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Nike and Silver Lake in Palo Alto. New CFO in tow.
SVL just put together a very big one, Nike is next.
JPM was the plunger, but it did not take, it was not incorrect, but the stock held.
28% held by insiders.
7 Billion in cash on hand.
And Capital Markets people still think it is THE BRAND, and that own goals, Macro, and Tarif's can soon turn over.
just wanted to express gratitude for our opportunity to help people become confident investors and help clients (and ourselves!) achieve life’s possibilities
https://www.reuters.com/business/jana-partners-cuts-stake-fiserv-filing-shows-2026-08-14/
Wow Bac invests 250 billion on various entities. Also partners with India finance company. Thanks for working your a-s off as the company looks elsewhere . Don’t forget to follow the new RTO rules.
The US brings billions in investments and how they thank the American employees by laying them off and offshoring those exact same jobs overseas and it is continuing. This is the biggest hypocrisy of the article published. Are investments coming in from Costa Rica, India and Manila? How are they giving back to America?
Here we go again…more net outflows for July! $8.2 billion in outflows.
Anyone know what this is about?
Since LinkedIn shows I worked at DFS I've received multiple junk mails with this request.
I'm looking to get in touch with you regarding Discover Financial Services. We have a family office that is looking at investing in Discover Financial Services's industry.
Are you available this week to discuss the opportunity?
AEs are getting all the training as part of LFG. There is an intentional lack of SE training and investment.
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!
Can someone share 401k details, investment options, etc.
European food group Vandemoortele has fully acquired Banneton Bakery Inc., a South Jersey-based manufacturer of artisan pastries. This acquisition follows an 80% stake Vandemoortele took two years ago, establishing its first U.S. production platform. The Swedesboro facility will remain operational with no planned layoffs, and the company intends to invest further in the plant and its workforce. Banneton's brand will continue as part of Vandemoortele's North American portfolio, complementing their European product offerings. This move aims to strengthen Vandemoortele's presence in the premium frozen baked goods market.
Swedesboro, New Jersey
https://njbiz.com/vandemoortele-acquires-banneton-bakery-south-jersey/
How much do you think we’ll be able to recoup from such a terrible “investment”?
I subscribe to Beckers. This article is interesting....
https://www.beckershospitalreview.com/finance/centenes-buyouts-could-have-a-315m-price-tag-for-the-rest-of-the-year/
On December 1, 2025, IBM questioned the economics of hyperscalers’ AI infrastructure plans. Using a hypothetical 100-gigawatt global buildout costing $8 trillion, he concluded: “There’s no way you’re going to get a return on that.”
The warning was not irrational: AI infrastructure is expensive, chips depreciate quickly, and not every investment—or every provider—will earn an adequate return. But Amazon’s latest results make the categorical conclusion increasingly difficult to defend.
In Q2 2026:
Amazon is now planning approximately $220 billion of 2026 capital spending, yet says demand continues to exceed available capacity and much of its 2027 AWS capacity is already reserved. AWS’s contract backlog reportedly reached $496 billion.
Amazon is simultaneously increasing AI investment, accelerating AWS growth and expanding cloud operating profit.
The better conclusion is not that every dollar of hyperscaler spending will pay off. It is that the companies owning scarce AI capacity, customer demand and global distribution may earn substantial returns—while companies that avoided the investment risk becoming dependent on them.
IBM may ultimately prove correct that parts of the AI buildout are excessive. But Amazon’s results suggest that refusing to participate carries its own, potentially greater, cost.
Alphabet has significantly expanded its global workforce, adding nearly 12,000 employees in the past year. This hiring surge contrasts with widespread industry layoffs and reflects a strategic increase in investment in artificial intelligence and supporting infrastructure. The company reported strong financial performance, with revenue up 24% driven by cloud, advertising, and AI services. This growth is fueled by substantial capital expenditures aimed at AI data centers and advanced computing resources. Alphabet's strategy involves selective expansion in high-priority AI areas while reorganizing other business units.
Mountain View, California
https://www.tekedia.com/alphabet-expands-workforce-by-nearly-12000-as-ai-investment-accelerates-despite-industry-wide-layoffs/
Does anyone know how much we spend on FIFA?
It is actually impacting sales?
I keep seeing executives posting about how great is was (as they attend all the events) but they never mention if it is actually helping sales.
business unit job fair
tons of presenters, booths
"are you hiring?"
"no there's a hiring freeze"
Good use of funds here folks
Fair value for aero based on P/E could be as low as 180’s. How does your 401k like them numbers?
I've been trying to understand one part of Oracle's financial story, and I may be missing something.
A lot of discussions seem to assume that Oracle's remaining financial obligations are heavily tied to OpenAI. But why?
Oracle is investing billions into AI data centers. Those data centers are physical infrastructure—land, buildings, power, cooling, networking, GPUs, storage, etc. They aren't assets that can only be used by one customer.
If, for whatever reason, OpenAI reduces its demand or changes its plans, why couldn't Oracle repurpose that capacity for another large AI customer? Anthropic, xAI, another foundation model company, enterprises building their own AI models, or even future customers that don't exist today.
Obviously, there could be short-term impacts. Oracle might have customer-specific contracts, financing commitments, or temporary underutilization until replacement customers are found. I'm not saying there would be zero financial impact.
What I'm questioning is why the remaining financial obligations are sometimes discussed as if they're permanently tied to one company.
To me, the more relevant question is whether Oracle can keep those AI data centers utilized over the long term. If AI demand continues to grow, isn't the infrastructure itself the valuable asset rather than the identity of the first tenant?
