Workday(US:WDAY) Seeking Alpha·2025-09-17 15:51Core Insights - The S&P 500's rise in 2025 has been primarily driven by large-cap tech stocks, highlighting a significant disparity between the top-performing and underperforming sectors [1] Group 1: Market Trends - The gains in the S&P 500 are concentrated in large-cap technology companies, indicating a trend where technology is a leading driver of market performance [1] - There is a notable gap between winners and losers in the market, suggesting that not all sectors are benefiting equally from the overall market rise [1] Group 2: Analyst Background - Gary Alexander has extensive experience in both Wall Street and Silicon Valley, providing insights into current industry themes [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications, indicating a recognized authority in technology investment analysis [1]