We're about to exit 2025 at record-shattering highs for the S&P 500 ( SP500 ). Despite macroeconomic uncertainty, not to mention no clear evidence that companies' massive spending on AI will yield tangible results, large-cap growth stocks are sittingWith 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 ...