The Q3 earnings season is upon us, and so far an early trend is emerging: the small- and mid-cap tech stocks that have lagged large caps are making a bit of a resurgence. As we head into 2026, I continue to encourage investors to rotateWith 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 contri ...