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Mention #stock in your post to continue the discussion!
Cisco’s P/E ratio is 33+ - higher than Google, Amazon, Meta and Netflix. That’s crazy- Wall Street is valuing Cisco higher than all these other companies!
If I have one regret about not being in Cisco it’s this: stock was dead for many years and now that I’m no longer in, has taken off like a rocket! Just my luck I guess, don’t think anything changed significantly but the external perceptions sure have.
We have invested so much on an awesome team and leadership in PC chips
Water fountain rumors are that GoGo and Southernland have been meeting with outside legal teams negotiating an acquisition of P66. Anybody have any insight?
Watching the stock trades of the ELT and Board definitely makes one wonder if there might be some validity to the rumors…
Don't you love it when leadership is proven wrong? Su-k it leadership team, you failed. Your d-mb strategy for laying people off isn't working and now you're sc--wed! Stock will take a dive
https://youtu.be/WfjGZCuxl-U
Anyone had comp conversations already?
Why not a single email from Deanne K? Why bonus is a bit later this year? And when is the stock grant?
To see Dell stock at 72 dollars per share, just a few weeks
Down
Do we think the government has “the people’s” interest in mind? On a side note, below is a partial list of politicians transactions of just Centene stock last year alone. Interesting how they all seem shocked at the actions of health insurance company’s yet they all have skin-in-the-game of this money generating racket.
CENTENE CORPORATION COMMON STOCK
Sale
$100,001 - $250,000
Tim Moore
House / R
Sep 03, 2025
CNC
CENTENE CORPORATION COMMON STOCK
ST
Sale
$1,001 - $15,000
Julia Letlow
House / R
Jan 13, 2026
CNC
CENTENE CORPORATION COMMON STOCK
ST
Purchase
$1,001 - $15,000
Tim Moore
House / R
Sep 03, 2025
CNC
CENTENE CORPORATION COMMON STOCK
ST
Purchase
$15,001 - $50,000
Tim Moore
House / R
Sep 03, 2025
CNC
CENTENE CORPORATION COMMON STOCK
ST
Purchase
$1,001 - $15,000
Gilbert Cisneros
House / D
Sep 12, 2025
CNC
CENTENE CORPORATION CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
Sep 09, 2025
CNC
CENTENE CORPORATION CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
Sep 09, 2025
CNC
CENTENE CORPORATION COMMON STOCK
ST
Purchase
$15,001 - $50,000
Tim Moore
House / R
Aug 05, 2025
CNC
CENTENE CORPORATION COMMON STOCK
ST
Purchase
$15,001 - $50,000
Tim Moore
House / R
Aug 05, 2025
CNC
CENTENE CORPORATION CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
Aug 07, 2025
CNC
CENTENE CORPORATION COMMON STOCK
ST
Purchase
$1,001 - $15,000
Tim Moore
House / R
Aug 05, 2025
CNC
CENTENE CORPORATION COMMON STOCK
ST
Purchase
$15,001 - $50,000
Tim Moore
House / R
Aug 05, 2025
CNC
CENTENE CORPORATION COMMON STOCK
ST
Purchase
$15,001 - $50,000
Tim Moore
House / R
Aug 05, 2025
CNC
CENTENE CORPORATION COMMON STOCK
ST
Purchase
$15,001 - $50,000
Tim Moore
House / R
Aug 05, 2025
CNC
CENTENE CORPORATION CMN
None
Sale
$1,001 - $15,000
Ro Khanna
House / D
Jul 09, 2025
CNC
CENTENT CORP
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
Jul 09, 2025
CNC
CENTENE CORP
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
Jul 09, 2025
CNC
CENTENE CORPORATION COMMON STOCK
ST
Sale
$1,001 - $15,000
