I’m now absolutely petrified that La-Z-Boy might start looking at layoffs just to appease the shareholders. The stock drop has me on edge, and I can’t stop thinking about what this could mean for all of us. Does anybody here have more insight into what’s really going on or what we might expect in the coming weeks?
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The Activist Investors are returning
"It's not clear what an activist might be looking to do with PepsiCo (PEP), though they may want the company to split up or maybe the board may need an overhaul, Bilson speculated."
This is what lots of bad management gets you...I think it's pretty obvious to everyone what needs to be done with PEP...
https://seekingalpha.com/news/4486225-pepsico-under-spotlight-as-activist-target-after-13f-filings
bp gains amid takeover speculation
The rumors just won’t go away.
https://www.msn.com/en-us/money/markets/bp-gains-amid-takeover-speculation/ar-AA1KARYY?ocid=finance-verthp-feeds
SoftBank to invest $2B in Intel
Stock is up almost 6% after hours.
https://finance.yahoo.com/news/softbank-group-intel-corporation-sign-231000755.html
Stock Price
Have you seen the L3Harris (LHX) stock price recently? It is taking off like a rocket. Those “adjustments” they made after the layoffs must have really paid off!!!!
How is TR going to fund their newly announced $1 Billion share repurchase?
Massive layoffs in November to pay for their $1 Billion share repurchase program? Or will it be your raise is so small it won't even get you a hamburger at the local restaurant. Would you like fries with that?
News article titled, 'Thomson Reuters Announces $1.0 Billion Share Repurchase Program.'
Fun while it lasted
https://finance.yahoo.com/news/conoco-reportedly-eyes-occidental-petroleum-takeover-163448560.html
Whadayasay Naysayers?
https://www.tipranks.com/news/dell-technologies-stock-dell-gets-multiple-upgrades-ahead-of-earnings
DELL rulez again after quarter century break!!
More lawsuits with 3M fingerprints
Neogen - investor class action lawsuit for transitional operation difficulties? What will be the Solventum aftermath? 3M, Solventum……. anyone seeing transition going well? Another coverup to shield from investors? Confused……..just google
Morgan Stanley’s blunt challenge to GM CEO Mary Barra: ‘How does GM expect to be profitable with EVs when players like Tesla apparently cannot?’
Wall Street was unimpressed by General Motors’ Q2 earnings call. On the call, a Morgan Stanley analyst asked CEO Mary Barra, “How does GM expect to be profitable with EVs when players like Tesla apparently cannot?” Separately, Piper Sandler told clients that GM stock won’t break free of its bargain-basement multiple of five times next year’s forecast earnings if management is only tinkering around on the edges. The company needs a thesis-changing strategy like humanoid robots, it said.
https://fortune.com/2025/07/23/gm-q2-earnings-mary-barra-morgan-stanley-tesla/