Nebius Group N.V.

Shares of the company founded by Arkady Volozh have risen 74% since the start of 2026

Nebius shares jumped 10% to a record. Will it buy a startup that Nvidia was interested in?

NIKE, Inc.

Piper Sandler Companies

Piper Sandler refused to recommend buying shares of sportswear manufacturer Nike. Even after the collapse by a third since the beginning of the year, the securities remain expensive and lack short-term growth drivers, according to the bank's analysts.

Nike remains 'in the penalty zone': why an analyst dropped her buy recommendation

U.S. consumer sentiment has plummeted to a record low and concerns about inflation have intensified amid war with Iran,<a href="https://www.sca.isr.umich.edu/"> data</a> from a University of Michigan survey released Friday showed.

U.S. consumer sentiment hits all-time low

Investors are always too eager to believe promises and too late to spot the risks, says billionaire Howard Marks 

Howard Marks got rich on distressed debt. What lesson does he see in the crash of 1929?

BYD Company Limited

Tesla, Inc.

Exports of electric cars from China reached a record level in March due to the threat of the biggest energy crisis since 1973. Experts surveyed by Oninvest speak of a possible redistribution of the market in favor of the largest players. And China will have a special role here.

China's electric car exports up 140% due to energy crisis: who to bet on

The restrictions will be in place until Ma. 31

Dubai to allow foreign airlines no more than one flight per day - Reuters

CoreWeave, Inc.

AI company Anthropic is leasing CoreWeave data center capacity, <a href="https://www.coreweave.com/news/coreweave-announces-multi-year-agreement-with-anthropic">according</a> to a statement from the AI cloud computing provider. Financial details of the deal were not disclosed. The previous day, CoreWeave <a href="https://oninvest.com/article/akcii-coreweave-podskocili-posle-sdelki-s-meta-na-21-mlrd">entered into a</a> similar agreement with Meta for about $21 billion.

Anthropic is leasing the power of "Nvidia protégé" CoreWeave for AI. Its stock is rising

The Consumer Price Index (CPI), which measures changes in the cost of goods and services in the U.S., rose 0.9% in March from the previous month, according to data from the Bureau of Labor Statistics, the first full picture of how the surge in oil prices due to the war in the Middle East has affected consumer inflation, Barron's <a href="https://www.barrons.com/livecoverage/inflation-report-cpi-data-march-fed-rate-cuts/card/march-inflation-data-could-deliver-multiple-headaches-for-the-fed-sT6urlxgWemjTTX0Y9Qp">notes</a>.

U.S. inflation soared to its highest in nearly 2 years. This is the first assessment of the effect of the war

Data

Alto Ingredients, Inc.

Ironwood Pharmaceuticals, Inc.

Oil States International, Inc.

GigaCloud Technology Inc.

Heritage Insurance Holdings, Inc.

Herbalife Ltd.

Movado Group, Inc.

Mitek Systems, Inc.

Seeking Alpha has <a href="https://seekingalpha.com/news/4573837-as-investors-rotate-out-of-mega-caps-these-10-small-cap-strong-buys-are-worth-watching">identified</a>&nbsp;10 small-cap stocks that could benefit from the next phase of AI adoption. The platform cited a research note from Wells Fargo, which said the AI market could soon broaden beyond mega-cap tech companies to include smaller-cap firms.

10 'strong buy' small caps worth watching amid AI progress, rotation out of mega caps

Forward Air Corporation

ZIM Integrated Shipping Services Ltd.

Ardmore Shipping Corporation

Sun Country Airlines Holdings, Inc.

Covenant Logistics Group, Inc.

Marten Transport, Ltd.

Freedom Broker, at the request of <i>Oninvest</i>, has looked at which transportation-sector small caps were the most popular among hedge funds as of the end of 2025. The sample includes six names with market capitalizations below $6 billion during the reporting period, with share prices not exceeding $30.

Freedom: Six small-cap transportation names most popular with hedge funds in 2025

Applied Digital Corporation

Applied Digital, which builds data centers, saw its shares fall more than 6% in premarket trading on Thursday as rising losses overshadowed a strong revenue beat driven by robust demand for data center services, Reuters <a href="https://www.reuters.com/technology/applied-digital-beats-quarterly-revenue-estimates-2026-04-08/">reports</a>.

AI data-center developer Applied Digital beats expectations, but shares are sliding

Alligator Energy Limited

Western Uranium & Vanadium Corp.

Forsys Metals Corp.

Shares of uranium miners significantly outperformed the underlying commodity market in 2025: the Sprott Uranium Miners ETF <a href="https://sprottetfs.com/media/muhafrp2/urnm-ar-tsr-2025.pdf?m=1">gained</a>&nbsp;nearly 40% over the year. Against this backdrop, price dynamics in the global uranium market were more subdued: spot prices <a href="https://investingnews.com/uranium-price-update/#:~:text=U3O8%20spot%20price%20remained%20more%20constrained%20through%202025%2C%20fluctuating%20between%20a%20relatively%20short%20range%20of%20US%2463.17%20(March%2013)%20and%20US%2483.33%20(September%2025)%20per%20pound.">traded</a>&nbsp;in the $63-83 per pound range, while long-term contract prices <a href="https://investingnews.com/uranium-price-update/#:~:text=the%20long%2Dterm%20contract%20price%20displayed%20less%20volatility%20in%202025%2C%20starting%20the%2012%20month%20period%20at%20US%2480%20and%20reaching%20US%2486%20at%20the%20end%20of%20November.">rose</a>&nbsp;from $80 to $86 per pound. By the end of 2026, Goldman Sachs has&nbsp;<a href="https://www.moomoo.com/news/post/63207946/is-uranium-the-next-gold-goldman-sachs-the-supply-deficit?level=1&amp;data_ticket=1775587806729701#:~:text=Structural%2520shortages%2520will%2520drive%2520prices%2520higher%252C%2520with%2520spot%2520prices%2520projected%2520to%2520reach%2520%252491%2520by%2520the%2520end%2520of%25202026%252C%2520indicating%2520at%2520least%2520a%252020%2525%2520increase.">projected</a>&nbsp;spot prices would reach $91 per pound, driven by a uranium deficit that is expected to widen by nearly 12% to 1.914 billion pounds over the 2025-2045 period.

Which nuclear small caps have benefitted from AI-driven rising electricity demand?

NuScale Power Corporation

Investors should take a closer look at shares of NuScale Power, a mid-cap developer of nuclear reactors, <a href="https://www.fool.com/investing/2026/04/08/how-buying-nuscale-power-stock-today-could-10x-yo/">argues</a>&nbsp;Motley Fool contributor Ryan Vanzo. The world is entering a “nuclear renaissance” driven by rising demand from the AI segment, he says. NuScale shares could generate billions for investors, who must be prepared to hold them for an “incredibly long” time, he cautions.

Motley Fool analyst recommends NuScale amid AI-driven 'nuclear renaissance'

Small Caps

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