#investment

A roller coaster ride is coming if investors are fooled again. I doubt such investors still exist

https://www.cnbc.com/2026/08/23/wells-fargo-citigroup-deals-regional-banks.html

That’s from yesterday. What to make of that?

Now that AI and Big Tech are officially falling out of favor on Wall Street, how long until Jim pivots and claims his "big bet" on AI was just a victim of bad timing? Place your bets, but historically, he usually clings to a fad for about a year before quietly shuffling away.

What amazes me is how he always gets away with it. How many trends does this guy have to chase just to sit at the cool kids' table on Wall Street? Why doesn't Bill see through this? Sometimes chasing the shiny new thing doesn't pay off, to the tune of $20 billion.

First, it was autonomous vehicles Argo taxis, because every American loves to rent their car. "They'll be here tomorrow!" Then it was subscriptions. "Wait, no, energy, were an auto battery supplier now! Wait no one wants them, how about energy storage, anyone? !" And now? "Data centers and defense! That’s the ticket!" Affordable, sorry guys, that was Mr. Trump, which Jim referred to as the "return of common sense", after cursing him for stripping the EV dream no American wanted.

Does anyone remember the genius of the scooter or the inflatable bike? We're growing they exclaimed, we went from 5 employees to 500, that's progress!

Verizon secured a minority equity stake in prepaid carrier MobileX by converting an existing loan into equity. This transaction coincides with a broader $200 million deal where EchoStar chairman Charlie Ergen's special-purpose acquisition company, CONX, is acquiring a controlling stake in MobileX

https://www.phonearena.com/news/mvno-mobilex-sold-to-charles-ergens-spac-conx_id182632

So who are we not buying or partnering with?

How do I cash out the six BNY stocks we were granted back in 2023?

I clicked transfer but was met with “your cash balance is $41.36. To make more cash available, you’ll need to place a trade”.
Total account value $1033.82

Explain to me like I’m clueless (because I’ve never done this), if I click place a trade, what do I select or click next?

I just want my money.

For a new joiner, would y'all leave your 401k with the previous employer or rollover to Fiserv's?

• Talks are ongoing and no deal is guaranteed, people familiar say
• Workday had about $43 billion market value before Reuters report sent shares up nearly 18%
• Silver ​Lake could bring in additional investors to finance deal, one person says

https://www.reuters.com/world/silver-lake-talks-buy-workday-sources-say-2026-08-13/

U.S. National Debt (Record Growth) -

(Current) $39.9 Trillion (and rising).

(Current) $111.0 Billion in Interest (and rising) paid (each year) by U.S. Taxpayers to Investors that finance it (U.S. based, Japan, China; etc.) via U.S. Treasury bonds.

(Current) 123.19% Debt-to-GDP ratio - (2000) 56.63%, in (2025) 98.0%.

May 2026 - The U.S. Treasury called the U.S. Government (Insolvent).

(Current) Fed Balance Sheet - $6.76 Trillion (and rising).

There are consequences in the future, yes the Fed can print (Fiat) currency; but that causes devaluation-debasement of the U.S. dollar over time.

Nike and Silver Lake in Palo Alto. New CFO in tow.

SVL just put together a very big one, Nike is next.

JPM was the plunger, but it did not take, it was not incorrect, but the stock held.
28% held by insiders.
7 Billion in cash on hand.
And Capital Markets people still think it is THE BRAND, and that own goals, Macro, and Tarif's can soon turn over.

just wanted to express gratitude for our opportunity to help people become confident investors and help clients (and ourselves!) achieve life’s possibilities

https://www.reuters.com/business/jana-partners-cuts-stake-fiserv-filing-shows-2026-08-14/

Wow Bac invests 250 billion on various entities. Also partners with India finance company. Thanks for working your a-s off as the company looks elsewhere . Don’t forget to follow the new RTO rules.

The US brings billions in investments and how they thank the American employees by laying them off and offshoring those exact same jobs overseas and it is continuing. This is the biggest hypocrisy of the article published. Are investments coming in from Costa Rica, India and Manila? How are they giving back to America?

Here we go again…more net outflows for July! $8.2 billion in outflows.

Anyone know what this is about?
Since LinkedIn shows I worked at DFS I've received multiple junk mails with this request.

I'm looking to get in touch with you regarding Discover Financial Services. We have a family office that is looking at investing in Discover Financial Services's industry.

Are you available this week to discuss the opportunity?

