#stock

AT&T and TMO are also up. Look at the history of these telecom stocks. They go up when the other equities go down due to market risks increasing (wars, rising oil, etc.). Grandma clutches her pearls tighter and moves her money to utilities. She'll move it out of telecom when she thinks the risk is less, and VZ will then continue it's slide.

Because of stock dilution

AT&T stock gains 5% today due to increased RTO and confidence in CEO Stankey's leadership going forward

I understand senior management milking this whole game of grabbing cash till it is gone. I also understand older employees staying until social security is close. Perks of vacation time and free travel to events must be great for them. But, how is any second tier lien holder of this debt calculating they will get all their money back?
With stock dropping causing loss in investments and the REAL debt being said it would be closer to 9 billion, what bank would possibly feel ok with this?
Could someone explain this? Are there hidden advantages here somehow.

Did you see stock post earnings? Where is this going?

stock sinking why CEO's nut heads still around? As a stock holder i want them to be fired for their lousy job.

This guy is so full of it. Now he’s saying he’s going to transform central offices to data centers he’s full of it and no one believes him. Stock will go back down next week

What stock price are you guys predicting after earnings ), stocks are already going down

There were so many of them a few weeks ago. "So proud to work for this company" followed by an image of the stock at $320. Not just execs either (probably the same people that comment on W3 blogs). Radio silent now.

https://www.prnewswire.com/news-releases/ibm-investigation-notice-ibm-product-slowdown-and-25-stock-drop-trigger-securities-fraud-investigation-302830348.html

Hmmm Maybe something is afoot. Usually by now the earnings date would of been announced. Perhaps there is something that is just taking a little more time to draft and run by the board? We have been distancing our earnings to get far away from Insight's earnings to avoid dragging the stock down, but this seems quite unusual. They su-k and so do we, but what do you all think? what's the word? where's the beef?

As a prior employee who was laid off over a year ago, I have to admit that from a shareholder perspective who was fully vested with ESPP shares for several years, it appears that the moves that NetApp is making has increased my account value significantly. While I didn't appreciate being cut from the company, I am enjoying seeing the company make me money while I'm sleeping. Cheers and best wishes to you all!

Fair value for aero based on P/E could be as low as 180’s. How does your 401k like them numbers?

Is the stock dropping because Sassine made a really d-mb decision?

They board named a renegade cowboy for a reason. This is going to catch people off guard and make the stock break 55.

https://www.cnbc.com/video/2026/07/15/bny-ceo-robin-vince-goes-one-on-one-with-jim-cramer.html

Granted this comparison is Fin-tech vs Telco; but T stock has actually dropped under Stinky and this company’s stock has risen 290% since this guy took over… Robin Vince is doing SOMETHING right…

Stinky’s resume speaks for itself; stock holder devaluation, losing biz deals, failed ideas, failed vision, nearly zero respect from the employees and even losing respect of “The Market” he seems to favor. If only T could get a guy like this at the helm!!

When will our stock will hit $500? Any idea!!

What is the severance for retail this time around. What is the minimum and what is the max. Do you get all your stock, including what hasn’t vested?

Remember, the 52 week high and low are $37.42 and $82.62. Those are shocking results.

Oracle Stock Slides To 52-Week Low Amid AI Spending Fearshttps://www.investors.com/news/technology/oracle-stock-slump-open-ai/?src=A00220

Can't stop laughing !!

Today is a difficult moment for IBM, its employees, its shareholders, and its leadership. Sharp market reactions are never easy, and there will undoubtedly be tough questions in the days ahead.

That said, I have confidence in Arvind. Leading one of the world's largest technology companies isn't about one trading day or one earnings report—it's about making decisions that position the company for long-term success. Every CEO faces setbacks. What matters most is how they respond.

IBM has overcome major challenges throughout its history because its leaders stayed focused on execution, innovation, and serving customers. I believe Arvind and his executive team will learn from this, adapt where necessary, and continue building for the future.

Setbacks are temporary. Leadership is measured over years, not a single day. I'm confident IBM will continue to innovate, compete, and succeed over the long run.

I just feel even tho stocks crashed, they will just keep us lol as I don't see any layoffs happened in recent years

The stock prices is down 2% YTD and most analysts expect very little upside. Also, with very high technology spending and in employee salaries, seems like we should expect a sizable layoffs in the near future. Thoughts?

https://www.trefis.com/stock/ibm/articles/607320/ibm-stocks-sudden-reversal-from-buy-now-to-under-investigation/2026-07-15

Makes no sense. We either su-k or not. Why such wild swings?

https://finance.yahoo.com/markets/stocks/articles/jim-cramer-ibm-inexpensive-arvind-152555444.html

https://techrights.org/n/2026/07/14/IBM_Stock_Collapses_and_It_s_Only_the_Beginning.shtml

Cost of HSI is more than the revenue it generates. 3% HSI customers occupies more than 50% of network capacity.
Hence more layoffs to reduce overall costs.
Stock price stays high bcoz the volume is low average daily is less than 1/10th volume of Verizon or AT&T.
Markets are getting tricked but will this continue?

I still think this is way too high though. With the current debt, and forthcoming AI apocalypse, this stock is worth $1 !!!!

I know, share price means nothing.

Apparently it was a submarine. Trying to test 212 and with a brand new offer aerospace could easily drop all the way to fair value which would 161 to 184. Sry folks . Math

So how is management spinning the drop in stock price? With BH announcing a fairly substantial layoff, will WFRD be rolling one out soon?

