Though the S&P 500 remains on steady ground as we move through the Q3 earnings season so far, plenty of high-profile names are getting smashed after reporting disappointing results, serving to highlight the widening gap betweenWith 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 contributor on ...

Core Insights - The Q3 earnings season is expected to be volatile, with stocks needing to justify their all-time record valuations amidst a challenging macroeconomic environment [1] Group 1 - The current earnings season is early, indicating potential volatility for stocks [1] - Companies are under pressure to defend high valuations in light of economic challenges [1] - The experience of analysts covering technology companies and startups is influencing the understanding of industry trends [1]

The Q3 earnings season is upon us, and across the board, the weaker macroeconomic reality may be the catalyst that starts to put a damper on 2025's big rally. In general, most companies that have direct exposure to consumer spending have been experiencing stuntedWith 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. H ...

As we head into the thick of the Q3 earnings season, there's no doubt that this is a high-stakes quarter as investors remain rightly nervous about all-time market highs. As has been the case over the past two quarters, consumer-facing businesses are tellingWith 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 ...

Core Insights - The Q3 earnings season is underway, with a prevailing sense of relief in the markets as they trend towards new record highs [1] Group 1: Market Performance - Markets are continuing to push higher, indicating positive investor sentiment and confidence in economic recovery [1] Group 2: Industry Expertise - Gary Alexander, with extensive experience in technology and startups, provides insights into current industry themes, contributing regularly to Seeking Alpha since 2017 [1]

Core Insights - The Q3 earnings season is starting, with high expectations due to record stock market levels, indicating that even strong earnings reports may not sustain market rallies [1] Group 1: Market Context - Stock markets are reaching new records, leading to heightened expectations for Q3 earnings [1] - The phrase "beat and raise" may not be sufficient to maintain market momentum during this earnings season [1] Group 2: Analyst Background - Gary Alexander has extensive experience in technology sectors, both on Wall Street and in Silicon Valley, and has been advising startups [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications [1]

Core Insights - The Q3 earnings season is underway, highlighting the importance of active stock picking in managing portfolios amid high stock market levels [1] Group 1: Industry Trends - The experience of analysts covering technology companies on Wall Street and in Silicon Valley is crucial for understanding current industry themes [1] - Analysts are increasingly contributing to platforms like Seeking Alpha, indicating a shift towards more accessible investment insights [1] Group 2: Analyst Contributions - Gary Alexander has been a contributor to Seeking Alpha since 2017, showcasing his long-term engagement with investment analysis [1] - His insights are also featured in popular trading apps like Robinhood, reflecting the integration of analysis into retail trading platforms [1]