Commenting on the development, President and CTO of Palantir USG Akash Jain said, "We’re proud to continue our work with DISA to give the U.S. Government the flexibility to bring cutting-edge technology wherever the mission demands. This opens the door for true multivendor architectures at the edge, bringing best-of-breed commercial technology to critical national security missions with unprecedented speed.”Why is this a win for Palantir? Well, Palantir has essentially decoupled its high-security software f ...

Core Insights - Figma is launching a new feature called "Code to Canvas" in partnership with Anthropic, which allows users to convert AI-generated code into editable designs within Figma [1][2] - This feature aims to bridge the gap between AI coding tools and Figma's design process, enabling teams to refine and compare design options directly [2] - The introduction of this feature reflects a belief that AI coding tools have not diminished the need for design but rather made it more critical [3] Company Performance - Figma's stock has experienced a significant decline, dropping approximately 85% from its 52-week high of $142.92 reached in August [5] - The company is affected by a broader market trend referred to as the "SaaSpocalypse," which has seen a sell-off in software-as-a-service stocks, impacting major players like Salesforce and ServiceNow [4] - Figma is set to report its earnings after the market close, which may provide further insights into its financial health amidst the current market conditions [5]

Investor Presentation February 2026 DFINsolutions.com © 2026 DFIN. All rights reserved This presentation is the intellectual property of DFIN. The ideas expressed in it may not be adopted or reproduced without prior permission from and compensation to DFIN. Forward Looking Statements and Use of Non-GAAP Financial Measures USE OF FORWARD-LOOKING STATEMENTS This presentation includes certain "forward-looking statements" within the meaning of, and subject to the safe harbor created by, Section 21E of the Secur ...

The integration brings Intuit QuickBooks and Wix users a unified way to streamline their business sales, finances, and operations right alongside their web and eCommerce sites NEW YORK - Today Wix.com Ltd. (NASDAQ: WIX), a leading global platform for creating, managing, and growing a complete digital presence, and Intuit Inc. (NASDAQ: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, Mailchimp, and Intuit Enterprise Suite, announced an expanded partnership ...

Welcome back. Good to Morning Movers. I'm Dan King Hall coming to you live from the floor of the New York Stock Exchange.Joining us now is Jack Janis portfolio manager and the Texas Investment Managers to kick off our conversation about the AI trade and the evolution of it. For the past few years, Jack, good to see you. First of all, you could just essentially buy the AI trade and kind of sit back and, you know, watch your portfolio win.That era seems to be facing quite some speed bumps this year. the mag s ...

Core Viewpoint - The software industry, particularly companies like Workday and Salesforce, is facing significant challenges due to advancements in AI, which are impacting stock prices and future earnings estimates [1][3]. Group 1: Stock Performance and Earnings Estimates - Software stocks, as represented by the iShares Expanded Tech-Software Sector ETF (IGV), have declined by 24% over the past three months, yet two-year forward earnings estimates for these stocks have increased by 5% [3]. - Despite the decline in stock prices, Wall Street analysts have been slow to adjust their earnings estimates for software companies, which raises concerns about the accuracy of these projections [2][4]. Group 2: Market Sentiment and Analyst Perspectives - Analysts on Wall Street are typically optimistic, but the current situation with software stocks is seen as bordering on nonsensical, given the stark contrast between falling stock prices and rising earnings estimates [3]. - Tim Urbanowicz from Innovator Capital Management highlighted that software companies have seen a significant sell-off, with price-to-earnings (PE) multiples dropping from around 35 to below 20, indicating a major market shift due to AI disruption [5]. Group 3: Future Implications - The ongoing decline in software stock prices suggests a potential negative outlook for the industry as AI continues to evolve and disrupt traditional business models [4]. - Urbanowicz warned that the market may not recover as optimistically as some investors hope, indicating a need for caution and preparedness for further disruptions across various industries [6].

Conduent Study Reveals Human Connection in HR Strongly Influences Employee PerceptionsFeb 17, 2026 8:45 AM Eastern Standard Time# Conduent Study Reveals Human Connection in HR Strongly Influences Employee PerceptionsShare---Data shows HR teams balancing employee demand for human interaction with growing technology adoptionFLORHAM PARK, N.J.--([BUSINESS WIRE])--New research from [Conduent Incorporated](Nasdaq: CNDT), a global technology-driven business solutions and services company, highlights the tension H ...

Market Overview - US equity futures resumed their selloff after a brief bounce, with S&P 500 futures down 0.5% and Nasdaq 100 contracts falling 1.0%, driven by concerns over AI disruption [1] - All major tech stocks in the "Magnificent 7" are lower, with notable declines in Nvidia (-0.9%) and Alphabet (-1.5%) [3] - Energy, financials, industrials, and defensive sectors showed pockets of outperformance amid the broader market decline [1] Corporate News - Activist investor Elliott has built a significant stake in Norwegian Cruise Line, leading to a rise of over 7% in its shares [4] - Apple is set to hold a product launch on March 4, which may impact its stock performance [3] - ImmunityBio shares rose 6% after receiving encouragement from the Saudi Food and Drug Authority to submit a regulatory package for its bladder cancer therapy [4] - Masimo shares surged 34% following reports of a nearly $10 billion acquisition deal by Danaher [4] AI and Technology Sector - Investors are cautious about the profitability of AI spending, with concerns about competition and potential disruptions to various industries [6][7] - A record number of investors believe companies are overspending on AI, with 25% citing an "AI bubble" as a top market risk [10] - Despite selloff concerns, two-year forward earnings estimates for software stocks have risen, indicating resilience in the sector [11] Economic Indicators - Upcoming economic data includes the ADP employment change, Empire State manufacturing survey, and NAHB housing market index for February, which could influence market sentiment [1][22] - The UK unemployment rate rose to 5.2%, leading to increased expectations for a Bank of England rate cut [16] Commodities and Geopolitical Factors - Oil prices rose due to geopolitical tensions, particularly military drills by Iran in the Strait of Hormuz, impacting Brent crude prices [13][48] - Gold prices have declined, with spot gold dropping toward $4,900 an ounce amid a risk-off sentiment [1][48]

Group 1 - Credissential Inc. has successfully completed the sale of its Antenna Transfer Inc. business to Codeifai Limited, with the transaction closing on February 16, 2026 [1][2] - The total consideration for the transaction amounts to AUD$1.3 million, consisting of AUD$1.15 million in common shares and AUD$150,000 in cash, which will provide additional working capital for the company's product development [2][3] - The CEO of Credissential expressed satisfaction with the transaction, highlighting that it allows the company to focus on its current product stack, including CoinCMPLY and DealerFlow [3] Group 2 - Codeifai Limited is an Australia-based technology company specializing in AI, quantum computing, and secure data solutions, aiming to meet the global demand for secure digital infrastructure [4] - Codeifai develops high-margin, scalable SaaS platforms that leverage advanced technologies to provide solutions across various sectors, including fintech, legal, healthcare, and government [4] - Credissential is focused on developing AI-powered financial services software, addressing critical friction points in financial transactions to enable efficient, secure, and compliant value transfers [5]

AI and conversation intelligence to provide actionable insights derived from prescriptive vertical-market data analytics, today announced a new key enhancement within its Engage Platform: the ability for businesses to accurately attribute and analyze LLM-driven phone calls resulting from consumers receiving brand information directly in an LLM search result, even when those customers never visit the company's websit...## Marchex Announces Third Quarter 2025 Results and Agreement in Principle to Acquire Arch ...