Tesla, Inc.

Amazon.com, Inc.

Microsoft Corporation

Tesla's market value has fallen more than 20% since the beginning of the year

Tesla is among hedge fund favorites for the first time in three years. Who else is in the lead?

Meritage Homes Corporation

Taylor Morrison Home Corporation

Visteon Corporation

The best-performing styles during Fed easing cycles have been value over growth and quality over risk, BofA says

Barron's: 12 small caps set to outperform as Fed cuts rates


Greenwich LifeSciences, Inc.

The company is developing a vaccine that would prevent breast cancer recurrence

Noble initiates on Greenwich LifeSciences with 'buy', TP implying 280% upside

Constellation Brands, Inc.

Lennar Corporation

UnitedHealth Group Incorporated

The three stocks Berkshire Hathaway bought last quarter still look attractive, Morningstar believes

Buffett's pick: three new stocks in Berkshire's portfolio with up to 50% growth potential

The Russell 2000, which tracks U.S. small-cap stocks, has outperformed the large-cap S&amp;P 500 by nearly twofold since the start of August. RBC Capital Markets <a href="https://www.marketwatch.com/story/why-small-cap-stocks-may-be-running-out-of-runway-after-recent-outperformance-7a001b44?mod=home_lead">expects</a>&nbsp;the trend to fade soon, while Morningstar takes the opposite <a href="https://www.morningstar.com/markets/where-invest-when-nothing-looks-cheap">view</a>, arguing that small caps remain relatively cheap.

Small caps beating the S&P 500 MTD in August. Will the outperformance continue?

For the sixth month now, U.S. President Trump has been waging a zigzagging trade war. Since “Emancipation Day” on April 2, when he announced the <a href="https://www.cnbc.com/2025/04/03/us-tariff-rates-under-trump-will-be-higher-than-the-smoot-hawley-levels-from-great-depression-era.html">largest tariffs</a> in nearly a century, several countries, including the <a href="https://www.nytimes.com/2025/05/07/business/economy/trump-trade-britain.html">UK</a>&nbsp;and <a href="https://www.reuters.com/business/trump-strikes-tariff-deal-with-japan-auto-stocks-surge-2025-07-23/">Japan</a>, along with the <a href="https://www.cnbc.com/2025/07/27/trump-european-union-eu-trade-tariffs.html">EU</a>, have already managed to get a deal done to reduce the new tariffs. On August 11, Trump temporarily <a href="https://oninvest.com/article/tramp-prodlil-na-90-dnej-dedlajn-dla-povysenia-poslin-v-otnosenii-kitaa-smi">delayed</a>&nbsp;the introduction of tariffs on Chinese goods. During this period, shares of large companies climbed to new highs, while the weakness of small-cap stocks became more apparent.

Tariffs weigh on small caps, investors ponder next moves

NVIDIA Corporation

Broadcom Inc.

Micron Technology, Inc.

SOX semiconductor index back to highs after declines

Citi expects the rally in semiconductor stocks to continue. Which securities does he advise?

The Goldman Sachs Group, Inc.

UBS Group AG

Since the beginning of the year, spot prices for the precious metal have increased by 28%

Gold has outperformed all asset classes in 2025. Will the rally continue?

McGraw Hill, Inc.

Seven Wall Street analysts have rated McGraw Hill, the educational publisher that is leaning into AI, a "buy" following its recent IPO. In recent initiations, Deutsche Bank <a href="https://www.cnbc.com/2025/08/18/deutsche-bank-initiates-this-hidden-gem-education-stock-at-a-buy-rating.html">described</a>&nbsp;the company as a “hidden gem,” while JPMorgan <a href="https://www.investing.com/news/stock-market-news/wall-street-analysts-launch-coverage-of-mcgraw-hill-ubs-cautious-goldman-bullish-4198216">called</a>&nbsp;it “a class leader in education.” These endorsements have lifted McGraw Hill’s stock price, though it remains <a href="https://finance.yahoo.com/news/mcgraw-hill-announces-pricing-initial-235000750.html">below</a>&nbsp;the IPO price from less than a month ago.

Wall Street bullish on mid-cap education company McGraw Hill, calls it ‘hidden gem’

Morgan Stanley

The U.S. dollar in 2025 is noticeably losing ground against other key currencies: the Bloomberg Dollar Spot Index, which reflects the value of the dollar against a basket of ten leading world currencies, has slipped by almost 11% in the first six months. This was the <a href="https://www.bloomberg.com/news/articles/2025-08-11/dollar-faces-competition-as-trump-redefines-trade-order">worst result</a> for the first half of the year since 1973.

EU banks and emerging market equities: How can investors play the sagging dollar?

Asker Healthcare Group AB

BAWAG Group AG

Since mid-April, the Stoxx Europe Small 200 has <a href="https://stoxx.com/index/scxp/">outpaced</a>&nbsp;the STOXX Europe Large 200, gaining 21% versus 17%. Asset managers surveyed by Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-08-18/money-managers-say-rally-in-europe-s-small-stocks-has-just-begun?srnd=homepage-europe">say</a>&nbsp;the rally in European small caps is only just getting started.

Small caps outperforming large caps in Europe since April – can the momentum last?

Entegris, Inc.

Microsoft has become the second largest new position in the renowned investor's portfolio

Investment ideas