#investors

P66 has announced that 2 new directors have been appointed to the Board of Directors.
I don’t know anything about them but Elliott says they’re pleased with the appointments.
If they’re pleased I’m pleased.

5% drop today…anticipating February sales numbers?

Target leadership need to realize as a publicly traded company they are continuing to harm their external stakeholders and investors despite the changes that perceive will fix the issues.

https://money.usnews.com/investing/news/articles/2026-02-27/targets-management-under-fire-as-investors-agitate-for-change

Does anyone have any thoughts going into the Earnings Call? This will be the first time Amit presents in front of the investors.

Do you know, is this the kiss of death.

https://investors.xerox.com/node/31106/html

We now have to pay to use our own intellectual property (names and products):
"Under that agreement, Xerox and selected subsidiaries retain worldwide, royalty-bearing rights to use the contributed IP, paying IPCo a 2.0% royalty on specified consolidated revenue"
https://www.stocktitan.net/sec-filings/XRX/8-k-xerox-holdings-corp-reports-material-event-51419028ca39.html

No conflict of interest at all, right?

Right?

Bro has money poisoning.

My favorite quote: "Directors of companies registered in Delaware, as UnitedHealth is, have a “duty of loyalty”—an obligation to put the company’s interests ahead of their own. A director who invests personally in a startup in the same industry without first clearing it with his company could be breaching that duty, legal experts say."

https://www.msn.com/en-us/money/companies/unitedhealth-chief-made-private-side-bets-on-healthcare-startups/ar-AA1Wucr8

And right on cue ... the piling on begins:

https://rosenlegal.com/submit-form/?case_id=38139

"Rosen Law Firm, a global investor rights law firm, announces it has filed a class action lawsuit on behalf of purchasers of securities of Kyndryl Holdings, Inc. (NYSE: KD) between August 7, 2024 and February 9, 2026, both dates inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than April 13, 2026 in the securities class action first filed by the Firm.

According to the lawsuit, defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (1) Kyndryl's financial statements issued during the Class Period were materially misstated; (2) Kyndryl lacked adequate internal controls and at times materially understated issues with its internal controls; (3) as a result, Kyndryl would be unable to timely file its Quarterly Report on Form 10-Q for the quarter ended December 31, 2025; and (4) as a result, defendants' statements about Kyndryl's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all times. When the true details entered the market, the lawsuit claims that investors suffered damages."

It's not looking good. . .

https://www.investmentnews.com/regulation-legal-compliance/investors-sue-kyndryl-after-sec-probe-triggers-55-stock-crash/265264

Investors who bought $1,000 worth of Teradata’s shares 5 years ago would now be looking at an investment worth $682.09.

Lost Money on Oracle Corporation(ORCL)? Join Class Action Suit
https://www.prnewswire.com/news-releases/lost-money-on-oracle-corporationorcl-join-class-action-suit-seeking-recovery--contact-levi--korsinsky-302684639.html

What is the long-term value creation for shareholders that leadership is constantly talking about?

Layoffs will be every quarter now. Had meetings today asking us to divest suppliers, slowly selling us for parts. All these executives who stayed for 1-2 years destroyed business units and jumped ship before anyone caught on to their fraud. Anyone left is clueless. A matter of time where investors see all the fraud.

OP: @ba+1kgn1jwrm

Going to be a large number of Microsoft layoffs announced soon.

What’s the chance LE, Safra Catz, Clay and Mike might be named eventually in a SEC lawsuit for fraud and materially falsifying information to investors over its debt capacity? I think it’s pretty likely. Especially if they sell Cerner.

And it keeps dropping.

This is glorious.

Investors have already lost patience with HPE, the worst performing AI hardware play. Neri has zero vision for growth and McDonald keeps shrinking his own business unit. The two must go. Rami isn't all that good either, missed the cyber security bo-m to PANW and FTNT and failed in CSP to ANET, but he's still better then Neri and McDonald.

What do Microslop and IBM have in common ?

https://seekingalpha.com/article/4864690-verizon-needs-more-than-stock-buyback

Read some market analysis before getting to excited: For those that don't want to read it here is the article summary:

Takeaway
The key investor takeaway is that Verizon hasn't improved the business to warrant the excitement. The wireless giant is actually just going down the path of cutting costs and capex spending for apparent short-term benefits that didn't work at the CEO's prior job.

Investors should use this rally to unload the stock.

Watch, the first major move from the new boss will be another round of layoffs. It's the classic move to prove you're serious about costs to the investors. We should all brace ourselves because it's coming soon.

They keep chopping away ..soon it will be the full line stores. Plus probably they get rid of horchow if they can make a buck

All the investors..Amazon. Simon.The vendors do not like us.

It is looking bad .
The liquidators and top brass are going to do well soon. They don't care

Something doesn't add up.

Investors know full well that Microsoft's AI and all of the software Microsoft pushes out the door is bug filled useless garbage, especially Copilot, so Investors punished the stock today and hopefully continued to do so.

is this stock going to go !!!!

The company announced a 20% dividend increase and a new $6 billion stock buyback program.

Someone ran a piece a few days ago about Chinese automaker BYD raising $5 billion to expand all over the place. New factories, new dealerships, very aggressive moves to increase global market share.

General Motors has even bigger plans - a giant new Stock Buyback and Shareholder Dividend Flimflam! Yay! USA! USA! USA!

You're not powerless. You can certainly fight back.

The whole point of the layoffs are to keep the already struggling Cigna stock value up. The goal of this is to please investors and because the CEO, David Cordani, is payed mostly in stocks (no really, look it up on the SEC website).

