#market

Is the merge happening? Media has been pretty quiet about it. the most recent report was a clean team meeting was scheduled and it went well. Hope all goes well if the merge does happen but what's going to happen in certain markets. If pfg and usfood both delivering in the same area.who's going to take over those markets when you have delivery drivers and sales reps for both sides. I guess only time will tell if it's even going to happen or not happen.this is slow seasons but usfoods jist hired 10 drivers in my area.while we still have stand days going on. Doesn't make sense

So with Sachins comments, I am struggling to understand where these fit in the market

As for rack scale Gaudi 3. Welcome to a couple years late

Oil opening in 58.00 range and Oxy stock in 41.00 range. Hopefully, we have a lot of our oil hedged much higher.

Agree?

By Georgina McCartney

HOUSTON (Reuters) -Oil prices fell on Tuesday as investors considered a smaller than expected increase to OPEC+ output in November against signs of a potential supply glut.

Brent crude futures were down 18 cents, or 0.27%, to $65.29 a barrel at 11:47 a.m. EDT (1547 GMT). U.S. West Texas Intermediate crude was down 13 cents, or 0.21%, to $61.56.

Both contracts settled more than 1% up in the previous session after the Organization of the Petroleum Exporting Countries plus Russia and some smaller producers, together known as OPEC+, decided to increase collective oil production by 137,000 barrels per day, starting in November.

Market sentiment remains subdued, in particular after Saudi Arabia opted to keep the official selling price of its flagship crude to Asia unchanged, defying analyst expectations for an increase, StoneX analyst Alex Hodes said in a note on Tuesday.

The move was in contrast to market expectations for a more aggressive increase, a sign that the group remains cautious in light of predictions for a global supply surplus in the fourth quarter as well as next year, said ING analysts.

On the demand side, India's fuel demand rose by 7% year on year in September, according to data from the Petroleum Planning and Analysis Cell of the Oil Ministry.

On the supply side, JPMorgan said global oil inventories, including crude stored on water, have risen every week in September, adding 123 million barrels during the month.

China, meanwhile, is building oil reserve sites at a rapid clip as part of a campaign to boost stockpiles, according to public data, traders and industry experts.

Geopolitical factors have kept a floor under prices, with conflict between Russia and Ukraine affecting energy assets and creating uncertainty over Russian crude supply.

Russia's Kirishi oil refinery halted its most productive distillation unit after a drone attack and subsequent fire on October 4, with recovery likely to take about a month, two industry sources said on Monday.

Investors are also awaiting U.S. oil stocks data, due later on Tuesday from the American Petroleum Institute.

"Right now the market is locked in a sideways pattern, waiting to see what happens with inventories," said Phil Flynn, a senior analyst at Price Futures Group.

(Reporting by Georgina McCartney in Houston, Enes Tunagur and Robert Harvey in London, Anjana Anil in Bengaluru and Siyi Liu in SingaporeEditing by Kim Coghill, Clarence Fernandez, David Goodman, Rod Nickel)

https://www.msn.com/en-us/money/markets/oil-slips-on-opec-output-hike-supply-glut-fears/

It looks pretty grim over there, judging by the numbers being reported. I sincerely hope they’ve been managing to hang on. Honestly, I wish the same for all of us. It’s brutal out there, and I shudder at the thought of having to job hunt again.

QCOM takes five years to get 30% gain.

I really don’t get all the drama. This whole “market-based culture” thing has honestly been the best setup ever.

I’m up at 6, roll into the office, grab a coffee, and spend the first hour catching up on news and personal emails. Calls run till about noon, then it’s lunch somewhere good — Plano or the Dallas Design District, depending on the vibe.

After that? Head home early, knock out some errands or business stuff, and call it a day.

The trick is simple: do what’s in your job description — nothing more, nothing less. Follow every rule to the letter, badge in, badge out, put in your six hours, and keep it moving.

Worst case, they lay you off — and you get to take the next six months off to find your next move.. Tell me another Fortune 50 gig that easy.

I’m trying to understand what’s driving the stock price down.

Joined 3 years ago. People tell me that prices go up and down, bo-m and bust cycles. That makes sense but it now feels that it'll never go up, almost like this is a systemic change. Not sure, it's just my gut feeling but I wanted to see if people with experience can chime in.

2025, and the EV market is still not accepted, and infrastructure is still not in place. Take a clue for $200 Fartley! That's the reason your EV's are not selling like hotcakes! Sales will not change, until someone fixes these issues.

Why stock price fall? Nothing’s working. Share buyback is not helping. Does the market know something that we don’t?

