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Small Caps Stage Quiet Comeback As AI Trade Shows Cracks

Source: SeekingAlpha

2026-02-19 22:15:00 ET

By Jim Iuorio

After years in the shadow of big tech, small-cap stocks are outperforming, and the reasons suggest the trend may have staying power. The Russell 2000's four-month outperformance against mega-cap tech represents one of 2025's most significant but underappreciated market rotations....

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Small Caps Stage Quiet Comeback As AI Trade Shows Cracks
Vanguard S&P Small-Cap 600 Value

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