#investors

How much more until an activist investor says it is time to sell this off in parts?

Elliott recently increased its stake in PSX and now owns ~16 million shares.
So they’re not going anywhere.

If your an employee or an investor you got tqo more months to walk away from Dell before you drown w the big titanic ship known as Dell. Do all you can to get away from this company

This Board has gone de-ad quick. Is it vacations or are u afraid to discuss layoffs all of a sudden ? Jerome Powell spooked us all at Jackson Hole today with Fedspeake and Cap Management made some darn good cashola today with those coinbase and Intel positions...back in black sooner than you'll ever know...

None, because they don't have a compromised CEO who gave up 10% of the company to keep his job.

Alvind reminds me of Jack Welch. Acquire companies and pay way too much , then reduce headcount due to overpaying .

GE Went from making appliances to becoming a bloated financial services company then becoming a shell of its former self

Alvind is doing these acquisitions and the balance sheet is artificially pumped up

Investors don’t care about acquisitions, they want reduced headcount due count and they have their puppet Krabanaugh to do that so that S0B can get a bloated 100 million perk package

With the Administration owning 10% of Intel (Phase 1), it's basically guaranteed that domestic companies who want to avoid tariffs and the Administration's ire will start sending business to IFS (Phase 2). Granted, it's unlikely going to be 18A, or even 14A anytime soon (but eventually)... but I think they'll test the waters with 14nm and 10nm... and packaging (heck, even Nvidia and Tesla signed on for packaging before this deal).

Phase 3 will be to arm twist TSMC into taking management of IFS, so it can be efficient and competitive. I am predicting that the Administration will entice TW by selling them more advanced we-pons, and make some more overt statements around TW's sovereignty.

Then finally, Phase 4, in five three to five years, IFS could be spun off as a working, profitable, stand alone company. Any sooner than that, they are just fooling themselves.

This will be the first step to ensure continuous innovation and cash flow. Now we have hitched ourselves to US taxpayers to maintain competitive advantage.

Those garbage companies like AMD and TSMC must be shivering already in their taiwanese sweatshops.

Next step is to improve yields. Intel will surpass garbage AMD soon wait and watch

Buy American, Hire American.

IMO we need the following to bring in more clients:

-“TIAA ETFs - some attractive ETFs that compete.

• Fidelity offers others’ annuities. Can’t they offer TIAA Traditional? Get that thing on other platforms!

• Expanded fund lineup. Where’s the sector funds? The specialized funds? Our lineup is so 1995. It’s ok to to risk some assets!

• A hot brokerage app. How can we compete with Schwab and Fidelity with a trading app that’s eh at best? Make it hot then market it. Name it something more memorable than TIAA. Then market it like crazy.

I feel we’re too conservative and this perceived safety is actually detrimental to growing assets over a long term.

Thoughts? What else should we do? Why don’t they ask us these things? How do your other firms compare?

Every time quarterly results disappoint in any way, I start worrying about cuts. It doesn’t take much for leadership to decide and pull the trigger if it helps them get out of the hot seat faster. I might be paranoid, but something tells me I’m not far from the truth.

The board has been working with a financial company for a year behind the scenes to prepare any and all parts or the whole for sale. Mark had FY25 to stop the bleed but also, simultaneously, start positioning business units to be lean and attractive to buyers .

Today's call was clear as stated by the board member that they have been working with FIN analysts and will continue to do so.

The fact is that a significant amount of preparation for sale has been in play for many months and we can expect and should be ready for a series if announcements when the new CEO comes on board before the start of Q2 in 6 weeks.

@be+1k2f42xsy makes an excellent point.

Not that there is any direct correlation, but the last time Canon Global pulled this cr-p was the end of Q2, 2024. 8 days before the mass layoffs in Canon USA.

"On August 22, Canon announced the completion of a significant share repurchase: approximately 9.8 million shares were bought back for 42.95 billion yen through the Tokyo Stock Exchange's off-auction system (ToSTNeT-3) 1. While share buybacks are generally seen as a positive move to return value to shareholders, they can also raise concerns if investors interpret them as a signal that the company lacks better growth opportunities or if the buyback is perceived as poorly timed.

