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Stock market trading chart on a screen, representing the 2026 small-cap Russell 2000 rally

Small-Cap Stocks Just Had Their Best First Half Since 1991. Here’s the Catch.

Small-cap stocks in 2026 just posted their best first half since 1991 — the Russell 2000 is up 22% while the S&P 500 gained 10%. Here’s what’s really driving it, the one risk nobody’s pricing, and how to play the rotation without buying junk.

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Rows of AI data center servers illuminated in blue, representing the AI infrastructure buildout driving demand for chips, optical networking and power equipment

NVIDIA Is Up 12% This Year. These AI Infrastructure Stocks Are Up 121%.

NVIDIA gained just 12% in 2026 while a quieter group of AI infrastructure stocks doubled and tripled. Here’s where the AI money actually went — and the one bottleneck that will decide the next winners.

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Close-up of computer memory chips on a circuit board, illustrating the 2026 AI memory supercycle driving DRAM prices and Micron revenue higher

Big Tech AI Spending Just Crossed a Line It Can’t Uncross

The five richest companies on the planet are about to run out of spare cash. Not because they’re failing — because Big Tech AI spending …

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