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I've seen post on here dissecting and criticizing some of the collabs Nike has at the moment. Some of which has been relatively successful, like the Travis Scott collab. I haven't seen anyone pick apart the Drake line tho. That may have been one of the worst investments by Nike.
Nocta has really been a lackluster for the Nike and considering how big of an artist Drake is, he's never been someone people looked to for style, like never. Definitely wasted opportunity there.
$108 was considered the highest possible outcome by analysts.
Have to imagine this ~$100 range won’t last past earnings.
If you are fired, please do the below analysis on this doc you get: Older Workers Benefit Protection Act (OWBPA)
If you are older than 40 (or 50?) years old, you should get a OWBPA document (it shows ages and job titles of the fired people). MAKE SURE to save it locally immediately!!! If you view it and then leave the page, the document will show as read and you may not be able to access it again (at least that happened to me). You may be able to get GEMINI to help you do the analysis (turn AI against big dirty red!).
My guess it would be eye opening (to a judge:)) to see the breakout/comparison of job title and age for higher paying jobs (engineering and technology) versus job titles and age for lower paying jobs (help desk, admin assistants, etc..). Would not be surprising to see this output - just as an example of what might be uncovered: 50 people that are 55+ years old fired and all in high paying jobs.... and then another 50 people that are 20 to 35 years old and all in lower paying jobs (and MUCH easier to backfill or put a contractor in later). If you just looked at ages, you would say it looks ok. But, if you included wages, AND job titles, you would see a definite bias in the example.
https://www.barrons.com/articles/intel-moved-from-laggard-to-leader-where-chart-is-heading-e4997799
RBC Economics analyzed Canada's labor market conditions. They anticipate a modest gain of 25,000 jobs in April. This gain should reduce the unemployment rate to 6.6%. Shrinking labor force growth means less employment growth is needed. RBC expects gradual improvements in the job market this year.
https://www.mpamag.com/ca/mortgage-industry/industry-trends/rbc-sees-canadas-jobs-engine-steady-even-as-labour-pool-thins/573824
The 3 benchmarks are AI, S&P500 and cd’s/treasuries for 5 years total return
AI. 100%+
S&P500. 85%
CD’s/Tr. 15%
Waters 0%
Waters is clearly not a growth company, but stagnant.
Why is it above 60s now ?
Are the people who have been hired before, to analyze the company for layoff advice, holding clipboards? If so, saw them at a HQ today.
I only see a few options.
1 - Keep under performing as a smaller, poorly managed Oil & Gas company?
2 - Buy something, incurring more debt?
3 - Sell all or part of Ovintiv now that Anadarko is closed and add in a heavy haricut to reduce headcount?
Good luck everyone.
My analyst su-ks. Who hires these kids?
Just think, it was trading near 170 five years ago. Today it’s trading at 45. Make your own conclusions.
Total opposite of other analysts and certainly no belief in management. Mayo hasn’t been this tough and we know how he feels about BillyBob and his management.
Jefferies initiated coverage on Truist Financial Corp. (NYSE:TFC) with an underperform rating and set a price target of $35.00, representing a significant 23% downside from the current stock price of $45.39. This bearish stance contrasts sharply with the broader analyst consensus of Hold, with price targets ranging from $48.50 to $69.
The firm cited execution risk related to the bank achieving its return on tangible common equity target of 15% in fiscal year 2026, up from 13% in fiscal year 2025. The challenge appears substantial given that Truist’s return on common equity currently stands at just 8% as of the last twelve months. According to InvestingPro analysis, 8 analysts have revised their earnings downwards for the upcoming period, though the stock trades at a P/E ratio of 11.86 and offers a dividend yield of 4.59%.
Jefferies said intensifying competition in the Southeast may hinder loan and deposit growth and add friction to the company’s hiring plans.
The firm noted that even if Truist Financial meets its ROTCE target, it would trail peers at 17% in fiscal year 2027.
Jefferies said the expected performance gap warrants a discounted valuation for the stock.
Lots of analyst predicting it will decline.
What happened at 3pm today? Stock took an instant hit. 1.40 to 1.34 in an hour.
Did lean six sigma or the java ui do this? Is it Fat five beta now? Is there a new jdk ui?
my opinion, complete waste of time. Department trying to justify their wasted "AI" investment.
It reaches 158€ !
Any info on the possible causes ?
https://stockanalysis.com/stocks/t/employees/
Not another surprise. Turns out Nielsen was measuring it wrong??
https://www.mediapost.com/publications/article/413483/nielsen-to-correct-er-i-mean-methodologically-i.html
I'm a natural doer having business results in mind and feel like often times employees at all levels get stuck in overanalyzing minute details that ultimately don't matter toward making a decision. I don't usually have the authority to drop the hammer on these people overanalyzing, but I just want to explode when they go into analysis paralysis. Thankfully I can hide my face on videocam when these people are arguing over minute details or thinking about problems in ways that don't make sense. It's such a morale ki-ler for those of us wanting to get things done.
Chicago, Las Vegas, Honolulu, Tysons Corner, and South Coast Plaza are all top tier locations with lots of foot traffic in the mall and surrounding areas, if these locations are closing, I eventually see all locations going under. Please, if you count on Saks or Neiman's as your main source of income, start looking for a new job, I'm so sad for all the wonderful people I worked in the 24 years I was at Neiman's. Times are changing and not for the better. God bless everyone at Saks and Neiman's stores.
AT&T Debt 2013:
Long-Term Debt (End of 2013): Approximately $69.29 billion.
Total Liabilities (2013): The company had a substantially lower debt burden compared to the post-acquisition peaks
AT&T Debt 2026 (Projected/Early 2026 Data):
Total Debt (End of 2025/Early 2026): $136.1 billion.