AEs are getting all the training as part of LFG. There is an intentional lack of SE training and investment.

https://www.reuters.com/legal/transactional/intel-launches-15-billion-share-sale-turnaround-rally-lifts-stock-2026-08-10/

Intel said on Monday it was planning to raise $15 billion through a share sale, as it looks to fund the costly build-out ​of its chip contract manufacturing business by cashing in on a stock surge ‌fueled by its turnaround efforts.

Sell now and buy back later!

Can someone share 401k details, investment options, etc.

European food group Vandemoortele has fully acquired Banneton Bakery Inc., a South Jersey-based manufacturer of artisan pastries. This acquisition follows an 80% stake Vandemoortele took two years ago, establishing its first U.S. production platform. The Swedesboro facility will remain operational with no planned layoffs, and the company intends to invest further in the plant and its workforce. Banneton's brand will continue as part of Vandemoortele's North American portfolio, complementing their European product offerings. This move aims to strengthen Vandemoortele's presence in the premium frozen baked goods market.

Swedesboro, New Jersey

https://njbiz.com/vandemoortele-acquires-banneton-bakery-south-jersey/

How much do you think we’ll be able to recoup from such a terrible “investment”?

I subscribe to Beckers. This article is interesting....

https://www.beckershospitalreview.com/finance/centenes-buyouts-could-have-a-315m-price-tag-for-the-rest-of-the-year/

On December 1, 2025, IBM questioned the economics of hyperscalers’ AI infrastructure plans. Using a hypothetical 100-gigawatt global buildout costing $8 trillion, he concluded: “There’s no way you’re going to get a return on that.”

The warning was not irrational: AI infrastructure is expensive, chips depreciate quickly, and not every investment—or every provider—will earn an adequate return. But Amazon’s latest results make the categorical conclusion increasingly difficult to defend.

In Q2 2026:

• AWS revenue rose 37% to $42.2 billion, its fastest growth in 18 quarters.
• AWS operating income increased 64% to $16.6 billion.
• AWS achieved a 39.4% operating margin.
• Amazon’s AI and custom-chip businesses each exceeded a $25 billion annual revenue run rate, with both growing at triple-digit rates.

Amazon is now planning approximately $220 billion of 2026 capital spending, yet says demand continues to exceed available capacity and much of its 2027 AWS capacity is already reserved. AWS’s contract backlog reportedly reached $496 billion.

Amazon is simultaneously increasing AI investment, accelerating AWS growth and expanding cloud operating profit.

The better conclusion is not that every dollar of hyperscaler spending will pay off. It is that the companies owning scarce AI capacity, customer demand and global distribution may earn substantial returns—while companies that avoided the investment risk becoming dependent on them.

IBM may ultimately prove correct that parts of the AI buildout are excessive. But Amazon’s results suggest that refusing to participate carries its own, potentially greater, cost.

Alphabet has significantly expanded its global workforce, adding nearly 12,000 employees in the past year. This hiring surge contrasts with widespread industry layoffs and reflects a strategic increase in investment in artificial intelligence and supporting infrastructure. The company reported strong financial performance, with revenue up 24% driven by cloud, advertising, and AI services. This growth is fueled by substantial capital expenditures aimed at AI data centers and advanced computing resources. Alphabet's strategy involves selective expansion in high-priority AI areas while reorganizing other business units.

Mountain View, California

https://www.tekedia.com/alphabet-expands-workforce-by-nearly-12000-as-ai-investment-accelerates-despite-industry-wide-layoffs/

Does anyone know how much we spend on FIFA?

It is actually impacting sales?

I keep seeing executives posting about how great is was (as they attend all the events) but they never mention if it is actually helping sales.

business unit job fair
tons of presenters, booths
"are you hiring?"
"no there's a hiring freeze"

Good use of funds here folks

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

I've been trying to understand one part of Oracle's financial story, and I may be missing something.

A lot of discussions seem to assume that Oracle's remaining financial obligations are heavily tied to OpenAI. But why?

Oracle is investing billions into AI data centers. Those data centers are physical infrastructure—land, buildings, power, cooling, networking, GPUs, storage, etc. They aren't assets that can only be used by one customer.

If, for whatever reason, OpenAI reduces its demand or changes its plans, why couldn't Oracle repurpose that capacity for another large AI customer? Anthropic, xAI, another foundation model company, enterprises building their own AI models, or even future customers that don't exist today.

Obviously, there could be short-term impacts. Oracle might have customer-specific contracts, financing commitments, or temporary underutilization until replacement customers are found. I'm not saying there would be zero financial impact.