Gilbert Cisneros
House / D
Jun 06, 2025
CNC
CENTENE CORPORATION CMN
None
Sale
$1,001 - $15,000
Ro Khanna
House / D
Jun 10, 2025
CNC
CENTENE CORPORATION CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
Jun 10, 2025
CNC
CENTENE CORPORATION COMMON STOCK
ST
Sale
$1,001 - $15,000
Rob Bresnahan
House / R
Jun 09, 2025
CNC
CENTENE CORPORATION COMMON STOCK
ST
Sale
$15,001 - $50,000
Jefferson Shreve
House / R
Jun 22, 2025
May 12, 2025
ACCOUNT CLOSING
CNC
CENTENE CORPORATION COMMON STOCK
ST
Purchase
$1,001 - $15,000
Gilbert Cisneros
House / D
May 06, 2025
CNC
CENTENE CORPORATION CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
May 12, 2025
CNC
CENTENE CORPORATION COMMON STOCK
ST
Purchase
$1,001 - $15,000
Julia Letlow
House / R
Jan 13, 2026
CNC
CENTENE CORPORATION COMMON STOCK
ST
Purchase
$1,001 - $15,000
Rob Bresnahan
House / R
May 08, 2025
CNC
CENTENE CORPORATION COMMON STOCK
ST
Sale
$1,001 - $15,000
Gilbert Cisneros
House / D
Apr 07, 2025
CNC
CENTENE CORPORATION CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
Apr 10, 2025
CNC
CENTENE CORPORATION COMMON STOCK
ST
Purchase
$15,001 - $50,000
Jefferson Shreve
House / R
Apr 11, 2025
Mar 05, 2025
PORTFOLIO REBALANCE
CNC
CENTENE CORPORATION CMN
None
Sale
$1,001 - $15,000
Ro Khanna
House / D
Mar 06, 2025
CNC
CENTENE CORPORATION CMN
None
Sale
$1,001 - $15,000
Ro Khanna
House / D
Mar 06, 2025
CNC
CENTENE CORPORATION CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
Feb 06, 2025
CNC
CENTENE CORPORATION CMIN
None
Sale
$1,001 - $15,000
Ro Khanna
House / D
Dec 05, 2024
CNC
CELANESE CORP (CE)
None
Purchase
$1,001 - $15,000
Byron Donalds
House / R
Nov 08, 2024
CNC
CENTENE CORPORATION COMMON STOCK
ST
Purchase
$1,001 - $15,000
Valerie Hoyle
House / D
Sep 12, 2025
CNC
CENTENE CORPORATION CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
Nov 08, 2024
CNC
CENTENE CORPORATION CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
Nov 08, 2024
CNC
CENTENE CORPORATION CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
Sep 06, 2024
CNC
CENTENE CORPORATION CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
Sep 06, 2024
CNC
CENTENE CORPORATION CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
Sep 06, 2024
CNC
CENTENE CORPORATION COMMON STOCK
ST
Purchase
$1,001 - $15,000
Kathy Manning
House / D
Aug 16, 2024
CNC
CENTENE CORPORATION COMMON STOCK
ST
Purchase
$1,001 - $15,000
Kathy Manning
House / D
Aug 16, 2024
CNC
CENTENE CORPORATION CMN
None
Sale
$1,001 - $15,000
Ro Khanna
House / D
Aug 07, 2024
CNC
CENTENE CORPORATION CMN
None
Sale
$1,001 - $15,000
Ro Khanna
House / D
Aug 07, 2024
CNC
CENTENE CORPORATION CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
Jun 05, 2024
CNC
CENTENE CORPORATION CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
Jun 05, 2024
CNC
CENTENE CORPORATION CMN WELLS FARGO & CO (NEW) CMN
None
Sale
$1,001 - $15,000
Ro Khanna
House / D
May 06, 2024
CNC
CENTENE CORPORATION CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
Jan 04, 2024
CNC
CENTENE CORPORATION CMN
None
Sale
$15,001 - $50,000
Ro Khanna
House / D
Oct 06, 2023
CNC
CENTENE CORPORATION
ST
Sale
$15,001 - $50,000
Daniel Goldman
House / D
Aug 13, 2023
CNC
CENTENE CORPORATION
ST
Sale
$1,001 - $15,000
Earl Blumenauer
House / D
Jul 12, 2023
Jun 15, 2023
PART OF MY SPOUSE'S RETIREMENT PORTFOLIO.
