While the stock market continues to flirt with positive territory this year amid sharp macroeconomic uncertainty and tariff woes, a lot of the rebound has been concentrated in large-cap stocks, particularly in companies that boast tailwinds inWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular ...