Core Insights - The stock market in 2026 is significantly influenced by a risk-off attitude from investors towards most growth stocks, despite the S&P 500 remaining near last year's highs [1] Group 1: Market Trends - There is a notable shift occurring within major sectors of the stock market, driven by changing investor sentiment [1] Group 2: Analyst Background - Gary Alexander has extensive experience in covering technology companies and has served as an adviser to seed-round startups, providing insights into current industry themes [1]

Group 1 - Investors are adopting a risk-off attitude as the U.S. economy shows signs of uncertainty, leading to profit-taking on popular stocks [1] - Gary Alexander has extensive experience in technology sectors, both on Wall Street and in Silicon Valley, influencing his insights into current industry trends [1] Group 2 - Alexander has been a contributor to Seeking Alpha since 2017, indicating a long-standing engagement with investment analysis [1]