Core Viewpoint - Palantir Technologies is facing global scrutiny and regulatory challenges, yet it appears to be operating with fewer restrictions in Australia, raising concerns about regulatory double standards [1][2]. Group 1: Regulatory Environment - In Australia, Palantir has been awarded government contracts without public tender processes, contrasting with its struggles in other countries [2]. - The Australian Securities and Investments Commission (ASIC) has prioritized financial reporting misconduct, but questions arise about its enforcement against multinational companies like Palantir [4][5]. - ASIC's current approach allows multinational companies to submit unaudited financial reports, which undermines the credibility of financial reporting and tax compliance [9][10]. Group 2: Financial Reporting Issues - Palantir Technologies Australia Pty Ltd has not prepared timely audited financial reports, with significant delays noted in the submission of its financial statements [12][13]. - The absence of audited financial reports raises concerns about potential tax evasion and the overall integrity of financial reporting for multinational companies operating in Australia [6][10]. - ASIC's acceptance of Palantir's classification as a "small proprietary company" without further scrutiny is questioned, especially given its substantial contracts and revenues [21][24][25]. Group 3: Corporate Governance - The directors of Palantir Technologies Australia Pty Ltd believe they are not required to prepare audited financial statements, which may reflect a misunderstanding of the Corporations Act [19]. - There is a perceived disparity in regulatory requirements between Australian-owned companies and multinational corporations, leading to calls for more equitable enforcement of financial reporting standards [16][17][28]. - The lack of accountability for multinational companies like Palantir raises concerns about the effectiveness of ASIC's regulatory framework and its implications for corporate governance in Australia [28].

Core Viewpoint - Palantir Technologies has faced a significant sell-off in the SaaS sector, with its stock down approximately 20% year-to-date, raising questions about its future investment potential [1]. Group 1: Company Performance - Palantir has integrated itself into the AI landscape, enhancing large language models (LLMs) for business applications, acting as an AI orchestration layer that organizes data and reduces AI hallucinations [2][3]. - The company has experienced 10 consecutive quarters of revenue growth acceleration, with last quarter's revenue increasing by 70% and U.S. commercial revenue soaring by 137% [3]. Group 2: Valuation Concerns - Despite its growth, Palantir's stock is considered expensive, trading at a forward price-to-sales (P/S) ratio of 45 times 2026 estimates and a forward price-to-earnings (P/E) multiple exceeding 100 times [4]. - The company is heavily reliant on the U.S. government, which constitutes over one-third of its revenue, making it vulnerable to changes in government priorities and funding [5]. Group 3: Competitive Risks - Palantir is not an AI-native company, which poses a risk of being outperformed by competitors that are built specifically for AI solutions [6]. - If growth slows, Palantir's high valuation multiples could lead to a significant decline in stock value [6]. Group 4: Long-term Outlook - There is potential for Palantir to become one of the largest companies globally, similar to other tech giants that have faced significant market fluctuations [8]. - Current valuation suggests that buying the stock may be more favorable below $110, where it would trade at around 25 times 2027 revenue estimates [9].

Core Viewpoint - Microsoft and Nvidia are currently trading at historically low valuations, presenting a significant buying opportunity for investors [1][2]. Group 1: Stock Valuation - The price-to-forward earnings ratio is highlighted as the best metric for valuing companies in the rapidly evolving AI landscape, as it reflects future potential rather than past performance [4][5]. - Both Nvidia and Microsoft are currently valued at low levels compared to their historical performance, making them attractive investments [5][7]. Group 2: Company Performance and Growth - Nvidia is positioned to benefit significantly from AI spending, with its GPUs being essential for AI model training and inference, and analysts project a 65% growth in fiscal year 2027 [8]. - Microsoft is experiencing substantial growth in its cloud computing platform, Azure, which has risen 39% year over year in Q2 FY 2025, driven by demand from AI companies [10]. - The integration of AI features into Microsoft's core software suite is expected to contribute to its growth alongside its cloud services [10]. Group 3: Market Context - The recent tech sell-off is viewed as an opportunity for investors to acquire shares of Nvidia and Microsoft, which are seen as resilient and high-growth stocks [11].

Core Viewpoint - A class action lawsuit has been filed against Oracle Corporation for misleading statements regarding its AI infrastructure strategy and its financial implications during the Class Period from June 12, 2025, to December 16, 2025 [1][5]. Group 1: Lawsuit Details - The lawsuit claims that Oracle's AI infrastructure strategy would lead to significant increases in capital expenditures without corresponding near-term revenue growth [5]. - It alleges that the increased spending poses risks to Oracle's debt, credit rating, free cash flow, and project funding capabilities [5]. - The lawsuit asserts that the defendants' statements about Oracle's business and prospects were materially false and misleading, resulting in investor damages when the truth was revealed [5]. Group 2: Participation Information - Investors who purchased Oracle common stock during the Class Period may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - To join the class action, interested parties can visit the provided link or contact the law firm directly for more information [3][6]. - A lead plaintiff must file a motion with the court by April 6, 2026, to represent other class members in the litigation [1][3]. Group 3: Law Firm Credentials - The Rosen Law Firm has a strong track record in securities class actions, having achieved significant settlements, including the largest securities class action settlement against a Chinese company [4]. - The firm has been consistently ranked among the top firms for securities class action settlements and has recovered hundreds of millions of dollars for investors [4]. - In 2019, the firm secured over $438 million for investors, showcasing its effectiveness in representing shareholder interests [4].

headquarters, making it a state that is heavily anchored by government spending and the well-paying jobs that often come with it.## 3. New Mexico- $21,481 per residentReceiving approximately $21,481 per capita in federal obligations, New Mexico is a big recipient of national defense and energy research with facilities like Los Alamos National Laboratory and other military installations. Of course, it doesn't hurt that New Mexico has a low cost of living, where retirement income stretches a little bit furthe ...

