iShares Core S&P Mid Cap

Strategy Report

PHUN

ABTC

DJTWW

.SPX

SOXS

.IXIC

SQQQ

GLDM

SDOW

SGOL

A hand-controlled life necessity price, plus a man-made interest price, will ochestrate US' economy boom in 2036.

Phunware

Trump Media & Tech

American Bitcoin

Trump Media & Tech - CW28

C3.AI

VanEck Semiconductor ETF

S&P 500

Direxion Semicon Bear 3X

iShares Gold Trust

NASDAQ Composite Index

Proshares UltraPro Short QQQ ETF

SPDR Gold Minishares

SPDR Gold Shares

iShares Core S&P Small Cap

ISHRS Russ 1000

iShares Core S&P 500

Invesco QQQ Trust

Pro UltrPro Shrt Dow30

Abrdn Gold ETF Trust

3% US 2026 GDP—New Policy Floor of AI Era?

OpenAI

DXYZ

NVDA

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

Originally, the market was continuously declining due to liquidity withdrawal caused by the U.S. government shutdown and concerns over supply chain financing surrounding OpenAI. However, now that the U.S. government has reopened and NVIDIA's strong performance has been released, the market still isn't buying it. What exactly is wrong with the U.S. stock market? With only five weeks left in 2025, has it completely turned into garbage time? Is there still hope for AI in 2026? 1. Looking towards 2026, what exactly are Trump's demands? There is one last chance for a rate cut this year—the interest rate meeting on December 10th. From a macro perspective, the current market's short-term nerves seem to be dominated by the prospect of a rate cut...

Destiny Tech100

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Bubble Talk Rising, Will AI Continue as Hottest Bet in 2026?

GBTC

SBET

Continued tight liquidity has started to affect beneficiaries under ample liquidity, such as Bitcoin, as well as tech growth stocks with weak fundamentals and excessive valuations. But what cause the liquidity shortage abruption? what may ease it? and how to position portfolios under this circumstance?

Grayscale Bitcoin Trust BTC - ETF

Sharplink

Angel Oak Mortgage-Backed Securities ETF

ON Semiconductor

U.S. gov. shutdown to trigger a 'dollar shortage'?

000831

00769

SOXL

SOXX

CP00062

The U.S. federal government has been in a shutdown since October 1st, and it has now been over a month. During this period, although there has been almost no release of federal-level macroeconomic data, the 'G2' meeting between China and the U.S. in South Korea, the Federal Reserve's interest rate cut, and the AI infrastructure investment frenzy by American tech giants during the earnings season have resonated to create a small peak in the U.S. stock market. However, the core issue the market now faces is whether the realization of these benefits means that all the good news has been priced in, and whether the remaining time in 2025 will be 'junk' time. 1. Powell's 'hawkish' rate cut...

ZGXT

CHINA RAREEARTH

Direxion Semicon Bull 3X

iShares Semiconductor ETF

Semiconductor

All become 'money-eating beasts'! Can the giants of the US stock market still take the lead?

Twilio Named Leader in Gartner CPaaS Magic Quadrant for Fourth Consecutive Year

Third Pillar Fund Increases Twilio Holdings, Directors and CFO Sell Shares

United Therapeutics CFO James Edmonds Sells $5.64M in Stock

United Therapeutics Announces Tyvaso Met Primary Endpoint in IPF Phase 3 Trial, Plans FDA Submission for New Indication

Abacus Wealth Increases Stake in Sterling Infrastructure as Earnings Beat Expectations

TD Cowen Analyst Thome Reaffirms Buy Rating on United Therapeutics with $675 Target

United Therapeutics announces Phase III trial success for ralinepag, plans FDA submission in late 2026

Fabrinet Reports FY2026 Q3 Results and Issues Cautious Q4 Guidance

United Therapeutics CFO James Edgemond Sells 10,000 Shares for $5.74 Million

nVent Announces Stock Repurchase Authorization

Twilio Receives Moderate Buy Rating with $193.65 Target Price, Executives Sell Shares

Combination Therapy Approved by FDA to Launch Pig-Derived UHeart Xenotransplant Clinical Trial

