#market

White space, commercial, white space, underpenetrated (eww), white space,…

Looks like the market finally realized how far behind Schwab is on AI, and thinks it is unrecoverable.

If you sold at the peak, congratulations!

The market is predicting a 15% depreciation through January next year. Just check the number of put-options.

Down roughly 2%, after first breaking the prior 52 week low at $47.01. Friday's close was $47.19.

Notable because the broader market is moving the opposite direction today. The Nasdaq was up about 1.5%, helped by falling oil prices and Treasury yields. So Fiserv's weakness continues to be company specific/relative underperformance rather than simply the market dragging it lower.

Recently hired in a new market hub, that's a huge step-up from some of the older stores around here! Team synergy is tops too, that sure helps.
If any of you is looking for positions, look for market hubs, you won't be disappointed. I can see why they want to open more of these. We have so much parts stocked as well, I didn't have to shoo away customers yet, such a great feeling

What is Marvin the marvelous doing about the stock sinking to new year lows.

Intel is leading chip gains. A top analyst sees the stock hitting $200 in two years

https://www.cnbc.com/2026/09/16/intel-is-leading-chip-gains-one-analyst-sees-stock-at-200.html

They’ve been trying to corner the market with AI bs for months. Now is the time to dump.

The 1 year estimate of $12.96 seems a bit of a stretch……..

When the staff drops the 5-7% based on industry average, hopefully Fidelity will also fix the pay issues.

My BU hasn’t given raises in the last 3 years and said it’s based on market pay. With inflation hitting 20% since the start of the pandemic, compensation should be reviewed again.

How does Abby expect people to care about her bottom line when people are on government assistance and can’t afford groceries?

I used to think Florida was considered a strong growth market for the bank. Seems like it collapsed after putting the short heavy set guy that looks like Alan from The Hangover in charge. Anyone have any insight into that market? Are there constant resignations? Noone wants to work there? What is going on?

https://stocks.apple.com/AMGHmaVspTB2Sa6MsXca_7Q

L3Harris Technologies, Inc. (LHX) has a notice of proposed sale filed under Rule 144 for common stock held for the benefit of officer Christopher Kubasik. The notice covers planned sales totaling 21,916 shares of common stock through Goldman Sachs & Co. LLC as broker.

The securities to be sold were acquired as compensation through multiple Restricted Stock Unit grants from 2018 and 2019, including awards dated December 14, 2018 and June 29, 2019. The filing states that 7,411 shares are to be sold by KUBASIK, C GRAT BKG 2025 1.0 and 14,505 shares by KUBASIK, C GRAT BKG 2024 5.0.

It discloses a planned resale of 21,916 L3Harris (LHX) common shares for the account of officer Christopher Kubasik under Rule 144, with Goldman Sachs & Co. LLC acting as broker and the shares originally acquired as compensation via Restricted Stock Units.

The filing states that 7,411 shares are to be sold by KUBASIK, C GRAT BKG 2025 1.0 and 14,505 shares are to be sold by KUBASIK, C GRAT BKG 2024 5.0, together accounting for the 21,916 shares covered by the notice.

The common shares to be sold were acquired as compensation through several Restricted Stock Unit grants from L3Harris Technologies, Inc., including grants dated December 14, 2018, February 11, 2019, February 16, 2019, and June 29, 2019.

The planned sales of L3Harris (LHX) common stock are to be handled by Goldman Sachs & Co. LLC, listed with its New York address, as the broker in the Form 144 securities information section.

The securities information section lists an aggregate market value of 5,443,276.92 for the L3Harris common stock covered by the notice, along with 186,214,616 shares shown as outstanding for the issuer.

The notice is dated September 10, 2026, which appears both as the date in the securities information section and as the Date of Notice in the remarks and signature portion of the filing.

https://www.sec.gov/Archives/edgar/data/202058/000195824426000587/xsl144X01/primary_doc.xml

I was suspecting that PK stepped in to buy to create support at that level. LOL JK

Today, NKE blew pass $37.00 as if it doesn't exist. And it comfortably found home at upper $36.00. That is if market will not turn south at the last hour of trading session.
So don't be surprised if ends the day at low $36.00

With Iran War, Trade War and Inflation as factor, I don't think anyone will step in and buy.

Nike is caught between rock and a hard place.