Additionally, sentiment analysis from MarketBeat shows that news coverage around Canon has been slightly negative over the past week, with a sentiment score of -0.35, below the average for manufacturing companies 2. This could be contributing to the downward pressure on the stock."

Source below. The Economist, Aug 21st 2025 - 5 min read

Donald Trump’s fantasy of home-grown chipmaking

• To remain the world’s foremost technological power, America needs its friends

How low mighty Intel has fallen. Half a century ago the American chipmaker was a byword for the cutting edge; it went on to dominate the market for personal-computer chips and in 2000 briefly became the world’s second-most-valuable company. Yet these days Intel, with a market capitalisation of $100bn, is not even the 15th-most-valuable chip firm, and supplies practically none of the advanced chips used for artificial intelligence (AI). Once an icon of America’s technological and commercial prowess, it has lately been a target for subsidies and protection. As we published this, President Donald Trump was even mulling quasi-nationalisation.

More than ever, semiconductors hold the key to the 21st century. They are increasingly critical for defence; in the ai race between America and China, they could spell the difference between victory and defeat. Even free-traders acknowledge their strategic importance, and worry about the world’s reliance for cutting-edge chips on tsmc and its home of Taiwan, which faces the threat of Chinese invasion. Yet chips also pose a fiendish test for proponents of industrial policy. Their manufacture is a marvel of specialisation, complexity and globalisation. Under those conditions, intervening in markets is prone to fail—as Intel so vividly illustrates.

To see how much can go wrong, consider its woes. Hubris caused the firm to miss both the smartphone and the ai waves, losing out to firms such as Arm, Nvidia and tsmc. Joe Biden’s CHIPS Act, which aimed to spur domestic chipmaking, promised Intel $8bn in grants and up to $12bn in loans. But the company is floundering. A fab in Ohio meant to open this year is now expected to begin operations in the early 2030s. Intel is heavily indebted and generates barely enough cash to keep itself afloat.

A factory worker in a red baseball cap holding up a shining silicon wafer
Illustration: Deena So'Oteh
The sums needed to rescue it keep growing. By one estimate Intel will need to invest more than $50bn in the next few years if it is to succeed at making leading-edge chips. Even if the government were to sink that much into the firm, it would have no guarantee of success. The company is said to be struggling with its latest manufacturing process. Its sales are falling and its plight risks becoming even more desperate.

The Biden administration failed with Intel, but Mr Trump could make things worse. He has threatened tariffs on chip imports, and may try to browbeat firms such as Nvidia into using Intel to make semiconductors for them. These measures might buy Intel time but they would be self-defeating for America. Chipmaking is not an end in itself but a critical input America’s tech sector requires to be world-beating. Forcing firms to settle for anything less than the best would blunt their edge.

What should America do? One lesson is not to pin the nation’s hopes on keeping Intel intact. It could sell its fab business to a deep-pocketed investor, such as SoftBank, which has reportedly expressed interest in buying it and this week announced a $2bn investment in Intel. Or it could sell its design arm and pour the proceeds into manufacturing. Intel may fail to catch up with TSMC even then. Either way, the federal government should not throw good money after bad. Taking a stake in Intel would only complicate matters.

That leads to a second lesson: to look beyond Intel and solve other chipmakers’ problems. tsmc is seeking to spread its wings. It is running out of land for giant fabs in Taiwan and its workforce is ageing. It has already pledged to invest $165bn to bring chipmaking to America. A first fab is producing four-nanometre (nm) chips and a second is scheduled to begin making more advanced chips by 2028. Samsung, a South Korean chipmaker that is having more success than Intel, is setting up a fab in Texas. But progress has been slow: Samsung and TSMC have both struggled with a lack of skilled workers and delays in receiving permits.

The last lesson is that, even if domestic chipmaking does make America more resilient, the country cannot shut itself off from the rest of the world. One reason is that the supply chain is highly specialised, with key inputs coming from across the globe, including extreme-ultraviolet lithography machines from the Netherlands and chipmaking tools from Japan. The other is that Taiwan and its security will remain critical. Even by the end of this decade, when tsmc’s third fab in America is due to begin producing 2nm chips, two-thirds of such semiconductors are likely to be made on the island. TSMC’s model is based on innovating at home first, before spreading its advances around the world.