Valeo Financial Advisors Acquires $571k of Flex Ltd. Stock in Q4

Twilio Board Member Sells Company Shares

nVent Electric Executive Obtained Stock Options

Guggenheim Upgrades MasTec Rating to Buy

Flex Executives Sell Shares

Twilio Director Andrew Stafman Sells 675,000 A-Class Ordinary Shares

nVent Electric plc CTO Reduced Company Shares

Martha Claire Bennett exercises stock options and sells shares

OPTIMI HEALTH CORP

HCW Biologics

Silexion Therapeutics

Vida Global

GCL Global

BiomX

MetaVia

Micware

MicroAlgo

VTWV

IVOO

AVUV

Ivan Illan, Chief Investment Officer at AWAIM, discusses the paradox in the U.S. equity market as of mid-2026, highlighting strong earnings growth in the S&P 500 but elevated valuations. He advocates for a selective approach to U.S. small and mid-cap (SMID) companies, noting significant dispersion within the asset class that presents opportunities for active managers. However, he warns of risks related to debt refinancing and emphasizes the potential for well-positioned firms to gain market share. The manufacturing sector shows signs of recovery, further supporting selective SMID investment.

Forbes

Vanguard Russell 2000 Value

Direxion Small Cap Bull 3X

VG S&P M-Cap 400

ISHRS Russ 2000 Val

iShares Russell 2000

Vanguard Russell 2000 Growth

SPDR S&P 600 S-Cp Val

VG S-Cp Value

VG S&P M-Cap 400 Val

Avantis Int Small Cap Value

Capital Group U.S. Small and Mid Cap ETF

VG S&P S-Cp 600

VG Mid-Cap Val

ISHRS Russ 2000 Growth

Pro Rsl 2000 Dvd Grw

Vanguard Russell 2000

Avantis U.S. Small Cap Value

VG S-Cp Grw

The SMID Cap Conundrum: Dispersion, Deleveraging And The Selective Opportunity Ahead

The iShares Core S&P Mid-Cap ETF (IJH) has seen a significant inflow of approximately $349.6 million, marking a 0.3% increase in outstanding units week-over-week. Notable underlying components include Flex Ltd (FLEX), down 3.9%, TechnipFMC plc (FTI), down 0.4%, and Curtiss-Wright Corp. (CW), down 2%. IJH's 52-week range is between $55.68 and $74.03, with the last trade at $72.11. The ETF's performance is monitored weekly for inflows and outflows, impacting its underlying holdings.

nasdaq

Flex

TechnipFMC

Curtiss Wright

Nasdaq

IJH, FLEX, FTI, CW: Large Inflows Detected at ETF

MCOW

SPMD

MIDE

Brent Schutte, Northwestern Mutual CIO, joins 'Closing Bell Overtime' to discuss what's behind this week's market rally, the state of the U.S. economy, how AI advancements are moving markets, and more.

SPDR S&P Midcap 400

Pacer S&P MidCp 400 Qul FCF Arstcrts ETF

ProShares Ultra Russell2000 ETF

Global X Russell 2000 ETF

SPDR Portfolio S&P 400 Mid Cap ETF

Xtrackers S&P MidCap 400 ESG ETF

ProShares Russell 2000 High Income ETF

Small to mid-caps will grow in valuation due to AI benefits: Northwestern Mutual's Brent Schutte

DTCR

DigitalOcean Holdings will join the S&P MidCap 400 on April 9, 2026, impacting its capital allocation and trading profile. This move may influence perceptions of growth and risk, particularly in relation to AI-driven growth and high debt levels. Analysts project $1.3 billion in revenue and $182 million in earnings by 2028, but caution exists around churn and pricing pressures. The stock's fair value is estimated at $59.58, indicating a potential downside. Investors are encouraged to consider both optimistic and cautious narratives regarding DigitalOcean's future.

Simplywall

Global X Data Center & Dgtl Infrs ETF

American Century Mid Cap Growth Impact ETF

Digitalocean

ISHRS S&P M-Cap 400/Barra Growth

ISHRS S&P Glb It

Franklin Exponential Data ETF

Pacer Data & Infrastructure Real Estate ETF

iShares US Digital Infrastructure and Real Estate ETF

Global X Cloud Computing ETF

Proshares Big Data Refiners ETF

Does DigitalOcean (DOCN) Entering the S&P MidCap 400 Reframe Its Balance of Growth and Risk?

IWMI

In March 2026, global markets are experiencing mixed performances due to geopolitical tensions and fluctuating energy prices. While large-cap stocks are under pressure, small- and mid-cap indexes like the S&P MidCap 400 and Russell 2000 show resilience, presenting opportunities for investors. A list of top 10 undiscovered gems with strong fundamentals includes companies like Aurisco Pharmaceutical, Qingdao NovelBeam Technology, and Shandong Sacred Sun Power Sources, all demonstrating robust financial health and growth potential. Investors are encouraged to explore these stocks for long-term growth amidst economic uncertainties.

