#market

The market cap is just over $1billion.
When Rawul came in it shares were around $28, in less than 3 years his sunk the company.

How will MW react to industry pivot toward LNG and natural gas domestically and Asia market specifically?

Does CVX buy another company and artificially boost the companies staff as genius like they did with Hess exploration team.

CEOs now openly discuss AI-induced workforce reductions, a stark contrast to previous sanitized corporate layoff announcements. Executives use this brash language to signal AI commitment to investors. Such statements often boost company stock prices significantly. This trend reflects a shift in executive behavior and reduced worker bargaining power. The public posturing can also lead to threats against company leaders.

https://finance.yahoo.com/technology/ai/articles/ai-created-braggy-culture-layoffs-100000668.html

Where did it go? USHE GTM should be fun.

Predict what’s about to occur now that a low price environment and halfhearted improvement initiatives are about to collide.
Will the market reward or punish current leadership?

It's easy to focus on quarterly headlines. Harder to ignore a 46%+ loss in market value over 12 months. Don't forget the big picture.

Market share going away, cutting prices while losing billions of dollars, datacenter builds plans cut and dropped across the industry, Microsoft distancing itself from OpenAI like it has an STD.

A sobering new sign for OpenAI as ChatGPT competitors gain ground

The chatbot that set off the AI craze just fell below 50% in market share for the first time, according to Sensor Tower, just as OpenAI is gearing up for an IPO.

https://www.fastcompany.com/91560276/chatgpt-loses-ground-gemini-claude-below-50-percent-market-share

June 1, 2026 · Contributor
ExxonMobil has suspended operations at one of its chemical manufacturing plants in Singapore, citing unfavorable market conditions, according to report in local media. The decision to mothball the unit removes 900,000 metric tons per year of ethylene production capacity from the market.

ExxonMobil’s Singapore complex operates two steam cr--kers with a combined annual ethylene production capacity of 1.9 million metric tons. Cr--ker No. 2, which remains in operation, has capacity of 1 million metric tons per year.

The U.S.-based energy major said the affected facility is Cr--ker No. 1, one of two steam cr--kers it operates in Singapore. The unit, which began operations in 2002, has an annual ethylene production capacity of 900,000 metric tons.

“We will continue to work with our customers to meet their needs by leveraging our global asset base and product inventory. If market conditions improve, we have the capability to restart the unit,” the company said.

The shutdown highlights the pressure facing petrochemical producers as challenging market conditions continue to weigh on manufacturing economics. While ExxonMobil has idled the unit, the company indicated that the facility could be restarted if market conditions improve.

Ethylene is a key petrochemical building block used to manufacture a wide range of products, including synthetic lubricants and lubricant additives. In the lubricants sector, ethylene-derived materials are used in the production of certain synthetic base stocks, viscosity modifiers and performance additives that help improve efficiency, durability and temperature performance.

https://www.lubesngreases.com/lubereport-americas/11_22/weak-market-pushes-exxon-to-shut-singapore-cr--ker/

I heard last week the company is throwing money at expanding IF&M under a new brand name (Healthsprings) so they can compete against other blues in the Obamacare space. Is that actually happening??? Isnt IF&M already a failing market??? Why would this leadership team throw money away like this????

On a day when the Nasdaq was up 3%, OTEX was down. That’s a major warning sign that institutional ownership and interest is poor. A rising tide should float all ships. The market isn’t buying the OT story. The upticks since earnings have dissipated. The upticks from stock buybacks have disappeared.

No sales of the non-core business units = no ability to pay down the debt. Best of luck to all my friends still hanging on (most of my colleagues of 15+ years are gone). There has to be some major changes or the long term outlook is a continued slow sinking of the SS Barrenechea.

The experienced FA losses are really accelerating. Big promises that weren’t delivered by Penny and her ELT, unforced errors like ent reimagined and return to office impacting operations and aggressiveness of competitive recruiting are all contributing.

Only momentum helping EJ AUM right now is market exuberance…

Rumors has it that is is happening very soon... I would put it be end of the year (perhaps sooner). The question is, who would be the buyer?

With all the discussion lately about the “low-hire, low-fire” labor market, I’m curious whether PIPs are effectively being used as a low-fire tool at Exxon.

Hypothetical example:

John Smith is in his mid-30s, has been with the company 5+ years, has consistently been above NI throughout his career (not OWD, but not NI either).

A few questions for those familiar with how things work in practice:

• What are his chances of making it to retirement age (say, 55+) if he continues performing at roughly the same level?
• If he ends up on a PIP, is a single PIP typically enough to result in termination, or are there usually multiple opportunities to improve?
• If someone successfully completes a first PIP, what happens if they are placed on a second PIP later in their career? Is termination effectively inevitable at that point, or can people recover and continue progressing?

Not asking about any specific individual—just trying to better understand how the process works in reality versus on paper.

https://www.cnbc.com/amp/2026/06/10/citigroup-shares-outperform-down-market-after-trump-endorsement.html

How do MMM’s contributions to the Marketing org stack up? Are we driving progress in the right areas within GMS, TC, VM and ISM?

