Autodesk: AI Tailwinds Are Kicking In

Since the start of 2025, one group of stocks has outperformed broadly in the stock market: large-cap tech names, particularly anything to do with AI. Investors have crowded into stocks like Microsoft ( MSFT ) and Meta ( META ), bettingWith 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 contrib ...