
Small-Cap Resurgence in 2026
A new year is bringing in a huge market rotation and new leadership for equities.
Global economic updates, market sentiment, and financial headlines.

Jim Lacamp, Morgan Stanley Wealth Management senior vice president, joins CNBC's 'Money Movers' to discuss the S&P's third negative week, a "rodeo" bull market, Fed independence, and more.

A new year is bringing in a huge market rotation and new leadership for equities.

The digital forum that once brought Wall Street to its knees with the GameStop Corp. (NYSE: GME) short squeeze has set its sights on a longer horizon.

International stocks, emerging markets and gold will shine in the second half of the 2020s, as investors have made clear that it's time for anything but bonds, Band of America says.

Jeremy Siegel, Wharton professor emeritus, joins ‘Squawk on the Street' to discuss the broadening of the market, consumer sentiment and more.

Requisite Capital's Bryn Talkington joins 'Closing Bell' to discuss the market's response to Tuesday's lows, Talkington's thoughts on small cap stocks and much more.

The stock market plunged initially on President Trump's Greenland tariffs, but recovered as he backed off. Intel, Netflix, Tesla were key movers.

Small-cap equities, commodities, precious metals, and inflation-linked bonds are seeing renewed interest from investors. Multi-asset ETF managers say more investors should rebalance away from U.S. large-cap equity heavy portfolios and it does not require massive changes in overall portfolio weightings.

We are not out of the woods yet. President Trump's "framework" simply adds more uncertainty despite the 10% tariff pause on imports from eight European countries.

CNBC's Rick Santelli joins ‘Squawk on the Street' to break down the latest economic data to cross the tape.

Consumers felt a bit better about the economy in January as sentiment lifted off from near-historical lows reached late last year, according to the University of Michigan's monthly survey.

U.S. stocks traded higher this morning, with the Dow Jones index falling more than 200 points on Friday.

CNBC's Rick Santelli joins 'Squawk on the Street' to discuss the latest U.S. manufacturing PMI data.

The economy got off to a decent start in the first month of 2026, new surveys show, but growth appeared to cool due to ongoing stress from U.S. tariffs.

Several international events have helped push gold and silver prices upward, according to analysts, who say periods of global uncertainty help increase demand for assets viewed as a safe haven. The U.S. capture of Venezuela's Nicolas Maduro, protests in Iran, China imposing new export restrictions on silver and Trump's push to annex Greenland have all contributed to rising metals prices in recent weeks.

In a recent article, I projected the S&P 500 will reach 7,900 by end-2026, underpinned by AI-driven earnings growth and market resilience. Despite political volatility in the Trump 2.0 era, the market has become increasingly indifferent to presidential disruptions, focusing on fundamentals.

Former Richmond Fed President Jeffrey Lacker joins 'Squawk Box' to discuss the Fed's interest rate outlook, state of the economy, inflation concerns, strength of the labor market, and more.

Economic expansion remains robust, with Q3 growth revised to 4.4% and consumer spending accelerating, supporting continued stock market strength. Labor and housing markets are stagnant, but powerful tailwinds from consumer spending and market performance outweigh these headwinds for now.

The Supreme Court seemed wary of Trump's bid to fire Federal Reserve Board Governor Lisa Cook in a hearing on Wednesday. Bloomberg reporters Amara Omeokwe and Greg Stohr break down arguments from both sides of the case and analyze key reactions from justices on the bench: Listen to the Big Take podcast https://link.podtrac.com/g8pndijt

If the U.S. Supreme Court decides that President Donald Trump's IIEPA tariffs are illegal, companies large and small may be eligible for refund payments that in total could reach hundreds of billions of dollars. But trade attorneys warn that tariff refunds could be delayed, depending on how U.S. courts and U.S. Customs go about issuing the payments.

As of Jan. 23, 2026, two stocks in the materials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

The price of gold has inched ever closer to the $5,000 per troy ounce mark in recent trading sessions, prompting many to wonder if the rally will continue any further.

CNBC's Andrew Ross Sorkin discusses the highlights from the closing panel at the World Economic Forum in Davos, Switzerland.

Small stocks are blasting higher this year so far — and some of the gains are staggering.

Ryan Detrick, Carson Group chief market strategist, joins 'Squawk Box' to discuss the latest market trends, 2026 outlook, state of the economy, and more.

Daniel Leonard, Director of Forecasting at MetDesk, says a major winter storm and follow-up Arctic cold are driving the surge in natural gas. Grid risks appear manageable, but prolonged cold remains the key factor for prices.