CNC
CENTENE CORPORATION
ST
Purchase
$1,001 - $15,000
Kathy Manning
House / D
May 19, 2023
CNC
CENTENE CORPORATION
ST
Purchase
$1,001 - $15,000
Kathy Manning
House / D
May 19, 2023
CNC
CENTENE CORPORATION
ST
Purchase
$15,001 - $50,000
Daniel Goldman
House / D
May 19, 2023
CNC
CENTENE CORPORATION CMN U.S. BANCORP CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
Apr 07, 2023
CNC
CENTENE CORPORATION CMN .
None
Purchase
$15,001 - $50,000
Ro Khanna
House / D
Apr 07, 2023
CNC
CENTENE CORPORATION
ST
Sale
$1,001 - $15,000
Daniel Goldman
House / D
Apr 17, 2023
CNC
CENTENE CORPORATION CMN
None
Sale
$15,001 - $50,000
Ro Khanna
House / D
Mar 03, 2023
CNC
CENTENE CORPORATION
ST
Purchase
$1,001 - $15,000
Daniel Goldman
House / D
Feb 24, 2023
CNC
CENTENE CORPORATION CMN
None
Sale
$100,001 - $250,000
Ro Khanna
House / D
Feb 07, 2023
CNC
CENTENE CORPORATION CMN
None
Purchase
$15,001 - $50,000
Ro Khanna
House / D
Feb 07, 2023
CNC
CENTENE CORPORATION CMN
None
Sale
$15,001 - $50,000
Ro Khanna
House / D
Jan 06, 2023
CNC
CENTENE CORP
None
Purchase
$1,001 - $15,000
Diana Harshbarger
House / R
Nov 29, 2022
CNC
CENTENE CORP
None
Purchase
$1,001 - $15,000
Diana Harshbarger
House / R
Oct 28, 2022
CNC
CENTENE CORP
None
Purchase
$1,001 - $15,000
Diana Harshbarger
House / R
Oct 28, 2022
CNC
CENTENE CORP
None
Purchase
$1,001 - $15,000
Diana Harshbarger
House / R
Oct 28, 2022
CNC
CENTENE CORPORATION
ST
Purchase
$1,001 - $15,000
Earl Blumenauer
House / D
Oct 05, 2022
Sep 26, 2022
PART OF MY SPOUSE'S RETIREMENT PORTFOLIO.
CNC
CENTENE CORPORATION
ST
Purchase
$1,001 - $15,000
David B. Mckinley
House / R
Oct 12, 2022
CNC
CENTENE CORP
None
Purchase
$1,001 - $15,000
Diana Harshbarger
House / R
Oct 28, 2022
CNC
CELANESE CORP (CE)
None
Exchange
$1,001 - $15,000
Byron Donalds
House / R
Nov 08, 2024
CNC
CELANESE CORP (CE)
None
Sale
$1,001 - $15,000
Byron Donalds
House / R
Nov 08, 2024
CNC
CENTENE CORPORATION
ST
Sale
$1,001 - $15,000
Kathy Manning
House / D
Aug 10, 2022
CNC
CENTENE CORPORATION
ST
Sale
$1,001 - $15,000
Kathy Manning
House / D
Aug 10, 2022
CNC
CENTENE CORPORATION
ST
Purchase
$1,001 - $15,000
Kathy Manning
House / D
Aug 10, 2022
CNC
OF THE TRANSACTION, I SOLD THE STOCK. CENTENE CORPORATION
ST
Sale
$1,001 - $15,000
Earl Blumenauer
House / D
Apr 01, 2022
CNC
CENTENE CORPORATION
ST
Purchase
$1,001 - $15,000
Earl Blumenauer
House / D
Apr 01, 2022
Feb 24, 2022
DUE TO MISCOMMUNICATION WITH MY FINANCIAL ADVISOR, THIS STOCK WAS PURCHASED IN ERROR. ONCE I WAS INFORMED
CNC
CENTENE CORPORATION CMN
None
Sale
$1,001 - $15,000
Ro Khanna
House / D
Oct 14, 2021
CNC
CENTENE CORPORATION
None
None
$1,001 - $15,000
Ro Khanna
House / D
Sep 15, 2021
CNC
CELANESE CORP (CE)
None
Exchange
$1,001 - $15,000
Byron Donalds
House / R
Nov 08, 2024
CNC
CENTENE CORPORATION
ST
Sale
$1,001 - $15,000
Susie Lee
House / D
Jun 14, 2021
CNC
CENTENE CORPORATION
ST
Purchase
$1,001 - $15,000
Kathy Manning
House / D
May 06, 2021
CNC
CENTENE CORPORATION
ST
Sale
$1,001 - $15,000
Susie Lee
House / D
Mar 11, 2021
CNC
CENTENE CORPORATION
ST
Sale
$581.86
Peter Meijer
House / R
Dec 30, 2022
CNC
CENTENE CORPORATION
ST
Purchase
$1,001 - $15,000
Kathy Manning
House / D
Feb 04, 2021
CNC
CENTENE CORPORATION
ST
Purchase
$1,001 - $15,000
Kathy Manning
House / D
Feb 04, 2021
CNC
CENTENE CORPORATION
ST
Purchase
