#investment

https://www.msn.com/en-us/money/insight/disney-to-license-characters-for-openai-s-sora-video-tool/gm-EB36748885?gemSnapshotKey=EB36748885-snapshot-7&uxmode=ruby&ocid=edgntpruby&pc=HCTS&cvid=693eebed635442f199c250fee07f6e8c&ei=14

"Three people familiar with the reorganization said the unit's investment committee was reduced to two members: Tan, and Intel's Chief Financial Officer, David Zinsner"

"Two employees familiar with the matter said some within Intel felt pressure to consider portfolio companies where Tan had an interest to align with his strategic priorities."

https://www.techspot.com/news/110576-intel-ceo-also-major-startup-investor-starting-get.html

Jobs are being shifted to India ASAP

Cisco Just invested Billions in India manufacturing and training while cutting training, offices and resources in the USA

Qorvo Inc
As of December 12, 2025 • 4:00 PM EST
NSQ: QRVO
88.07USD

• 1.34(1.50%)
  What exactly do you think you're doing with my money, start talking.

"Microsoft announces $17.5 billion investment in India after laying off thousands of Americans in 2025"

https://www.msn.com/en-us/money/other/microsoft-announces-17-5-billion-investment-in-india-after-laying-off-thousands-of-americans-in-2025/ar-AA1S6We2?ocid=entnewsntp&pc=U531&cvid=eac23231c5ae4276c2dfc9a72dc23e82&ei=14

Follow up on TRo:
To nobody's shock, the actual reason behind RTO is due to inflate real estate value.
Confirmed increase in investment in local hire, goal is to eliminate remote hires entirely.
Current remote employees will be eliminated over time, first on the chopping block.
Expect a surge of investment into office spaces.

Confirmed february layoffs

We successfully became a single purpose hedge fund under his management.

Teradata announces $500 million stock buyback in 2026.
That’s a lot of money for a company with yearly declining revenue. A lot of people don’t understand that amount of money. Think of it in terms of lipstick. That’s enough money to buy a new tube of $10 lipstick every day for 137,000 years. Wow, that’s a lot of lipstick!

ML made an external and internal song and dance about stopping doing short term activity at the expense of our long term longevity

From my experience absolutely nothing has changed though

The business has been so starved of investment over a long period of time that the only way for leadership to make a quarterly number and not get fired is by doing these short term activities which just compound the problems but let's them survive another quarter

That obviously flows down

So far apart from sapience and 10 days remote flexibility -- which in this day and age is still well below minimum expectations anywhere else - everything ML said was just empty words with no follow through. Emailing everyone telling them to work harder even though the issue is clearly under resourcing and under investment made that very clear

Someone Just Bought 1,046,068 Xerox Shares for $2.74 Million (XRX at $2.74 ea)
https://tonernews.com/forums/topic/someone-just-bought-1046068-xerox-shares-for-2-74-million-xrx-at-2-74-ea/

If you had invested $1000 in TDC on November 23, 2015, your investment would be worth $910.31 today.
That's a -8.97% return, or -$89.69 in loss.

1. Fiserv is billions of dollars in debt
   2.profits dropped by 25%
2. Clover lawsuit class action lawsuit underway.
3. Lawsuit from 44% drop in stock underway. Billions lost
4. Investment in AI with no immediate revenue stream to support it.
5. Investigation by Senate on contracts
6. Media stock analyst saying do not invest in Fiserv

What is going on with those two love birds? Are they still bringing 5100 jobs to the Train station? I ask because an investment / real estate project is banking on that and I don't see it happening.

Well, over the past month we watched our stock just tumble and tumble.... and then tumble some more and watched our stock investments just collapse.

I initially thought the price would see a hold before it got to $250 per share - but didn't happen. Now we are well on our way to $225 per share and at the rate the stock is falling it is well possible that we can crash to $200 by end of year ( next 5 weeks).