To keep America’s chip supply chains resilient, Mr Trump needs a coherent, thought-through strategy—a tall order for a man who governs by impulse. No wonder he is going in the wrong direction. On Taiwan he has been cavalier, confident that China will not invade on his watch, while failing to offer the island consistent support. His tariffs on all manner of inputs will raise the costs of manufacturing in America; promised duties on chip imports will hurt American customers. He thrives on uncertainty, but chipmakers require stability.

A sensible chip policy would make it attractive to build fabs in America by easing rules over permits and creating programmes to train engineers. Instead of using tariffs as leverage, the government should welcome the imports of machinery and people that support chipmaking. Given the bipartisan consensus on the importance of semiconductors, the administration should seek a policy that has Democratic support—with the promise of continuity from one president to the next.

Economic nationalists should also see the progress of chipmakers in allied countries as a contribution to America’s security. Samsung is aiming to start producing 2nm chips in South Korea later this year. Rapidus, a well-funded chipmaking startup in Japan, is making impressive progress. Both countries have a tradition of manufacturing excellence, and may have a better shot at emulating Taiwan.

The chipmaking industry took decades to evolve. It is built for an age of globalisation. When economic nationalists build their policies on autarky, they are setting themselves a needlessly hard task—if not an impossible one.

https://www.economist.com/leaders/2025/08/21/donald-trumps-fantasy-of-home-grown-chipmaking

Does Intel need $ ?
Is this true? How does Jim Cramer see what others can't?

https://finance.yahoo.com/news/jim-cramer-says-intel-needs-033717705.html

https://www.msn.com/en-us/money/markets/international-business-machines-corporation-ibm-is-down-too-much-says-jim-cramer/ar-AA1KT9s5

Usually layoffs are to make the stock go up. So what's up with Oracle the opposite has happened.

I’m now absolutely petrified that La-Z-Boy might start looking at layoffs just to appease the shareholders. The stock drop has me on edge, and I can’t stop thinking about what this could mean for all of us. Does anybody here have more insight into what’s really going on or what we might expect in the coming weeks?

"It's not clear what an activist might be looking to do with PepsiCo (PEP), though they may want the company to split up or maybe the board may need an overhaul, Bilson speculated."

This is what lots of bad management gets you...I think it's pretty obvious to everyone what needs to be done with PEP...

https://seekingalpha.com/news/4486225-pepsico-under-spotlight-as-activist-target-after-13f-filings

The rumors just won’t go away.

https://www.msn.com/en-us/money/markets/bp-gains-amid-takeover-speculation/ar-AA1KARYY?ocid=finance-verthp-feeds

Stock is up almost 6% after hours.

https://finance.yahoo.com/news/softbank-group-intel-corporation-sign-231000755.html

Have you seen the L3Harris (LHX) stock price recently? It is taking off like a rocket. Those “adjustments” they made after the layoffs must have really paid off!!!!

Massive layoffs in November to pay for their $1 Billion share repurchase program? Or will it be your raise is so small it won't even get you a hamburger at the local restaurant. Would you like fries with that?

News article titled, 'Thomson Reuters Announces $1.0 Billion Share Repurchase Program.'

https://finance.yahoo.com/news/conoco-reportedly-eyes-occidental-petroleum-takeover-163448560.html

https://www.tipranks.com/news/dell-technologies-stock-dell-gets-multiple-upgrades-ahead-of-earnings

DELL rulez again after quarter century break!!

Neogen - investor class action lawsuit for transitional operation difficulties? What will be the Solventum aftermath? 3M, Solventum……. anyone seeing transition going well? Another coverup to shield from investors? Confused……..just google

Wall Street was unimpressed by General Motors’ Q2 earnings call. On the call, a Morgan Stanley analyst asked CEO Mary Barra, “How does GM expect to be profitable with EVs when players like Tesla apparently cannot?” Separately, Piper Sandler told clients that GM stock won’t break free of its bargain-basement multiple of five times next year’s forecast earnings if management is only tinkering around on the edges. The company needs a thesis-changing strategy like humanoid robots, it said.

https://fortune.com/2025/07/23/gm-q2-earnings-mary-barra-morgan-stanley-tesla/