Net Debt (End of 2025): $117.4 billion.
California's wine industry is experiencing significant economic and market pressures. U.S. wine revenue and production both declined in 2025. Factors include changing consumer preferences, overproduction, and trade barriers. Several wineries and related businesses have announced closures or layoffs. Constellation Brands and Gallo are among the companies affected by these industry shifts.
https://patch.com/california/healdsburg/why-layoffs-are-spreading-california-wine-country
The recent influx of new hires in Spring, many of whom are early-career professionals, has required significant onboarding support—including mentorship, recognition, plus dedicated workspace and perks—to ensure productivity. In contrast, previous teams delivered results with agility, often relying on strong analytical skills and quick decision-making. It’s worth examining whether current strategies align with long-term business goals, especially given that recent growth may be tied to temporary demand spikes and uncertain future revenue. I had expected the company to maintain a more results-driven, resilient approach.
"Our multi-factor analysis indicates that the time to sell FISV stock might be approaching. We maintain a generally negative outlook on the stock, and a price of $43 could be feasible. We believe there is a near-equal balance of positives and negatives in FISV stock considering its overall Moderate operating performance and financial health. Therefore, despite its Low valuation, this contributes to the perception of the stock as Risky.".......Forbes
https://youtu.be/VlfpfttvatQ?si=I_LgN8bn8RqFvj4U
https://www.uri.edu/news/2026/02/r-i-s-economy-has-disappointing-close-to-year-momentum-dissipated-says-uri-economist/
Thoughts? How is everyone feeling about the ACB numbers?
PE will cash out and sell all real estate and rake in as much profit as they can.
Has the government done any analysis on the potential impact of AI-related layoffs with its rapid advancement over the next 5 years? I’m guessing around 75% of H1Bs may not be needed. When will the emphasis shift toward prioritizing US citizens and Permanent Residents?
Has anyone heard about whether Band 1/2 Evernorth/Carenav analysts (customer service) will be impacted by the layoffs?
All the metrics are about calls and volume of waste, no real outcomes.
The reserves replacement discussion on the earnings investor presentation makes no sense at all. It shows 10 year increases but says RRR was 95%.
Anyhow, last year we really only added reserves from Hess. Otherwise, we are a shrinking business.
https://seekingalpha.com/article/4861789-xerox-running-out-of-ink-strong-sell
I am betting on $35.00/share when RTO kicks in for all.
See you on the commute
I mean, our results figures were really not that bad. What gives?
IBM isn't a healthy company
https://techrights.org/n/2026/01/29/IBM_s_Financial_Performance_in_IBM_s_Own_Words_Money_Down_Debt_.shtml
Arista annual sales are close to 9~10B with approx 4500 employees, while Cisco annual sales are 56B with 86000 employees. To compare it - Arista is doing 20% of Cisco sales with 5% of employees. Conclusion is simple: Cisco has too many redundant employees.
If it hits $360, that means it's time to exit my position.
https://www.barrons.com/articles/ibm-stock-price-top-pick-2026-35af20b3
By: Mackenzie Tatananni
Updated Jan 08, 2026, 2:59 pm EST / Original Jan 08, 2026, 2:15 pm EST
Skeptics may argue that International Business Machines has lost the clout it had decades ago, but one analyst is doubling down on his bullish bet on the stock heading into the new year.
Much of the negative noise surrounding IBM appears to be unfounded, according to Oppenheimer analyst Param Singh, who has chosen IBM as one of his top picks for 2026. He rates the stock at Outperform with a $360 price target.
IBM stock was 2.1% higher at $303.04 on Thursday as the Nasdaq Composite traded in the red. Singh’s price target suggests the stock can rise another 19%.
Attitudes on the stock are indubitably mixed. Of 22 analysts polled by FactSet, 11 rate IBM at Buy, while seven rate it at Hold, and four at Sell. So why the vote of confidence?
“Bears have the estimates wrong, making expectations low into the print,” Singh said, referring to IBM’s fourth-quarter earnings report due later this month. He believes IBM can deliver durable growth by consistently raising prices, and described its portfolio of software as “sticky,” meaning clients repeatedly return to the products even though alternatives exist.
IBM has been winning bigger contracts because it has more products and services to offer, largely driven by acquisitions and the rollout of new mainframe computers. Last year, it paid $6.4 billion for HashiCorp, a provider of infrastructure and security tools, and has had early success integrating those offerings into its portfolio.
Taken together, these factors could boost overall revenue by 6% and software revenue by 9% in 2026, Singh said. His call for revenue growth is double the consensus forecast on Wall Street and nearly double the call for growth in software revenue.
“We believe IBM will positively surprise the bears on its earnings through the year, driving upside to the stock,” Singh said.
That comes after a decent run in 2025, a year dominated by the conversation around artificial intelligence. Shares rose 35% last year, behind a 39% gain for AI heavyweight Nvidia but ahead of a 20% gain for the Nasdaq.
There already are signs 2026 will be a good year. Despite recent chatter, Oppenheimer’s checks show little to no customer attrition, even as IBM passes along a 6% price hike to customers renewing enterprise license agreements.
And then there is IBM’s consulting division, which has become a significant contributor to revenue. Singh and the Oppenheimer team see little evidence of a pullback on spending, although software is expected to continue to grow more rapidly
Software revenue is expected to achieve sustained, double-digit percentage growth as opposed to “low-single-digits” for IBM’s consulting arm, Oppenheimer said.
Barron’s wrote favorably on IBM for a different reason in December: the company’s burgeoning quantum-computing division. Big Blue was an early entrant in the space, and aims to release a fault-tolerant quantum supercomputer by the end of the decade. That would be an industry first.