Which then begs the question, how low will stock price go before our Board has to take very aggressive measures to curtail the investment losses ( and protect themselves)?

I think at this point the Board was already in discussions to implement layoffs in Q1/26 but at the steady rate the stock is falling combined with a global economy that shows significant signs of the onset of a recession, I am fearful the layoff discussions the Board is having will very well have to be amped up even higher to offset the stock collapse.

Making matters even worse, our Board could not have picked a worse time to shut down our ERP Maintenance biz, which has been the stalwart of a very profitable and steady income stream - we will all live to regret this move.

Does anybody know how much has been spent on it already?

Quantum is not even close to commercial viability despite what AK likes to spout.

https://www.wsj.com/tech/quantum-could-be-techs-next-big-thing-but-for-investors-its-all-about-timing-aeebc9ff

Quantum computing has made big strides in recent years, but there’s danger in getting in too early

By: Asa Fitch
Nov. 7, 2025 5:30 am ET

Quantum computing is drawing renewed attention owing to a recent advance from Google and talk of the U.S. government taking stakes in companies working on the technology. But the industry has a way to go before the rewards for investors outweigh some glaring risks.

Most U.S.-listed quantum stocks have risen sharply in recent months, including IonQ IONQ which has nearly doubled in the past six months, and D-Wave Quantum QBTS which has more than quadrupled.

That enthusiasm reflects budding interest in an industry that, like artificial intelligence, may become a crux of geopolitical competition that the U.S. seeks to dominate. But it also reflects quantum computing’s significant underlying promise.

Quantum computers make calculations differently than conventional computers. Instead of representing data with bits that can be either one or zero, quantum computers harness the quantum-mechanical properties of so-called qubits that can be a combination of the two at the same time.

That tweak allows quantum computers to juggle more possibilities at once, opening the way for solutions to problems that would take conventional computers a near eternity. A powerful quantum computer, for example, could test complex molecular combinations quickly, potentially leading to the rapid discovery of new dr-gs. Already, scientists have used quantum computers to identify materials that could make solar cells more efficient, simulate Airbus’s aircraft performance and optimize power grids.

But performance is uneven. Even today’s most advanced quantum computers for the most part don’t outperform regular computers in arenas where quantum computing should excel. That is mostly because today’s quantum computers don’t have electronic brains that are large enough and don’t fix calculation errors reliably enough.

And it has proven extremely difficult to build large and error-free quantum computers. Many of them have components that need to be cooled to near absolute zero for quantum effects to become usable. They are often physically large and delicate. International Business Machines IBM has been at it for about a decade and produces some of the most powerful quantum computers, but its most advanced system has just 156 qubits.

Analysts say quantum computers will need much larger numbers of qubits to tackle many problems ordinary computers can’t. IBM released a road map this year that lays out a path to 2,000 qubits in 2033. Google, the other Big Tech company considered a leader in the arena, has a quantum chip with 105 qubits and is aiming to hit a milestone of 1,000 qubits, although its timeline is less clear.

Google last month said its chip could make certain computations 13,000 times as fast as an ordinary computer, providing a taste of the advances that quantum computing could bring.

“Scalability is the primary question as you look from now to the next five years or the end of the decade,” said Wamsi Mohan, an analyst at Bank of America who covers the quantum computing industry. “If you can make them scalable then the usefulness of this technology really becomes quite significant.”

Who will win the scaling-up battle is far from clear. While IBM and Google have poured in money, so have their Big Tech rivals Amazon AMZN and Microsoft MSFT. One of the smaller listed quantum-computing players could also come in from below and prevail in the market. Or it could be a startup like PsiQuantum, which is building large-scale quantum computers in Australia and in Chicago, where it broke ground in September.

Quantum computing is so nascent that it isn’t even clear which basic technical approach to it will scale up best. Some companies, like IBM and Google, use materials cooled to near absolute zero. Others—including IonQ—use charged particles trapped and suspended in space. PsiQuantum uses the quantum properties of light.