$1,001 - $15,000
Susie Lee
House / D
Dec 08, 2020
CNC
CENTENE CORPORATION CMN
None
Sale
$1,001 - $15,000
Ro Khanna
House / D
Oct 21, 2020
CNC
CENTENE CORPORATION
ST
Sale
$1,001 - $15,000
Susie Lee
House / D
Dec 08, 2020
CNC
CENTENE CORPORATION CMN
None
Sale
$1,001 - $15,000
Ro Khanna
House / D
Jun 17, 2020
CNC
CENTENE CORPORATION
ST
Sale
$1,001 - $15,000
Gilbert Cisneros
House / D
May 13, 2020
CNC
CENTENE CORPORATION CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
Apr 20, 2020
CNC
CENTENE CORPORATION CMN
None
Sale
$1,001 - $15,000
Ro Khanna
House / D
May 13, 2020
CNC
CENTENE CORPORATION
ST
Purchase
$1,001 - $15,000
Susie Lee
House / D
Jun 15, 2020
CNC
CENTENE CORPORATION
ST
Purchase
$1,001 - $15,000
Susie Lee
House / D
Jun 15, 2020
CNC
CENTENE CORPORATION
ST
Purchase
$1,001 - $15,000
Susie Lee
House / D
Apr 28, 2020
CNC
CENTENE CORPORATION
ST
Sale
$1,001 - $15,000
Katherine M. Clark
House / D
Dec 11, 2019
CNC
CENTENE CORPORATION
ST
Sale
$1,001 - $15,000
Katherine M. Clark
House / D
Dec 11, 2019
CNC
CENTENE CORPORATION CMN
None
Sale
$1,001 - $15,000
Ro Khanna
House / D
Nov 12, 2019
CNC
CENTENE CORPORATION CMN
None
Sale
$1,001 - $15,000
Ro Khanna
House / D
Nov 12, 2019
CNC
CENTENE CORPORATION CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
Oct 16, 2019
CNC
CENTENE CORPORATION CMN
None
Sale
$1,001 - $15,000
Ro Khanna
House / D
Oct 16, 2019
CNC
CENTENE CORPORATION
ST
Sale
$1,001 - $15,000
Susie Lee
House / D
Sep 30, 2019
CNC
CENTENE CORPORATION
ST
Purchase
$1,001 - $15,000
Gilbert Cisneros
House / D
Sep 11, 2019
CNC
CENTENE CORPORATION CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
Sep 11, 2019
CNC
CENTENE CORPORATION CMN
None
Sale
$1,001 - $15,000
Ro Khanna
House / D
Aug 06, 2019
CNC
CENTENE CORPORATION
ST
Sale
$1,001 - $15,000
Gilbert Cisneros
House / D
Jun 18, 2019
CNC
CENTENE CORPORATION
ST
Sale
$1,001 - $15,000
Susie Lee
House / D
Jul 18, 2019
CNC
CENTENE CORPORATION CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
May 10, 2019
CNC
CENTENE CORPORATION CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
May 10, 2019
CNC
CENTENE CORPORATION CMN
None
Sale
$1,001 - $15,000
Ro Khanna
House / D
Apr 11, 2019
CNC
CENTENE CORPORATION
ST
Purchase
$1,001 - $15,000
Susie Lee
House / D
Apr 08, 2019
CNC
CENTENE CORPORATION
ST
Purchase
$1,001 - $15,000
Gilbert Cisneros
House / D
Apr 16, 2019
CNC
CENTENE CORPORATION CMN
None
Sale
$1,001 - $15,000
Ro Khanna
House / D
Mar 08, 2019
CNC
CENTENE CORPORATION CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
Jan 11, 2019
CNC
CENTENE CORPORATION
ST
Purchase
$1,001 - $15,000
Carlos Curbelo
House / R
Sep 25, 2018
CNC
CENTENE CORPORATION CMN
None
Sale
$1,001 - $15,000
Ro Khanna
House / D
Aug 10, 2018
CNC
CENTENE CORPORATION CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
Mar 09, 2018
CNC
RATION CMN
None
Sale
$1,001 - $15,000
Ro Khanna
House / D
Feb 11, 2018
CNC
CENTENE CORPORATION CMN
None
Purchase
$1,001 - $15,000
Ro Khanna
House / D
Dec 12, 2017
CNC
CENTENE CORPORATION
None
Purchase
$1,001 - $15,000
Katherine M. Clark
House / D
Aug 15, 2017
CNC
CENTENE CORPORATION
None
Purchase
$1,001 - $15,000
Katherine M. Clark
House / D
Aug 15, 2017
CNC
CENTENE CORPORATION
None
Sale
$1,001 - $15,000
K. Michael Conaway
House / R
Oct 12, 2016
CNC
CENTENE CORPORATION
None
Sale
