Settlement of the trade war or even just the market's belief that it is close may create favorable conditions for investing in small-cap stocks, according to Tom Lee, managing partner&nbsp;of Fundstrat. He noted that he prefers a "dumbbell" investment strategy: stick to the securities of the "Magnificent Seven" tech giants in the first half of the year, and the opposite side of the market, the small-cap sector, in the second half.

One Wall Street optimist is waiting for a rally. Why does he advise betting on small-caps?

Chewy, Inc.

BoA has named pet e-commerce company Chewy its top small-to-mid cap internet pick. The news led to rally in the stock as <a href="https://finance.yahoo.com/quote/CHWY/">quotes </a><a href="https://finance.yahoo.com/quote/CHWY/">jumped</a> to their highest level since February 2023.

BofA spotlights Chewy as top smaller-cap internet stock pick, shares jump

NVIDIA Corporation

Advanced Micro Devices, Inc.

Amazon.com, Inc.

Last week Nvidia presented its quarterly report - its revenue and profit exceeded analysts' expectations, and investment bank Oppeheimer even called it "the best company in the best sector". Freedom Holding co-founder Igor Klyushnev discusses whether Nvidia has a chance for further growth;

Nvidia's race: does the company have a chance to grow its capitalization to $5 trillion?

Tesla, Inc.

Palantir Technologies Inc.

The robotaxi service is scheduled to launch in Texas in June, and it largely supported Tesla stock in May

Katie Wood's funds have cut their stake in Tesla. Does she doubt the future of robotaxis?

Alphabet Inc.

BioNTech SE

Daily review and forecast of events on the US stock market from&nbsp;Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

New York morning: focus on job stats, trade talks and new duties

Applied Digital Corporation

CoreWeave, Inc. Class A Common Stock

Applied Digital, which builds data centers, soared 48% at the close of trading yesterday, June 2, and added about another 8% in premarket trading today, as of this writing. The company announced a major $7 billion deal with cloud-computing startup CoreWeave. It is a key partner of global AI chip market leader Nvidia, which owns shares in both companies.&nbsp;

Applied Digital soars on data center deal with key Nvidia partner CoreWeave

Analysts advise domestic-oriented companies and defensive sectors


Goldman Sachs is betting on Europe. Where should investors look for above-market returns?

Cleveland-Cliffs Inc.

Steel Dynamics, Inc.

An antitrust case against Google could lead to a forced sale of its Chrome browser, potentially crashing Alphabet shares by 25% and hitting profits.&nbsp;Oil quotes continue to rise due to risks of supply disruptions. And in the steel industry, U.S. stocks soared after Donald Trump promised to double tariffs on steel and aluminum imports and announced a deal between U.S. Steel and Japan's Nippon Steel. On these and other topics, here's a roundup of key events for the morning of June 3.

Black swan for Google: Barclays described a scenario of Alphabet's stock collapse by 25%

Meta Platforms, Inc.

Advertisers will only need to upload a product image and specify a budget, and AI will do the rest for marketers


Meta wants to automate advertising with AI. What do investors need to know?


The company, which is trying to compete with OpenAI, also plans to borrow $5 billion and may be launching a new round of investment

Musk's AI startup prepares $300 million deal to confirm $113 billion valuation


The Boeing Company

Bank analysts expect Boeing shares to rise by more than 25% more


Boeing is coming out of a "dead loop". Why BofA advises buying its shares

Walmart Inc.

Macy's, Inc.

The Gap, Inc.

The bank forecasts that shares of the largest US retailer could rise 33% in the next year and a half

JPMorgan lists Walmart as a top idea for summer. Why stocks aren't afraid of Trump

SSAB AB (publ)

Ford Motor Company

General Motors Company

Toyota Motor Corporation

Stellantis N.V.

Donald Trump announced that he will increase levies on U.S. steel and aluminum imports to 50% starting June 4


Jefferies names European stock that will benefit from doubling steel duties

BAE Systems plc

RENK Group AG

Rheinmetall AG

British government plans to invest $20 billion in nuclear warhead program


The UK is ramping up military spending. Shares of defense companies hit record highs


Universal Health Realty Income Trust

Universal Health Services, Inc.

Freedom Broker has initiated on Universal Health Realty Income Trust (UHT), a small-cap REIT, with a "buy" at a target price 18% above current quotes. The company offers stable income given its focus on the steady healthcare segment, Freedom Broker explained.&nbsp;

Freedom Broker initiates with 'buy' on UHT, a REIT in promising healthcare segment

Archer Aviation Inc.

Quotes of small-cap air cab developer Archer Aviation have collapsed by nearly a quarter in the past two weeks, but could soar again as early as this year, <a href="https://www.fool.com/investing/2025/06/01/should-you-buy-archer-aviation-while-its-below-133/">accounts</a>&nbsp;The Motley Fool. Risk-ready investors have an opportunity to make money by buying the company's stock before it reaches the all-important first-flight point, he believes. But most market participants will probably want to "stay on the sidelines" for now.&nbsp;

The Motley Fool named the pros and cons of investing in air cab developer Archer

Claritev Corporation

Shares of healthcare technology and data company Claritev Corporation surged nearly 35% yesterday after investment bank Piper Sandler upgraded its recommendation on the stock and raised its target price. Despite a string of lawsuits and declining revenue, the company is attracting new clients and renewing contracts with existing ones.

Medtech Claritev soars after upbeat Piper Sandler update


Heliogen, Inc.

Zeo Energy Corp.

Quotes on Zeo Energy, a small-cap provider of residential solar, distributed energy, and energy efficiency solutions, soared almost 120% yesterday, May 29, before giving back 15% in premarket trading today. This came after Zeo <a href="https://investors.zeoenergy.com/press-release?i=145893">announced</a> it would acquire Heliogen, which specializes in renewable energy storage solutions for industrial facilities and data centers. <a href="https://www.channelchek.com/news-channel/zeo-energy-to-acquire-heliogen-forming-a-comprehensive-clean-energy-platform">According</a> to the investment bank Noble Capital Markets, this deal marks a strategic shift for Zeo, positioning it as a more vertically integrated energy provider with diversified revenue streams.

Solar energy player Zeo doubles on deal for merger with Heliogen 


e.l.f. Beauty, Inc.

The mid-cap cosmetics company e.l.f. Beauty has <a href="https://investor.elfbeauty.com/stock-and-financial/press-releases/landing-news/2025/05-28-2025-210536607">signed</a> an agreement to acquire Rhode, a skincare brand launched by Hailey Bieber, the wife of singer Justin Bieber. The deal marks a shift in strategy for e.l.f.: It enters the prestige beauty market at a time when the mass-market segment is struggling amid weakening demand, Reuters <a href="https://www.reuters.com/business/hailey-bieber-sells-makeup-brand-rhode-elf-beauty-1-billion-deal-2025-05-28/#:~:text=May%2028%20(Reuters)%20%2D%20Model,among%20Gen%20Z%20and%20millennials.">reports</a>. In premarket trading today, May 29, e.l.f. Beauty stock has jumped 17%.

e.l.f. Beauty shifts strategy with acquisition of Hailey Bieber’s premium brand Rhode

Small Caps

The most important in the global stock markets right now

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