Business ❯ Finance ❯ Market Trends ❯ Stock Market

Technology Stocks

Conestoga and Wedgewood Detail Q1 Results and Portfolio Moves in Investor Letters

Managers cite war shocks alongside AI repricing as key drivers of positioning.

ClearBridge Overhauls Q1 Portfolios, Trimming Software and Buying Energy, Industrials and Private Credit

Palantir Sinks for the Week After Blowout Quarter as Karp Rebukes Short Sellers

Rowan Street’s Q3 Letter: Flat Quarter, 20% YTD Gain, Spotify Trim Fuels New Bets