#stockprice

We're coming back. ELT is doing work.

Investors need to step in. Target spends millions on Target together and there’s no return on investment other than people who get pumped back full of kool aid so they can keep working for the big red machine. Stock is at 80 now and it’s deplorable behavior to spend at a time like this. Layoffs need to happen asap to get rid of those still working from home adding little to no value!

Jane is giving speeches /interviews on greener grass for M&A deals that is yet to come and stock price is ticking up. Is this some sort of a scheme to get price up, exercise option and then exit the bank?

• Paramount Skydance is working with an investment bank as it prepares an offer for Warner Bros. Discovery, according to people familiar with the matter.
• Warner Bros. Discovery shares closed up more than 28% on Thursday, the stock’s best day ever. Shares of Paramount Skydance closed up 15%.
• The Wall Street Journal first reported the recently merged Paramount Skydance was preparing a takeover bid for the entirety of WBD.
  https://www.cnbc.com/2025/09/11/warner-bros-discovery-paramount-skydance-bid.html

https://www.forbes.com/sites/petercohan/2025/09/10/oracle-stock-up-94-on-growth-forecast-learn-whether-to-buy-orcl/

Unrealistic results! The only one buying is OpenAI.

The real story isn’t that Wall Street doubts Oracle — it’s that they’re buying every bit of the spin. The market’s reaction after the earnings call just hands leadership a license for more cuts.

To be fair, none of us should be shocked. Everyone who signed on here knew the culture, the playbook, and the trade-offs. Oracle has always been masterful at controlling optics: Salesforce and others get front-page coverage for layoffs, while Oracle quietly trims headcount in the shadows.

The 10-K makes it plain — only a fraction of the 2026 restructuring has hit the books. That’s a roadmap, not a surprise. And while Larry takes the crown as the wealthiest man alive, thousands are out of work. That’s not “new,” it’s just the ethos we all bought into.

For those still employed, don’t confuse relief with security. The market just rewarded this strategy, which means we’ll see it again.

AT&T Inc. (T)
UP 32.97%
5-YEARS

VZ
DOWN 27.40%
5-YEARS

AND THESE BOZOS WANT FYBR (FOOBAR)
5 BILLION PLUS LOST ON OATH (YAHOO)

NEW LEADERSHIP ASAP! FOR THE LOVE OF GOD!

Wow! Payday for Larry Ellison! CK and DA are watching

Larry made $110,000,000,000 just this morning. The stock is absolutely going crazy right now.

Amazing that after causing so much damage to people’s lives and families that this is the reward.

The concept of karma doesn’t exist, being a ba----d and being evil is rewarded in this world.

It feels like this world is overdue for a total cleansing, an extinction level meteor needs to just hit Earth to heal it.

Oracle’s stock just exploded 40% in one day, the biggest move by any company this size in over 30 years. Why? Because they’re winning massive AI and cloud deals, building the future, and actually innovating. They’re projecting half a trillion in revenue backlog, and Wall Street is rewarding them for results.

Notice what they aren’t doing: forcing employees to waste hours commuting just to swipe a badge and sit in fluorescent-lit cubes. Oracle isn’t obsessed with RTO and control theater, they’re obsessed with delivering value.

Meanwhile, AT&T and other RTO-obsessed dinosaurs are draining morale, bleeding talent, and still struggling to grow. Employees are exhausted, productivity hasn’t improved, and customers don’t care if their rep is in Dallas, Atlanta, or their kitchen. All they care about is service that works.

Let’s be real… badge swipes don’t drive revenue. Results and innovation do. Oracle just proved it to the world. AT&T “leadership” could learn something here stop pretending RTO is about collaboration. It’s about control, and it’s ki-ling this company. Do something innovative instead!

If Oracle can ignite history-making growth without dragging people back into cubes, then what’s AT&T’s excuse?

@OP+1k4876rt2 Bumping this post forward...This post had it all right.

Just how bad is it for SAP? Well our stock price has plummeted 12 % in just the last month and shows no sign of a rebound. It is tracking straight down.

But go have a look at what Oracle is doing just today... Stock is on par to set a record - it is up since opening this morning 35%. All due to some very big scores on AI - and where is SAP while others are winning ?? Your guess is as good as mine. This kind of beat down would not have happened under previous leadership teams.