- In March 2026, global markets experienced mixed performances due to geopolitical tensions and fluctuating energy prices, with small- and mid-cap stocks showing resilience.  
- Several companies, classified as "undiscovered gems," exhibited strong fundamentals despite market pressures, with Aurisco Pharmaceutical and Qingdao NovelBeam Technology highlighting robust earnings growth and attractive valuations.  
- The article emphasizes the importance of identifying stocks with strong fundamentals for potential long-term growth amid economic uncertainties.

NEOS Russell 2000 High Income ETF

Avantis US Large Cap Value ETF

VG Value

Schw Us L-Cp Grw

VG Growth

VG Mga Cap 300 Grw

iShares Core S&P US Growth

ISHRS Russ 1000 Growth

Undiscovered Gems in Global Markets for March 2026

iShares Core S&P Mid-Cap ETF (IJH) has declared a quarterly distribution of $0.1569, with a 30-Day SEC Yield of 1.23% as of February 28. The distribution is payable on March 20 for shareholders of record on March 17, with an ex-dividend date also on March 17. The ETF, valued at $112 billion, is gaining attention as large-cap stocks maintain a historic premium over smaller peers.

IShares Core S&P Mid-Cap ETF declares quarterly distribution of $0.1569

LITE

CASY

The iShares Core S&P Mid-Cap ETF (IJH) has experienced a significant outflow of approximately $251.2 million, marking a 0.2% decrease in shares outstanding week-over-week. Key components include Lumentum Holdings (LITE), which is up 1.3%, Curtiss-Wright Corp. (CW), down 2.1%, and Casey's General Stores (CASY), relatively unchanged. IJH's 52-week range is $50.15 to $72.56, with the last trade at $67.29. The ETF market is monitored for notable inflows and outflows, impacting the underlying holdings.

Lumentum

Casey General Stores

IJH, LITE, CW, CASY: Large Outflows Detected at ETF

Steel Dynamics Inc. (STLD) shares fell 4.97% to $175.10 on Thursday, underperforming compared to competitors like Nucor Corp. (NUE), Cleveland-Cliffs Inc. (CLF), and Reliance Inc. (RS). The S&P 500 Index and Dow Jones Industrial Average also declined by 1.52% and 1.56%, respectively. STLD is currently 16.01% below its 52-week high of $208.47 reached on February 11. Trading volume was 1.2 million, below the 50-day average of 1.3 million.

Dow Jones

ISHRS S&P Glb Materials

Reliance

Cleveland Cliffs

VanEck Steel ETF

ProShares UltraShort Materials

Spdr Material

ISHRS MSCI Glb Slct Met & Mining

ProShares Ultra Materials

Nucor

Steel Dynamics

SPDR S&P Mtls & Mng

Steel Dynamics Inc. Stock Underperforms Thursday When Compared To Competitors

SOLS

Solstice Advanced Materials (NasdaqGS:SOLS) has been added to the S&P MidCap 400 during the March 2026 quarterly rebalancing, highlighting its growing significance in the AI supply chain. The stock, currently priced at $72.17, has seen a 46.4% year-to-date return, despite a recent 8.1% decline. This inclusion may influence trading volumes and ownership as index funds adjust their holdings. Analysts have set a target price of $83.83, indicating potential undervaluation. Investors are advised to monitor the company's performance and market positioning closely.

Solstice Advanced Materials

ISHRS S&P M-Cap 400/Barra Val

Solstice Joins S&P MidCap 400 As AI Supply Chain Valuation Story Grows

Arrowhead Pharmaceuticals reported a significant profit surge in Q1 2026, with sales reaching $264.03 million and net income of $30.81 million, a stark contrast to the previous year's $2.5 million in sales. The company was also added to the S&P MidCap 400, indicating a shift in its financial profile. While this move may enhance liquidity and broaden the shareholder base, risks remain tied to clinical trials and partner-dependent revenue. Analysts have varying forecasts for Arrowhead's future revenue, with some projecting a decline, highlighting the uncertainty surrounding its investment narrative.

SPDR S&P Biotech

Is Arrowhead’s Profit Surge and S&P MidCap 400 Move Altering The Investment Case For Arrowhead Pharmaceuticals (ARWR)?

iShares Core S&P Mid Cap(IJH.US)

The SMID Cap Conundrum: Dispersion, Deleveraging And The Selective Opportunity Ahead

IJH, FLEX, FTI, CW: Large Inflows Detected at ETF

Small to mid-caps will grow in valuation due to AI benefits: Northwestern Mutual's Brent Schutte

Does DigitalOcean (DOCN) Entering the S&P MidCap 400 Reframe Its Balance of Growth and Risk?

Undiscovered Gems in Global Markets for March 2026