#investment

Does anyone know how much we spend on FIFA?

It is actually impacting sales?

I keep seeing executives posting about how great is was (as they attend all the events) but they never mention if it is actually helping sales.

business unit job fair
tons of presenters, booths
"are you hiring?"
"no there's a hiring freeze"

Good use of funds here folks

Fair value for aero based on P/E could be as low as 180’s. How does your 401k like them numbers?

I've been trying to understand one part of Oracle's financial story, and I may be missing something.

A lot of discussions seem to assume that Oracle's remaining financial obligations are heavily tied to OpenAI. But why?

Oracle is investing billions into AI data centers. Those data centers are physical infrastructure—land, buildings, power, cooling, networking, GPUs, storage, etc. They aren't assets that can only be used by one customer.

If, for whatever reason, OpenAI reduces its demand or changes its plans, why couldn't Oracle repurpose that capacity for another large AI customer? Anthropic, xAI, another foundation model company, enterprises building their own AI models, or even future customers that don't exist today.

Obviously, there could be short-term impacts. Oracle might have customer-specific contracts, financing commitments, or temporary underutilization until replacement customers are found. I'm not saying there would be zero financial impact.

What I'm questioning is why the remaining financial obligations are sometimes discussed as if they're permanently tied to one company.

To me, the more relevant question is whether Oracle can keep those AI data centers utilized over the long term. If AI demand continues to grow, isn't the infrastructure itself the valuable asset rather than the identity of the first tenant?

I'm not bullish or bearish on Oracle. I'm genuinely trying to understand whether I'm overlooking something from a finance or infrastructure perspective.

Is there something in the financing structure, contractual commitments, or accounting treatment that effectively ties these obligations to OpenAI? Or do you think the market is overstating the customer concentration risk?

Curious to hear what others think.

AI is overhyped and I think investors are starting to catch on. I have yet to hear how the AI companies, (ChatGPT, Claude...etc....) are going to make back the money money being spent on datacenters,(100s of billion$). As far as I can tell there really doesn't seem to be a big demand since both Meta and Google are selling their comute to the AI firms rather than using it for their own needs. Also, there is now a race to the bottom on token pricing further exacerbating the issue of profits. I don't see the profits meeting the expenses or even coming close. So, How does this effect Corporate America's embrace of the tech?

https://www.404media.co/ice-to-pay-thomson-reuters-125-million-to-find-voter-fraud/

I saw this yesterday and wanted to know, what does this guy know that we all do not?
Apparently he is not afraid of the debt number.

IBM's debt grew 5.2 billion dollars in the 3 months leading up to the last report:

https://finbox.com/NYSE:IBM/explorer/total_debt/

R.A. stands for redundant assets, maybe Arvind can sell IBM's trademark and goodwill to raise money.

"IBM goodwill and intangible assets for the quarter ending March 31, 2026 were $89.333B, a 13.86% increase year-over-year."

https://www.macrotrends.net/stocks/charts/IBM/ibm/goodwill-intangible-assets-total

www.reuters.com/business/finance/stripe-advent-offer-buy-paypal-more-than-53-billion-sources-say-2026-07-15/

• Offer represents around 28% premium to PayPal's Tuesday closing price
• Banks committed about $50 billion in financing for the bid
• Stripe and Advent would each hold equal stakes in PayPal

https://www.cnbc.com/amp/2026/07/09/goldman-sachs-asset-management-deals-verizon-lockheed-martin.html

To carry out put options well into 2027 and watch dells market cap collopase. Hardware is dead

Electric vehicle maker Rivian is planning to sell 75 million shares of its stock. This move is intended to raise funds for equity contributions required by a U.S. Department of Energy loan. The company is working to meet the terms of this significant energy loan. This offering represents a substantial effort by Rivian to secure necessary financing. The sale aims to fulfill financial obligations tied to federal energy funding.

South San Francisco, California

https://www.chicagobusiness.com/manufacturing-logistics/ccb-rivian-selling-shares-20260706/

July 1 (Reuters) - Cigna (CI.N), opens new tab said on Wednesday its health services unit Evernorth has launched a new AI-powered ​specialty pharmacy program to reduce the time ‌it takes to process prescriptions and improve customer service.
The program, called Pharmacy Forward, is supported by a $100 million ​investment through 2028, the health insurer said.

Here are more ​details:
The company is launching the AI program first through ⁠its specialty pharmacy, Accredo.
The program uses AI to ​integrate clinical data and insights, generate summaries to free ​up more time for clinicians to focus on patient care.
'Pharmacy Forward' is expected to reduce clinician documentation time by ​up to 50%, the company said.
The program ​uses AI to improve prior authorization requests, halving the time it takes ‌for ⁠patients to receive their medication after Accredo receives a prescription, the company said.
Health insurers are increasingly adopting artificial intelligence tools to streamline documentation processes, reduce ​administrative burdens ​and lower ⁠costs.
Accredo is also expanding capacity, staffing, and capabilities at many of its ​nearly 40 care facilities, Cigna said.
The program ​is ⁠expected to generate about $400 million in value by the end of 2028, with Evernorth expecting to extend ⁠many ​of these capabilities to its ​other pharmacy operations in the coming years, it said.

https://www.reuters.com/legal/litigation/cigna-invests-100-million-new-ai-powered-specialty-pharmacy-program-2026-07-01/

My ESPP investment period began in January 2024 at just under $40 per share (first purchase in June 2024). But now, at the end of June, I made another purchase at $40. I thought it was only valid for two years—or does the period start from the first payment?
Thanks guys!

