#market

Yes we are near the good old end of the time. Nobody is going to buy a new phone or change a plan. As they loose their jobs lines will be cut. One line and another line will get cut. The old school land line will be back for like 25 dollars. and we don't need a portable phone anymore. We won't carry it...We also won't want it. Just like we don't watch TV anymore. the best of the times will come. no more jobs for india.

What is the implication for ExxonMobil stock and our Upstream Cash Flow?

Story by Богуслав Романенко

Exporters are set to decide on Sept. 7 to begin unwinding a second tranche of production cuts totaling approximately 1.65 million barrels per day (1.6% of global demand), over a year ahead of the original schedule.

OPEC+, which controls about half of global oil production, has significantly shifted its policy since April 2025, moving away from years of output reductions.

https://www.msn.com/en-us/money/markets/opec-to-boost-oil-output-by-1-65-million-barrels-daily

I’m at my wits’ end. I’ve been trying to find something, anything, just to ease my mind, but no luck. The job market is an absolute nightmare right now.

Otherwise, I wouldn’t be nearly as worried about my job here, or about any of us finding new ones soon. We’re so cornered, and it’s a terrible feeling. Good luck to us all.

I’m recently impacted by the layoffs, and as I’m looking for a new job, I see that the market is very tough. There are a lot of jobs in the banking sector, and they are only for USC or GC. They’re not offering the jobs for visa holder, but the same job is offered to contractor on visa through c-2-c consultancy.

It's not the tariff situation at all. I've been looking at jobs for almost 2 years now because I knew this huge reorg was coming. The job market in US has cratered unless you're in a very highly specialized technical field such as AI, niche engineering. I am on the business side of things and you can get offers but they're few and far between. I applied for hundreds of jobs and got only like 3 interviews and a couple offers, lower than Chevron comp.
My SO in finance got laid off in 2022 and same problem tons of applications zero response. Finally got something at much lower pay.
The job market has fundamentally shifted and it;s been this way since at least 2021-2022. Offshoring is rampant. Americans are selling themselves out every single day. It's truly insane.

Bumping this from @ax+1k3nwm9t5, sad but true.

The offers are above the market. Judging by their boards, they need marketers, designers, strategists and sales. It's a mess there. Take advantage of chaos.

https://www.msn.com/en-us/money/markets/international-business-machines-corporation-ibm-is-down-too-much-says-jim-cramer/ar-AA1KT9s5

Usually layoffs are to make the stock go up. So what's up with Oracle the opposite has happened.

Did Jacob just accepted that Roche is a serious competitor? Never seen he accept or agree about a competitor before and losing train of thought and not looking confident is not good. Does Roche have something that’s really a threat to Illumina? He had a plan for Ultima but nothing for Roche.

McKinsey’s strategy cycle is straightforward: design, mobilize, execute. It’s not rocket science. You decide what you are, you back it with resources, and you deliver with discipline.

Verizon had every chance to do this. The consultants were in the building. The frameworks were there. The slide decks were polished. But instead of running the cycle, the company cherry-picked the buzzwords and skipped the hard parts.

Design – What Are You, Really?

This is where the cracks showed first. Verizon never answered the basic question: are we a premium network, a media company, or a 5G pioneer? Instead of choosing, leadership tried to be all three. That’s how billions vanished into AOL and Yahoo while 5G was oversold as the silver bullet. A serious design step would have admitted the obvious — the real fight was with T-Mobile — and built around Verizon’s one true edge: the network.

Mobilize – Strategy Stuck in the Slides

Mobilization is about turning strategy into motion. Verizon never did. Money went into distractions instead of spectrum and customer value. Employees weren’t empowered. Decisions stayed locked in Basking Ridge PowerPoints. On paper, the strategy looked world-class. On the ground, nothing moved.

Execute – Where the Market Called the Bluff

Execution is the test, and Verizon failed it.
• The assumption that people would pay extra just for “5G” was never proven.
• T-Mobile stole the momentum and the growth narrative.
• Layoffs and outsourcing drained morale and capability.
Meanwhile, the “next big thing” — AI, fiber, customer experience — never got launched.

The Market’s Verdict

The stock says it all. Verizon hovers at $44 and might push $48, but that’s not growth — it’s dividend math. Wall Street treats it like a bond proxy because that’s what it has become. The growth stories — Oath, 5G, “the network of the future” — no longer convince anyone.

The Punchline

Verizon had the McKinsey playbook in hand. Hans and Sampath had the consultants, the frameworks, the binders. What they didn’t have was the discipline to use them.

And that’s why Verizon isn’t seen as a growth company anymore. It’s a dividend utility dressed up in strategy slides.

Because they’re cr—py?

https://wccftech.com/intel-xeon-6-6980p-hits-a-record-low-price-of-6190-half-the-official-msrp/

This could be half the official headcount

https://www.tipranks.com/news/dell-technologies-stock-dell-gets-multiple-upgrades-ahead-of-earnings

DELL rulez again after quarter century break!!

Sell Suri? Buy more junk? Thoughts?