#market

https://www.barrons.com/articles/qualcomm-stock-price-sell-rating-4a4b0976

Meta no longer needs to hold you off the market.. Sure you demonstrated answering the leetcode hard you can grind you were once a viable threat to the business. Unfortunately this skill no longer matters with copilots. Meta is bloated with Pokémon as evidenced by blind posts bragging only working 20 hours a week. Now the greater threat is bloated payrolls combined with increasing AI spending. Ask yourself, what has meta actually delivered on? Seems hiring all these Pokémon’s didn’t work anyway. 50% cut meta would still be delivering nothing of value

REC Advanced Silicon Materials announced layoffs at its Butte facility. Approximately 10% of the workforce will be affected.The company cited market and financial challenges for this decision. Further details are available in REC Silicon's quarterly report.

Butte, Montana

https://www.montanarightnow.com/butte/rec-silicon-to-lay-off-10-of-workforce-at-butte-facility/article_433a3aee-c64c-4fd9-b2cc-df2b832967f6.html

And the death knell sounds on WatsonX.

https://247wallst.com/investing/2026/03/13/ibm-has-fallen-16-as-anthropic-puts-them-in-the-bullseye/

(This was a reply I posted in another thread, but it should probably be its own topic.)

Ever wonder why Cigna, UHG, Aetna, etc. are trying to branch out into different areas?
They’re hedging their bets.

AI efficiency is smallest piece in our layoff equation, but it is giving leadership hope that cuts will help bring profits.

Cigna, as well as every other publicly traded company, is outsourcing (offshoring) tech, admin, call centers, etc. in huge numbers. The remaining US employees are expected to absorb their newly-acquired extra job functions with the use of AI (Copilot in our case). AI is expected to increase productivity of remaining US employees by at least 2X.

As per usual, teams in India will make lots of noise and eat up company resources while providing very little new product and creating extra work for US-based workers.

Ultimately, Shareholders will still be pi---d because Cigna stock prices will continue to slide. The real reason for this slide isn’t is that employee costs are growing. Rather, it’s because health insurance premiums can no longer feasibly grow at the same rate as healthcare cost and utilization.

What we’re witnessing firsthand is an industry in turmoil. The once limitless dollars of the US commercial healthcare membership are drying up at an unbelievable rate. The Boomer demographic is coming home to roost and is destroying the market. GenX and Millennial employee dollars can’t stand the strain of Boomer retirees and job diehards.

You may ask “if Boomers retiring, how does this negatively impact commercial plans?”
The answer is that the US commercial healthcare member/client pays the lion’s share of the US (and the world) healthcare bill.
Providers have prices capped by CMS (Medicare/Medicaid) and many uninsured individuals just don’t pay. So that leaves the good ol’ American employee based plans to pick up the slack. But this golden egg-laying goose has hit menopause. It wasn’t expected so soon or so dramatically.

Employers are tapped out, so premiums can’t increase appreciably.
Individuals are forced to buy super high deductible plans while avoiding wellness visits and out of pocket costs.
Health insurer shareholders will continue to demand cuts until profits are acceptable.
This last thing is impossible.

This industry is no longer viable.
If you’re under 45 years old, be planning your transition. If you’re 55+, pray you can hang on and save.

For those of you who think single payer provided by Big Daddy Government is the answer. Well, just look around at the challenges those socialist utopias are facing and remember that SOMEONE IS PAYING THE BILL and someone else is trying to work a profit. It’s the same p-o in a different bag.

From my perspective, there is little evidence of meaningful leadership within the organization. The senior management team appears largely aligned around maintaining the status quo rather than addressing the significant challenges the company is facing (all 'Yes' men in key roles).

There seems to be little willingness to communicate candidly with JG about the realities in the marketplace. In many cases, customers have lost confidence in SAS, and a growing number are actively exploring or implementing plans to replace our solutions. This trend is likely to accelerate in the near future.

