Vanguard Russell 2000

TimesSquare Increases Stake in Bloom Energy by 92.4%, Bloom Energy Beats Earnings Expectations

Modine Manufacturing to Release FY2026 Q4 Earnings on May 26 After-Market EST, Forecast Revenue USD 920.68 M, EPS USD 1.4959

Bloom Energy General Counsel Shawn Soderberg Sells 5,625 Shares for $1.54 Million

Bloom Energy Stock Surges 217% YTD on Oracle Partnership and Strong Q1 Earnings

Advanced Energy Industries Completes $1.15B Convertible Note Offering to Refinance Debt

Abacus Wealth Increases Stake in Sterling Infrastructure as Earnings Beat Expectations

Virginia Retirement System Cuts Nextpower Stake by Nearly Half, CEO Sells Shares

Fabrinet Reports FY2026 Q3 Results and Issues Cautious Q4 Guidance

Multiple Wall Street Firms Adjust EchoStar Ratings and Price Targets, Average Stance Remains Hold

Carl Icahn Cleares Southwest Gas Stake and Cuts EchoStar Holding by 58.1%

Truist Cuts Advanced Energy Stake by 69.6%, Executives Sell Shares

Bloom Energy Receives 'Moderate Buy' Consensus from Analysts with Average Target Price of $217.48

Coinbase to Launch Four AI Infrastructure Stock Perpetual Contracts on May 18

Advanced Energy Issues $1 Billion in 0% Convertible Senior Notes

Most US Index Futures End Higher in Overnight Trading

EchoStar Reports Q1 2025 Earnings with Wireless Revenue Growth but Overall Revenue Decline

Nextpower Inc Receives Buy Rating, Maintains Hold Rating

Susquehanna Raises Nextpower's Target Price to $161

BMO Raises Nextpower's Target Price to $125, Maintains 'Market Perform' Rating

Federal Pacific Secures Major Contract from Bloom Energy for AI Data Center Project

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

SMDV

VTWO

Analysts predict a strong summer for small-cap stocks, with the Russell 2000 up 31% over the past year compared to 23% for the S&P 500. Small caps are currently undervalued at 4.6% of the Russell 3000 market cap, below the historical average of 7.6%. Anticipated gradual rate cuts by the Fed could further benefit small caps due to their higher floating-rate debt.

Direxion Small Cap Bull 3X

Pro Rsl 2000 Dvd Grw

VG S-Cp Value

ProShares Ultra Russell2000 ETF

iShares Russell 2000

S&P 500

Analysts see strong summer ahead for small-cap stocks

ALAB

AGYS

PURR

LPTH

CMBT

CLSK

TENB

CRDO

Astera Labs(ALAB) rose 13.3%, with a trading turnover 2.3 Billion USD, and a year-to-date rose 46.8%. Agilysys(AGYS) rose 12.45%, with a trading turnover 228.8 Million USD, and a year-to-date fell 33.6%. Hyperliquid Strategies(PURR) rose 12.41%, with a trading turnover 216.4 Million USD, and a year-to-date rose 118.8%.

Top Gainers&Losers

Astera Labs

Agilysys

Hyperliquid Strategies

Lightpath

Euronav NV

CleanSpark

Tenable

Maxlinear

Credo Tech

Top 10 US Stock Gainers (5.19)

VTWV

The article argues against the traditional advice of 'Sell in May,' suggesting it could lead to costly mistakes this year. It highlights the potential for small-cap stocks, particularly the Russell 2000 index, which has outperformed the S&P 500 recently. The author emphasizes that July has historically been a strong month for the market, countering the notion that summer months are weak. An exclusive watchlist of small-cap stocks is also mentioned.

InvestorPlace

ISHRS Russ 2000 Growth

SPDR S&P 600 S-Cp Val

Vanguard Russell 2000 Growth

ISHRS Russ 2000 Val

Avantis U.S. Small Cap Value

Vanguard Russell 2000 Value

VG S-Cp Grw

Forget “Sell in May” – This Could Be the Summer of Small Caps

Earnings Watch

Nextpower

Nextpower | 10-K: FY2026 Revenue Beats Estimate at USD 3.559 B

Bloom Energy shares are sliding after a post-earnings rally, driven by a Q1 earnings beat and increased full-year guidance as traders take profits. The company reported a 130.4% revenue increase to $751.1 million in Q1 2026, with adjusted EPS surpassing Wall Street estimates. Bloom's fuel cell technology positions it as a key player in AI infrastructure by helping data centers avoid grid delays.