For potential investors—including the Trump administration, which has denied The Wall Street Journal’s reporting late last month that it is considering taking stakes in companies including IonQ and D-Wave—there is therefore no lane for exposure to the quantum-computing phenomenon that doesn’t entail a big dose of risk. Any of today’s approaches could easily fail, just as Betamax lost out to VHS in the videotape format war decades ago. Early-stage government backing of one approach over another could also have the perverse impact of holding back the industry if the state bets on the wrong horse.

How long it will take to shake out is also uncertain. BNP Paribas analyst David O’Connor said in a recent note that quantum computing was now less of a science experiment than an engineering problem involving how to make computers bigger. That could take three or four years to work out, he estimates.

Whether that holds is hard to predict. But it seems likely that quantum computing will grow fast and generate significant returns for investors if those challenges get worked out. Mohan estimates quantum-computing revenue could reach $4.25 billion by 2030. That isn’t an incredible amount, but also nothing to laugh at: It is about what Nvidia NVDA was pulling in about a decade ago.

The question now is more one of when, not if, quantum computing becomes a technology worth investing in. And that could be a while.

https://www.nytimes.com/2025/11/14/business/bill-pulte-mobile-homes-fhfa.html

Have you looked at the 401K investment changes on the email from Monday? Seems like they are narrowing down our choices. And it’s odd that there is a Schwab IRA option. Aren’t they a competitor?!

I have a workable and thoughtful proposal, aiming to avoid layoffs completely while still achieving the desired cash flow for investment.
Here is a breakdown of the suggestion and some key aspects it addresses:
💡 Proposal Summary
• Goal: Avoid layoffs and fund a new investment.
• Method: Temporarily cut employee bonuses (10% to 50%) for two years.
• Investment: Use the saved bonus money to fund the project "Dan wanted to invest in."
• Incentive/Risk:
• Success: If the investment works after two years, the employees receive their deferred bonus money back as a lump-sum incentive for their sacrifice.
• Failure: If the investment fails, "Dan should accept the responsibility"
✅ Key Strengths of This Approach

1. Layoff Avoidance: This is the strongest benefit, maintaining team morale and institutional knowledge.
2. Shared Sacrifice: It frames the financial challenge as a company-wide effort, which can foster unity.
3. Incentivized Risk: The promise of a repayment and potential "extra incentive" acts as a performance bonus for the overall company strategy.
4. Accountability: The success or failure of the plan is tied directly to the leadership ("Dan") who proposed the investment, which could satisfy employees who are bearing the temporary cost.
   ❓ Considerations for Management
   While compelling, a management team would need to carefully consider the following details:
   • Legal/HR: The company would need clear legal agreements outlining the bonus deferral and repayment mechanism.
   • Employee Morale: Even with the promise of repayment, a 50% bonus cut for two years could lead to high-value employees leaving for competitors offering better immediate compensation.
   • Financial Math: They would need to ensure the 10-50\% cut actually yields enough cash to fully cover the required investment without jeopardizing other operational needs.
   • Definition of "Works": There needs to be a clear, measurable metric (e.g., specific ROI, revenue increase) defined now so there is no ambiguity about whether or not "Dan's plan" was successful two years from now.
   It's a creative way to turn a potential crisis (layoffs) into a shared, high-stakes investment with an immediate path to funding.

https://spectrumnews1.com/ky/louisville/news/2025/08/11/ford-electric-vehicle

I hope this is not another mistake like BOSK KY and BOSK TN. $5 billion mistake.

This is the best scenario for a turnaround.

Occidental Petroleum (OXY) is preparing for its Q3 earnings report, expected to show a 52% decline in earnings year-over-year. Recent developments, including a 10% drop in stock value and mixed analyst opinions, are reshaping the company's investment outlook.

Want to know what bold financial bets underpin this target? The narrative hinges on a game-changing revenue outlook and projected margin jumps over the next few years. See what specific assumptions drive the calculation and why consensus thinks a rerating might be ahead.