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, says headline-driven volatility calls for a tactical, defensive approach. She favors companies with strong cash flow and balance sheets, highlighting financials and regional banks like PNC.

Private credit has surged in popularity since post-financial crisis regulations discouraged banks from serving riskier borrowers. JPMorgan Chase CEO Jamie Dimon warned after a pair of private credit-backed companies declared bankruptcy that problems in credit are rarely isolated.

Households and nonprofit organizations entered 2026 with a record near-half of their financial assets held in equities - the most ever. Professional fund managers are positioned with the highest equity exposure and growth expectations since the market top in 2021.

Everything Mike Dolan and the ROI team are excited to read, watch and listen to over the weekend.

There are two important measures that point to a downturn for stocks, according to Longview Economics.

Right now, money is rotating into smaller stocks because they're perceived to be bigger beneficiaries of easier monetary policy. The MoneyShow Chart of the Day shows the year-to-date performance of the iShares Russell 2000 ETF (IWM), the iShares Micro-Cap ETF (IWC), and the SPDR S&P 500 ETF Trust (SPY).

Kevin Warsh, the current frontrunner for the new Fed chair, is too hawkish, and thus unlikely to be nominated for the position. It will be difficult to find a candidate for the new Fed chair who shares Trump's views on monetary policy and has credibility with the markets, and the Senate.

The most oversold stocks in the information technology sector presents an opportunity to buy into undervalued companies.

The stock was 27% higher than its initial asking price, implying a market capitalization of more than $37 billion.

Adani Green Energy plunged 12% while those of the flagship company Adani Enterprises fell over 8%. The U.S. Securities and Exchange Commission is reportedly seeking permission to send summons to Gautam Adani and two others over fraud and bribery charges.

“Wage to Wallet™ Index: The Divided Recovery: Labor Economy Workers Face an Uncertain 2026” is a collaboration between PYMNTS Intelligence, WorkWhile and Ingo Payments. This month's report examines the financial outlook of the Labor Economy—roughly 60 million U.S.

The S&P 500 Index saw a total return of 17.9%, U.S. real GDP accelerated to 4.3% annual growth in the third quarter of the year, and unemployment stayed relatively tame at 4.4% as of December 2025. 2025 also saw the highest rate of U.S. corporate bankruptcies in 15 years, eclipsed only by the post-Great Financial Crisis highs last seen in 2010.

European stocks finished higher on Thursday after U.S. President Donald Trump said a "framework" agreement had been reached over Greenland.

Trump's Greenland reversal wasn't a capitulation to markets. The president often takes big risks—and only pulls back when geopolitics demand it.

Households might have enjoyed some relief after the budget in November, in which the government avoided raising income taxes and outlined plans to reduce household energy bills.

For the European utilities sector, trends observed in 2025 are continuing into 2026. For integrated utilities, cash flow generation is set to stabilise.

CNBC's U.S. Markets Edition delivers key takeaways from the most impactful interviews and insights from CNBC's programming in the U.S. As global markets become more interconnected, this program ensures audiences internationally stay informed on major developments shaping the business world overnight. Please note this feed is only available in the Europe and India.

The Bank of Japan's first meeting of the year took place against a dramatic backdrop of bond market gyrations, worries about government policies and a volatile yen.

Leadership in markets continue to change, says @CharlesSchwab's Liz Ann Sonders. She believes small cap stocks are muscling markets forward due to their ties in international economy drivers and evolving industries.

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Corient's Amy Kong, Minneapolis Downtown Council's Adam Duininck, Seaport Global's Jay Goldberg, Huntington Bancshares' Stephen Steinour, Blackrock's Stephen Laipply, Partners Group's Anastasia Amoroso, Wedbush Securities' Matt Bryson, Argus' Stephen Biggar, Willow Wealth's Mitchell Caplan, Jonathan Adler's Mary Beth Sheridan and Jonathan Adler.

'Mad Money' host Jim Cramer discusses momentum in the market as stocks rally for second straight day.

Consumer prices rose at a slower pace, reflecting the Japanese government's measures and the peaking of food inflation.

Goldman Sachs Asset Management Fundamental Equity managing director Greg Tuorto discusses market outlook and economic activity on 'The Claman Countdown.'#fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #economy #economic #gdp #markets #stockmarket #inflation #business #finance #investing #wallstreet #growth #usmarkets