The stark divide in the financial markets reached a fever pitch today, January 29, 2026, as the long-anticipated "Great Rotation" finally appeared to take hold. While the tech-heavy Nasdaq Composite and the broader S&P 500 were dragged into the red by a staggering sell-off in artificial intelligence bellwethers, the
The dawn of 2026 has brought a seismic shift to global equity markets, as the long-anticipated "Great Rotation" finally takes hold. After nearly three years of dominance by a handful of mega-cap technology titans, investors are aggressively reallocating capital toward small-cap and mid-cap sectors. This movement has created a stark
As of January 27, 2026, the global financial markets are witnessing a profound transformation in the artificial intelligence narrative. While 2023 and 2024 were defined by a "land grab" for semiconductor chips and massive data center construction, the narrative in early 2026 has shifted toward the "Second Wave": a period
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
As of January 26, 2026, the long-standing hierarchy of the U.S. equity markets is undergoing its most significant transformation since the post-pandemic recovery. For the first time in years, the narrative of "mega-cap exceptionalism" is being challenged by a resurgent small-cap sector. Wall Street analysts are calling this the
As of January 22, 2026, the financial landscape is witnessing a historic shift. After nearly two years of mega-cap technology dominance driven by the artificial intelligence boom, the "Great Rotation" has finally arrived. Capital is flowing out of the overcrowded Silicon Valley giants and into the domestic-focused engines of the
As of January 13, 2026, the financial landscape has undergone a dramatic transformation, marked by a decisive "regime shift" that many Wall Street analysts are calling the "Great Rotation." For the first two weeks of the year, the Russell 2000 Index, the primary benchmark for small-cap stocks, has sprinted to
As of mid-January 2026, the U.S. equity markets are witnessing a historic recalibration that few analysts predicted eighteen months ago. The Russell 2000 index, the benchmark for American small-cap companies, has officially secured its longest streak of relative outperformance against the S&P 500 (NYSEArca: SPY) since 2019. This
As the financial markets open for the 2026 calendar year, BTIG has released its highly anticipated "Top Picks" report for the first half of the year, signaling a transition from the speculative fervor of 2025 toward a more fundamental, "constructive but selective" investment landscape. The firm’s analysts have identified
NEW YORK — In a dramatic shift that has redefined the market landscape of 2025, small-cap stocks have surged to historic levels, signaling what many analysts are calling the "Great Rotation." On December 18, 2025, the Russell 2000 index—the primary benchmark for smaller American companies—closed at an all-time high
As of mid-December 2025, the long-awaited "Great Rotation" in the financial markets has shifted from a theoretical prediction to a dominant reality. For the better part of the last three years, small-cap stocks have lived in the shadow of the "Magnificent Seven" tech titans, but the tide has turned. Today,
