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Stock impact report

Rowan Street Q1 2026 Letter [Seeking Alpha]

Meta Platforms, Inc. - Class A (META) 
Company Research Source: Seeking Alpha
Rising tensions in the Middle East pushed oil prices higher, inflation concerns resurfaced, and the long-anticipated pivot to lower interest rates continues to be postponed. Despite the recent decline in stock prices, the underlying businesses we own continue to perform well. syahrir maulana/iStock via Getty Images Dear Partners, The first quarter of 2026 gave investors plenty to worry about. Rising tensions in the Middle East pushed oil prices higher, inflation concerns resurfaced, and the long-anticipated pivot to lower interest rates continues to be postponed. Markets, never short on imagination, have begun spinning familiar narratives: that expensive money punishes growth, that AI's promises may exceed its near-term returns, and that the safer bet lies in energy, cyclicals, and businesses whose cash flows arrive sooner rather than later. There is also a growing fear that AI itself may disrupt entire categories of existing software businesses — rendering yesterday's winner Show less Read more
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