The 10 Counties With the Highest Property Taxes in California - 24/7 Wall St.[S&P 5006,914.00 +0.78%][Dow Jones49,633.70 +0.54%][Nasdaq 10025,028.00 +0.99%][Russell 20002,665.63 +0.12%][FTSE 10010,735.40 +0.51%][Nikkei 22557,120.50 +0.05%][Investing]# The 10 Counties With the Highest Property Taxes in California### Quick ReadCalifornia's 0.74% effective property tax rate is below the 0.99% national average but high home values create large absolute bills.Marin County has California's highest median annual p ...

Communiqué de PresseVELIZY-VILLACOUBLAY – 21 Février 2026 Dassault Systèmes annonce la nomination de Pascal Daloz comme Président-Directeur Général de Dassault Systèmes Bernard Charlès annonce se retirer de ses fonctions de Président du Conseil et d’administrateur, pour raisons personnelles Bernard Charlès entend mettre ses 43 années d’expérience dans l’industrie, ainsi que sa vision de la transformation par l’IA des processus industriels de création et de production, au service de l’économie générative Pas ...

Core Viewpoint - Dassault Systèmes announces the appointment of Pascal Daloz as both Chairman and Chief Executive Officer following the resignation of Bernard Charlès for personal reasons, ensuring continuity in leadership and governance [2][8]. Leadership Transition - Bernard Charlès has stepped down as Executive Chairman and member of the Board, effective immediately, and has expressed his confidence in Pascal Daloz to lead the company [2][8]. - Pascal Daloz has been with Dassault Systèmes for 25 years and shares a vision with Charlès to push the boundaries of science and innovation [3][4]. Company Vision and Strategy - The company aims to lead the transformation powered by Industrial AI through its 3D UNIV+RSES initiative, which is a long-term commitment to redefine industry innovation and competition in the Generative Economy [5][8]. - Daloz emphasizes the importance of maintaining the freedom necessary for Dassault Systèmes to remain a game-changer and accelerate growth [5][6]. Legacy and Future Direction - Bernard Charlès, as a co-founder, has been instrumental in guiding Dassault Systèmes from a startup to a world leader, fostering a culture of innovation and sustainability [4][9]. - The transition is seen as a strong foundation for the continued development of Dassault Systèmes, with a focus on high-quality standards and the successful engagement of the next generation of AI-based industry solutions [9].

Core Viewpoint - Dassault Systèmes announces the appointment of Pascal Daloz as both Chairman and Chief Executive Officer following the resignation of Bernard Charlès for personal reasons, ensuring continuity in leadership and governance [2][8]. Leadership Transition - Bernard Charlès has stepped down as Executive Chairman and member of the Board, effective immediately, citing personal reasons [2][8]. - Pascal Daloz, currently the CEO, will take on the additional role of Chairman, effective February 21, 2026, as recommended by the Compensation and Nomination Committee [2][3]. Vision and Strategy - Pascal Daloz expressed gratitude towards Bernard Charlès for his leadership and shared vision of transforming industries through innovation, particularly in the realm of Industrial AI and the 3D UNIV+RSES initiative [3][5]. - The company aims to redefine industry operations and competition in the Generative Economy, emphasizing a long-term commitment to innovation and growth [5][8]. Legacy and Future Direction - Bernard Charlès, as a co-founder, has been instrumental in guiding Dassault Systèmes from a startup to a global leader, fostering a culture of innovation and sustainability [4][9]. - The transition is seen as a strategic move to maintain trust among clients and ensure the company's successful development moving forward [6][9].

Core Viewpoint - Microsoft is experiencing a significant stock decline, with shares dropping over 25% from their peak, marking the second-worst drawdown in the last decade [1][2]. Group 1: Reasons for Decline - Microsoft is facing challenges due to its heavy reliance on OpenAI, which contributes $281 billion to Azure's $625 billion cloud computing backlog [4]. - OpenAI is under pressure from competition and financial scrutiny, needing to raise $100 billion to stabilize its operations while Microsoft plans to invest $120 billion in AI infrastructure this year [5]. - The software industry, particularly legacy products like Windows, is experiencing a sell-off, adding to the pressure on Microsoft [6]. Group 2: Investor Concerns - The uncertainty surrounding Microsoft's stock price makes it difficult to predict how low it may fall, prompting investors to assess the likelihood of worst-case scenarios [7]. - Microsoft is developing its own AI models to reduce dependence on OpenAI, which is also taking steps to counter competition by launching new AI products and acquiring relevant technologies [8]. - The stickiness of Microsoft's software is highlighted by a significant global outage caused by a cybersecurity issue, indicating that companies are unlikely to replace essential software with unproven AI solutions [9][10]. Group 3: Market Outlook - As Microsoft's valuation decreases, the associated risks diminish, potentially increasing upside for investors; the stock is currently trading at less than 25 times earnings, close to its lowest P/E ratio in a decade [11]. - There is a belief that Microsoft stock could trade higher in a year if the company's fundamentals remain strong [11].