#market

the market knows we are swirling the drain.
It knows NOT to reward us because we are not doing anything that should be rewarded.

Nike Inc
NYSE: NKE
42.38 USD -117.37 (-73.47%) past 5 years
Jul 1, 1:11 PM EST

The USD in real terms is 24.3% less valuable in that same 5 year period, which means NKE market cap has collapsed to less than 1/5 its value 5 years ago.

"Believe in Something, Even if it Means Sacrificing Errr-Thang!"

We are hiring and have returned to growth

Hundreds of open positions with a clear hiring and go to market strategy

The markets love us and are rewarding us with a solid stock price

https://www.morningstar.com/news/dow-jones/202606306878/att-down-nearly-5-on-track-for-lowest-close-since-september-2024-data-talk

Or everyone is leaving voluntarily in the worst job market ever.

Which one could it be

Rex Tillerson recently visited LT with a very pessimistic outlook of market and economic prospects. He highlighted that factors leading to a black swan are highly probable. As we all know this will be a perfect opportunity for XOM to grow inorganically and further cement its position as a market leader.
What type of event do you predict?
Last time we were given the COVID crisis this time maybe consequential…nonsense or fortuitous?

Over the past six months, China has launched 622 new car models. That is not innovation. That is an industry on life support.

Picture a car factory running at half capacity. Assembly lines built for thousands of vehicles a day are operating at less than 50%. The machines are paid for either way. Sitting idle costs more than building something.

That is the real reason behind the flood of new models. Lithium carbonate, the key battery material, crashed from nearly 600,000 RMB per ton to just 80,000. Launching a new car became dramatically cheaper. So factories that cannot sell enough of what they already make simply make something new instead.

But here is the real twist. It is not only about factories. Public car companies face their own pressure. Go six months without launching a new model, and rating agencies may downgrade the stock. So some of these new cars are not built for drivers at all. They are built to keep a stock price alive.

Faster R&D has made this even easier. Skateboard chassis platforms, combined with AI-assisted design, have cut development time from 63 months down to just 12 to 15 months. China did not just make cars cheaper to build. It made it cheap to keep building cars nobody asked for.

So here is the result. Roughly 80% of these 622 models are statistically doomed to disappear. So if you are buying, check who makes the core components, check the brand’s survival odds, and give yourself a three-month cooling-off period before you commit.

In this market, the newest electric car on the lot might be the first one to vanish.

I’m Ling, a tech analyst from China.

https://vm.tiktok.com/ZNRwjAkjy/

The global economy now uses roughly half as much energy per dollar of output as it did in 1980, helping cushion oil shocks.

Read more in F&D magazine.

https://www.imf.org/.../2026/06/picture-this-shock-absorbers

Oil prices have risen sharply with the latest war in the Middle East, reviving memories of the 1970s. The effective closure of the Strait of Hormuz, a route for about a quarter of seaborne oil trade, represents a major global supply shock. The damage will depend largely on how long the disruption lasts. Oil markets were well supplied heading into the disruption, strategic stock releases added barrels, and buoyant financial markets helped limit broader tightening in financial conditions.

Beyond these immediate buffers, two structural factors have also cushioned the blow. First, the world economy is far more energy efficient than it was 50 years ago. Each dollar of output now requires roughly half as much energy as it did in 1980.

Second, the energy system is more diversified. Oil’s share of the mix has fallen from about half in 1973 to less than a third today. Oil remains the world’s leading fuel, but it no longer dominates.

Even so, these cushions do not protect countries from pain evenly. Ultimately, the severity of the shock at the country level depends on two things: how much oil an economy imports and how much policy space its government has to respond. More than 80 percent of countries are net oil importers, and the most vulnerable entered this episode with limited room in public budgets to shield households and businesses. That is why the same global shock can become a much harsher national one where import dependence is high and policy space is thin.

I wonder how long more before the market realizes that the current share price is unsustainable and start to drop to $1+ level? The addition of Lexmark will pull Xerox pre-consolidation price of $2 further down for the debt that is being accumulated.

But sure, the market l o v e s us...

Markets are down but otex is way up today - we are a strong company with a strong story which the markets love

Below a $4B market cap is the trigger for more layoffs before the usual cycle.

You may not realize it, but the best talent left or were laid off in 2025.

I'm curious how people who were laid off are doing with their job search. Is the market brutal or are you finding opportunities? Would love to hear from anyone still checking in.

The OTEX stock has gone down over the past year but it’s now at its lowest it’s been since mid 2013!

The market cap is just over $1billion.
When Rawul came in it shares were around $28, in less than 3 years his sunk the company.

How will MW react to industry pivot toward LNG and natural gas domestically and Asia market specifically?

Does CVX buy another company and artificially boost the companies staff as genius like they did with Hess exploration team.

CEOs now openly discuss AI-induced workforce reductions, a stark contrast to previous sanitized corporate layoff announcements. Executives use this brash language to signal AI commitment to investors. Such statements often boost company stock prices significantly. This trend reflects a shift in executive behavior and reduced worker bargaining power. The public posturing can also lead to threats against company leaders.

https://finance.yahoo.com/technology/ai/articles/ai-created-braggy-culture-layoffs-100000668.html

Where did it go? USHE GTM should be fun.

Predict what’s about to occur now that a low price environment and halfhearted improvement initiatives are about to collide.
Will the market reward or punish current leadership?

It's easy to focus on quarterly headlines. Harder to ignore a 46%+ loss in market value over 12 months. Don't forget the big picture.

