Global fund managers showed the highest level of optimism since July 2021, with expectations of economic growth among them rising and the share of cash in portfolios falling to a record low 3.2%, a January Bank of America (BofA) survey showed. It was conducted among 96 respondents managing $575 billion in assets before U.S. President Donald Trump threatened European allies to raise duties on their goods until the Greenland situation is resolved, Reuters <a href="https://www.reuters.com/markets/wealth/global-investors-hit-hyper-bull-hedging-collapses-says-bofa-survey-2026-01-20/">writes</a>.

Markets hit 'hyper bullish' phase before Trump announces new duties - BofA survey

GE Aerospace

Safran SA

Airbus SE

Visa Inc.

Microsoft Corporation

Moody's Corporation

Canadian Pacific Kansas City Limited

The son of a Jamaican auto mechanic and now billionaire is known as one of the most aggressive activist investors in the world

Chris Hong's TCI broke the record for profits among hedge funds. What did he capitalize on?

SMA Solar Technology AG

Sixt SE

thyssenkrupp nucera AG & Co. KGaA

Vossloh AG

Wacker Neuson SE

German small-cap stocks offer an opportunity to participate in the transformation of the German economy particularly in terms of mobility and green energy. German GDP is <a href="https://www.reuters.com/markets/europe/german-economy-grow-after-two-straight-years-contraction-ifw-says-2025-06-12/?utm_source=chatgpt.com%23:~:text=The%2520Leibniz%2520Institute,new%2520German%2520government.%2522">projected</a>&nbsp;to grow roughly 1.1-1.5% in 2026, a gradual recovery from the near-stagnation of 2024-2025. Fiscal support is&nbsp;channeled  through funds for decarbonization, green mobility, and infrastructure, supporting demand for rail transport, renewable energy, and low-emission equipment.

Betting on the green economy: Five interesting German small caps from Freedom24 

SK hynix Inc.

Samsung Electronics Co., Ltd.

Even after the stock price soars in 2025, shares of chipmakers in Asia are trading significantly cheaper than their U.S. counterparts

The fund that outperformed 97% of its peers bet on memory chips. What stocks did it buy?

Quantum Computing Inc.

Rigetti Computing, Inc.

D-Wave Quantum Inc.

IonQ, Inc.

Rosenblatt Securities analyst John&nbsp;McPeake has <a href="https://www.barrons.com/articles/rigetti-quantum-computing-stocks-buy-93675ecd?gaa_at=eafs&amp;gaa_n=AWEtsqdbXTohrP-EnKqWHR-LCZ68VS4mLwbi3DYfRGKMLq1zgpcXrz5mqbAH&amp;gaa_ts=6969fb1d&amp;gaa_sig=mbcEqEooeQ6Icj1u-aO2x0KEYgp7TvDzxt23rwD7u6HbCHg77G0ZWuInBZV4vbJKdnsLpZsNjP2p8LQE9O4GPg%3D%3D">initiated</a>&nbsp;on shares of quantum computing firms Rigetti Computing and Quantum Computing Inc., opening coverage with "buy" ratings. Amid "trepidation on Wall Street," McPeake argues they already have working products that could give them a competitive advantage in the future.

Rosenblatt initiates on quantum-computing firms Rigetti and QCi at 'buy'

iShares MSCI Emerging Markets ETF

SPDR S&P 500 ETF Trust

Franklin FTSE United Kingdom ETF

iShares MSCI ACWI ETF

The U.S. stock market has been put in second place by the bank

Goldman Sachs has named the best investment destination. And it's not the United States

Planet Labs PBC

Shares of mid-cap satellite data provider <a href="https://finance.yahoo.com/quote/PL/">Planet Labs</a> climbed&nbsp;almost 6% on Wednesday, January 14, reaching a new all-time high. Over the past two days, three Wall Street analysts have <a href="https://www.marketwatch.com/investing/stock/pl/analystestimates?mod=mw_quote_tab">raised their target prices</a> for the stock, with the most bullish call implying upside of over 12% from current levels. Over the last 12 months, Planet Labs has surged more than 600%.

Space stock Planet Labs is up 600% in LTM, but Wall Street sees more upside

The Russell 2000, which tracks shares of small- and mid-cap companies, outperformed the broader U.S. market benchmark, the S&amp;P 500, for a ninth consecutive session on Wednesday, January 14. That marks the index’s longest winning streak against large caps in 25 years, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-13/stock-market-today-dow-s-p-live-updates?srnd=homepage-europe&amp;sref=Y0jVLcFo">reports</a>. The move reflects growing investor skepticism over the durability of artificial intelligence-driven gains, resulting in capital rotation.

Russell 2000 beats S&P 500 for ninth straight time, now the longest streak since 1990

NVIDIA Corporation

Shares of AI chipmaker Nvidia rose 36% over 2025, outperforming other AI sector stocks

Nvidia shares 'lagging AI market': Wolfe analyst adds chipmaker to his top picks

Alphabet Inc.

Meta Platforms, Inc.

Multi-billion dollar investments by IT giants are causing growing concerns among market participants

BlackRock has noticed a shift in investors' priorities in the AI market. What are they choosing now?

The Russell 2000 index, which tracks small-cap stocks, set a new all-time high on Monday, January 12, and outperformed the S&amp;P 500 for a seventh straight session, marking its longest winning streak since 2019, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-12/small-cap-stocks-post-longest-win-streak-over-s-p-500-since-2019?embedded-checkout=true">wrote</a>. <i>Barron’s </i><a href="https://www.barrons.com/articles/small-company-stocks-rally-1f64499a?gaa_at=eafs&amp;gaa_n=AWEtsqdEPhgBONFBOXARir0fRH7GxP3k5tzb2sppbPhcClif-MQfCC6EJSWD&amp;gaa_ts=69660c2c&amp;gaa_sig=qz3nYRW4R1IaY0veJi0n4pshyZJahGzpPHKuXIm65XNvjhv5EtwaMl16XEXnzRDcq6vCgglLur4XZSc3jS9PpA%3D%3D">attributed</a>&nbsp;the move in part to the so-called January effect, while analysts and money managers say the rally could have further to run.

Russell 2000 extends longest winning streak vs S&P 500 since 2019

Netflix, Inc.

Warner Bros. Discovery, Inc.

Shares of the streaming service have fallen 12% since Dec. 5 following the announcement of a possible deal with Warner Bros. Discovery

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