A goodwill write-down being equal to a company's market capitalization is a highly unlikely and extreme scenario, but it is theoretically possible. For this to occur, a combination of severe factors would have to be in play.
The link between goodwill and market cap
Goodwill: An intangible asset recorded on a company's balance sheet, representing the premium paid over the fair market value of net assets during an acquisition. For example, if Company A buys Company B for $500 million, but the fair value of Company B's net assets is only $300 million, Company A records $200 million in goodwill.
Goodwill impairment: If the acquired business fails to meet its performance expectations, the carrying value of the goodwill on the balance sheet must be written down to its new, lower fair value. This charge reduces both the company's assets and its earnings.
Market capitalization: The total value of a publicly traded company's outstanding shares. It is the market's assessment of a company's total value, influenced by current and future earnings potential, brand reputation, and market conditions.
How a goodwill write-down could equal market cap
This would happen if a company experienced the following:
Overpriced acquisition: A company makes a massive acquisition and pays a significant premium, resulting in a large amount of goodwill being added to its balance sheet.
Significant business decline: The acquired business subsequently fails dramatically. Its future earnings potential, brand value, and other intangible assets are now considered worthless by the company.
Market cap collapse: The market quickly recognizes this failure. Investors lose faith in the company's ability to create value from the acquisition, causing the stock price to plummet.
Full impairment: Management is forced to write off the entire goodwill amount. In this rare and catastrophic case, the amount of the write-down would equal the entire market cap.
An example of this extreme scenario
Imagine a company, "Tech Corp," with a current market cap of $10 billion. It acquired another company for $12 billion, resulting in $6 billion of goodwill. If the market suddenly and completely loses faith in this acquisition, causing the market cap to fall to zero, and Tech Corp writes down the full $6 billion of goodwill, the write-down would equal 60% of the original market cap.
For the write-down to equal the market cap, the market would have to value the company's equity at zero, and the write-down would have to be of equal magnitude to the original market cap. This is an almost unheard-of situation, as it would imply that an acquisition so badly misallocated capital that it completely destroyed the company's value.
What this signals to investors
A goodwill write-down of any size is a negative sign, as it indicates management made a poor acquisition decision. An event of this magnitude would be a signal of catastrophic corporate failure.

As a outsider who works in a different industry but has been an on-off consumer for Nvidia GPUs, I am curious what Nvidia staff present and former think of the company's monopoly and attitude to the market

It's interesting to see channels like Gamers Nexus pointing out the strong arming of reviewers under threat of losing access to engineers / SMEs within the company
https://www.youtube.com/watch?v=AiekGcwaIho

For us its frustrating to see continuous price hikes as well, and the way GPUs are being marketed. GPUs are double the cost of what they were a decade ago, and I dont get the logic of something like the RTX 5050... it fills a niche nobody asked for at a price point nobody wants. Why have a low mid spec GPU at upper mid spec prices, with a power connector requirement to boot. At least the 3050 didnt need separate power connecotrs

I fear for the industry without the real alternative ARC optioned

absolutely brutal news out of pwc middle east this morning. they’ve announced that 66 zero partners and about 1,500 staff are being let go immediately.

the knee-je-k reaction is that it’s because of the pif ban. people assume that restriction is the trigger. but i believe it’s more complicated. yes, pif matters for every major management consulting firm. but the real story is about the market changing.

the market is contracting. clients are realizing what ai can do. broadly speaking, clients now want to build their own in-house consulting capacity. the cost difference between hiring someone internally versus using an external consultant is massive. they know they need those skills on their own teams. so why keep hiring outside help?

there is a definite shift. on paper, the advisory market in the middle east should be growing. i did a video recently pointing out that the projection was roughly 13 % year-on-year growth. last year saudi spent about 4 billion on consultants. this year should be 4 billion plus 13 %. something never quite added up, and this feels like validation.

pwc grew rapidly from around 2015 to 2025. they won nearly every big transformation project tied to vision 2030. but nobody thought that kind of scale would be sustainable forever. you can’t run project management offices for a decade and expect everything to stay the same.

now pwc is being forced to pull back. the layoffs are brutal, and i deeply sympathize with everyone affected. but cutting that many people is not done lightly or cheaply. clearly they’ve run the numbers: weigh the cost of layoffs now against the upside of operating leaner during slower growth.

i’ve also heard a rumor that another big four firm is going to announce something similar very soon. i won’t name names, but expect this wave to spread. it’s not just the big four—more consulting firms will feel this squeeze.

crazy times. if you’re being affected or know people who are, reach out. maybe we can build a group to help each other through this. i’d love to hear your take.

I think we peaked at 295 per share, now its about 30 bucks less. Can it rebound…

Up down and then down again and then up, never breaks 90

Is it really as bad as people are saying? I've been looking for the past few days and there are plenty of good positions available, which confused me. Are these real or are they just placeholders?

Are they going to pull out of markets that do not have a hub?

It's a nightmare trying to find a job right now. I hate my job, but I've never been more scared of losing it because of the state of the job market. So many laid off folks are sending out hundreds of resumes and can’t even get a callback. It's a scary time for sure.

Even the market knows we have no clear strategy!

How much more until an activist investor says it is time to sell this off in parts?

https://www.americanthinker.com/blog/2025/09/the_disappearing_american_worker.html

From the article:

One such privileged program is the F-1 OPT visa worker. F-1 visas are those granted to foreigners studying in the U.S. After graduating from university, these visas can be used for employment in the U.S. via OPT, optional practical training. They give a standard one year of eligibility, but they can be extended to three years for STEM graduates.

These foreign grads are preferred over U.S. grads due to a shocking tax bias, they are not subject to FICA taxes! Neither they, nor their employer, are charged Social Security or Medicare taxes during their F-1 OPT employment. This makes them hireable at a 15.3% discount over Americans.

So the corporation is given a tax benefit for reducing the American citizen employment base, the very base that keeps Social Security and Medicare solvent.

The results have been devastating for young Americans, while simultaneously underfunding the retirement fund for American seniors. The IRS details the bias on its website here.

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?