#investors

Something doesn't add up.

Investors know full well that Microsoft's AI and all of the software Microsoft pushes out the door is bug filled useless garbage, especially Copilot, so Investors punished the stock today and hopefully continued to do so.

is this stock going to go !!!!

The company announced a 20% dividend increase and a new $6 billion stock buyback program.

Someone ran a piece a few days ago about Chinese automaker BYD raising $5 billion to expand all over the place. New factories, new dealerships, very aggressive moves to increase global market share.

General Motors has even bigger plans - a giant new Stock Buyback and Shareholder Dividend Flimflam! Yay! USA! USA! USA!

You're not powerless. You can certainly fight back.

The whole point of the layoffs are to keep the already struggling Cigna stock value up. The goal of this is to please investors and because the CEO, David Cordani, is payed mostly in stocks (no really, look it up on the SEC website).

If you are an employee you might have a 401k. A 401k is a collection of stocks used for retirement. Your 401k likely has at least one fund invested mostly in Cigna stock. When you are layed off, or maybe even before, transfer those Cigna funds to something else/better. Your retirement account will be better invested and you have undone any stock benefit of them laying you off.

Why is Oracle struggling?
However, unlike its largest competitors, whose profits are paying for their data center projects, Oracle is borrowing heavily. Some investors are concerned the company will struggle to repay its debt if AI demand falls short of expectations. Oracle's business with OpenAI has added to investor concerns

We have identified as phone gross adds for years. Thats all the investors can see is additional income vs churned income. It greatly effects the companies numbers. We need a change from that sort of idealogy. All kept customers in the network matters at this point. Allow sales and commission sales to follow this idealogy. You can say I'm wrong and fail or hop onto the bandwagon and show people the power of keeping people prove me wrong...let's have fun with this.

Company releases are showing preliminary net outflows of US$12B for the month of December and US$26B for Q4 2025. This is one of the worst quarters in a long time. The company needs more change NOW! Lazy salespeople be gone!

All tech shares saw a drop today. But SAP's is a small drop in the bucket. Wait for the 29th when the quarterly financial results are out and you'll see how much faith investors actually have at SAP.

Investors are realizing two important things: (i) that SAP is abandoning its core revenue generating businesses for stupid AI features that do not work and no one wants to pay for, and (ii) that SAP has no real strategy to grow the company revenue. They're only focused on saving some operating costs using layoffs and by cutting down on employee salary budgets and benefits. But there is no real plan to make the company more profitable. There are better companies to invest in and that's where shareholders are focusing their wealth.

Also there has been a talk between SAP executives to restart share buybacks. Maybe that's why some of the millionaire executives are dumping their shares.

An on point post from @a9+1keyr10dv.

https://www.insidermonkey.com/blog/phoenix-education-partners-inc-nysepxed-q1-2026-earnings-call-transcript-1674744/?utm_medium=referral&utm_source=msn-news#q-and-a-session

I wanted to understand whether the market is actually buying our integration narrative—or whether repeating it is meaningfully changing how investors who trade PSX perceive the company.

To test this, I analyzed daily share price correlations between PSX and a set of peers—MPC, VLO, DINO, and PBF, with XOM and CVX included as examples of truly integrated energy companies—across 5-, 3-, 2-, and 1-year periods.

The results are clear and consistent: PSX trades most like Valero, and that relationship is stable across every time horizon. Only in the most recent one-year period does PSX trade marginally more like MPC, but even then, its correlation with refining peers increased, not decreased. In contrast, correlations with XOM and CVX remain materially lower and largely unchanged over time.

The market is telling us something straightforward: PSX is viewed as a refiner, and that perception is not evolving.

Rather than fighting that reality, we should consider embracing it—making the hard choices required to present PSX as a pure-play refining and marketing company, one that investors can clearly benchmark against peers and value accordingly.

Outside of ESPP contributors, employees being rewarded with stocks, executives; do people actually buy Nike stock? Trying to figure out why anyone would considering the results of the last 4 years especially when you compare it to the broader market where everyone else is up bigly it seems.

Seems like you could have thrown money at literally anything else and made money but still lost somehow on Nike. I guess I’m asking why any large investment firm or private investor would currently invest in Nike? Like what do they see that I am missing.

While CEOs have spent months framing layoffs as a strategic shift toward AI-driven efficiency, the equity market has perceived recent layoff announcements as a negative signal about company’ prospects. "AI restructuring" is often a convenient cover for desperate cost-cutting necessitated by declining profitability.

