Apollo Global Management, Inc.

Apollo is not the only investment giant that has seen a threat to the business models of many B2B software vendors

Apollo has taken a bearish stance on enterprise software developers. What threatens them?

Wealthfront Corporation

The company went public on the Nasdaq under the ticker WLTH

Wealthfront IPO: Shares of major robo-advisory platform become available

NVIDIA Corporation

Meanwhile, institutional investors continue to hold an overweight position in AI stocks, wary of shifting capital into the real sector without clear signals of an accelerating U.S. economy

Goldman Sachs clients tempered optimism on US equities and AI after November's decline

Siemens Energy AG

Speculative trading and gambling on debt raise the risks of a repeat of the November sell-off, the investment giant has warned

The topic of AI will dominate in 2026, says BlackRock. Which stocks is it betting on?

Red Cat Holdings, Inc.

Perimeter Solutions, Inc.

Climb Global Solutions, Inc.

Guardian Pharmacy Services, Inc.

Astronics Corporation

By the end of this year, interest in small caps is picking up as investors confront an overheated tech sector and increasingly concentrated, outstripping growth by a handful of AI stocks. According to Alyona Nikolaeva, portfolio manager at asset manager Astero Falcon, the more attractive opportunities now lie in small caps, where fundamentals remain stable, and valuations within reason.

With AI valuations stretched, five small caps to look at into the year-end

Entergy Corporation

Lattice Semiconductor Corporation

Signet Jewelers Limited

Lincoln Electric Holdings, Inc.

They include a chipmaker, a nuclear-plant operator, a welding-equipment supplier, and a jewelry chain

Jefferies picks four cheap SMID-cap stocks likely to outperform next year

Alphabet Inc.

Apple Inc.

International Business Machines Corporation

Shares of Apple, IBM and Cisco Systems will help protect against volatility, says Ben Reitzes

Melius cited "the only reason for investor concern." It's the rise of Google

Alico, Inc.

Blue Bird Corporation

The shortened trading week looks unlikely to deliver major corporate events, with investors instead turning their attention to the final wave of quarterly earnings, September retail sales data, and the latest consumer confidence figures. Nevertheless, below is a look at what will be important in the small-cap universe this week, November 24-28.

This week for small caps: Blue Bird and Alico report amid shifting Fed expectations

Oracle Corporation

Oracle, one of the largest U.S. software makers and server hardware vendors, is actively engaged in the artificial intelligence race, and this is already worrying investors. The company has a growing debt load and risks concentrating large customers. Its case mirrors the story of the development of AI itself: investors first skyrocketed the quotations of companies related to it, and then began to wonder whether a giant bubble had burst in this sector.

$300 billion in debt and collapsing stock prices: what Oracle's bet on AI is costing it 

The year 2025 abruptly reversed the dynamics of the currency market: the dollar's exchange rate against the currencies of major U.S. trading partners, which had risen by 40% between 2010 and 2024, fell sharply. The first half of the year was marked by the strongest dollar <a href="https://www.morganstanley.com/insights/articles/us-dollar-declines">depreciation</a> in half a century, down 11% since 1973. In the following months, the nominal effective exchange rate <a href="https://fred.stlouisfed.org/graph/?g=1NxFg">recovered</a> about a quarter of the decline, while the real exchange rate <a href="https://fred.stlouisfed.org/series/RBUSBIS">remained</a> roughly flat at the end of the first half of the year.

The dollar under Trump has suffered its strongest decline in half a century. This may not be the end 

Robinhood Markets, Inc.

Webull Corporation

SoFi Technologies, Inc.

Modern brokerage applications for retail investors increasingly look like mobile games: simplified navigation, bright colors, animation, a system of "pumping up" the level achieved by the user, "fireworks" after a transaction, integration of social network elements with a system of reactions to other people's posts. As a result, the boundary between service improvement and behavioral manipulation is thinning and sometimes disappearing altogether. And zoomers and uneducated people are "to blame" for this.

Gamification in brokerage applications: when the interface decides for you

IBM securities jumped almost 3% in trading on November 21

Investments