At the same time, the company lacks a clearly defined competitive strategy and the VIYA platform has not resonated with many customers in the way it was intended. Unless these issues are acknowledged and addressed directly, the gap between leadership’s perception and the market’s reality will continue to widen. Just look at the SAS revenues at being flat or declining and one of our biggest competitors, Databricks, has 60-70% revenue growth and over 100% market valuation Y/Y growth. Not once during the company kick-off meetings did our senior management team even acknowledge the competitive battle we are facing in the marketplace nor was any type of competitive strategy discussed/presented. How is that possible? How can management present a revenue growth plan for SAS when we are clearly losing market share rapidly and there is no competitive strategy to address it?

If SAS were a publicly traded company, the current trajectory would likely invite significant scrutiny from the market and there would be rampant short selling. It's a very sad story playing out in front of so many great employees. I wish I could do more but, unfortunately, no one in power cares to listen.

@ka+1kk76xn44 said it perfectly.

Stock is almost below $38. Piece of cr-p.

As CVX price and bbl go up with the multiple conflicts, will that save us from additional layoffs?
Or is this short term?

Does anyone see any positives or negatives for Shell (besides $100/b oil) with all of the chaos in the ME region?

If you think you have what it takes to make it outside Wells Fargo, you best be looking. Latest survey has just over 60% of US companies saying they plan to reduce workforce numbers in 2026.

Atlantic City's cyclical economy is influenced by broader national trends. Companies nationwide are hiring cautiously and restructuring steadily in 2026. Workers should watch for subtle layoff signals like reduced overtime and slower hiring. Maintaining career leverage through updated skills and market awareness is crucial. Developing side income streams can also provide financial insulation.

https://breakingac.com/news/2026/feb/27/layoffs-and-career-leverage-what-atlantic-city-workers-should-know-in-2026/

Anyone want to guess?

It says all you need to know that, according to the release, the only Atleos exec or offficer being retained is one independent director.

At least Atleos had an option — because that is more than can be said for Voyix, which managed to transition to a software company right when the market gave up on software. Jim Kelly had no doubt been aiming to sell to Global Payments, but that company’s in the toilet too. (The market has given up on any payment companies that isn’t visa or Mastercard.)

The best option for Voyix is probably to go private, because there is no buyer at this point.

NCR should’ve been broken up 15 years ago, when there were buyers for its businesses.

"Skyworks Solutions (SWKS) faces challenges with declining revenue and rising costs" (correct) "but is still positioned to benefit from the growing demand in the radio frequency industry" (really?)
The stock performance speaks for itself, two losers don't make a winner, do they?
https://finance.yahoo.com/quote/SWKS/

The consultant community is advising bp board members that the Band Aid needs to be pulled quickly so bp can transition into a leaner more focused group. Expecting XOM initiatives like PIP and forced rankings to start in 2026.

How will bp employed react and adjust towards new ways of working? Realizing that the job market is abysmal and not really keen on bp skills and experience.

there is a ton of chatter right now about software companies, saas, cloud and company valuations. valuations are dropping fast (e.g., ibm dropped 15% the other day, salesforce is underpressure, snow, etc.)

i am not sure if we fit into any of these categories (or we fit in all of them).

where do you see us 2 yrs from now? on top? the same? falling behind???

6 out of last 7 yrs no profit. two key dates. Market crashes right around 3:16. 4:1 is a critical date b/c if MoA is not in the black by then turning a profit, it's almost lights out, game over for the firm. It's not funny. 1st quarter numbers can not be overstated. Be transparent. B-E-transparent. Rich said profit by Q4 2026 & he needs to be held to his own standard. If we are $5-$10M in the negative as of 4/1 firm will have a tough time the rest of year & to quote sleepy Joe, "it's not a joke."

since 10/31/25 Dell lost half its market value in the capital markets

Look out below. Market has lost faith in Arvind and Jim's financial engineering shenanigans.