However, persistent losses in the Wind division and heavier exposure to volatile, large-scale projects could quickly reverse optimism around GE Vernova’s margin outlook.

Not looking Good Enough anymore is it?

The CA has long been a joke as almost every project that won the award eventually turned out to be a terrible investment or otherwise bad decision. CA seems to be the kiss of death. A lot of people have old CA plaques hiding in their desk drawers. Can anyone think of a CA effort that was well deserved and added value?

PEGATRON is one of the chain suppliers for Dell and Apple and Samsung.

PEGATRON Corporation, a leading global provider of AI computing services, has acquired a 168,784-square-foot facility in Georgetown, Texas, marking its first manufacturing site in the United States. This development underscores Texas's prominence in tech and AI industries, with PEGATRON’s investment bolstering the state’s growing tech infrastructure.

The company, based in Taiwan, specializes in the design, manufacturing, and service of a variety of electronic products, including notebooks, smartphones, game consoles, and smart home devices. The new Georgetown facility will help PEGATRON better serve its U.S. customers with improved solutions and services.

The project was made possible through collaborative efforts by the City of Georgetown, Williamson County, Opportunity Austin, the Texas Economic Development & Tourism Office, and the Austin Regional Manufacturing Association. PEGATRON plans to invest at least $35 million in the facility and hire hundreds of employees, with an initial goal of hiring 100 within the first three years.

The facility, located at 610 Blue Springs Blvd., is set to begin construction by the end of 2025. Local leaders, including Georgetown Mayor Josh Schroeder and Williamson County Judge Steve Snell, have expressed enthusiasm over the long-term economic impact, particularly in terms of job creation and growth in the region’s high-tech manufacturing sector.

The project also involves performance-based economic development agreements, which will be reviewed by local officials to ensure the commitment to capital investments and job creation is met.

https://www.wilcotx.gov/CivicAlerts.aspx?AID=698

An increasing number of Taiwanese companies are establishing a presence in Austin-area suburbs like Hutto, Taylor, and Georgetown. As more foreign companies invest in the U.S. tech sector for its strong economic fundamentals, some, like MD, are hiring foreign workers to slash down costs.

Over the past 12 months, the Pune and Penang R&D centers has not delivered any significant new products or features that have made a meaningful impact on roadmap or revenue. Given the scale of investment, the output from these sites appears misaligned with expectations, and they should seriously reassess the strategy, scope, and leadership of this team to ensure a better return on R&D spend.

https://economictimes.indiatimes.com/industry/banking/finance/banking/citibank-to-boost-investment-in-india-as-firms-eye-global-expansion-viswas-raghavan/articleshow/124917840.cms

We’re back.

AIG, Onex partner to buy specialty insurer Convex in $7 billion deal

Oct 30 (Reuters) - Canadian asset manager Onex (ONEX.TO), opens said on Thursday it has teamed up with U.S.-based insurer AIG (AIG.N),to buy privately held specialty insurer Convex Group in a $7 billion deal.

https://www.tradingview.com/news/zacks:1e2b0e7bc094b:0-verizon-vs-t-mobile-which-telecom-stock-should-you-bet-on/

https://investors.xerox.com/news-releases/news-release-details/xerox-releases-third-quarter-results-1

It's a question, not a statement.

We know they skipped the Goodwill testing and put it off until Q4. We also know they are required to do it once a year, and they absolutely have to in Q4.

If I'm reading this thing right, the Goodwill far exceeds the Total Equity. I know a lot of the one time losses will be gone on the Q4 call, but still, the EV could go to 0 or negative.

Ford Motor Co. is planning to invest approximately 32.5 billion rupees (about $370 million) in India to produce new engines.

Thoughts?

For everyone getting all bricked up about billion dollar investment announcements - just ask yourself some simple questions - where is the money? Do you see it anywhere on our books? Where is the new customer demanding any kind of capacity add?