EPS expected: 63 cents per share, realized: 78 cents/share (exceeded expectation)

Revenue expected: $12.13B, realized $12.35B (exceeded expectation)

After hours down 10% and word on the street is tariffs. I thought tariffs was going to be a much bigger hit?

What else are investors complaining about?

I don't like the layoffs thing, my morale is very low, but this is bs

The investor said PepsiCo is being hurt by a "lack of strategic clarity." Do you agree?

https://share.google/ozB3fXLWDmuBn5x5r

AT&T (T) chief executive John Stankey will speak at Tuesday’s UBS Global Media & Communications Conference where he will discuss the company’s network and financial outlook.

Besides the mid-band spectrum the company agreed to acquire from EchoStar (SATS), AT&T (T) expects to continue to accelerate the pace of its fiber reach through an agreement to acquire substantially all of Lumen’s (LUMN) Mass Markets fiber internet connectivity business.

This transaction is expected to close in early 2026 and will enable the company to reach more than 60 million total fiber locations by the end of 2030.

The company said it is also on track to achieve its 2025 financial goals and return $4 billion to shareholders through share repurchases in 2025 and $20 billion of share repurchase capacity during 2025 and 2027.

This includes consolidated service revenue growth in the low single-digit range, adjusted EPS in the higher end of $1.97 to $2.07 range, and adjusted EBITDA growth of 3% or better.

Subscriber net additions to its mobility business will be higher during the second half of 2025 than it reported during the first half, including an expectation for seasonal trends in net adds during Q4.

Additionally, AT&T (T) expects its net debt-to-adjusted EBITDA ratio will return to its 2.5x target within roughly three years of closing the EchoStar transaction and achieve “strong free cash flow” from the Lumen and EchoStar acquisitions.

Guys, do a little research the same main investors are on both sides Vanguard, black rock etc I’m pretty sure they where told to move asset meaning field to a better performing asset Mastec because it’s been said several times over and over there NPS has been 85% for ten years.

Buckle up Pepsico for a bumpy ride.

https://www.wsj.com/business/deals/pepsico-nears-settlement-with-activist-investor-elliott-dbda9a2a

The company is piling new debt on top of old debt again borrowing money to refinance what it is already refinanced block of debt.

Pull a block. Add a block. Raul smiling like all good. Until the market sneezes at the shaky debt tower. or it collapses under ongoing client exodus resulting in cashflow shortfall.

https://investors.xerox.com/static-files/adf78906-cdf0-4fef-b8ce-21264d06bd9b

Debt servicing on the interest is up to around $1.1 million a DAY! Each and every day, this is not going away. Not principal, just the interest. Under 'Total Interest expense.'

That''s 400 million a year, just on the vig.

.. along with Boeing, GE and other dinosaurs who thought they were cleverer than anyone else and then dropped off a cliff. In my 30 years with the company. We are the next Boeing; too big to fail and then we fall.

I have never ever seen us treat people so badly, treat HC10 like $hit on the bottom of your show an believe India will solve every thing but all they do is sc--w it up and leave the business unit or project to clean it up. If the investors could see the failure, they would be shocked but we always put polish on it.

We as shareholders need to come after the MC when this goes badly and impacts the most important people in the company - the shareholders. For all the investors, you need to watch out for your investment as it tanks

Vote if you agree

This business, just spun out, was responsible for just 10% of HON revenues, but the market prices it’s stock at 25% of the remaining Honeywell. How did VK and SV let go of this profitable segment? Could they not see the potential?

Demolished. Down $111.00 in 18 months, with buybacks. I guess the investors just don’t trust us yet? Put the guy from Slalom in. Or anyone.

https://www.bloomberg.com/news/articles/2025-11-03/bofa-ceo-brian-moynihan-to-face-investors-with-the-worst-returns-on-wall-street?embedded-checkout=true&leadSource=uverify%20wall

Under 63 today. Everytime the stock gets a little love and hits around the 72 mark, it falls back down to below earth. Market is at an all time high while nike is reaching 5 year lows. Unbelievably horrible performing stock. When will this change? The days when it hit 170 seems like a lifetime ago.

AI spending -

Is driving the stock market (for now) but be aware.

The (7) Major Debt bubbles.

U.S. economic-financial system.

Debt bubbles (ultimately) lead to crashes (especially in the stock market).

Total household debt - $18.4 Trillion, and (rising) as of 2025 2nd quarter (a record).

It has been proven time-and-time again in U.S. history.