We are planning of dumping our Maintenance Biz, which was responsible for most of our stable revenue over the last several decades and no indication as to what platform will replace this significant revenue stream.

It's hard to watch.

As was stated in the referenced post, CK and DA had better get their act together real soon, or SAP will be lost for good against our competitors.

Fireside chat “I am more confident in our strategy than I have ever been”
The man is deluded.
Future performance is normally determined by previous performance and all that has happened under SB tenure is chaos, confusion, reducing results, reducing stock price

SUNW has contributed $40b net profit since the merger. This is actual revenue and not pie in the sky "booked revenue". SUNW hardware is the ORCL ca$h cow which pays your bonus, RSUs, and pay raises. Explains the stock price rise.

The stock + 28% pre-market is based on backlog news - Safra said about $455B - 4 multi-billion contracts - so stock-market is buying this, and LE + $70B. Then this backlog is more important than Reve/EPS which was not delivered. Maybe this aligned with META +$600B CAPEX - what Mark said being with Trump last week, but then people said it's impossible based on shareholders. It's AI FOMO until it's not.
Maybe O will do its own LLM model?
So people are not as important if everything is going UP. Who cares. FOMO until change.

What are your thoughts on when, or even if, NKE gets back to $100. I need my ESPP to get back in the green so I can officially abandon Nike forever.

Dismal Jobs Report and Schwab Stock price down by ~5-6%. Are we seeing Rick’s cost cutting approach backfiring or strategic? Will possible Fed. rate cut even matter?

Source: https://www.thestreet.com/investing/stocks/shark-tanks-kevin-oleary-sends-harsh-message-on-intel-stock

"The U.S. government just announced it’s taking a stake in Intel, and let me be clear: I abhor this idea. America has thrived for over 200 years because the government stayed in its lane."

• Kevin O'Leary

"We let dead old companies die. I have no interest in taking my tax dollars and giving it to a company that has performed so miserably."

• Kevin O'Leary

"Intel should have been sold for car parts three years ago. I do not want to invest in it. Why would anyone want to own this thing. Take it behind the barn and shoot it"

• Kevin O'Leary

https://x.com/thejobchick

"Oracle Layoffs are intense.

• Entire orgs are getting blindsided.

Cloud, Comms/Marketing, Engineering, Ops, Sales
Directors, ICs, even SVPs - all levels.

Remote and in-office. Top performers. Doesn’t matter.
People with 7, 13, 18, 20+ years at Oracle… gone!!

I was told- If you got the email for saying 'Project Updates' - that’s the bait.

You join the call.
An HR rep read a statement.
Access cut within 5 minutes.
Laptop wiped. That’s it.

• Some management didn’t even know.
• RIF decisions weren’t made by your manager.
• Not even your manager’s manager.

People found out their reports were laid off AFTER the fact... then they got cut next.

SaaS execs were reportedly told:
“Cut 10–12% of workforce by end of year.”

And yes, I'm being told some H-1B workers are being impacted as well.

This morning:

• SVPs laid off
• Longtime employees ghosted by leadership
• 1/3 of some teams already gone"

==============================================================

Oracle stock down almost $20 in the last week.

Friends, Our CFO " AKA the Iceman" sees layoffs like brushing the teeth - it's a regular activity ??

OK, not sure I get the similarity, but good for him that he does.

As all of you knows our stock price has been falling. In the last 3 months the stock drop (about 12%) has erased more than 37 BILLION Dollars of value. This equates to more than an entire year of Gross Revenue.

I'd say this is a problem. actually a "big problem"

So what does everyone think the Iceman will do to attempt to bolster such a loss ( and of course to protect the Ex Board jobs). Yes. you got it. Layoffs will be coming to SAP - especially all of those high cost areas. The rest of the way they will try and "buy" their way out of the downward spiral and buy some acquisition with the hope it will divert investor focus on SAP performance.

Q4/Q1 will not be happy times here.

https://www.reuters.com/business/world-at-work/conocophillips-says-it-will-cut-workforce-by-20-25-shares-fall-2025-09-03/

Remember Michael told his leaders beginning of last year to get the stock to $200 by end of fiscal year 2026 or executive heads will roll.