Stock is down almost every single day. No purchase by our preeminent CEO. He sunk the ship, torpedoed the stock, sent us to Infinity, the company is suffering under him. I think an activist should get involved to save us. Mike should go.
Despite 14 billion in profits in the last year. Its not out of the question for the stock to go to low 200s. Nothing matters to this company other than 1. Stock price 2. shareholders.
Hard work does not get rewarded along with all the extra hours you put in. Do the bare minimum like Peter in office space, you will get same results. A layoff, oh and sc--w that little dork Sandork Di--oani Mr 100x
Our company is back in the 100B market cap club with the other seven sisters.
Seems we have righted the course?
Working every contact, and applying for anything where my skills might fit. I'm becoming desperate. One single interview, and it didn't work out. It's as bad out there as everyone says. Watching Open Text's nosedive is freaking me out. We knew things were bad, and layoffs became the norm, but this feels like the death throes.
Surprised it took so long to occur. That last crew did not perform at all. Did a lot of bad stuff to lower ranks - intentional or not. Stock price at $1.38 today.
May is going to be brutal. Especially for long tenured employees. George has hitched the wagon to the AI bubble which is in the process of deflating. If only we had invested in innovation instead of claiming NFS is a foundational technology for AI. Management only cares about the stock price.
How do you reduce costs to raise your stock price - layoffs! Strap in.
Investors are pushing the stock lower knowing all Microsoft products are garbage. It also does not help maters with the face of Microsoft embarrassing news. No Nobel Peace Prize in the future.
Verizon beat earnings and revenue expectations and showed strong net subscriber additions, its best in years.
The company provided strong guidance for 2026, forecasting increased EPS and cash flow growth.
Honestly unbelievable. Losing money on PYPL through ESPP feels like a joke.
Our stock price is falling relative to ExxonMobil. Whatever you are doing is not working, Wael.
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.
Up 16% since the earnings dropped. Silly haters.
Can these clowns improve the stock price?
Stock free falling now, markets aren't happy with the CEO or divesture
Heading to ten bucks a share
Earnings Thursday could be the end
Quantum is coming, just keep waiting. . .
https://www.barrons.com/articles/ibm-quantum-computing-research-nvidia-amd-0dd74344
By: Mackenzie Tatananni
Updated Jan 29, 2026, 12:26 pm EST / Original Jan 29, 2026, 12:01 am EST
It might seem natural to pit the capabilities of quantum computers—often touted as the next big technology—against today’s supercomputers. But scientists have a different, more collaborative vision for the future.
Rather than outright replacing classical machines, quantum systems will likely be built on top of existing architecture to enable more powerful computations.
This perspective was captured in new research from International Business Machines, which showed how classical graphics processing units, or GPUs, from leading chip makers could work alongside quantum processors to execute problems faster.
