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AI trade is showing more discernment in who does well, says Schwab's Liz Ann Sonders
CNBC Television· 2025-07-17 18:54
For more, let's bring in Lisanne Saunders. She's the chief investment strategist at Charles Schwab. You know, things are changing, Lisanne, when you start to see the new monikers uh to try to group, you know, group things together for the new Nothing seems to be getting in front of this AI trade, though.Yeah. No, but but I think there's there's more discernment in terms of what does well. And you're right, the moniker do change now.I've been hearing more of the MAG 3 earlier this year instead of the MAG 7. ...
Expensify: Simplified Pricing Is Helping To Drive Growth Acceleration
Seeking Alpha· 2025-07-07 11:50
Market Overview - Current market highs are expected to lead to increased dispersion in stock performance through the remainder of FY25, indicating that individual stock performances will vary widely [1] Analyst Background - Gary Alexander has extensive experience covering technology companies on Wall Street and working in Silicon Valley, providing insights into themes shaping the industry today [1] - He has been a contributor on Seeking Alpha since 2017 and has been quoted in various web publications, with his articles syndicated to popular trading apps like Robinhood [1]
GoodRx: Stabilizing Revenue Amid Healthy Profit Gains
Seeking Alpha· 2025-06-06 07:59
Group 1 - The stock market has been recovering from losses incurred due to Trump's tariffs, but there is an expectation that dispersion among stocks will increase, particularly among large-cap stocks that have dominated the market [1] - Gary Alexander has extensive experience in covering technology companies and has been involved with seed-round startups, providing insights into current industry trends [1] Group 2 - The article does not provide specific financial data or performance metrics related to any companies or sectors [2][3]