Posts
$META reaches $16.68 billion settlement over social media harms to children
I guess this is a cost of doing business as a settlement, how do you think this will affect their long term prospects? SP dropped around 15% YTD. Yahoo: [https://finance.yahoo.com/news/meta-settles-us-states-over-130318028.html](https://finance.yahoo.com/news/meta-settles-us-states-over-130318028.html) "Meta Platforms agreed to pay a maximum $16.68 billion as part of a settlement to resolve claims brought by states …
r/Stocks Daily Discussion Wednesday - Aug 26, 2026
These daily discussions run from Monday to Friday including during our themed posts. Some helpful links: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks * [Bloomberg market news](https://www.bloomberg.com/markets) * [StreetInsider](https://www.streetinsider.com) news * [Market Check](https://www.streetinsider.com/Market+Check) \- Possibly why the market is doing what it's doing including sudden spikes/dips …
U.S. for the first time names South Korea's Honam chip cluster, pressing Korean firms to build memory plants in America
The United States has for the first time directly named the South Korean government-led 800 trillion won Honam Semiconductor Cluster project in its semiconductor investment pressure campaign, demanding that Korean companies build memory semiconductor production facilities in the U.S. and ensure stable supply. The core of U.S. dissatisfaction lies in …
The highest paid CEOs lose their shareholders about $920M a year.
I ignored proxy statements for about ten years. Figured executive comp was a politics thing, not an investing thing. Turns out I was wrong, but not for the reason most people on here think. Let me get the dumb version of this argument out of the way first, because it’s …
The AI-capex/semiconductor correlation just broke and I don't think it's noise
The 30-day correlation between AI-capex stocks and semiconductor stocks just fell from +0.78 to near zero, clearly the lowest reading in 4.5 years. Part of what's underneath it is that the four biggest hyperscalers are now carrying roughly $1.65 trillion in off-balance-sheet AI obligations, mostly multi-year leases that don't show …
Nvidia into earnings: a beat may not be enough
Nvidia goes into earnings with the same issue that has followed every strong quarter for the past year: the numbers matter, but the guide matters more. The market already knows growth is strong. What it still needs is evidence that the next leg is broad enough, durable enough, and profitable …
Could Nike be the next giant domino to fall along with Blockbuster, Sears, Toys “R” Us and Circuit City?
We all know that Hindsight is 20/20. When looking at what caused the other Giants to fail, it looks like Nike might be repeating the same mistakes. From what I understand, Nike‘s free cash flow has not covered its dividends for the first time ever. The stock is now trading …
Zoom, Teladoc, and DocuSign all decelerated in the same 9-week window in 2021, a year before the crash hit
Zoom, Teladoc, and DocuSign are down **87 to 97%** from their highs. In the same **nine-week window in 2021** YoY revenue growth came in lower than the quarter before. Not negative. Not even close to negative. Just no longer accelerating. Every one of these filings landed while the stock was …
r/Stocks Daily Discussion & Technicals Tuesday - Aug 25, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on …
The average participant in the stock market has no idea what is happening and how to play it BUT Trump does
For anyone who followed the recent disclosures of Trumps stock holdings may have noticed very important stock buys as well as stock sells and what it actually indicates. Here’s what stood out to me: Trump buys massive amounts of MA, V, BRKB, and RSG, a trash company, for those who …