What I'm questioning is why the remaining financial obligations are sometimes discussed as if they're permanently tied to one company.

To me, the more relevant question is whether Oracle can keep those AI data centers utilized over the long term. If AI demand continues to grow, isn't the infrastructure itself the valuable asset rather than the identity of the first tenant?

I'm not bullish or bearish on Oracle. I'm genuinely trying to understand whether I'm overlooking something from a finance or infrastructure perspective.

Is there something in the financing structure, contractual commitments, or accounting treatment that effectively ties these obligations to OpenAI? Or do you think the market is overstating the customer concentration risk?

Curious to hear what others think.

AI is overhyped and I think investors are starting to catch on. I have yet to hear how the AI companies, (ChatGPT, Claude...etc....) are going to make back the money money being spent on datacenters,(100s of billion$). As far as I can tell there really doesn't seem to be a big demand since both Meta and Google are selling their comute to the AI firms rather than using it for their own needs. Also, there is now a race to the bottom on token pricing further exacerbating the issue of profits. I don't see the profits meeting the expenses or even coming close. So, How does this effect Corporate America's embrace of the tech?

https://www.404media.co/ice-to-pay-thomson-reuters-125-million-to-find-voter-fraud/

I saw this yesterday and wanted to know, what does this guy know that we all do not?
Apparently he is not afraid of the debt number.

IBM's debt grew 5.2 billion dollars in the 3 months leading up to the last report:

https://finbox.com/NYSE:IBM/explorer/total_debt/

R.A. stands for redundant assets, maybe Arvind can sell IBM's trademark and goodwill to raise money.

"IBM goodwill and intangible assets for the quarter ending March 31, 2026 were $89.333B, a 13.86% increase year-over-year."

https://www.macrotrends.net/stocks/charts/IBM/ibm/goodwill-intangible-assets-total

www.reuters.com/business/finance/stripe-advent-offer-buy-paypal-more-than-53-billion-sources-say-2026-07-15/

• Offer represents around 28% premium to PayPal's Tuesday closing price
• Banks committed about $50 billion in financing for the bid
• Stripe and Advent would each hold equal stakes in PayPal

https://www.cnbc.com/amp/2026/07/09/goldman-sachs-asset-management-deals-verizon-lockheed-martin.html

To carry out put options well into 2027 and watch dells market cap collopase. Hardware is dead

Electric vehicle maker Rivian is planning to sell 75 million shares of its stock. This move is intended to raise funds for equity contributions required by a U.S. Department of Energy loan. The company is working to meet the terms of this significant energy loan. This offering represents a substantial effort by Rivian to secure necessary financing. The sale aims to fulfill financial obligations tied to federal energy funding.

South San Francisco, California

https://www.chicagobusiness.com/manufacturing-logistics/ccb-rivian-selling-shares-20260706/

July 1 (Reuters) - Cigna (CI.N), opens new tab said on Wednesday its health services unit Evernorth has launched a new AI-powered ​specialty pharmacy program to reduce the time ‌it takes to process prescriptions and improve customer service.
The program, called Pharmacy Forward, is supported by a $100 million ​investment through 2028, the health insurer said.

Here are more ​details:
The company is launching the AI program first through ⁠its specialty pharmacy, Accredo.
The program uses AI to ​integrate clinical data and insights, generate summaries to free ​up more time for clinicians to focus on patient care.
'Pharmacy Forward' is expected to reduce clinician documentation time by ​up to 50%, the company said.
The program ​uses AI to improve prior authorization requests, halving the time it takes ‌for ⁠patients to receive their medication after Accredo receives a prescription, the company said.
Health insurers are increasingly adopting artificial intelligence tools to streamline documentation processes, reduce ​administrative burdens ​and lower ⁠costs.
Accredo is also expanding capacity, staffing, and capabilities at many of its ​nearly 40 care facilities, Cigna said.
The program ​is ⁠expected to generate about $400 million in value by the end of 2028, with Evernorth expecting to extend ⁠many ​of these capabilities to its ​other pharmacy operations in the coming years, it said.

https://www.reuters.com/legal/litigation/cigna-invests-100-million-new-ai-powered-specialty-pharmacy-program-2026-07-01/

My ESPP investment period began in January 2024 at just under $40 per share (first purchase in June 2024). But now, at the end of June, I made another purchase at $40. I thought it was only valid for two years—or does the period start from the first payment?
Thanks guys!

They bought a huge chunk of our shares last year and have barely made a peep. What’s their play? They need a return on this investment and it’s not clear how that’s going to happen. So what’s going on?