I can tell you all day that I’m PLANNING to buy a lambo in the future - but you shouldn’t get too excited until you see it in my driveway.

It’s Q4 and it’s bleak - don’t believe the hype.

Are the other B’s getting investment and new projects or just Baytown?

For those of you that own stock in Humana, are you pleased with this year’s stock’s position? What are your feelings about 2026, in regards to Humana’s stock’s position?

there are whisperings of a future lp offering. Would anyone buy in? With assets out almost exceeding assets in, i will probably sit this one out

JPMorgan analyst Sebastiano Petti:

"We anticipate that Schulman will pursue an assertive strategy to accelerate Verizon's fiber footprint growth, with a heightened focus on convergence to lower churn and enhance consumer segment volumes and share. However, increased capital expenditures to support footprint expansion are likely to pressure free cash flow and impede the company's de-leveraging trajectory. As a result, we would not be surprised if Verizon suspends dividend growth to prioritize investment in growth initiatives and/or discretionary share buybacks."

https://www.investors.com/news/technology/att-stock-verizon-stock-dividend-tmobile-stock-new-ceo/?src=A00220

Check out Pat’s commentary grants vs investment..

Oh the headline is more click bait…the meat of the interview was intel and the fed government dollars

https://www.cnbc.com/video/2025/10/13/former-intel-ceo-pat-gelsinger-of-course-were-in-an-ai-bubble.html

Did Nvidia sell 10% stake at 0.01 per share ? No it's products are solid. This is betting the entire farm. Short term excellent but long term foolishness. Tell me I am wrong.

Segment 2: Broadcom x OpenAI and the AI capacity race

JIM CRAMER: We are here with Hock Tan, CEO of Broadcom. Stock is up nearly 10 percent on a big OpenAI partnership. Hock, you are not a cheerleader. What is the hard business case?

HOCK TAN: Customers building large language models need compute capacity, at scale. We invest to enable a small set of those builders, and we do it with purchase orders, not hopes.

JIM CRAMER: Power is the scare word. People are throwing around 18 Hoover Dams. Where does the juice come from?

HOCK TAN: The power exists. The challenge is making it usable. Do not chase one giant gigawatt site. Distribute 50 to 100 to 200 megawatt sites across the grid. Oracle, Google, Meta, Microsoft are securing capacity. With time, those locations become usable power.

JIM CRAMER: Custom silicon at scale without wrecking margins. How many partners can actually do this with you?

HOCK TAN: Very few. We learned a lot over eight years with Google on AI accelerators. Today we focus on about seven players pushing foundation models. Four are already real customers, meaning production purchase orders at scale.

JIM CRAMER: OpenAI is private, but you would not sign up unless the economics worked.

HOCK TAN: Correct. They are real, fast growing, and we look three to five years out. Generative AI is not a fad. It is how intelligence gets created in software.

JIM CRAMER: Competition. I am not starting a cage match with Jensen. Is there room for everyone?

HOCK TAN: Jensen is a friend. Demand for compute is more than doubling year over year. No single vendor can satisfy it. The race is performance per watt and performance per dollar, plus networking and software stack to run the models at scale.

JIM CRAMER: Everyone talks AI, but VMware and the rest of Broadcom matter. How are they doing?

HOCK TAN: VMware is growing and throwing off large free cash flow. One of our best assets.

JIM CRAMER: You have called this a secular wave. How big can it be?

HOCK TAN: Think railroads and the internet. Global GDP is roughly 110 trillion. About 30 percent is tech and knowledge driven. Generative AI can push that toward 40 percent. That is on the order of 10 trillion in added value annually over time. Spend a trillion a year and the returns can still be compelling.

JIM CRAMER: Translation for investors. You are meeting demand that already exists.

HOCK TAN: Yes. Our job is to deliver capacity and keep optimizing.

JIM CRAMER: Hock Tan, Broadcom CEO. Big day. Thanks for being here.

HOCK TAN: Thank you, Jim.