#stock

Centene apparently found another place to put all those savings from “operational efficiency”: Ambetter Health is now sponsoring Mizzou athletics. All sports, because apparently one team wasn’t enough.

It’s football season, though, so for now we get to watch the Ambetter logo ride around on jerseys every Saturday. The pairing is almost too good. Mizzou has spent years getting mileage out of 2-star and 3-star recruits, and Ambetter has spent years collecting 2-star and 3-star reviews. That’s the kind of synergy somebody in leadership probably put on a slide and called strategic alignment, brand activation, stakeholder engagement, or some other expensive phrase for “we bought a sponsorship.”

Meanwhile, employees are watching VSP dates, layoffs, reorganizations, and wondering who gets whacked next. Apparently the marketing budget remains resilient and well-positioned for long-term growth.

I’ve already said reporters ought to be reporting on what is actually happening at Centene, but nobody seems terribly interested in connecting the layoffs, VSPs, vendors, spending, stock performance, and forecasts that keep heading the wrong direction. So I guess somebody has to.

At least the C-suite should get some nice box seats. They can sit up there late in the season and watch Mizzou get rolled by the big boys, just like the stock and the forecast.

I’m sure there’s a slide somewhere showing positive momentum.

https://www.si.com/college/missouri/football/mizzou-athletics-announces-jersey-patch-sponsorship-with-ambetter-health

Ramon still going after adding $10 to our price

Gee....one has to wonder....do they know something? (removes tongue from cheek):
Insider Trading Activity and Trends
Over the past year, Michael Feld has sold a total of 953 shares of Becton Di-kinson & Co and has not purchased any shares during that same period. This recent sale continues a trend of consistent, albeit relatively small, divestments by the insider.

Looking at the broader insider transaction history for Becton Di-kinson & Co, the picture is decidedly one-sided. Over the past year, there have been 0 insider buys at the company, while there have been 22 insider sells during the same timeframe. This imbalance between buying and selling activity is a signal that corporate insiders, who possess the most intimate knowledge of the company's operations and prospects, have been net sellers of the stock.

At what point do we stop calling this a “turnaround” and admit Nike’s leadership sc--wed up? The stock is sitting around $38.

That’s after years of bad decisions, losing momentum with younger customers, getting buried by competitors, and turning some of the most iconic shoes in the world into glorified clearance-rack inventory.

And somehow the people running the company are still getting paid like everything is going great.

Elliott Hill pulled in $36.3 million in 2026 after laying off thousands of hardworking people. Meanwhile, Nike’s stock is still nowhere near where it was a few years ago.

https://finance.yahoo.com/markets/stocks/article/di-ks-sporting-goods-stock-crash-reveals-a-major-problem-for-struggling-nike-114409937.html

I would like to congratulate the PEP team for this outstanding achievement. This is truly a testament to your dedication, leadership and passion for winning ! Not every organization with a Market Cap of $194B and 300,000 employees worldwide is capable of providing a lower rate of return to its investors than a Money Market fund. Although this may not create smiles for our investors, who cares, it's important to remember that change is difficult and just achieving this small positive number is something you can all be proud of. Let's try for +1.04 in the last 4 months of 2026 !

Stock price under our new CEO is down 24%. Not giving investors a lot of confidence.

And what do we get

They're milking the company for quick profits while it lasts. Layoffs boost stock prices and pad bonuses, even if they hollow out the company for the future. They're not clueless. They just don't care what happens after they cash out.

Marvell's stock pops 10% on AI chip deal that lets Google buy up to $12.2 billion in shares

• Marvell Technology stock popped on a deal for Google to buy up to $12.2 billion in shares.
• The deal is part of Google and Marvell's partnership on custom chips and includes products that "attach to the TPU ecosystem."
• Google has largely been working with Broadcom on custom chips

https://www.cnbc.com/2026/08/19/marvell-google-ai-chips.html

That should mean we're safe from layoffs for a while, right?

I know it's pathetic, but I hear it all the time about employees in my neighboring departments about their million-dollar stock portfolios, their private jet excursions to private islands on their days off, lavish lifestyle. But they just work at Lowe's because they just like to be around the people. Sound familiar? Chime in.

I don't believe this guy wasn't called nutlick in school

Genuinely curious on your thoughts on how low NKE stock can go? Identify please if you’re employee, shareholder, both or neither. Thanks

Something deeper is going on

Sell now

https://www.investing.com/news/insider-trading-news/halliburton-ceo-miller-sells-436m-in-common-stock-93CH-4868083

Is going to be redder the trumps diaper rash tomorrow

CDW stock performance: Brutal

Past 5 years - DOWN -61.39%
Past year - DOWN -19.55%

Numbers don't lie, sharp pullbacks, volatile post-earnings reactions with margin concerns.

The stock hasn't been able to gain (or hold onto) much ground and the close of Q3 looms. Anyone hearing about more RIFs coming? Do we have dates?

I know we're always on alert and no day is safe, but I'm talking about confirmed plans beyond just the feeling of another shoe always about to drop.

