#market

Start looking for your next role today, but do not quit. The market is absolutely awful, worse than it looks from the inside. I was laid off and with twenty years in the field, it still took me forever to land something new. Being unemployed puts you at a huge disadvantage from the start. Keep your current seat warm until you've secured another one.

I think we should organize and use this site to plan a multi market strike. If we all reply to this thread and assign ourselves an id we can get a better idea of how many reps are on here. Anyone think we could realistically do this?

Employment strength is a key factor for the 2026 housing market. Zonda identified top employment markets to watch for 2026. These markets show strong employment growth and capital investment. Charleston, Columbus, and Raleigh are among the top markets. These areas are expected to have strong future housing demand.

https://www.bellinghamherald.com/news/business/article314486190.html

Last August, T-Mobile made the mistake of retaining a good portion of the US Cellular workforce, especially the field technicians who have zero technical skills, are overpaid, constantly complain, and make comparisons to “the way they did it at US Cellular,” even though it is inconsequential. There are markets that are over indexed due to this additional “workforce” and it is likely that good T-Mobile employees will be terminated with the slugs remaining here in the near future. If the leadership had any bit of intelligence, they would dump those US Cellular slugs now and try to get back to the way the company was operating prior to both the Sprint and US Cellular disasters that are destroying the company

Is anyone hearing that more layoffs are on the horizon because of cheap oil hitting the markets?

Just curious for those that work here, are you planning to stay and try to ride out the current turmoil? Or actively looking whats out there. Obviously the market is brutal right now that makes switching harder, but I still see a lot of new job posts on LinkedIn, so theres gotta be some companies hiring.

I work in inside sales, the amount of calls I get from people being suspended due to non pay is at an unprecedented amount. It’s totally unreal.

Couple with the current market being one of the worst sales markets in the last 25 years. They still expect us to exceed quota when literally nobody has any money and everyone’s phones are being shut uff lol.

Any explanations on why the Stocks are going down ?

There was a CEO named Whelan
Who set up his company for failing
They missed all their targets
We're punished by markets
Was surprised when Woods started wailing

New thread to include but not limited to...
Financial (Market cap, earnings, debt load, %of short interest float, and of course, stock, stock, stock and more stonk!)
Various xerox initiatives that have led to past, present and future(?) demise (Product: 3D metal printers, Drupa 2008, Java UI?) Smooth movery of Fuji M00NING, Lean 6ix Sigma, HP, Lexmark debt deal sans ADF Roller assembly part numbers...)
Really too much more to list but will make another thread for, “Bottomless Word Salad via Leader Beanery.”

Stock down to 28. U-k!
We have no mega paid people that actually provide leadership.
No motivation, no nothing.
What a terrible start to 26/

There will be a huge TCS NA layoff next month. The $100K fee per H1-B visa to replace American workers is having a direct impact on hiring onshore for major projects. Therefore TCS will be moving huge numbers of job roles to lower cost countries like Mexico and permanently laying off thousands on USA employees to save cost.
Everyone on the bench will be automatically be gone, along with large numbers of support and administrative staff.
This is the only way for TCS to survive in this competitive market.

We’re spending tens of millions of dollars sponsoring and advertising around the College Football National Championship while the company is under pressure, the stock is lagging, and leadership keeps talking about “discipline” and “focus.”

A single 30-second spot costs roughly $1M, and full sponsorship packages run $25–35M+ per year. That’s real money being burned on branding theater at a time when we supposedly “can’t afford” bonuses, flexibility, or meaningful investment where it actually matters.

If cost control is truly a priority, this is exactly the kind of spend that should be questioned first.

Toyota never fully bought into the EV narrative. While they publicly supported emissions reductions, they:

Maintained skepticism about pure EVs: They kept investing in hybrids and hydrogen.
Made smaller, more flexible commitments: When they revised EV targets downward, they hadn't already signed massive supplier contracts
Didn't bet on regulatory permanence: They assumed political winds could change
Prioritized profitability over political favor: They were willing to be criticized for not moving fast enough on EVs.

The Fundamental Mistake
GM and Ford made massive, irreversible capital commitments based on political promises rather than market fundamentals. They:

Assumed federal policy would remain stable for a decade
Believed subsidies would be permanent
Thought consumer demand would follow regulatory mandates
Locked in supplier contracts before testing market acceptance

It's a classic case of companies mistaking political theater for business strategy. When executives stood on the White House lawn in 2021, they were making commitments that assumed the administration's policies would survive through 2030. That was a $50+ billion mistake across the industry.
The lesson: Never make billion-dollar bets assuming political conditions won't change, especially in a democracy where administrations change every four years.

