#stock

Seriously, how bad were things???

But only if you are in AI. Dell’s basically shifting from PCs to an AI server growth story... Aiming for $20B++++ in AI server sales this year... plus services and financing in the mix so it looks good as a plan... I'd buy the stock but I am unsure if I want to continue working here since what I do does not benefit from most of this. We'll see how things play out but I think that stock $$$ will keep going up. Not a financial advisor and I typically fu-k up my predictions tho.

but hold your horses, it's all driven by digital, so really it's not better for the worker. i think they will continue with layoffs

With Xerox’s stock trading now at historical lows of just $3.15 (and who knows when it will hit bottom), an acquisition might seem attractive to one or more OEMs. But who would it be?

Truist stock is getting wrecked, worst it's been since MoE. Q3 numbers are expected to be rough, and we'll see that confirmed tomorrow morning. Looks like another Project STAR is coming soon, and it'll be even bigger than the last one. Truist is struggling, mostly due to mismanagement by Bill and team, coupled with tough economic conditions.

The management of this company is primarily responsible for the earnings and stock value presented to shareholders. Many of Wells Fargo's employees are also shareholders. It is nice to log in to the 401K account after a day like yesterday and see the numbers change positively and substantially. Yes, many times, CS and the team must make unpopular decisions, but to say this team is clueless and incapable is laughable. This is what happens in many publicly traded companies. Would you rather have a government job??

The stock will probably be around $50 by the end of the year. We’re clearly in an AI bubble, and the AI-driven stocks are telling a very different story from reality. Our team isn’t ready to handle what’s coming.

We’re stuck in an economic trap. If we raise prices to protect margins from tariffs, we risk losing customers. If we don’t, margins get crushed. Discretionary spending is tightening, so fewer people will be buying high-end gear this holiday season. Retail looks soft, companies are hiring less and most aren’t looking to add traditional holiday staff at prior year levels.

Not everything is leadership’s fault. Some of this is just macroeconomic turbulence. But the bigger issue is that our current leadership is a throwback. They’re just not equipped to deal with today’s high-volatility environment. And unfortunately, many of the same people who created these problems are still running the show, some of them even promoted.

We might see slightly better earnings in December, but I expect it to come with a warning about a tough year ahead. That message won’t help the stock.

Buckle up.

I’ve seen many stock market analyst calls where turnaround, reinvention, etc are claimed. Same with initiatives like OwnIT, re-imagine, etc. Also revenue promises from things never really monetized: 3D print, digital paper, etc. I observe Wall Street eats it up and then, when these things didn’t deliver - silence. Maybe now that dividend and finances r in the toilet we might see a strong sell opinion? Not holding my breath.

Why the he-l is WF making such a big deal about today being the last day to accept the special award and making sure employees accept it. I don’t understand how all this works, but are employees helping to artificially inflate the company stock? I know few people not accepting it out of spite. I mean, 3 years to collect $2k…the argument is, just give me a $0.33 cent per hour increase for the next 3 years rather than making us wait for the full amount when there is a possibility of getting laid off anyway.

The stock is up

Hans did not have the experience or knowledge to lead Verizon - smoke and mirrors and everyone else paid the price(especially employees with vz stock). Sampath is not the right leader either.

Stratton is the best fit to turn the company and stock around. Only met him once.
Good article below.
https://www.mobileworldlive.com/verizon/analysis-why-verizon-needed-a-ceo-shift-change/

Oil opening in 58.00 range and Oxy stock in 41.00 range. Hopefully, we have a lot of our oil hedged much higher.

Why??!!

Hans did not have the experience or knowledge to lead Verizon - smoke and mirrors and everyone else pays the price. Sampath is not the right leader either. Stratton is the best fit to turn the company and stock around. Only met him once.

https://www.mobileworldlive.com/verizon/analysis-why-verizon-needed-a-ceo-shift-change/

It's time to get out before the ship sinks.

Here it goes:

• AI can unlock sizable global productivity savings, driving more investment in compute, storage, and networking
• 85 percent of enterprises plan to move generative AI on premise, boosting demand for compute, storage, and networking
• Dell’s AI factory helps 3,000 plus enterprise customers deploy AI at scale
• As inferencing shifts to the edge, Dell can scale AI PCs opportunities
• Infrastructure Solutions Group is expected to sustain 11 percent to 14 percent CAGR over the next few years, led by AI servers, x86 servers, and storage
• x86 server growth should be supported by both higher units and higher average selling prices

https://www.barrons.com/articles/6-reasons-to-like-dell-stock-plus-draftkings-infosys-and-more-f16d0c81?mod=RTA

Kroger is navigating a transition after a failed Albertsons merger, including layoffs of roughly 1,000 corporate employees to cut costs and streamline operations. Despite the turbulence, investors largely view the moves as a reset rather than a red flag.

https://finance.yahoo.com/news/kroger-layoffs-mean-stock-value-020315215.html

The stock’s performance is strong over longer horizons, up 24.9 percent in the last year, 67.9 percent over three years, and 121.4 percent over five years. Short term performance is mixed, with a 0.7 percent decline over the past month and a 2.2 percent gain over the past week.