Bloom Energy

Bloom Energy slides as traders cool post-earnings rally

SHAK

CARR

SOXX

Stocks fell as rising yields and a tech sector selloff, particularly in semiconductors, impacted the Nasdaq Composite. President Trump's cancellation of a planned attack on Iran added to negative sentiment. The Dow and S&P 500 also declined, while investors await Nvidia's earnings report. Carrier Global's stock dropped 4%, and Shake Shack rose 5.7% after insider purchases. Fabrinet fell 6.3%, continuing a downward trend despite a strong year-to-date performance.

Schaeffers

Shake Shack

Fabrinet

Carrier Global - WI

SPDR S&P Semicon

AXS 1.5X NVDA Bear Daily ETF

VanEck Semiconductor ETF

Invesco Semiconductors ETF

GraniteShares 2x Long NVDA Daily ETF

Invesco PHLX Semiconductor ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

iShares Semiconductor ETF

Direxion Semicon Bear 3X

Direxion Semicon Bull 3X

T-Rex 2X Long NVIDIA Daily Target ETF

Direxion Daily NVDA Bear 1X ETF

NASDAQ Composite Index

Dow Jones Industrial Average

NVIDIA

Alphabet - C

Alphabet

Sandisk

NVIDIA Corporation

Sandisk - WI

Rising Yields, Chip Sector Pullback Send Stocks Lower

FTXL

$1000 invested in Fabrinet (NYSE:FN) 5 years ago would be worth $7,741.48 today, reflecting an annualized return of 50.13% and outperforming the market by 38.29%. Fabrinet's current market capitalization stands at $23.46 billion, highlighting the significant impact of compounded returns on investment growth.

benzinga_article

First Trust Nasdaq Food & Semicon

$1000 Invested In Fabrinet 5 Years Ago Would Be Worth This Much Today

GRID

Bloom Energy Corp (NYSE: BE) shares are down 2.66% to $251.82 as traders assess post-earnings volatility. Despite a strong first-quarter performance with adjusted EPS of 44 cents and revenue of $751.05 million, the stock faces selling pressure. Key technical levels show resistance at $303.00 and support at $249.00. The stock remains bullish long-term but is currently digesting gains, with a neutral RSI of 53.38 indicating a potential consolidation phase.

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

Bloom Energy Shares Are Sliding Tuesday: What's Driving The Action?

AAOI

Credo Tech fell 3.05% in pre-market; Applied Optoelectronics fell 3.04% in pre-market; Amesite rose 174.77% in pre-market; Rubico rose 174.62% in pre-market; Meitu Technology rose 81.16% in pre-market

Price Alert

Applied Optoelectronics

Rubico

Pre-market hot trades in US stocks: Credo Tech pre-market down 3.05%; Applied Optoelectronics pre-market down 3.04%

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

iShares Core S&P Small Cap

VG S&P M-Cap 400

VG S&P M-Cap 400 Val

Avantis Int Small Cap Value

iShares Core S&P Mid Cap

Capital Group U.S. Small and Mid Cap ETF

VG S&P S-Cp 600

VG Mid-Cap Val

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

The market currently believes that the probability of the Federal Reserve cutting interest rates by 50 basis points at 2 a.m. tonight is 67%, higher than 34% a week ago.Interest rate cuts benefit two types of assets: one is government bonds, and the other is small-cap stocks.For specific government bond ETFs, see this article:longportapp.cn/topics/238...Small-cap stocks: $Vanguard Russell 2000(VTWO.US) (Small-cap stocks are sensitive to liquidity, while large-cap stocks are sensitive to fundamentals).Whether the rate cut is 25 or 50 basis points, it's all about &#34;waiting for the shoe to drop.&#34; The market trend is hard to predict, as the S&amp;P 500 already hit a new intraday high last night.Additionally, Simon Black, a Bloomberg macro strategist, believes: A 50bp rate cut would send mixed signals about the soft landing the Fed hopes for, while also potentially accelerating liquidity issues in the repo market.1. Judging from the actual rate cuts during hard and soft landings, an initial 50bp cut might send a counterproductive, more negative signal than expected. A 50bp cut looks more aligned with a steeper, deeper hard-landing rate-cut cycle.2. The RRP yield is declining relative to the 6-month Treasury bill yield. If the Fed cuts rates by 50bp this week, more liquidity will flow into bills, lowering reserve levels to uncomfortably low levels and causing repo funding issues.$NVIDIA(NVDA.US)