Governance Transition - Dassault Systemes announced a governance transition with Bernard Charles stepping down as Executive Chairman and Board member for personal reasons [2] - Pascal Daloz has been appointed as both Chairman and CEO, marking a significant leadership change for the company [2] Vision and Strategy - The company aims to lead the industrial AI transformation with its 3D UNIV+RSES initiative, which signifies a long-term commitment to innovating how industries operate [4] - Dassault Systemes emphasizes its foundation on long-term thinking, scientific principles, and building trusted relationships with nearly 400,000 companies globally [3]

Core Insights - Commotion Inc. has launched an AI Operating System (AI OS) in collaboration with NVIDIA, aimed at enhancing productivity for digital workforces by enabling autonomous task completion with strong governance and measurable outcomes [1] Group 1: Product Features - The AI OS integrates voice AI for natural, real-time speech interactions, allowing AI Workers to listen, interpret emotions, reason, and respond quickly [1] - It unifies context, orchestration, and execution, enabling AI Workers to autonomously complete business tasks such as customer service calls and network issue resolutions [1] - The platform is designed to move AI from pilot projects to production, addressing the disconnect between various AI tools and enabling enterprises to act on insights [1] Group 2: Market Demand and Challenges - Enterprises currently face a lack of AI that can perform tasks rather than just provide insights, leading to data silos and hesitance in decision-making [1] - The CEO of Commotion emphasized that the industry’s challenge is not the absence of models or data, but the disconnection among existing systems [1] Group 3: Strategic Partnerships and Investments - Commotion's AI OS is supported by a strategic investment from Tata Communications, which provides a secure global digital infrastructure for reliable AI deployment [1] - The collaboration aims to help Indian enterprises deploy AI effectively across various languages and complex infrastructures, aligning with the Government of India's AI vision [1] Group 4: Early Engagements and Results - Early implementations have shown significant results, such as a 50% higher ROI and 30% lower cost per call for an Indian automotive OEM, and a global telecom provider resolving over 40% of operational issues autonomously [1] - An international airline anticipates that AI will manage 30% of inbound customer calls in its first year, showcasing the potential for operational efficiency [1]

Core Insights - Intapp and Harvey have announced a strategic partnership to integrate ethical wall enforcement into Harvey's AI platform, addressing compliance challenges in the legal industry [1] - The partnership aims to ensure that AI-generated work adheres to professional responsibility obligations, maintaining client confidentiality and regulatory compliance [1] Company Overview - Intapp is a leading provider of AI-powered solutions for professionals in advisory, capital markets, and legal firms, helping to unlock knowledge and operational insights [1] - Harvey specializes in domain-specific AI for legal and professional services, streamlining workflows in areas such as contract analysis and compliance [1] Partnership Details - The integration of Intapp Walls for AI into Harvey's platform will ensure that all AI interactions are permissioned, auditable, and compliant with ethical walls and firm policies [1] - This partnership addresses a governance gap in AI usage within law firms, where traditional governance protocols have not been applied [1] Market Impact - The collaboration is expected to enhance the trust and integrity of AI applications in legal practices, allowing firms to leverage AI while adhering to high standards of professional responsibility [1] - Both companies aim to lay the foundation for future workflows that operate within compliance boundaries by design [1]

Thursday could mark a reckoning for investors -- in more ways than one.During the past three years, the stock market has been on an absolute tear. The broad-based S&P 500 has gained 73%, while the tech-heavy Nasdaq Composite is up 99% (as of this writing). That's well ahead of the average stock return of 10% annually. Most experts agree that artificial intelligence (AI) has played a pivotal role in the market's ascent. In recent months, many software-as-a-service (SaaS) stocks have been in freefall. Recentl ...

Dassault Systèmes (OTCPK:DAST.F) Update / briefing February 23, 2026 02:00 AM ET Company ParticipantsCharles Brennan - Senior VP of Equity ResearchPascal Daloz - Chairman and CEOConference Call ParticipantsLaurence Daure - AnalystMohammed Moawalla - AnalystOperatorGood morning, everyone. This past Saturday, Dassault Systèmes announced a governance transition. It's a pivotal moment for the company and sets the stage for our next chapter of growth and innovation. First, Bernard Charlès has stepped down as Exe ...

Core Viewpoint - Trifork Group AG has initiated a share buyback program, which is set to run from December 23, 2025, to February 26, 2026, with a total budget of DKK 14.92 million (approximately EUR 2 million) [1][2]. Group 1: Share Buyback Program Details - The share buyback program allows Trifork to purchase shares totaling up to DKK 14.92 million [2]. - As of the start of the program, Trifork held 219,735 treasury shares, which is 1.1% of the share capital [2]. - The total number of repurchased shares since the program began is 146,184, amounting to DKK 13,326,322 [3]. Group 2: Transaction Overview - The average purchase price of the shares repurchased is DKK 91.16 [2][3]. - Daily transactions include purchases on February 16, 17, 18, 19, and 20, 2026, with varying average prices and total transaction values [2]. - After the buyback transactions, Trifork now holds a total of 326,353 treasury shares, which corresponds to 1.7% of the total registered shares of 19,744,899 [3]. Group 3: Company Background - Trifork is a global technology company specializing in innovative digital products and solutions for enterprise and public sector customers [4]. - The company employs 1,197 people across 16 countries and focuses on advanced software in various sectors, including public administration and healthcare [4]. - Trifork Labs, the Group's R&D arm, is dedicated to driving innovation by investing in high-potential technology companies [4].

