Absci Corporation

Applied Digital Corporation

Innodata Inc.

Relay Therapeutics, Inc.

For small-cap stocks, the end of summer was a turning point. At a symposium in Jackson Hole, Fed Chairman Jerome Powell signaled that the monetary tightening cycle was coming to an end. For small-caps, whose profitability is particularly dependent on borrowing costs, this signaled a revision of expectations. Additional impetus came from the technology sector: a rise in new contracts to build AI data centers and strong demand for products from market leaders Nvidia, Oracle and TSMC reinforced investors' belief that even small tech companies can benefit from the ongoing AI boom.

The tidal effect: how tech small-caps grew in the third quarter

On October 1, as of 00:00 hours Eastern North American Time, government agencies in the United States, with the exception of "vital" agencies, suspended operations as the upper house of the U.S. Congress rejected a bill to extend funding for their operations.

U.S. government shutdown due to lack of funding

Aeva Technologies, Inc.

Pagaya Technologies Ltd.

NVIDIA Corporation

The excitement around artificial intelligence is heating up not only the securities of technology giants. Against the background of record quarterly reports of Big Tech and growing optimism of Wall Street, investors are finding undervalued ideas in the small capitalization segment. The biggest gainers are companies creating infrastructure for AI development - from building data centers to supplying specialized equipment and solutions.

Not just Big Tech: Which small-cap companies are benefiting from the development of AI

Intel Corporation

"Technology" index Nasdaq Composite was down 1.8% after the opening of major U.S. trading, while the broad market index S&amp;P 500 was losing about 0.9%. The VIX index, known as the "Wall Street Fear Index," rose more than 7%. Investors sold off technology stocks for the second day in a row in anticipation of the minutes of the Fed's July meeting and because of general concern about the hype surrounding artificial intelligence.

Nasdaq down 1.8%, "fear index" rises: traders sell IT stocks for the second day

The bank did not rule out revising its outlook after the second-quarter corporate reporting season

Goldman Sachs raised its outlook for the S&P 500. What is encouraging the optimism?

Alphabet Inc.

US stocks ended trading on June 27 at a record high, with the S&amp;P 500 and Nasdaq Composite indices hitting new highs for the first time since February. The former rose to an all-time record during trading&nbsp;Friday and was on its way to closing, until it received a blow from Donald Trump: he suddenly announced the immediate termination of trade negotiations with Canada. After that, U.S. stocks lost all their gains and briefly went into negative territory, but quickly returned to growth.

Stocks hit a record for the first time since February. A new twist in the trade war didn't hurt

Rheinmetall AG

The S&P 500 is hovering near an all-time high, while the Nasdaq 100 hit an all-time high on June 24

'Buy America': hedge funds have started to return to US stocks after rally in Europe

Broadcom Inc.

Delta Air Lines, Inc.

Nvidia stock gains pull tech indexes higher

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