I'm not bullish or bearish on Oracle. I'm genuinely trying to understand whether I'm overlooking something from a finance or infrastructure perspective.
Is there something in the financing structure, contractual commitments, or accounting treatment that effectively ties these obligations to OpenAI? Or do you think the market is overstating the customer concentration risk?
Curious to hear what others think.
AI is overhyped and I think investors are starting to catch on. I have yet to hear how the AI companies, (ChatGPT, Claude...etc....) are going to make back the money money being spent on datacenters,(100s of billion$). As far as I can tell there really doesn't seem to be a big demand since both Meta and Google are selling their comute to the AI firms rather than using it for their own needs. Also, there is now a race to the bottom on token pricing further exacerbating the issue of profits. I don't see the profits meeting the expenses or even coming close. So, How does this effect Corporate America's embrace of the tech?
https://www.404media.co/ice-to-pay-thomson-reuters-125-million-to-find-voter-fraud/
I saw this yesterday and wanted to know, what does this guy know that we all do not?
Apparently he is not afraid of the debt number.
IBM's debt grew 5.2 billion dollars in the 3 months leading up to the last report:
https://finbox.com/NYSE:IBM/explorer/total_debt/
R.A. stands for redundant assets, maybe Arvind can sell IBM's trademark and goodwill to raise money.
"IBM goodwill and intangible assets for the quarter ending March 31, 2026 were $89.333B, a 13.86% increase year-over-year."
https://www.macrotrends.net/stocks/charts/IBM/ibm/goodwill-intangible-assets-total
www.reuters.com/business/finance/stripe-advent-offer-buy-paypal-more-than-53-billion-sources-say-2026-07-15/
https://www.cnbc.com/amp/2026/07/09/goldman-sachs-asset-management-deals-verizon-lockheed-martin.html
To carry out put options well into 2027 and watch dells market cap collopase. Hardware is dead
Electric vehicle maker Rivian is planning to sell 75 million shares of its stock. This move is intended to raise funds for equity contributions required by a U.S. Department of Energy loan. The company is working to meet the terms of this significant energy loan. This offering represents a substantial effort by Rivian to secure necessary financing. The sale aims to fulfill financial obligations tied to federal energy funding.
South San Francisco, California
https://www.chicagobusiness.com/manufacturing-logistics/ccb-rivian-selling-shares-20260706/
July 1 (Reuters) - Cigna (CI.N), opens new tab said on Wednesday its health services unit Evernorth has launched a new AI-powered specialty pharmacy program to reduce the time it takes to process prescriptions and improve customer service.
The program, called Pharmacy Forward, is supported by a $100 million investment through 2028, the health insurer said.
Here are more details:
The company is launching the AI program first through its specialty pharmacy, Accredo.
The program uses AI to integrate clinical data and insights, generate summaries to free up more time for clinicians to focus on patient care.
'Pharmacy Forward' is expected to reduce clinician documentation time by up to 50%, the company said.
The program uses AI to improve prior authorization requests, halving the time it takes for patients to receive their medication after Accredo receives a prescription, the company said.
Health insurers are increasingly adopting artificial intelligence tools to streamline documentation processes, reduce administrative burdens and lower costs.
Accredo is also expanding capacity, staffing, and capabilities at many of its nearly 40 care facilities, Cigna said.
The program is expected to generate about $400 million in value by the end of 2028, with Evernorth expecting to extend many of these capabilities to its other pharmacy operations in the coming years, it said.
https://www.reuters.com/legal/litigation/cigna-invests-100-million-new-ai-powered-specialty-pharmacy-program-2026-07-01/
My ESPP investment period began in January 2024 at just under $40 per share (first purchase in June 2024). But now, at the end of June, I made another purchase at $40. I thought it was only valid for two years—or does the period start from the first payment?
Thanks guys!
They bought a huge chunk of our shares last year and have barely made a peep. What’s their play? They need a return on this investment and it’s not clear how that’s going to happen. So what’s going on?
Metric Value
Price on July 1, 2020 $23.40
Price today $20.72
Cumulative price return -11.5%
Holding period 6.00 years
Annualized price return (CAGR) -2.0%
They're spending money on real estate
Wow! Verizon now has a ton of money to make purchases!!
https://pulse2.com/verizon-wins-nearly-3-2-billion-in-fcc-spectrum-licenses/amp/
Will the Board continue to increase the dividend in September, or keep it flat, now that the company is no longer part of the DJIA?
Maybe it is time to reinvest in 'the Network' instead of social justice warrior networks. Elon Musk solved the rural broadband issue, while this company bobbled the ball again.
Maybe they should keep increasing the dividend, as none of the strategy groups have come up with a single investment that has returned its cost of capital in more than a decade. See the stock price for details, should there be any doubters!
The OTEX stock has gone down over the past year but it’s now at its lowest it’s been since mid 2013!
Is this Invest Cloud partnership in Wealth all smoke and mirrors? Is wealth being sold to Invest Cloud?
Metric Value
Price on July 1, 2020 $23.40
Price on June 17, 2026 $22.54
Cumulative price return -3.7%
Holding period 5.96 years
Annualized price return -0.6%
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????
He mentioned helping clients innovate through agentic AI, trusted data infrastructure, and other technology investments. Do you see this as a positive sign of growth and future opportunities, or are you taking a wait-and-see approach?
How do you think this investment will impact employees, clients, and future hiring?
Seeing a bunch of complaints on Slack about SpaceX and Elon lately.
Be real for a second: If you had to put your own money into just one company right now — SpaceX or Nike — which are you actually choosing?