Goodall Research

Dispatches

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$NVDA

Who Built Megaspeed? Alibaba Cloud's People.

The Singapore company at the center of the Alice Huang reporting built its data center team with former Alibaba Cloud people, staff records show. Inside Nvidia, Asia legal and partner veterans left in 2026.

Free ·
Concentrix

My Call on Concentrix's Year-End Numbers

Concentrix is shrinking, its CFO is leaving, and the people it is hiring look different from the people it is losing. Here is what I expect when it reports its fiscal year in January.

Paid ·
PLTR

Palantir 2027 Outlook: What Comes After a Flat Year

Palantir ran 2026 on the people it already had, its first flat year since 2023. The AI labs are now hiring its government staff, and Palantir has started hiring recruiters. Here is what I expect for 2027.

Paid ·
PayPal

PayPal's Heaviest Talent Flow Is to Concentrix

Concentrix is the top destination for people leaving PayPal this year. Most arrived in May, the month PayPal set its $1.5 billion savings target, many in the same support, fraud and disputes jobs.

Paid ·
L3Harris

L3Harris (LHX) Q3 2026 Earnings Preview: Workforce Signals

L3Harris goes into Q3 earnings with a record $42 billion backlog and raised guidance. Late in Q3, its workforce began to contract in engineering, operations and business support - hiring continued in systems engineering, missile procurement and supply chain.

Free ·