“It’s important for the world to see that quantum computers aren’t just these things that [will] replace your computers,” Jerry Chow, IBM’s chief technology officer of quantum-centric supercomputing, said in an interview with Barron’s. “They’re really part of the entire computing infrastructure.”
Two papers co-authored by IBM researchers detailing the results were posted to Cornell University’s arXiv, a research-sharing platform for papers that have yet to be peer-reviewed.
The first paper showed how GPUs from Advanced Micro Devices, contained within the Frontier supercomputer at Oak Ridge National Laboratory, could be combined with IBM’s Heron processor to model complex chemical systems and provide a 100-time speedup over central processing units, or CPUs.
“It’s a notoriously difficult problem for classical computers,” Chow explained. “But we know now, there’s a part of these chemistry problems which are best handled on the quantum computer.”
Follow-up work with Riken, a Japanese research institute, was showcased in the second paper. The study showed how the same chemical systems could be modeled on IBM quantum computers for an additional 20% increase in performance when using a new algorithmic approach on Nvidia chips.
“Overall, they’re all supporting the same narrative, that the future of computing is quantum-centric,” Chow said. As he sees it, it’s the next logical step in a continuous evolution of technology.
Classical GPUs have already proven their prowess at one type of math. The chips perform calculations by breaking large problems into thousands of simpler tasks that are processed simultaneously, through a method called parallel processing.
Meanwhile, quantum processors harness the properties of quantum mechanics, which makes them best suited for complex modeling tasks. This explains why most quantum research consists of some kind of modeling problem—and why quantum is expected to have an outsize impact in the areas of dr-g discovery and materials science.
Classical processors are “the technology behind everything that we see today with language models and training and inference and so forth,” according to Chow.
It’s impossible to rule out a distant future “where everything is all based off the same kind of technology,” he added. “But at least from what we’ve seen with how supercomputing has evolved in the last 10 to 15 years, it’s all about composable pieces.”
Jay Gambetta, who oversees IBM’s research effort, shared a similar view in an earlier interview with Barron’s. “We’re imagining a heterogeneous accelerating framework that connects quantum and classical compute,” Gambetta explained during a tour of IBM’s Thomas J. Watson Research Center in October.
Much of IBM’s past research has incorporated hybrids of quantum and classical computing. In September, computers running on IBM’s Heron processor worked alongside bit-based machines to perform a bond trading problem.
One month earlier, IBM and AMD unveiled a formal collaboration to develop quantum-centric supercomputers. The partners indicated they were exploring ways for AMD chips to control errors on IBM’s quantum processors, which could advance IBM’s efforts to develop fault-tolerant quantum computers by the end of the decade.
Crucially, the latest results demonstrate that real-world applications of quantum computers are just a step away.
“We have a number of partners who already have clusters of supercomputers that they know how to access,” Chow said. “To them, it’s like, ‘Now I have the keys to a brand-new car, let me see what I can do with it and how I can work it in with what I’ve been doing.’”
IBM shares climbed 6.8% on Thursday, bolstered by strong quarterly earnings. The tech-heavy Nasdaq Composite fell 1.9%. So far this year, IBM has gained 6.1%, outstripping a 0.7% gain for the index.
CFO Michael Baron Maguire sold 13,000 shares worth $651,690 on 1/26.
They know how to squeeze the last bit of blood out of the employees. The company is making $650million cash profit but they plead poverty and won't pay the employees. Execs take millions for themselves and on top they are using the profits cash buying a third of the company by share buybacks. Drums package suddenly goes from $6.7 million to $10million effectively back door. They squeeze every $ they can from employees. Its plundering every which way they can.
Rest assured. It's a big if tho
Just saying.
https://seekingalpha.com/news/4545115-oracle-plans-massive-50-billion-debt-and-equity-raise
If stock prices fall to 154 or below on Monday / Tuesday, better be prepared to leave.
I also doubt Fusion in addition to legacy apps will be more badly hit in addition to Cerner.