Valuation checks suggest the shares look undervalued, passing five of six metrics. A two-stage discounted cash flow using last twelve months free cash flow of about 2.2 billion dollars and a projection to roughly 3.2 billion dollars by 2030 implies intrinsic value of 87.68 dollars per share, about a 22.7 percent discount to the current price.

Overall, the takeaway is that Kroger may offer a margin of safety if it can sustain cash generation and execute through the current transition.

got hammered on Friday together...
AMZN and NKE is main culprit of Dow going down 900 points

Wall Street views AMZN and NKE will be most affected by new round of trade that will be started by China and Trump...

Is next time for NKE $50.00s or lower if stock markets gets into REAL bear market?....

I hope you devaluate and understand the consequences of your actions you piece of sh-t investors
As for managers you'll eventually understand and the money you'll make will disappear and you'll have nothing because it will go overseas and your children will grown up in a country with no prospects
Good times

Little tiny Jeffrey, stocks still at $20 bud. Layoffs ain’t changing anything. You couldn’t work on a rig to save your life. I would like to see you work a rig like a man. You ain’t representing anything bud. Same with the rest of you soft white collars.

https://en.wikipedia.org/wiki/Pump_and_dump

Qualcomm CEO Cristiano R. Amon sold 150,000 shares of company stock on October 1, 2025, for a total of approximately (\$24.8) million. This transaction was reported in a filing with the SEC. After the sale, Amon still held 149,304 shares in the company.

What is going on? Does he really need that much cash?
 

What are you doing with your shares of ILMN? I’ve got shares from vested RSUs and ESPPs. I’ve been just buying and holding. Anybody else have a more thoughtful strategy?

Agree?

One of Warren Buffett’s favorite CEOs,Occidental Petroleum’s Vicki Hollub, hasn’t delivered for investors.

Since Hollub, 65, became CEO in April 2016, Occidental stock has been in the bottom 10 stocks among the 50 in the S&P oil and gas exploration and production index.

The stock is extremely expensive at over 30x '27 EPS targets, investors are advised to use the rally to exit positions as prospects remain bleak and dilution has increased.

https://seekingalpha.com/article/4828407-intel-no-resolution-to-foundry-and-ai-problems

And the stock is like 90% down in last 12 mo.

Avoid at all cost.

Sadly, Occidental Petroleum's EBIT actually dropped 8.8% in the last year. If earnings continue on that decline then managing that debt will be difficult like delivering hot soup on a unicycle …
https://finance.yahoo.com/news/think-occidental-petroleum-nyse-oxy-120019506.html

Teradata is down 29.9% since the beginning of the year, and at $21.48 per share, it is trading 35.6% below its 52-week high of $33.38 from November 2024. Investors who bought $1,000 worth of Teradata’s shares 5 years ago would now be looking at an investment worth $979.05.

Amazing!

We have been holding hands together and singing "Kumbaya, My Lord" so much for One Weatherford Week that we forgot how bad our stock and market are at the moment. Could this mean that layoffs are right around the corner after this One Weatherford Week?

I haven’t sold my ESPP since 2018 - should I sell and will this rally higher?

1 Year Return:
Valero 19%
HF Sinclair 17%
Marathon 15%
Phillips 66 (0.4%)

2 Year Return:
Marathon 19%
Valero 17.5%
Phillips 66 14.3%
HF Sinclair 4.5%

Since Mark L. Became CEO (July 2022)
Marathon 32%
Phillips 66 19%
Valero 17%
HF Sinclair 8%

If you need tax loss harvesting. Now's the time to sell Appian. I really don't see this stock going anywhere in 2026.

QCOM takes five years to get 30% gain.

Looking at the DXC share price. Fair to say it's seen better days, I'm losing money If I current withdraw, but I risk losing it all going the way we are. What's people thoughts? Can management fix this ? Currently sitting at a 30%-40% loss with the share incentive program, and risk losing more if I withdraw due to tax but would rather have something, id even gamble it at this rate.

Anybody have any thoughts on the expected share price of Solstice following the upcoming spin off.

Goes to Hawaii talks about the great opportunities into the future and proceed to sell ~30K shares (13Mil) out of his ~230K shares.

Is it the best decision he made after he became the Qualcomm CEO?

https://www.sec.gov/Archives/edgar/data/804328/000080432825000061/xslF345X05/edgardoc.xml

less than 2 billion for the multiple year in a row??

don’t be scared !

I’m trying to understand what’s driving the stock price down.