Famed “Big Short” investor Michael Burry has issued a scathing warning to Silicon Valley, alleging that tech giants are employing aggressive accounting maneuvers to mask the true costs of the AI infrastructure race.The ‘Sinister’ Accounting Trick“Now you are engaging in accounting tricks to hide expense, to protect earnings,” Burry posted. “You will be tortuously adjusting your earnings in a new and sinister ways.”Inflated Profits And The 20% GapAccording to data shared by Burry, this accounting treatment c ...

Core Viewpoint - Investors are selling off software stocks due to fears over AI disruption, creating buying opportunities for high-quality businesses [1] Group 1: Company Overview - Doximity, a social feed and software provider for doctors, has seen its stock fall by 66% in the past year, trading close to an all-time low [2] - The company has a market cap of $4.7 billion, with a current stock price of $25.57 and a 52-week range of $23.66 to $76.51 [3] - Doximity began as a social network for medical professionals, allowing them to receive healthcare news and collaborate in a HIPAA-compliant manner [3] Group 2: Business Model - Doximity generates revenue through sponsorships from pharmaceutical companies, with 126 customers spending over $500,000 annually on the platform [4] - Approximately 85% of physicians in the U.S. use Doximity, indicating a strong market presence with little competition [4] Group 3: Growth Potential - The company is expanding into new software tools, including the DoxGPT AI assistant, which is expected to increase user engagement and revenue over time [5] - Revenue growth has been significant, increasing by 448% since March 2020, although it has slowed to 10% year-over-year growth last quarter [7] - Doximity has a strong EBIT margin of 38.5%, indicating best-in-class profitability for a software provider [8] Group 4: Investment Consideration - With a price-to-earnings ratio of 21, Doximity may present a growth stock opportunity amidst the current software market dip driven by AI fears [8]

Core Insights - Asana has launched its services in the AWS Middle East (UAE) Region, enabling local data residency for enterprise and government customers [1] - The platform aims to support organizations in the Middle East that are modernizing their operations through technology, particularly in complex, cross-agency initiatives [1] - Asana's infrastructure on AWS provides enterprise-grade security and governance, which is crucial for regulated sectors [1] Group 1: Availability and Impact - Asana is one of the first enterprise collaborative work management platforms to be available on AWS Marketplace in the UAE [1] - The availability of Asana in the region is expected to enhance the speed, reliability, and scalability of technology-driven operations for local organizations [1] - Organizations like Washmen are leveraging local hosting to evolve their operations and improve customer experiences [1] Group 2: Security and Compliance - The AWS Middle East (UAE) Region offers enterprise-grade security controls, including encryption and role-based access management [1] - Asana collaborates with a growing partner ecosystem in the region to meet customer implementation and compliance needs [1] Group 3: Company Overview - Asana is a work management platform that facilitates coordination of tasks and strategic initiatives for over 170,000 organizations, including notable companies like Accenture and Amazon [1] - The platform integrates AI capabilities with human collaboration to enhance productivity and workflow management [1]

CitriniResearch与Alap Shah一份"来自未来的宏观备忘录"提出一个虚构的命题：AI多次超越乐观预期并不必然利多资产与经济，相反，充沛的机器 智能可能通过挤压劳动收入与消费循环，触发一场由"生产率繁荣"引出的需求收缩与金融再定价。 在这份以"2028年6月"为时间锚点的思想实验中，美国失业率升至10.2%，较预期高0.3个百分点，数据公布后市场下跌2%，标普500从"2026年10月 高点"累计回撤38%。备忘录称，交易员对冲击已趋于麻木，六个月前类似数据本可能触发熔断。 报告将危机路径拆解为两条相互强化的链条：一条发生在实体经济，AI能力提升推动白领岗位被替代，实际工资增速塌陷，消费占比高的"以人为 中心"的经济萎缩，形成"没有自然刹车"的负反馈回路，市场一度只看AI、但经济本身开始变形，催生所谓"Ghost GDP"，即产出计入国民账户却 难以在真实经济中循环。 另一条发生在金融体系，收入预期的结构性受损开始侵蚀私募信贷与住房按揭等建立在白领现金流之上的资产定价，并迫使监管与政策讨论加 速，但报告同时强调，政策响应持续滞后，公众对政府"救援能力"的信心下降，正在放大通缩螺旋风险。 或许， ...