Insight Holdings reduced its stake in AppFolio, a property management software provider whose shares have lagged the broader market over the past year. With real estate transaction activity slower and SaaS valuations more selective, investors are reassessing how much growth is tied to units under management versus higher-margin payments and services.
Sometimes the best offense is a good defense. That’s what investors seem to be feeling. Technology stocks continue to be under pressure, and that money is flowing into traditionally defensive assets like gold, but there’s increased evidence that this rotation is expanding to include many blue-chip stocks. For example, The Coca-Cola Co. (NYSE: KO) stock is up more than 10% in February.
The U.S. Commerce Department, under the Trump administration, has launched a national security review of medical imports—including PPE, consumables, and medical devices—to assess reliance on foreign suppliers for critical health products.