All of these are at (record) levels.

List of (current) U.S. debt bubbles -

U.S. National debt - $37.9 Trillion, and (rising) exponentially per usdebtclock (add another $3.74 Trillion (minimum) from the Trump Tax bill). Financed by outside Investors (a record).

U.S. mortgage debt - $12.94 Trillion, and (rising) as of 2025 2nd quarter (a record).

U.S. credit card debt - $1.33 Trillion, and (rising) as of 2025 3rd quarter (a record).

U.S. automotive debt - $1.66 Trillion, and (rising) as of 2025 3rd quarter (a record).

U.S. student loan debt - $1.81 Trillion, and (rising) as of 2025 3rd quarter (a record).

There is also (record) debt ($1.13 Trillion, September 2025 per FINRA) in the stock market by Investors financing purchases.

The U.S. Government shutdown (still ongoing) proves the U.S. National debt part (even more).

These are the facts.

NEW YORK CITY, NY / ACCESS Newswire / October 16, 2025 / NEW YORK, NY / ACCESS Newswire / October 16, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of Sabre Corporation ("Sabre Corporation") (NASDAQ:SABR) concerning possible violations of federal securities laws.

On August 7, 2025, Sabre announced disappointing second quarter results, missing revenue and earnings projections, and cutting its guidance for the remainder of 2025. Sabre’s revenue declined 1% compared to last quarter where the company projected single digit revenue growth. Management pointed to "the weakness of corporate bookings relative to leisure and the pullback of government and military travel … [which] caused GDS volumes to underperform passenger growth."

Following this news, Sabre’s stock price fell by $1.07 per share to close at $1.93 per share.
To obtain additional information, go to:

https://zlk.com/pslra-1/sabre-corporation-lawsuit-submission-form?prid=172444&wire=1

or contact Joseph E. Levi, Esq. either via email at jlevi@levikorsinsky.com or by telephone at (212)363-7500.

Link: https://pr.comtex.com/2025/10/16/469560567/

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

Incoming CEO says effective immediately, I’m taking over, current CEO is no longer ceo, current CEO will also not be chairman of board and 10% layoffs across L7+.

If the company needs immediate restructuring, it has to come from very top.

Michael, be bold and take charge.

Missing in Action

• board
• investors

Paging the above…this is comical at this point. Bill’s legacy is already cemented in serial failures. This shows that a CEO should not also be Chairman. No checks and balances.

Earnings call should be entertaining.

Attorneys Encourage Investors and Potential Witnesses to Contact Law Firm

https://www.gurufocus.com/news/3147604/bank-first-corporation-receives-regulatory-approval-to-acquire-centre-1-bancorp-inc

Investors will be getting on the bandwagon and announce similar outcomes for Pep! Nice knowing you all.

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

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

LOL.

Are we getting a handle on our activist investor? Looks like we have a new SVP under the CFO.

Boards have one core job: protect shareholder value. Their role isn’t to be friends with management or the CEO — it’s to keep them accountable and make the tough calls when things go off track.

The problem comes when boards get too cozy with the CEO. They stop challenging decisions, ignore red flags, and let loyalty or personal relationships cloud their judgment. When that happens, no one is holding leadership accountable, and the company can spiral.

The result? A CEO unchecked, making bad calls, chasing ego-driven projects, and ultimately destroying shareholder value. By the time the board wakes up, it’s often too late — the company’s reputation is damaged, the stock is down, and the people who suffer most are the employees and investors who trusted them to do their job.

So why haven’t we seen any investors holding the board accountable for their failure. Didn’t they neglect their fiduciary responsibilities by causing up to Mark and allowing him to make horrible decisions that have seriously damaged the organization.

Investors need to step in. Target spends millions on Target together and there’s no return on investment other than people who get pumped back full of kool aid so they can keep working for the big red machine. Stock is at 80 now and it’s deplorable behavior to spend at a time like this. Layoffs need to happen asap to get rid of those still working from home adding little to no value!

It's all scam. Safra opened her mouth fee months back and misguided investors with fake numbers. But in parallel she sold her personal oracle stocks totalled 2.5 Billions. Yes, billions not millions.. It's just 20% of her total holdings..Although Oracle earnings had missed that quarter.
They played same again this quarter again. Earnings results came below expectations but stock went up by 40-50%, Leader of fraud Mafia became world's richest person but with 24hrs his son put a bid to buy media company in all cash approx. 20Billions as he father LE is going fund him. It's all legal fraud and beware of this scam...