Over the past several weeks, as the majority of the S&P 500 reports calendar Q2 earnings, one theme in the markets is resonating clearly: Investors are rushing into the safety of large-cap tech stocks while leaving small and mid-cap growth stocks in theWith 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 ...

Core Insights - The Q2 earnings season has highlighted a significant investor backlash against small and mid-cap growth stocks, indicating a shift in market sentiment towards these segments [1]. Group 1 - Investors are increasingly concerned about inflated valuation multiples in the small and mid-cap growth stock sectors [1]. - Gary Alexander, with extensive experience in technology and startups, provides insights into current industry trends and investor behavior [1].