Frontier Group Holdings, Inc.

Hecla Mining Company

Kaiser Aluminum Corporation

GitLab Inc.

USA Rare Earth, Inc.

X-Energy

Qorvo, Inc.

Shares of rare earth metals producer USA Rare Earth rose after the purchase of Serra Verde mines - the company strengthened its position in the strategic sector. Shares of cannabis and psychedelics producers rose on the news about the easing of regulation. Against this background, analysts pay attention to small-caps stocks in anticipation of the outcome of negotiations between the US and Iran, as well as chipmakers that may benefit from the launch of a foldable iPhone. The main events in the small-caps sector from April 20 to 24 are in our review.

Main in small-caps: rare-earth metals, iPhone chips, US-Iran talks

Tesla, Inc.

Meta Platforms, Inc.

Microsoft Corporation

Intel Corporation

The US and Iran are set to hold a new round of direct talks in Islamabad. Apple will have a new CEO from September 2026 - John Ternus, Senior Vice President of Hardware Engineering, will replace Tim Cook. The market saw signs of Intel's business recovery. The main events from April 20 to April 24 are in our review.

U.S. and Iran may hold a new round of talks, Apple head change, Intel recovery. Main news of the week

iShares Semiconductor ETF

NVIDIA Corporation

MSCI Inc.

Adobe Inc.

PayPal Holdings, Inc.

At the same time, Burry recorded an opportunity to sell Nvidia shares 45% cheaper than the current price

A "Downgrade Game" investor has invested in Microsoft and cheapened software developers

Nvidia shares rose 4.3% on Friday, April 24, amid a broad rally in the semiconductor sector, driven by strong results of Intel. For securities Nvidia this is the first record closing of trading since October, <a href="https://www.bloomberg.com/news/articles/2026-04-24/nvidia-breakout-sends-chip-giant-to-first-record-since-october">notes</a> Bloomberg. At the same time, the company's capitalization once again crossed the $5 trillion mark - it had been holding lower all the time since<a href="https://oninvest.com/article/kapitalizacia-nvidia-vpervye-dostigla-otmetki-5-trln"> November 3</a>.

Nvidia's capitalization returned to $5 trillion for the first time in six months amid chipmaker rally

On Monday, April 27, the trial of Elon Musk's lawsuit against OpenAI and its key investor Microsoft will begin in a California court. The conflict between the two co-founders of the AI company - Musk and its head Sam Altman - could affect not only the future of the startup itself, but also the balance of power in the entire AI industry, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-04-24/why-did-elon-musk-and-sam-altman-fall-out-what-is-their-court-case-about">believes</a>. If Musk wins, it could cost OpenAI a significant sum and lead to a major overhaul of the loss-making AI giant. But regardless of the outcome, the case has already created uncertainty around OpenAI's business as it confronts increasing competition and prepares to go public, the agency notes.

Three major questions about Musk and Altman's litigation. Their conflict is going to court

Strong results from chipmaker Intel, which triggered a rally in the entire semiconductor industry, as well as hopes that the U.S. and Iran would return to the negotiating table, pushed the stock market to new all-time highs. The S&amp;P 500 and Nasdaq Composite indexes ended trading on April 24 at record levels, but the Dow Jones, which is called an indicator of the "old" economy, remained in the red zone. Intel shares were excluded from the DJIA in 2024.

"AI returns to the spotlight": S&amp;P 500 and Nasdaq Composite hit records

Alphabet Inc.

Broadcom Inc.

Google is investing $10 billion in Anthropic right now and will invest another $30 billion if the AI startup reaches certain targets, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-04-24/google-plans-to-invest-up-to-40-billion-in-anthropic?embedded-checkout=true">reports </a>.

Google will invest up to $40 billion in Anthropic and provide AI capacity

Oracle Corporation

Oracle is confidently moving towards the status of one of the key infrastructure providers for artificial intelligence models, according to Wedbush Securities analyst Dan Ives, and this should support the growth of the company's shares, which have lost more than 12% since the beginning of the year. In trading on April 24, quotations fell by 1.8%.

Wedbush advises buying back Oracle stock on a drawdown. He thinks the market is wrong

Data

Terns Pharmaceuticals, Inc.

Gossamer Bio, Inc.

Kura Oncology, Inc.

Replimune Group, Inc.

REGENXBIO Inc.

“If you had to pick a single industry that could be interesting to every hedge fund, it might be biotech,” Mergers &amp; Inquisitions founder Brian DeChesare <a href="https://mergersandinquisitions.com/biotech-hedge-funds/">wrote</a>&nbsp;in a blog post. Investments in biotechs can deliver huge gains – and huge losses – in short periods, while their stocks are often only weakly correlated with broader market trends, he noted.

Up to 840% upside: 10 smid-cap biotechs most popular with hedge funds

Amazon.com, Inc.

The nuclear company raised $1.02 billion in a U.S. IPO that priced above the marketed range

X-Energy IPO: Amazon-backed maker of small modular nuclear reactors debuts

Astec Industries, Inc.

Trilogy Metals Inc.

Taylor Devices, Inc.

Aeluma, Inc.

Northeast Community Bancorp, Inc.

Since the start of the year, the small- and mid-cap segment has shown a notable recovery: the Russell 2000 index has gained more than 12%, while the broader S&amp;P 500 is up less than 5%. Volatility remains elevated amid geopolitical uncertainty and turbulence in commodity markets. In this environment, Freedom Finance Global analyst Georgy Timoshin suggests viewing the market through a balance of two factors: economic growth and inflationary pressure. Based on this approach, he has come up with five stocks with solid upside over the next 12 months.

Where to invest $1,000 right now: Five small caps set to rise in next 12 months

Elmet Group

Premarket trading in Elmet Group (ELMT), a&nbsp; has started on the Freedom trading platform. Later on Thursday, the company’s shares will debut on the Nasdaq under the symbol ELMT (Freedom clients: to trade, click on <a href="https://tap.freedom24.com/to/quote/ELMT.US?utm_source=stocks&amp;utm_medium=ELMT.US&amp;utm_campaign=pfu17895694">ELMT</a>).

Elmet Group IPO: Precision components manufacturer debuts on the Nasdaq

Skyworks Solutions, Inc.

Barclays has <a href="https://www.cnbc.com/2026/04/22/buy-these-two-chip-stocks-primed-to-benefit-from-a-foldable-iphone-says-barclays.html">upgraded</a>&nbsp;to "buy" shares of mid-cap semiconductor manufacturers Skyworks Solutions and Qorvo, which could benefit from the release of a foldable iPhone <a href="https://www.bloomberg.com/news/articles/2026-04-07/apple-s-foldable-iphone-remains-on-track-for-september-debut">expected</a>&nbsp;to go on sale in September, the analysts said.

Barclays upgrades two chipmakers on Apple's potential release of foldable iPhone

Small Caps

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