They bought a huge chunk of our shares last year and have barely made a peep. What’s their play? They need a return on this investment and it’s not clear how that’s going to happen. So what’s going on?

Metric Value
Price on July 1, 2020 $23.40
Price today $20.72

Cumulative price return -11.5%
Holding period 6.00 years
Annualized price return (CAGR) -2.0%

They're spending money on real estate

Wow! Verizon now has a ton of money to make purchases!!

https://pulse2.com/verizon-wins-nearly-3-2-billion-in-fcc-spectrum-licenses/amp/

Will the Board continue to increase the dividend in September, or keep it flat, now that the company is no longer part of the DJIA?

Maybe it is time to reinvest in 'the Network' instead of social justice warrior networks. Elon Musk solved the rural broadband issue, while this company bobbled the ball again.

Maybe they should keep increasing the dividend, as none of the strategy groups have come up with a single investment that has returned its cost of capital in more than a decade. See the stock price for details, should there be any doubters!

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

Is this Invest Cloud partnership in Wealth all smoke and mirrors? Is wealth being sold to Invest Cloud?

Metric Value
Price on July 1, 2020 $23.40
Price on June 17, 2026 $22.54

Cumulative price return -3.7%
Holding period 5.96 years
Annualized price return -0.6%

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????

He mentioned helping clients innovate through agentic AI, trusted data infrastructure, and other technology investments. Do you see this as a positive sign of growth and future opportunities, or are you taking a wait-and-see approach?
How do you think this investment will impact employees, clients, and future hiring?

Seeing a bunch of complaints on Slack about SpaceX and Elon lately.

Be real for a second: If you had to put your own money into just one company right now — SpaceX or Nike — which are you actually choosing?

With headlines buzzing about SpaceX and other high-profile private companies, it is tempting to rethink how we invest for retirement. But should that excitement push you to self-manage your 401(k)?

For most investors, 401(k) plans are built around long-term stability, not chasing hype. Broad index funds remain a reliable foundation because they spread risk and track overall market growth. While standout companies can capture attention, they are often inaccessible or highly speculative, especially in retirement accounts.

Self-managing your 401(k) can offer more control, but it also demands discipline, research, and a clear strategy. The real question is not whether a company like SpaceX is exciting—it is whether shifting away from diversified investing improves your long-term outcomes.

Before making changes, consider whether your motivation is strategy or simply reacting to market buzz.

Glad to see BD has finally allowed an employee stock purchase program. I was a J&J employee for about 10 years and purchased stock. It was a nice incentive. Held it for years and made a nice profit rolling dividend long after I left. With the current price of BD stock buy low. It has to go up sometime. Will you be buying?

The bank needs to rapidly increase Ai investment to stay relevant.

First big to do it wins.

Like sure, there's some mild benefit to some agentic augmentation to the workforce, but the scale of unrecoupable investment is about to ruin the world.

Fidelity owns 10% of SpaceX, ironic that employees can't participate in IPOs but Fidelity itself can. Anyways do you think the success/failure of SpaceX IPO will impact the NAV of chairman shares?

What you sow, so shall you reap.
Stock comfortably under $40 mark.

"'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?

or at least, not directly.

it’s about 100s of billions in capital investment,.. foundries, process tech, supply chains, equipment, capacity, political leverage, u name it - all of it. intel obvously cannot run without good engineers. that part is true. but the reason the market value has exploded is that everything around the engineers suddenly became much more valuable because of the tech cycle and geopolitics.

think of it this way imagine somene from the outside could take over everything the company owns except the people then hire a new workforce from scratch. it would probably take them ten years to make it work. hmmm.... maybe longer. but once they got there, they would be sitting on a money-printing machine.

i’m an engineer too, and i have a pretty high opinion of what we do. no false modesty there.

but at this valuation, i don’t think they’re looking at you and me. they’re looking at the machine.

I was wondering if I'm one of the few XOM long career of 33 years stock holders who never traded or sold their stock mainly for NUA reasons. Invested only in XOM, S&P 500, and extended markets index. With the 170 dollar stock price I finally gave in and sold most of my XOM stock. I did the NUA and flipped 1.7 million into a Fidelity concentrated stock limited partnership for diversification purposes. Should give me close to the same returns as the S&P 500 without paying most of the taxes on XOM stock. I just paid taxes on the XOM stock with a very low cost basis, as low as 14 dollars a share.

Up $28 Today

All of you doom and gloomers keep saying IBM is finished
We got a big investment in Quantum

I took today off to upskill in Quantum and tomorrow I will be taking another course. You can not keep a good company down

ARVIND DELIVERS AGAIN

https://seekingalpha.com/pr/20523544-at-and-t-makes-19-billion-commitment-to-bring-high-speed-connectivity-to-california

AI investment has reached $1.5 trillion since late 2022. This sum equals the projected 2027 U.S. defense budget. The finance sector experienced 49,000 layoffs due to AI in 2026. Industry experts believe AI will augment finance workers. Human judgment and oversight remain crucial for sound financial decisions.

https://www.thestreet.com/employment/amazon-microsoft-google-power-ai-behind-49000-finance-layoffs

What's the most likely outcome ? Just a content only company ? Bought by PE? A collapse ?

As an academic looking at industry, it appears that Chevron’s attendance of petrotech science meetings is way down the last few years. Does this reflect a shift in focus to other technologies (AI?), or just a declining investment in R&D and staff development?