Prediction: U.S. Small-Cap Stocks Will Beat Large Caps for 10 Years

Vanguard and Fidelity research suggests that U.S. small-cap stocks might keep outperforming large-cap stocks. Two popular small-cap ETFs have both outperformed the S&P 500 and Nasdaq-100 in the past year.

The Motley Fool • Jul 21, 2026

Ahead Of Earnings (Video): Compute, Memory And The AI Infrastructure Buildout

I remain optimistic on the AI trade, favoring broad index exposure and specialty ETFs to capture alpha. Key earnings season watchpoints include AI strategy execution, capital expenditure revisions, and evolving hyperscaler competition.

Seeking Alpha • Jul 21, 2026

AI CapEx, Hyperscalers, And The Next Earnings Wave

The S&P 500's rally has stalled, with tech and semis repricing sharply; upcoming mega-cap earnings are set to provide decisive catalysts. Semiconductor and AI-adjacent stocks rallied earlier; short-term consolidation now demands verification from earnings and CAPEX-to-revenue linkage.

Seeking Alpha • Jul 19, 2026

Forget the Russell 2000. This Small-Cap ETF May Be the Smarter Buy

Small-Cap stocks have been some of the market's strongest recent performers, with year-to-date returns for the Russell 2000 Index up approximately 20%.

24/7 Wall Street • Jul 17, 2026

ETF Edge on what's led to the historic bounce of small cap ETFs

Small caps have been having a banner year, with the Russell 2000 outperforming the S&P 500 year-to-date. Some small-cap focused ETFs have also surpassed that benchmark.

CNBC Television • Jul 13, 2026

Why IWM Holders Are Paying Triple for Small-Cap Exposure and Missing Out on 37 Percentage Points of Gains

If you hold the iShares Russell 2000 ETF (NYSEARCA:IWM), you already know it as the default small-cap ticker on every financial channel.

24/7 Wall Street • Jul 13, 2026

CIO Weekly: SpaceX-Led IPO Boom Forces Governance Into Focus

The $85 billion listing last month of SpaceX, Elon Musk's aerospace, satellite communications and artificial intelligence company, was an important market event. The company's dual-class share structure, conferring disproportionate voting power on its founder, could be expected to serve as a template for the next wave of high-profile IPOs, with OpenAI and Anthropic expected to follow suit in the coming quarters.

Seeking Alpha • Jul 13, 2026

It's Time To Buy Gold And Silver

Geopolitical turmoil and rising rates have pressured gold and silver, but I see a reversal as likely with easing inflation and dollar weakness. I expect no Fed rate hike in September, contrary to consensus, due to upcoming PCE index adjustments and declining price pressures.

Seeking Alpha • Jul 10, 2026

Action-starved traders look to small-cap stocks for the next big move

One of the biggest options trades in the entire market Thursday seems to suggest small caps might lead the next move up or down.

CNBC • Jul 9, 2026

Energy Supercycle, Gold Arbitrage, Small-Cap Debt Issue, And Dollar Smile

I am highly constructive on U.S. domestic energy (XOP, XLE) and physical gold (GLD, IAU) to capture geopolitical risk and de-dollarization trends. Tactical hedges are warranted against highly levered small-cap ETFs (IWM, SPSM) and AI-concentrated tech indexes (QQQ, SMH) facing refinancing and margin risks.

Seeking Alpha • Jul 8, 2026