iShares Russell 2000 ETF (IWM)

As the first quarter of 2026 unfolds, the financial markets are navigating a paradoxical landscape defined by aggressive fiscal expansion and unprecedented geopolitical friction. While the "Stampeding Bull" of 2024 and 2025 was driven by a frenzy of price-to-earnings expansion and artificial intelligence (AI) hype, a new narrative has taken

According to BofA’s latest Flow Show report, as cited by MarketWatch, the firm’s proprietary Bull & Bear Indicator is currently at a nearly two-decade high of 9.6, the highest since March 2006.

Small-cap stocks have struggled to beat large caps for most of this decade. Their time to shine may be drawing near.

Genius Sports said it is acquiring Legend in a transaction valued at up to $1.2 billion, including $900 million payable at closing and an earnout of up to $300 million.

Peloton is expected to report a loss of $0.05 per share on revenue of $676 million, according to Stocktwits data.

Texas Instruments said that it will acquire Silicon Labs for $231.00 per share in an all-cash transaction, representing a total enterprise value of approximately $7.5 billion.

Invesco Optimum Yield Diversified Commodity Strategy ETF provides broad commodity exposure through an actively managed, K-1-free structure.

The company announced it has assembled a new project management team to accelerate development of its flagship Tanbreez rare earths project in Greenland.

Pathward Financial delivers banking and payment solutions to commercial clients and consumers across the U.S. financial sector.

Innodata announced that it has been chosen by Palantir to provide high-quality training data and data engineering services.

REGENXBIO stated that the FDA has placed a clinical hold on the company’s experimental gene therapy program for the treatment of rare childhood diseases.

The company tied up with Davidson Technologies and defense company Anduril Industries to develop quantum-classical hybrid applications for U.S. air and missile defense scenarios.

After years of underperformance, small caps are off to a strong start in 2026.

As of January 26, 2026, the financial landscape has undergone a seismic shift, marking the definitive end of the "Magnificent 7" era of uncontested dominance. For the first time in decades, the baton of market leadership has been passed to the small-cap arena in what analysts are calling the "Earnings