I’m a former manager in the market and this is usually how ICs are selected. It’s mainly based on bonus and performance review on Workday. Top performers with a 120% bonus or above are generally safe, while those below 80% are usually in trouble.

Most ICs fall around the 100% bonus range, and that’s where the ranking list plays a big role. For managers, it’s a different story, they tend to look at who has lower OPEX, and age becomes a bigger factor for both ICs and managers.

At CES this year, analysts delivered one of the bluntest assessments the PC industry has heard in decades. While Apple and Lenovo are projected to become mega giants by 2030, far larger and more dominant than they are today, HP and Dell face a very different trajectory. Experts described both companies as “too large to pivot quickly, but too dependent on legacy PC economics to compete at the cutting edge.”
The consensus across panels and private briefings was clear. HP and Dell will not disappear, but they will be significantly smaller by the end of the decade. Multiple analysts forecast that each company will be less than half the size they are today by 2030, a direct result of structural disadvantages that intensify between 2026 and 2030.
The forces driving this contraction are the same ones powering Apple and Lenovo’s rise: AI acceleration, unified memory architectures, and a global shortage of advanced DRAM and HBM that favors vertically integrated giants.

HP: The Enterprise Giant Without a Silicon Strategy
By 2030, HP remains a recognizable brand, but primarily because of its enterprise contracts an government relationships, but the printing ecosystem completely collapses. Its consumer PC business, once a global leader, shrinks sharply during the second half of the decade.
Analysts at CES highlighted three core weaknesses:
• No proprietary silicon
HP depends entirely on Intel, AMD, and NVIDIA for AI acceleration. As AI PCs shift toward unified memory and custom neural engines, HP cannot differentiate.
• Thin margins in a tightening consumer market
Memory shortages hit HP’s mid‑range systems hardest. With HBM and advanced DRAM diverted to AI servers, HP’s consumer lineup becomes less competitive.
• Slow transition to AI‑native design
HP’s attempts to retrofit AI features into traditional laptops fall short of the performance delivered by vertically integrated competitors.
By 2029 and 2030, HP begins exploring carve‑outs and strategic restructuring to protect its enterprise business but the consumer footprint is gone.

Dell: A Server Powerhouse Dragged Down by Its PC Division
Dell enters the late 2020s with a booming server and data‑center business driven by global AI infrastructure demand. Yet this strength exposes the weakness of its PC division.
CES analysts pointed to several structural challenges:
• PCs lose strategic relevance inside Dell
As AI servers dominate revenue, the PC division becomes a low‑margin legacy business.
• Dependence on third‑party memory and GPUs
When HBM shortages intensify between 2027 and 2029, Dell prioritizes servers, leaving its PC lineup underpowered and overpriced.
• Enterprise buyers shift to AI‑native devices
Corporate customers increasingly choose AI‑accelerated systems from Apple and Lenovo, which offer better on‑device inference and unified memory designs.
By 2030, Dell’s PC business survives only through mergers, joint ventures, or partial divestitures, allowing the company to focus on its profitable AI‑server empire.

The New Hierarchy by 2030
CES analysts agreed on the broad outline of the decade ahead:
• Apple and Lenovo become mega giants, far larger and more dominant than they are today
• HP and Dell shrink to less than half their current size
• Acer and MSI exit the market entirely
• AI PCs replace traditional laptops
• Control of silicon and memory determines survival

When separating from WBA, market cap for the combined WBA was worth 8 billion. After they separated into individual companies like Walgreens, Boots, Alliance, Village MD etc, how much do you think just Walgreens by itself is worth? I don’t think it would be simply divide by three. Walgreens might be biggest out of all and do you think might be worth at least 4 billion out of 8 billion? If the WBA stock was still trading, would it be like $5.5 (half of what it was during buyout)? If that is true, would Walgreen’s current market cap be around 2.5 billion?

Today I notice a big drop in share price...

Any hint on the cause ?

Since the notorious August 1st email, the “market” has delivered a clear verdict on T. While the S&P 500 has climbed roughly 10 %, AT&T stock has fallen almost 20 % since that day, wiping out billions in value. Whatever leadership thought this “market-based” posture would signal to investors, it failed. The market rejected it. Facts not feelings.

Culture cannot be spoken into existence. It is not created through emails, town halls, slogans, and archaic RTO mandates. Culture is the feeling employees have when they walk in every day. Right now that feeling is animosity, distrust, and exhaustion. Five-day RTO did not strengthen culture. It exposed how disconnected leadership is from the workforce.