If you are an employee you might have a 401k. A 401k is a collection of stocks used for retirement. Your 401k likely has at least one fund invested mostly in Cigna stock. When you are layed off, or maybe even before, transfer those Cigna funds to something else/better. Your retirement account will be better invested and you have undone any stock benefit of them laying you off.

Why is Oracle struggling?
However, unlike its largest competitors, whose profits are paying for their data center projects, Oracle is borrowing heavily. Some investors are concerned the company will struggle to repay its debt if AI demand falls short of expectations. Oracle's business with OpenAI has added to investor concerns

We have identified as phone gross adds for years. Thats all the investors can see is additional income vs churned income. It greatly effects the companies numbers. We need a change from that sort of idealogy. All kept customers in the network matters at this point. Allow sales and commission sales to follow this idealogy. You can say I'm wrong and fail or hop onto the bandwagon and show people the power of keeping people prove me wrong...let's have fun with this.

Company releases are showing preliminary net outflows of US$12B for the month of December and US$26B for Q4 2025. This is one of the worst quarters in a long time. The company needs more change NOW! Lazy salespeople be gone!

All tech shares saw a drop today. But SAP's is a small drop in the bucket. Wait for the 29th when the quarterly financial results are out and you'll see how much faith investors actually have at SAP.

Investors are realizing two important things: (i) that SAP is abandoning its core revenue generating businesses for stupid AI features that do not work and no one wants to pay for, and (ii) that SAP has no real strategy to grow the company revenue. They're only focused on saving some operating costs using layoffs and by cutting down on employee salary budgets and benefits. But there is no real plan to make the company more profitable. There are better companies to invest in and that's where shareholders are focusing their wealth.

Also there has been a talk between SAP executives to restart share buybacks. Maybe that's why some of the millionaire executives are dumping their shares.

An on point post from @a9+1keyr10dv.

https://www.insidermonkey.com/blog/phoenix-education-partners-inc-nysepxed-q1-2026-earnings-call-transcript-1674744/?utm_medium=referral&utm_source=msn-news#q-and-a-session

I wanted to understand whether the market is actually buying our integration narrative—or whether repeating it is meaningfully changing how investors who trade PSX perceive the company.

To test this, I analyzed daily share price correlations between PSX and a set of peers—MPC, VLO, DINO, and PBF, with XOM and CVX included as examples of truly integrated energy companies—across 5-, 3-, 2-, and 1-year periods.

The results are clear and consistent: PSX trades most like Valero, and that relationship is stable across every time horizon. Only in the most recent one-year period does PSX trade marginally more like MPC, but even then, its correlation with refining peers increased, not decreased. In contrast, correlations with XOM and CVX remain materially lower and largely unchanged over time.

The market is telling us something straightforward: PSX is viewed as a refiner, and that perception is not evolving.

Rather than fighting that reality, we should consider embracing it—making the hard choices required to present PSX as a pure-play refining and marketing company, one that investors can clearly benchmark against peers and value accordingly.

Outside of ESPP contributors, employees being rewarded with stocks, executives; do people actually buy Nike stock? Trying to figure out why anyone would considering the results of the last 4 years especially when you compare it to the broader market where everyone else is up bigly it seems.

Seems like you could have thrown money at literally anything else and made money but still lost somehow on Nike. I guess I’m asking why any large investment firm or private investor would currently invest in Nike? Like what do they see that I am missing.

While CEOs have spent months framing layoffs as a strategic shift toward AI-driven efficiency, the equity market has perceived recent layoff announcements as a negative signal about company’ prospects. "AI restructuring" is often a convenient cover for desperate cost-cutting necessitated by declining profitability.

EPS expected: 63 cents per share, realized: 78 cents/share (exceeded expectation)

Revenue expected: $12.13B, realized $12.35B (exceeded expectation)

After hours down 10% and word on the street is tariffs. I thought tariffs was going to be a much bigger hit?

What else are investors complaining about?

I don't like the layoffs thing, my morale is very low, but this is bs

The investor said PepsiCo is being hurt by a "lack of strategic clarity." Do you agree?

https://share.google/ozB3fXLWDmuBn5x5r

AT&T (T) chief executive John Stankey will speak at Tuesday’s UBS Global Media & Communications Conference where he will discuss the company’s network and financial outlook.

Besides the mid-band spectrum the company agreed to acquire from EchoStar (SATS), AT&T (T) expects to continue to accelerate the pace of its fiber reach through an agreement to acquire substantially all of Lumen’s (LUMN) Mass Markets fiber internet connectivity business.

This transaction is expected to close in early 2026 and will enable the company to reach more than 60 million total fiber locations by the end of 2030.

The company said it is also on track to achieve its 2025 financial goals and return $4 billion to shareholders through share repurchases in 2025 and $20 billion of share repurchase capacity during 2025 and 2027.

This includes consolidated service revenue growth in the low single-digit range, adjusted EPS in the higher end of $1.97 to $2.07 range, and adjusted EBITDA growth of 3% or better.

Subscriber net additions to its mobility business will be higher during the second half of 2025 than it reported during the first half, including an expectation for seasonal trends in net adds during Q4.

Additionally, AT&T (T) expects its net debt-to-adjusted EBITDA ratio will return to its 2.5x target within roughly three years of closing the EchoStar transaction and achieve “strong free cash flow” from the Lumen and EchoStar acquisitions.

Guys, do a little research the same main investors are on both sides Vanguard, black rock etc I’m pretty sure they where told to move asset meaning field to a better performing asset Mastec because it’s been said several times over and over there NPS has been 85% for ten years.

Buckle up Pepsico for a bumpy ride.

https://www.wsj.com/business/deals/pepsico-nears-settlement-with-activist-investor-elliott-dbda9a2a