Market share going away, cutting prices while losing billions of dollars, datacenter builds plans cut and dropped across the industry, Microsoft distancing itself from OpenAI like it has an STD.

A sobering new sign for OpenAI as ChatGPT competitors gain ground

The chatbot that set off the AI craze just fell below 50% in market share for the first time, according to Sensor Tower, just as OpenAI is gearing up for an IPO.

https://www.fastcompany.com/91560276/chatgpt-loses-ground-gemini-claude-below-50-percent-market-share

June 1, 2026 · Contributor
ExxonMobil has suspended operations at one of its chemical manufacturing plants in Singapore, citing unfavorable market conditions, according to report in local media. The decision to mothball the unit removes 900,000 metric tons per year of ethylene production capacity from the market.

ExxonMobil’s Singapore complex operates two steam cr--kers with a combined annual ethylene production capacity of 1.9 million metric tons. Cr--ker No. 2, which remains in operation, has capacity of 1 million metric tons per year.

The U.S.-based energy major said the affected facility is Cr--ker No. 1, one of two steam cr--kers it operates in Singapore. The unit, which began operations in 2002, has an annual ethylene production capacity of 900,000 metric tons.

“We will continue to work with our customers to meet their needs by leveraging our global asset base and product inventory. If market conditions improve, we have the capability to restart the unit,” the company said.

The shutdown highlights the pressure facing petrochemical producers as challenging market conditions continue to weigh on manufacturing economics. While ExxonMobil has idled the unit, the company indicated that the facility could be restarted if market conditions improve.

Ethylene is a key petrochemical building block used to manufacture a wide range of products, including synthetic lubricants and lubricant additives. In the lubricants sector, ethylene-derived materials are used in the production of certain synthetic base stocks, viscosity modifiers and performance additives that help improve efficiency, durability and temperature performance.

https://www.lubesngreases.com/lubereport-americas/11_22/weak-market-pushes-exxon-to-shut-singapore-cr--ker/

I heard last week the company is throwing money at expanding IF&M under a new brand name (Healthsprings) so they can compete against other blues in the Obamacare space. Is that actually happening??? Isnt IF&M already a failing market??? Why would this leadership team throw money away like this????

On a day when the Nasdaq was up 3%, OTEX was down. That’s a major warning sign that institutional ownership and interest is poor. A rising tide should float all ships. The market isn’t buying the OT story. The upticks since earnings have dissipated. The upticks from stock buybacks have disappeared.

No sales of the non-core business units = no ability to pay down the debt. Best of luck to all my friends still hanging on (most of my colleagues of 15+ years are gone). There has to be some major changes or the long term outlook is a continued slow sinking of the SS Barrenechea.

The experienced FA losses are really accelerating. Big promises that weren’t delivered by Penny and her ELT, unforced errors like ent reimagined and return to office impacting operations and aggressiveness of competitive recruiting are all contributing.

Only momentum helping EJ AUM right now is market exuberance…

Rumors has it that is is happening very soon... I would put it be end of the year (perhaps sooner). The question is, who would be the buyer?

With all the discussion lately about the “low-hire, low-fire” labor market, I’m curious whether PIPs are effectively being used as a low-fire tool at Exxon.

Hypothetical example:

John Smith is in his mid-30s, has been with the company 5+ years, has consistently been above NI throughout his career (not OWD, but not NI either).

A few questions for those familiar with how things work in practice:

• What are his chances of making it to retirement age (say, 55+) if he continues performing at roughly the same level?
• If he ends up on a PIP, is a single PIP typically enough to result in termination, or are there usually multiple opportunities to improve?
• If someone successfully completes a first PIP, what happens if they are placed on a second PIP later in their career? Is termination effectively inevitable at that point, or can people recover and continue progressing?

Not asking about any specific individual—just trying to better understand how the process works in reality versus on paper.

https://www.cnbc.com/amp/2026/06/10/citigroup-shares-outperform-down-market-after-trump-endorsement.html

How do MMM’s contributions to the Marketing org stack up? Are we driving progress in the right areas within GMS, TC, VM and ISM?

Optimum's outlook 'more aspirational than realistic' – analyst
Optimum's new multi-year outlook sees its broadband business stabilizing at 3.8 million subs by the end of 2028. That's a 'tall order,' says New Street Research, which expects broadband losses to continue.

Picture of Jeff Baumgartner
Jeff Baumgartner,Senior Editor,Light Reading
June 10, 2026

I know this is for layoffs but just curious if anyone else is buying the stock? I got a few hundred shares this morning because it seems to have reached an all time low. I think we have good products and I can’t figure out why it’s dropped so much. I’m wondering what other people are thinking? Maybe I’m completely wrong and this stock just keeps dropping but I thought Enrique was hired to raise the share price. We lost enough value under Mr. Shock the World.

We are a meme stock

"'Misunderstood'", eh?

https://stocktwits.com/news-articles/markets/equity/ibm-stock-hits-52-week-high-citi-raises-price-target-to-375-on-quantum-push/cZ00XlqReDj

When do you think the PE will come in and what companies do you reckon will be the potential buyers?

Running off the dell ship. For Dell employees you saw the company at record market cap and they didn’t care to share. Market cap will be cut in half by August and then the snakes will start the layoff process all
Over again.

why is our stock down? I must feed muh family.

Stock up again today

The market loves our moves and is confident on our hiring plans and return to growth

Our closest competitor is ki-ling us.