The Nasdaq composite was off by 1.1% in recent trading, slightly more than the S&P 500 and the Dow but not quite matching a 1.5% drop in the small-cap-focused Russell 2000. Losses for software names ...

A consolidating sector, rising market share, but weakening profitability: Parag Parikh's bet in CMS signals conviction, but is it on a temporary dip or a deeper structural opportunity?

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The Citrini selloff wasn't panic - it was an X-ray of the tech sector A recent bombshell report on AI tech tanked shares of vulnerable software and financial services companies. Citrini Research's ...

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Down to close to market value.

Capital One completed its takeover of Discover in May 2025, and there have been few changes up until now. However, some debit cards have switched to the Discover network, and Capital One ...