2026-08-11 — Amy Montagne, President, Nike, reported a sale of 4,867 shares at $42.05 per share.
2026-08-07 — Robert Leinwand, EVP and Chief Legal Officer, reported a sale of 821 shares at $41.60 per share.
2026-08-07 — Venkatesh Alagirisamy, EVP and Chief Operating Officer, reported a sale of 890 shares at $41.60 per share.
2026-08-07 — Philip McCartney, EVP, Chief Innovation, Product & Design Officer, reported a sale of 524 shares at $41.60 per share.
2026-08-07 — Matthew Friend, EVP and CFO, reported a sale of 2,463 shares at $41.60 per share.

BREAKING: Nike stock, $NKE, collapses to its lowest level since September 2014, now down -78% from its all time high seen in 2021.

The stock has now officially erased over -$200 billion in market cap since its record high.

#leadbysport

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.

Wonder how many of Board of Directors who selected CK as CEO are still around today to see TODAY.

They made a Fully Informed Decision selecting him, and now it’s Déjà Vu. Wonder how much the stock will quiver. If it does, it’s flattery to CK.

The latest closing stock price for Humana as of August 14, 2026 is 389.05. closing price was 540.03 on November 03, 2022.

https://www.macrotrends.net/stocks/charts/HUM/humana/stock-price-history

the stock tanks again? The stock is backup to where it was 6 months ago. How long you all think before it tanks again?!

This should tell you everything you need to know about how much confidence he has in the company's future once the merger is completed. I'm still holding out hope that it might get blocked, but I know that's almost impossible. I don't want to be a Debbie Downer, but I just don't see a way for this to turn out well, especially for employees.

https://www.reddit.com/r/HoneywellAerospace/comments/1vp8vl0/six_weeks_after_hona_stock_began_trading_its_down/

This should tell you everything you need to know. One of the well known investors threw in the towel. Sold all his shares. This company is trash. If you have stock-you should follow suit. Rather than taking a further loss-sell!

https://finance.yahoo.com/markets/stocks/articles/hertz-shares-fall-ackman-pershing-182219197.html

I really hate what this world has become.

https://stocks.apple.com/AxIssAcq9Q2qaVV9ET96sQQ

in the entire corporate world.

Not just among oil majors. Look it up. That’s it, that’s the post.

https://www.stocktitan.net/sec-filings/VYX/form-4-ncr-voyix-corp-insider-trading-activity-3ddd2f96fcb7.html

The stock is up on the AI demand, who do AI Naysayers have to say now?

Come on you doom and gloom brigade...

Like a year ago, except our financials have degraded, our credit rating is just above junk status, operational and capital expenditures are more than our free cash flow, and our stock price has cratered (20K is arguably too conservative).

Does principal engineers get stock grants at PNC? My recruiter said i will be getting but nothing mentioned on offer letter. Confused if i should join PNC.

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!

Long story short, open source and open weight models have come a long way and pulled ahead in the AI race. You now have FREE models from Deepseek and Kimi, which are as good or even better than the best Anthropic model for coding. It has seriously gotten that absurd now, you would not believe it but it is true . Deepseek V4 Flash is basically a Mythos tier model and dirt cheap.

Which brings me to why are we paying Anthropic thru our noses and burning Illumina's free cash flow? It should be prudent for any leader with a conscience to save Illuminas profits for share buybacks and capex for innovation. Please don't burn money on Anthropics overpriced and lower quality AI models, and open up Illumina's Cursor plans to start using Cursor's models or Kimi or Deepseek. Mind you these are now hosted all on American clouds and so no data is given to China. Save our money. Pump our stock, not Anthropics IPO.

Make Illumina Rich Again.

Baron's magazine stopped just short of calling Honeywell Aero stock a value trap today: "Put together, we see Honeywell’s growth continuing to lag its peers. While the valuation is relatively inexpensive, we fear that this could be a value trap." It's no longer Honeywell, but it kept the name and the worst parts of the business practices and senior management hubris. Time to clean house in the executive suite completely and get rid of the old Allied Signal and Jack Welsh disciples that do nothing but poison companies , set them up to fail, and then walk off with golden parachutes. The downtime from the IT migration alone was in the tens of millions of dollars in Q1 alone. The migration residual issues are still a huge and expensive problem that prevents people from doing their work. It's turned into it's own whack-a-mole-zombie-juggernaut nightmare. Run, do not walk, away from this stock until they purge the cancer at the top and show solid financial results.

Four chiefs departed from the floor,
With heavy gold bags by the door.
They left the blue stock on the slope,
And took the cash, and ki-led the hope.

Lou Gerstner set the grand design,
He took one hundred eighty-nine.
A million dollars stacked so high,
For saying his last brief goodbye.

Sam Palmisano walked the line,
And took two hundred seventy-one.
A massive fortune in his hand,
As he walked off to golden land.

Ginni Rometty claimed her share,
With twenty million waiting there.
The revenue was shrinking fast,
But her great payout chose to last.

Arvind Krishna joined them there,
With thirty-eight to clear the air.
His package jumped by fifty-one,
While workers watched what he had done.

Big payouts signed in leather chairs,
While workers cut off vital cares.
The stock may sink, the profits slide,
But severance grows both deep and wide.