When employee reality is ignored, culture erodes. When culture erodes, execution suffers. When execution suffers, investors respond. That chain reaction is visible, measurable, and ongoing.

I wanted to understand whether the market is actually buying our integration narrative—or whether repeating it is meaningfully changing how investors who trade PSX perceive the company.

To test this, I analyzed daily share price correlations between PSX and a set of peers—MPC, VLO, DINO, and PBF, with XOM and CVX included as examples of truly integrated energy companies—across 5-, 3-, 2-, and 1-year periods.

The results are clear and consistent: PSX trades most like Valero, and that relationship is stable across every time horizon. Only in the most recent one-year period does PSX trade marginally more like MPC, but even then, its correlation with refining peers increased, not decreased. In contrast, correlations with XOM and CVX remain materially lower and largely unchanged over time.

The market is telling us something straightforward: PSX is viewed as a refiner, and that perception is not evolving.

Rather than fighting that reality, we should consider embracing it—making the hard choices required to present PSX as a pure-play refining and marketing company, one that investors can clearly benchmark against peers and value accordingly.

Over the last 30 days our stock has lost just under $5B in value. Clearly the market can see through the smoke screen that is being throwing up! Sadly, the layoffs aren’t starting where they should…with Stinkey!

I feel like there’s a whole market to capitalize on there if leadership could ever catch on.

So US companies will be "rebuilding" the Venezuela oilfields. Are we going to "Drill baby drill?" Will this save HAL?

When investors realize this company was not reborn, but callously dismembered like Hannibal Lector victim leaving nothing but employee ill-will, it will be too late.

Eliza is a solution seeking a problem, all gains falsely propped up through a culture of degradation and constructive termination. Market makers cant see this yet, but they will.

You know what you have done.

Does somebody know why the stock keeps falling and the market cap keeps shrinking? Isn't DELL the main benefactor of the ongoing AI expansion and AI factories demand? Something else seems to be going on here..

Really debating on dumping my stocks and reinvesting elsewhere since we continue to tank and can’t seem to stabilize.

Outside of ESPP contributors, employees being rewarded with stocks, executives; do people actually buy Nike stock? Trying to figure out why anyone would considering the results of the last 4 years especially when you compare it to the broader market where everyone else is up bigly it seems.

Seems like you could have thrown money at literally anything else and made money but still lost somehow on Nike. I guess I’m asking why any large investment firm or private investor would currently invest in Nike? Like what do they see that I am missing.

Well the boost to the stock price was certainly short by lived. Strathcona made out like bandits. They didn’t even get MEG and they had a higher and more sustained bump to share price than Cenovus. It would seem the street clearly doesn’t like CVE’s messaging and/or the ones delivering the message.

Engines cant get the work done on time and it cost honeywell a cool $470M in cash plus more than 2billion in market cap today. Nice job.
Going to be tough selling those old designs.

From 1.5 million to 1.3 million. Not terrible, until you read further that 2/3 of that 1.3 million were automatically enrolled from 2025. Which means they likely haven’t paid the premium yet. Thus, that 1.3 number is expected to drop once the bill comes due and is significantly higher than 2025. Waiting to see what the numbers in Florida look like.

39.82 USD

• 1.37 (-3.33%)past month
  Closed: Dec 19, 7:58 PM EST • Disclaimer

What is everyone planning to do with their OT stocks (from ESPP or other means). Sell? Hold? It is at a much better price than what is was before. so just sell and invest in some better company, or could this go higher than what it is currently. When OT slowly divests the non-core portions, would it lead to reduction in stock value?

What will be Verizon's price/share after the duly Frontier Telecommunications merger?

By the way, earlier this week, Jim Cramer, CNBC's Mad Money, took a caller's Verizon question, and emphatically said, no to invest money into Verizon's shares.

Share price went up 30% without real news.
This may indicate that the spin off scenario for the insurance sector might materialise.

All the others - good luck and good night

Well, looks like I made it through this time. I hate uncertainty and always want to have a plan b, although the job market is tough what companies are we applying to? Supply chain professional

Recent research suggests equity markets are responding negatively to corporate layoff announcements, regardless of whether companies cite cost savings, AI-driven efficiency, or restructuring.

Firms announcing layoffs have underperformed the broader market and show weaker financial trends than peers, including higher debt and interest expense growth and slower profit growth. This has led investors to question whether layoffs reflect deeper operational pressures rather than productivity gains, even as broader corporate balance sheets remain relatively healthy

Read more here: https://www.marketwatch.com/story/wall-street-is-no-longer-rewarding-job-cut-announcements-goldman-analysis-finds-a60c87a4