Through end of year. Maybe just out Pepsi market

Few posts online are claiming that people are abandoning their homes, leaving cars at airports and flying out of the country, this could be a early sign or a social media speculation of repeat of past 2008 housing crisis ?

370 institutional investors added shares of $CDW stock to their portfolio and 506 decreased their positions in their most recent quarter.

Oil is down, refining equities surging. PSX up 1.7%, VLO up 2.9% and MPC 2.2%

The hole deepens

New American Funding has laid off 160 employees in its consumer direct division. This reduction is a direct response to current mortgage market conditions. Elevated interest rates have significantly suppressed refinance volume. The company stated the decision was made thoughtfully and responsibly to align operations with market realities. They expressed gratitude for the contributions of affected team members.

Santa Ana, California

https://www.housingwire.com/articles/new-american-funding-layoffs-160-consumer-direct/

I hope it keeps going down. All those company stock buy backs are wasted capital and creating a bigger doom loop.

Guess you can’t trust the markets to fairly set the market price based on the merits of your corporation’s actual running of the business. So, you have to revert to playing three card monte, hide the Queen.

I could not believe my eyes when I read the email yesterday from the leadership on new strategy. Dividing our markets into core, light and cross border will further weaken PP against Revolut outside US and Germany. And how long after Germans who travel outside and see everyone using Revolut decide to switch over themselves. This will weaken us against our competitors even further. I see share price and market share collapsing now to likes of Apple Pay and Revolut Pay.

https://www.bloomberg.com/news/articles/2026-09-01/wells-fargo-analysts-join-jpmorgan-traders-in-turning-cautious-on-us-stocks?srnd=homepage-americas

"The bank’s analysts, led by Ohsung Kwon, the firm’s chief equity strategist, warn of “broad cautiousness” heading into September as investors grow increasingly anxious about the sustainability of the AI-investment bo-m. The team expects capital expenditure fears around the AI build-out to peak. However, they note, their sentiment indicator remains more positive than negative after a mid-August selloff."

With such deep competence around WF, who even doubts this.

I have no doubt that if his Kwon's recommendations are bad, they will be stacked ranked, IMd and fired.

how's it going for the field reps that are in that pilot with changing daily field work and appointments? Any news if they're adding more markets? And if this could lead to reduction in work force?

Is there honestly a market for these? The design is pretty rough. Why are our competitors lapping us on product aesthetics? I'm not even talking about IGT & Aristocrat... I'm talking about AGS, Bluberi and Zitro, smaller players.

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

If you’re considering a role on the Markets side, know what you’re walking into. The culture there isn’t just competitive, it’s dog-eat-dog, and it’s shaped by leadership that’s more interested in protecting itself than developing people. Too many of the “managers” running these teams are underqualified for the seats they hold, and they’ve built environments that reward toxicity because toxicity is what got them there.

Loyalty and tenure mean nothing. Years of contribution mean nothing. If you value a workplace with real accountability from the top down, look elsewhere.

Oil major Shell has drawn interest from potential bidders, including ExxonMobil and LyondellBasell ​for its U.S. chemical assets that could fetch up ‌to $8 billion, the Financial Times reported on Monday.

https://energynow.com/2026/08/the-suitors-exxon-lyondell-among-suitors-for-shells-us-chemical-assets-could-fetch-8-billion/

Does anyone actually believe that this is a good product that is competitive in market

They keep acting like it's going to save the company but all I continue to see is square cause merchants prefer it

How are we not bankrupt yet

Even if it takes off, it's only small businesses

Great job, keep it up. Looking forward to more market cap decline so Hock can burst a few blood vessels.

Nike lost ~ 80% of its market cap over the last 5 years. People are asking, what happened?!

Look for market cap to shrink by 200
Percent by January 25.2027

companies previously 1/10 of QCOM now 2x or 10x QCOM marketcap.

Congrats CEO , management , etc

Outsourcing will always slowly ki-l companies long term.

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

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?!

• Talks are ongoing and no deal is guaranteed, people familiar say
• Workday had about $43 billion market value before Reuters report sent shares up nearly 18%
• Silver ​Lake could bring in additional investors to finance deal, one person says

https://www.reuters.com/world/silver-lake-talks-buy-workday-sources-say-2026-08-13/

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

lack of standalone refiners