Optimum's outlook 'more aspirational than realistic' – analyst
Optimum's new multi-year outlook sees its broadband business stabilizing at 3.8 million subs by the end of 2028. That's a 'tall order,' says New Street Research, which expects broadband losses to continue.

Picture of Jeff Baumgartner
Jeff Baumgartner,Senior Editor,Light Reading
June 10, 2026

I know this is for layoffs but just curious if anyone else is buying the stock? I got a few hundred shares this morning because it seems to have reached an all time low. I think we have good products and I can’t figure out why it’s dropped so much. I’m wondering what other people are thinking? Maybe I’m completely wrong and this stock just keeps dropping but I thought Enrique was hired to raise the share price. We lost enough value under Mr. Shock the World.

We are a meme stock

"'Misunderstood'", eh?

https://stocktwits.com/news-articles/markets/equity/ibm-stock-hits-52-week-high-citi-raises-price-target-to-375-on-quantum-push/cZ00XlqReDj

When do you think the PE will come in and what companies do you reckon will be the potential buyers?

Running off the dell ship. For Dell employees you saw the company at record market cap and they didn’t care to share. Market cap will be cut in half by August and then the snakes will start the layoff process all
Over again.

why is our stock down? I must feed muh family.

Stock up again today

The market loves our moves and is confident on our hiring plans and return to growth

Our closest competitor is ki-ling us.

Our team is coming up with a $699 computer to compete with the Apple $599 computer. If we’re a market leader, why didn’t we come up with the not a Chromebook device before Apple. The Apple will be better built and last a student all through high school. And Apple’s support bot is better than ours. I know, because I’ve used both.

It shows we no longer lead the PC market, we follow the trends. A sale or spinoff can’t be far off.

Disclosure: Like others said - mine is pure speculation. I own some Dell stock but not enough to get rich and retire yet. I’m just turning sc--w drivers and plugging in cables everyday.

As an aside, I wonder how the ‘experts’ who said to dump Dell at $150 are doing…

Up another 5% today - the market understands that we are hiring and have returned to growth

Sounds like the hammer dropped on several teams yesterday. Of course, no real communication to indicate which teams.

since 2020, the market cap of TMO today is basically the same as Verizon...what a waste of money ($50+) and time (5+ years). Sad, sad, sad...

My experience so far hasn't been great, most places don’t even respond and the few that do say they already have way too many candidates for the same roles.

Is this going to be a game changer for Voyix restaurants? Will Voyix finally be able to compete with Toast?

or at least, not directly.

it’s about 100s of billions in capital investment,.. foundries, process tech, supply chains, equipment, capacity, political leverage, u name it - all of it. intel obvously cannot run without good engineers. that part is true. but the reason the market value has exploded is that everything around the engineers suddenly became much more valuable because of the tech cycle and geopolitics.

think of it this way imagine somene from the outside could take over everything the company owns except the people then hire a new workforce from scratch. it would probably take them ten years to make it work. hmmm.... maybe longer. but once they got there, they would be sitting on a money-printing machine.

i’m an engineer too, and i have a pretty high opinion of what we do. no false modesty there.

but at this valuation, i don’t think they’re looking at you and me. they’re looking at the machine.

I keep waiting for the other economic shoe to drop...

Important points in summary. Link to full article at end.
"Strategic petroleum reserves have been released, commercial inventories have been drawn down."
In plain terms, the world has been living off its emergency stockpiles." "And even after the Strait reopens, he cautioned against expecting an immediate return to normal.
Ships need to be repositioned, and a backlog of cargoes needs to be worked through the system.
Transit times add days or weeks to the time before the product actually reaches consumers.
'We're thinking there's going to be a 1- to 2-month time lag between the Strait opening up and the market seeing normal flow,' Woods said."
** "Beyond that, governments and buyers that have drawn down reserves will need to restock."

https://sg.finance.yahoo.com/news/exxon-ceo-delivers-blunt-message-171700095.html?guccounter=1&guce_referrer=YW5kcm9pZC1hcHA6Ly9jb20uZ29vZ2xlLmFuZHJvaWQuZ29vZ2xlcXVpY2tzZWFyY2hib3gv&guce_referrer_sig=AQAAAJW9Mbl8zOro2hAcbaqvhG_qkfO-dIcOcukIRrgwuT2n_RZNCb9aoEzLm0WATYTmh9YdbRFySH7bCriqyBkUdXU02e6M73w0FZNocWTtupHG6wP_AMzfOuROG7LYRnloKBGsMNhzXepJg2mJWNdcAR0yr21csNMyv6k_yeiB6hq_

Down 4% already today , a big gap down

Up days were on low volume, fund managers are getting out of this stock

OT won't be in existence in it's current form in 12 months. At 15 bucks it will be taken by PE

Market Shift: From Crude to Lithium

ExxonMobil is officially turning the legendary Smackover Formation into a lithium engine. With a 2027 start date, the project is expected to generate $27M in annual profit by processing 165,000 barrels of brine daily.

Source: https://lnkd.in/gitnnp6k

What's the most likely outcome ? Just a content only company ? Bought by PE? A collapse ?

$108 was considered the highest possible outcome by analysts.
Have to imagine this ~$100 range won’t last past earnings.

I told you, target price in next 2 months is $60.

Is it just me, or are bonuses and raises well below market?