This isn’t investment advice. Just sharing something I read because there was a lot of hype around the SpaceX IPO on this very forum.

https://x.com/gnoble79/status/2076080526042038465

The largest IPO in history is also shaping up to be the largest exit liquidity operation in history

SpaceX went public at more than 90x revenue, and the insiders who bought in at a fraction of today's price are about to start selling their shares to you.

Let me walk you through why this IPO is built to separate retail investors from their money:

SpaceX has NEVER turned a profit and lost close to $5 billion last year.

At the offering you were paying more than 90x revenue and at the peak the market briefly valued it near 140x.

30 years ago the head of Sun Microsystems explained in detail why paying even 10x revenue almost always ends in tears, and he was right.

But listen closely, because the valuation is not even the real story.

The scarcity is what CREATED this valuation in the first place, and the calendar that ki-ls the scarcity is what ki-ls the price.

Less than 5% of SpaceX shares were actually available to trade at the IPO. Then the index committees REWROTE their own rules to fast track the stock into the Nasdaq 100 just 15 trading days after listing, which forced every passive fund and index ETF in the country to buy at the exact moment the float was at its tightest. The Nasdaq inclusion alone forced an estimated $4.3 billion of buying, and the Russell reweighting added roughly $3 billion more.

The supply was minuscule and the buying was mandatory. That's a manufactured squeeze, and it is why the stock went above $225 in its first week.

Now watch what happens next, because this is the part they ain't explaining to you:

The lockup was staggered on purpose, and the entire schedule is sitting in the prospectus for anyone who bothers to read it.

In early August, right after Q2 earnings, 20% of the locked shares come free. Another 10% unlocks early if the stock trades 30% above the $135 IPO price going into the report.

Then tranches of 7% hit the market at 70, 90, 105, 120 and 135 days after the IPO, which means fresh insider supply lands roughly every 2 to 3 weeks from late August through late October.

Q3 earnings triggers the single biggest release of all, another 28%, roughly 1.3 billion shares. On December 8 the 180 day lockup expires entirely. And on June 12, 2027 comes the final wave, when Musk's own 6.4 billion shares, 42% of the whole company, become sellable for the first time.

Add it all up and insiders could be free to sell as much as 44% of the company by early September, which would balloon the tradable float by roughly 900%.

All of that supply lands on a stock the company deliberately packed with retail, because SpaceX reserved close to 30% of the offering for individual investors vs the usual 10%.

This deal created over 4,400 paper millionaires inside the company. You think none of them are looking to cash out?

Early holders are already loading up on puts to lock in what they have.

First they keep the float tiny. Then they let the index rules force the world to buy at the top. Then they release a flood of insider stock into a crowd of retail buyers who were handed the shares up high.

When the price finally breaks the offering level, the people who got in years ago at pennies on today's dollar will hit the bid, and the exit liquidity is your retirement account.

And what are you actually left holding? Strip away the science fiction and the only business inside SpaceX that reliably earns money is Starlink, which produced $1.2 billion of operating income last quarter. A wonderful business worth hundreds of billions on its best day. NOT $2 trillion.

Serious fair value work lands around $30 a share.

Nobody has been a bigger bear on this deal than me. I called it out the moment it started trading, and it is already playing out on schedule as the shares have given back the entire squeeze and slipped below their opening print.

I was Peter Lynch's auto analyst back in 1981 and I have watched every disaster since, and I am telling you this is one of the great wealth transfers of my lifetime packed into a fancy narrative.

Tesla was the biggest misallocation of capital in the history of stock markets. SpaceX may have just surpassed it.

SPCX goes straight onto my short list, and the beauty of this setup is that the catalyst is not a guess or something, it is literally a PUBLISHED CALENDAR.

This is the most grossly overpriced stock at scale that I have ever seen.

Ayman was given the okay from the board (including approval on HUGE spend) for what is unfolding now for F27. The caveat is that these investments must grow the business in each product group by 2%. To be clear, not an overall %, but each sales BU must show a minimum of 2% increase in sales. This investment is the cost associated with the new GTM planning and execution (a big chunk of that $$ is that all of these leaders now running the geos and various markets plus the new reports to Ayman received huge salary increases amounting to millions), $$ SKO participation, using consulting companies to help get the company on track ..surveys, planning models, etc...). The reason for all of this is the board expects to see the stock double from where it lands after final f26 results announced. The rest is moot. They don't care who resigns, they don't care whether anyone is paid what they are worth, they don't care about cost of living increases. They are going to THROW a huge and ongoing level of pretend value to employees like access to full copilot, fluffy virtual clubs you can join including those for underrepresented employees (women, minorites), surveys to get your opinion, all to convince sellers that they are behind you and your success as you face huge quota increases. Non sellers - if you make it through the end of the calendar year (2 more planned WFRs, names in boxes already), expect fewer peers and more work.

Ayman and the senior leaders get huge $$$ if they make this 2 % increase and if Ayman fails, he and his ELT get replaced.

Expect major increase in inspection.

Board is still making decisions. Ayman is their puppet.

So I was just sitting here thinking.. Did they move the stock together to October in order to avoid paying them out for a Rif that is planned?

Full disclosure I am not aware of how the payouts for the big Rif worked. Did they accelerate all stock together grants and pay them out?

Why else would this have been moved to October?

Thanks in advance. Hope everyone is surviving out there.

Stock @$20 but we gonna get a new golden palace in Plano! Will anyone be left to sit at a desk there?

How come the stock price is the same since dan joined? doesn't seem wall street believes verizon is an AI company....does this mean Hans will be back?

Why do we keep seeing these bull headlines for Nike with nothing to back it up to show that they can do it. This says Nike could have a 40+ % swing my July of Nike year. What are you thoughts?

https://finance.yahoo.com/markets/stocks/articles/prediction-nike-stock-set-25-141550863.html