Once again the stock has fallen off the map, it was a t a yearly low of $119 earlier today and is not moving out of 120 range - so what next for layoffs? The market is down in general but it's hurting us more than others due to our do-nothing executive weather team. How long before they do the next round???

Quality /PSU gone all GTX markets.

From under $12.8 upto $13.4 today just under 5% in a day. You won't get that in a bank account.

Under $13 is good.

It’d be a pipe dream to think the Board of Directors would boot SK with another dismal year on tap for 2026 and replace him with a non-Japanese executive, but…

If you could nominate someone outside of CUSA to replace SK, who would you choose?

This company needs fresh perspectives and true leaders who can thrive in challenging markets.

How do you find out what the average base pay for the role in current area is.
The range is so wide and confusing.

Looks like the party is over.

"For nearly a year, the company dismissed short-seller allegations as mere 'falsehoods,' but today those chickens came home to roost with a $2.8 billion loss in market cap."

https://www.chartmill.com/news/KD/Chartmill-41541-kyndryl-accounting-implosion-sec-gotham-city-vindicates

The earth's resources are limited.

So. nothing is going to grow forever.

So, revenues/profits of no company is going to grow forever.

So, it is better to do profit booking in the stock market.

Apparently some new AI tools spooked the market, because it threatens to automate legal and financial workflows that certain software products specialize in, so they all dropped as a result.

The plus side is the market seems to have forgotten about it already and rallied 2% today, so there's that.

AI is coming for your job!

Due to principles in Semiconductor manufacturing and moores law, GFs products will enter the low cost semiconductor market within 36 months.
SiPho isn’t capturing as much market demand as previous anticipated, and GaN is somewhat niche. Larger scale (7+nM) technologies will become cheap, consumer scale electronics that mostly any foundry in the world will be able to successfully manufacture. GF will scrape along for some time, missing Quarterly targets here, laying off staff there, cutting cost all the way as they try to keep investors and BoD happy. When NYS incentives run out, GF will consider being acquired by other manufacturers. My bet would be TSMC as they continue US expansion, with some potential for Intel as well. Only hurdle is US administration woes, however, GF is not an American company. This is furthermore complicated by massive deficits in skilled labor, prevalence of AI, and opportunities for robotic automation that will present themselves over the next 36 months.
Any employees considering this as FUD, ask yourself, where do you see GF in 5 years? Are things feeling concrete? Or do you feel some ripples in the water.
Costs of production are going up, which always results in profits going down, especially when producing antiquated tech.

Its stock is down and it has completely taken over the restaurant vertical. Toast destroyed any remaining market share we had in restaurants. Clover completely sidelined by then as we focused on Crystals over priced pipe dream Bento Box. The Clover team will tell you they got pulled off restaurant for years to work on her website no one cares about.

Our company is back in the 100B market cap club with the other seven sisters.

Seems we have righted the course?

Continental is looking to develop international assets as domestic operations are economically challenging due to commodity prices and increasing OPEX.

Anybody hear the Continental will open an office in Houston to support international operations?

Vz app is a strong market success, driving high customer adoption through simple, reliable digital experiences.

As I expected. After the recent "pumped and jacked" earnings the stock "popped" but I knew like a balloon in a hole in it it would fritter away. Value trap. Stay away.

Chanel, Zegna, Kiton, Brioni, Cucinelli, Stefano Ricci, Burberry, Ferragamo
The top names in luxury fashion, have all had staggering price increases on merchandise since 2020. Some items have doubled and tripled in price. A Chanel handbag that was $5,500 in 2022 is now over $11,000. kiton men’s blazer was $3,900 in 2022 is now $9,000. Wealthy Customers are not stupid.

What do Microslop and IBM have in common ?

It absolutely IS bad, no doubt about it. Every year things have gotten worse and worse. But from a numbers standpoint, have we lost any major clients or even mid sized clients? Or are we just doing well since the market is up and most of our fees are asset-based? I moved out of a finance role years ago so I’m really not close to the numbers as I used to be but would anyone closer have more insight?