Kyndryl Bridge, which has been recognized globally for leveraging AI efficiency at scale.
Deepening Strategic Engagement with the Government of India on AI
Kyndryl is also advancing its collaboration with the Government of India to drive AI-led transformation in governance. Kyndryl is signing a Memorandum of Understanding with the Ministry of Commerce & Industry on its Ease of Doing Business (EoDB) initiative, demonstrating how, through its AI platform Kyndryl Bridge and agentic AI capabilities, Kyndryl is pioneering efforts to apply AI in India's regulatory reform agenda.
Commitment to Talent and Skilling in India
Kyndryl is committing to programs that address the rising demand for advanced digital skills, which are crucial for driving economic growth across India. Kyndryl is continuing to upskill its people on AI, cybersecurity and other next-generation technologies – empowering its teams to lead in a rapidly evolving digital landscape. As part of this commitment, Kyndryl plans to establish offices in Tier 2 and Tier 3 cities to unlock high-potential talent and strengthen regional innovation ecosystems, as well as partner with graduate schools and research centers to create a new early career program in India.
In recent Kyndryl research, India leads in AI workforce readiness, with 37% of business leaders confident that their teams are fully prepared to adopt AI – well above the global average of 29%. AI adoption is also accelerating across business functions in India, with 72% of leaders prioritizing upskilling and workforce training to keep pace.
Social Impact at Scale
Through the company's social impact initiatives and grants by the Kyndryl Foundation, Kyndryl aims to provide resources to help train 200,000 beneficiaries across India, equipping them with in-demand digital skills. As part of this, Kyndryl is launching the Kyndryl Skilling program, which will expand access to advanced skilling courses including DevSecOps, Cloud Operations, and Resilient Systems. The program will be integrated within the portal of the National Institute of Electronics & Information Technology (NIELIT) to upskill students and professionals in new technologies. This builds on the recent announcement that the Data Security Council of India (DSCI), with the help of Kyndryl Foundation, has launched a state-of-the-art skilling facility in Mumbai focused on building cybersecurity skills and careers for underserved youth in India.
https://investors.kyndryl.com/news-releases/news-release-details/kyndryl-continues-invest-india-plans-spend-225-billion-over
Someone Just Bought 1,246,200 Shares of Xerox, Valued at $6 Million.
https://tonernews.com/forums/topic/someone-just-bought-1246200-shares-of-xerox-valued-at-6-million/
Why? It’s his 5th largest holding. I understand that he wants to diversify into the energy sector but why would he choose to invest in Chevron, as opposed to XOM?
Mubadala remains the majority owner of the company with an 82% stake United Arab Emirates.
Shocked! No posts on the Celsius news. Great things for Pep. A lot of $$$$$ spent on this deal and giving away Rockstar?
I know the first thing I’m going to do is move all my assets out Edward Jones. That way they can’t make any profits off of my investments now and the future. Will also tell family and friends to do the same.
No more diabetes... no more Sean Salmon: Blackstone proponent... can we rid Backstone and other toxic private equity from extracting the value out of the best growth opportunities?
If private equity will fund a program, shouldn't we? Will more Blackstone proponent heads finally roll?
I hope everyone remembers when the US Govt owned 60% of GM during the 2008 crisis.
This is not without precedence.
This is not communism.
what do you think?
Well, it’s over. Intel is no longer a runner in the game of capitalism. Suggestions for management, the board or the CEO are all irrelevant ant all his time. Intel is now a pariah to the mainstream capitalist economic system. Let it slowly sink in. Hire a therapist if necessary but It’s Over.
Elevance's stock price continues to plummet and yet we still have the d-mb a--holes running this company from the board and senior VP levels. At what point can we get rid of these people? It feels like a tech company extracting anything of value out of the company before selling it to the highest bidder right now. Nothing works, nothing changes but the same recycled, terrible ideas from upper "leadership". Gail is a fu--ing problem and yet she still makes her 20 million + in bonuses while layoffs and AIP cuts happen. When is enough, enough?
What to sell.
Teradata (TDC)
Market Cap: $2.00 billion
Part of point-of-sale and ATM company NCR from 1991 to 2007, Teradata (NYSE:TDC) offers a software-as-service platform that helps organizations manage and analyze their data across multiple storages.
Why Should You Sell TDC?
Teradata’s stock price of $21.17 implies a valuation ratio of 1.2x forward price-to-sales.
Great job, Stevie!
Intel received a 2 billion investment from SoftBank. SoftBank is a Japanese investment company. Now….go do your homework and try to make it all make sense!
https://www.nytimes.com/2025/08/24/business/china-evergrande-delisted.html
The once great Chinese property giant Evergrande was delisted from the Hong Kong stock exchange Monday. Intel's path to delisting will take a different path and include a breakup and sell off of major pieces.
Both of the KBW Bank Index and the S&P500 are at record levels. USB is a component of both indexes, but our stock is trading at the same price as it was 3rd Q 2016. In that time period, the KBX index gained 73%, while the S&P 500 is up 196%. US Bancorp? Negative 2%.