Most people reporting to LE org might be in trouble or waiting for reorg.
https://www.wsj.com/business/earnings/ibm-sales-rise-12-as-customers-appetite-for-ai-grows-ff8f8442
The tech company posted a fourth-quarter profit of $5.60 billion, up from $2.92 billion a year earlier
By: Katherine Hamilton
Jan. 28, 2026 4:33 pm ET
International Business Machines recorded higher revenue in the fiscal fourth quarter, as customers move to implement AI in more areas of their businesses.
IBM’s generative AI book of business now stands at more than $12.5 billion, up $3 billion from the third quarter. Chief Financial Officer Jim Kavanaugh said he anticipates that the AI book of business will continue to increase at a similar pace, with growth continuing through the next handful of years.
“What you’re seeing is the early indications of moving from what I’ll call industry experimentation to we are now beginning to the cycle of scaling,” Kavanaugh said.
The Armonk, N.Y., tech company on Wednesday posted a profit of $5.60 billion, or $5.88 a share, in the quarter ended Dec. 31, compared with $2.92 billion, or $3.09 a share, a year earlier.
Stripping out certain one-time items, adjusted per-share earnings were $4.52, ahead of the $4.31 anticipated by analysts, according to FactSet.
Revenue rose 12% to $19.69 billion. Analysts surveyed by FactSet forecast revenue of $19.21 billion. Sales were driven by software and infrastructure, which rose 14% and 21%, respectively.
Within IBM’s software business, data sales rose 22%, while automation was up 18% and hybrid cloud increased 10%. In infrastructure, IBM Z fueled most of the growth, with sales climbing 67%.
Consulting revenues were $5.3 billion, which was a hair below analysts’ expectations. Kavanaugh said businesses are feeling more confident about spending—which typically leads to stronger consulting results—as macroeconomic uncertainty has subsided compared with this time last year.
“While we’re still operating in a dynamic environment, we see pretty good green shoots about growth factors,” Kavanaugh said.
In 2026, IBM expects full-year revenue growth of more than 5%. That would be a slow-down from 2025, but higher than the previous two years. Wall Street was projecting 4.6% in annual sales growth.
IBM in December agreed to pay $31 a share for the data-infrastructure Confluent, which provides technology that helps manage streams of data using AI models. The bo-m in AI usage across industries has boosted the need for its capabilities.
The synergies with Confluent are expected to increase IBM’s total addressable market by more than $100 billion, adding real-time data streaming to the business for the first time, Kavanaugh said.
“It is the glue that brings together IBM’s portfolio,” Kavanaugh said of Confluent.
FYI if u have Verizon stock in your 401k and choose to select cash instead of dividend reinvestment it gets treated as regular income when the dividend pays.
Just like this coming Monday.
Even though it’s coming from the 401k.
No penalty and depending how much stock you have can add up.
Just saying
Why are you guys surprised? All along I projected the stock to be in the 50s.
What is next? Fiserv is no longer a fintech company, it is a company with a bunch of accountants and top-heavy with VPs and SVPs. All its IP 🧐 assets are contractors. No one would invest in an accounting firm. Clover? It’s only 8% of the market and going down.
Infinite? Simply an agent, facilitating, accounting cover-up to beautify quarterly earnings.
Sad but this company is dead without its full time IP committed to Fiserv. Mike can’t do anything, Frank left him with long term contracts with third parties and many Frank’s kool-aid guys still around. Stock to $40 .
It will take Mike about another 2 years to know IP is a must to the survival of this company.
I was laid off with the Dec 19 crew. I got an RSU payout on Jan 20, another one on Jan 27, and then the last one on Jan 29 (yesterday). The first two were paid out to my Fidelity Individual account in cash. The last one was paid in VZ stock though. Anyone know why the last one was in stock?
I am betting on $35.00/share when RTO kicks in for all.
See you on the commute
Share price at $110 and falling. What's going on behind the scenes? If it drops below $100 do you think they will punt SH and make layoffs?
Devon needs additional reserves and production that it would never achieve through the drill bit. In fact, it advertised 20-30 year drilling runway is closer to 6 years. Hence the hook up with Coterra.
How will this merger play out?
Layoff and which side is the most affected?
Will this merger improve a low morale and stagnant HQ workplace?
Stock price in 2027?
https://stocks.apple.com/ABsfg-FxQTR2Dae248c7Arw