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警惕初创公司“Palantir化”:如果没有核心平台,你只是一个穿了西装的埃森哲
3 6 Ke· 2026-02-21 00:03
神译局是36氪旗下编译团队,关注科技、商业、职场、生活等领域,重点介绍国外的新技术、新观点、新风向。 编者按:别让"前向部署"成了掩盖产品无力的遮羞布。盲目致敬Palantir,只会让你掉进低毛利、难扩张的服务陷阱。文章来自编译。 现在,初创公司的融资计划书(Pitch Decks)中出现了一个新的愿景:"我们基本上算是X领域的 Palantir。" 创始人们都在谈论如何将前向部署工程师(FDE)派驻到客户现场,构建深度定制的工作流,并像特种部队而非传统软件公司那样运作。今年,"前向部署 工程师"的招聘岗位数量激增了数倍,各大公司纷纷效仿 Palantir 在 2010 年代初开创的这一模式。 我理解这种模式的吸引力所在。在选择现成的技术产品时,企业往往感到无所适从;如今所有的产品都标榜自己是 AI,从嘈杂的信息中辨别出真正有价值 的信号变得前所未有的困难。Palantir 的核心卖点极具说服力:将一支精锐小分队"空投"到混乱的环境中,把那些自建的、孤立的系统串联起来,并在几个 月内交付一个定制化的工作平台。对于一家渴望赢得首笔七位数订单的初创公司来说,"我们会派工程师入驻贵司并确保系统运转"是一个非常有力的 ...
Software Stocks Are Finally Stabilizing. They Could Bounce Back.
Barrons· 2026-02-20 22:39
Any trader that wants large gains must take some risk. The risk is worth taking in software right now. ...
Skillsoft Announces New Employee Inducement Grant Under NYSE Rule 303A.08
Businesswire· 2026-02-20 22:30
Skillsoft Announces New Employee Inducement Grant Under NYSE Rule 303A.08Feb 20, 2026 5:30 PM Eastern Standard Time# Skillsoft Announces New Employee Inducement Grant Under NYSE Rule 303A.08Share---BOSTON--([BUSINESS WIRE])-- [Skillsoft](NYSE: SKIL) ("Skillsoft†or the "Company†), the leading AI-native skills management platform built for the human + AI era, today announced that on February 18, 2026, the Talent and Compensation Committee of Skillsoft's Board of Directors (the "Committee†) made a grant of ...
Constellation Software Inc. Announces Change to the Date of the Conference Call to Discuss Fourth Quarter Results
Globenewswire· 2026-02-20 22:16
TORONTO, Feb. 20, 2026 (GLOBE NEWSWIRE) -- Constellation Software Inc. (TSX:CSU) announced on February 17, 2026 that it would be holding its fourth quarter conference call on March 10, 2026 at 8:00 am. Constellation has changed the date of the conference call to March 9, 2026 at 8:30 am. The Company’s quarterly results will be disseminated via press release, and made available on the Company’s website (www.csisoftware.com) and SEDAR+ (www.sedarplus.ca), at 7:00 am EST on Monday, March 9, 2026. Mark Miller, ...
SPX: Animal Spirits Are Finally Turning
Seeking Alpha· 2026-02-20 22:12
The stock market appears to be rolling over. The bubble in software stocks drove much of the market's rally over recent years and looks to be leading the reversal. There are signs that investors are no longer appreciating extremeI am a full-time investor and owner of Icon Economics - a macro research company focussed on providing contrarian investment ideas across FX, Equities, and Fixed Income based on Austrian economic theory. Formerly Head of Financial Markets at Fitch Solutions, I have 15 years of exper ...
Friday's Final Takeaways: AI Disruption Fears Ahead of NVDA Earnings
Youtube· 2026-02-20 22:12
Welcome back to Market on Close. I'm Sam Bis at the New York Stock Exchange. So, just some final thoughts on today's session and the week really.We had these AI disruption fears continuing to weigh on markets this week in what some have called overblown. Now, one of those people have been Dan Ies from Wed Bush. Today, the colorful Wall Street tech bull coming out with a list of 10 things that'll stop the tech slide and what he calls the AI ghost trade overhang.Now, some of these things include OpenAI raisin ...
Iron Dome Acquisition I(IDACU) - Prospectus(update)
2026-02-20 21:55
As filed with the Securities and Exchange Commission on February 20, 2026 Registration No. 333-293108 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ––––––––––––––––––––––––––––––––––––––– AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ––––––––––––––––––––––––––––––––––––––– Iron Dome Acquisition I Corp. (Exact name of registrant as specified in its charter) ––––––––––––––––––––––––––––––––––––––– | Cayman Islands | 6770 | N/A | | --- | --- | --- ...
ORCL Investors Have Opportunity to Lead Oracle Corporation Securities Fraud Lawsuit
Prnewswire· 2026-02-20 21:22
NEW YORK, Feb. 20, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Oracle Corporation (NYSE: ORCL) between June 12, 2025, and December 16, 2025, inclusive (the "Class Period"). A class action lawsuit has already been filed. ...
'Dramatic downside' risk in some software stocks still, says VantageRock's Avery Sheffield
Youtube· 2026-02-20 21:10
For more, let's bring in Avery Sheffield, Vantage Rock's co-founder and CIO. It's nice to see you. Thanks for being here.>> Great to be here. >> So, this good timing. You say you told our producers, "The ruling won't have much of an impact on the economy, but I will report back on any additional insights following the Trump press conference." All right.So, we have the Trump press conference. Let's get the insights. Now, now what.>> Well, I mean, he's determined to keep the tariffs at as high of a level as p ...
Here's Why Oracle Stock Slumped Today (Hint: It's Nvidia Related, But Not How You Might Think)
The Motley Fool· 2026-02-20 20:10
Even the possibility of a $30 billion investment by Nvidia into OpenAI wasn't enough to lift Oracle stock today.Oracle (ORCL 5.54%) stock was down by more than 5% today at around 1 p.m. The move comes after some seemingly contradictory newsflow that highlighted the company's challenges and its exposure to the loss-making, cash-burning OpenAI.Nvidia to the rescue?As readers already know, Oracle's hefty exposure to OpenAI (the two have a $300 billion deal in which Oracle is building AI infrastructure to sell ...