This is startlingly bad performance. Senior management has been compensated to the tune of hundreds of millions of dollars for presiding over this lost decade. The Board approves increasingly ludicrous compensation packages for the very people that are responsible for this destruction of value, even while layoffs are implemented and the talent drain continues.
It's very hard to believe that GK has any chance of righting this sinking ship given what we've seen of her thus far.
"Ford’s dividends might sound like a matter only of concern for the company’s shareholders, but U.S. taxpayers should care. Over the years, Ford has mooched some $8 billion from federal and state public troughs. And just before leaving office, former Energy Secretary Jennifer Granholm in late December finalized a controversial $9.63 billion below-market loan to cover most of Ford’s $11.4 billion EV projects in Tennessee and Kentucky.
Ford uses what it calls “adjusted free cash flow” to justify these rich payouts. Weil prefers to call it “cash flow before bad stuff.” The technical Wall Street term for Ford’s financial window dressing: putting lipstick on a pig.
And what have taxpayers gotten so far? Broken promises. Ford’s Super Duty EV plant in Tennessee, once scheduled to open this year, is now pushed back to 2028. Its Tennessee battery plant, originally planned for 2025, won’t open until 2027. One of two promised Kentucky battery plants has been delayed indefinitely.
The only major firm commitment Ford has delivered on is its dividend.
At the very top sits William Clay Ford Jr. He controls nearly 19 million Class B shares, which at 2024’s dividend rate would have delivered around $11 million in cash — on top of the $20 million he collected as executive chairman, a role I’d guess mostly entails overseeing CEO Jim Farley and managing board proceedings. Farley himself hauled in $25 million last year and has pocketed more than $107 million since taking Ford’s corporate wheel five years ago.
Much of Farley’s compensation was stock, so if Ford’s shares decline, so does his personal fortune.
For Bill Ford’s distant cousins, there’s less, but still plenty: hundreds of thousands of dollars a year simply for being born into the family. That’s why the dividend is existential. It sustains Palm Beach lifestyles as much as it secures control of Dearborn. If the spigot slows, it could shake both fortunes and the family’s loyalty to the company.
Weil exposed just how far Ford is stretching. The company used the free cash flow – money left over after paying operating expenses – it generated in 2024 to justify its 2025 first-quarter dividend — the equivalent of using last year’s paycheck to prove you can pay this year’s mortgage after your boss cut your salary. Ford expects to generate less free cash flow this year, a shortfall it partly blamed on Trump’s tariffs."
https://www.deadlinedetroit.com/articles/33555/starkman_today_s_ford_family_is_milking_the_company_not_saving_it
Please treat GF the same.
IMO we need the following to bring in more clients:
-“TIAA ETFs - some attractive ETFs that compete.
Fidelity offers others’ annuities. Can’t they offer TIAA Traditional? Get that thing on other platforms!
Expanded fund lineup. Where’s the sector funds? The specialized funds? Our lineup is so 1995. It’s ok to to risk some assets!
A hot brokerage app. How can we compete with Schwab and Fidelity with a trading app that’s eh at best? Make it hot then market it. Name it something more memorable than TIAA. Then market it like crazy.
I feel we’re too conservative and this perceived safety is actually detrimental to growing assets over a long term.
Thoughts? What else should we do? Why don’t they ask us these things? How do your other firms compare?
Been away from Fidelity for a while. I was wondering if the 401k expansion order the current cabinet is working on will effect how Fidelity's 401ks work.
As far as I know, it's just a bill, so nothing is guaranteed. But, if the bill passes, then 401ks will ideally have more potentially asset options to invest in. Those would be private market, real estate, cryptocurrency funds (NOT actual crypto), commodities (physical gold or gold contracts), infrastructure financing, and income. The Department of Labor is now working with the SEC to see how many of the 6 things can pass. Again, we don't know if any of them will pass. But if some of them do pass, then it'll be up to the employer to decide which of the options that are passed can be invested in.
So let's speculate. Of the six potential options, IF they become a real thing, which investing options would Abby and co. offer to Fidelity employees for their 401k? There's a lot of hulabaloo about the current state of dynamic work, but would this make Fidelity a more attractive place to work?
I know I mentioned this is the trump administration, but let's please keep political opinions out of this.
I love this video for reference, although I'm good at budgeting and financial literacy, I'm not THAT good. Plus, anyone can use this for educational purposes, too: https://www.youtube.com/watch?v=5WzlS8qEIKw
Wall Street was unimpressed by General Motors’ Q2 earnings call. On the call, a Morgan Stanley analyst asked CEO Mary Barra, “How does GM expect to be profitable with EVs when players like Tesla apparently cannot?” Separately, Piper Sandler told clients that GM stock won’t break free of its bargain-basement multiple of five times next year’s forecast earnings if management is only tinkering around on the edges. The company needs a thesis-changing strategy like humanoid robots, it said.
https://fortune.com/2025/07/23/gm-q2-earnings-mary-barra-morgan-stanley-tesla/
GM failed at leading the way for EVs so why not go backwards and make more cr-ppy V8s? Hopefully GM will recommend thicker oil this time. Lol
https://www.cnn.com/2025/05/01/business/gm-ceo-barra-tariffs-cost
Well thought out tariffs.