Super Micro Computer, Inc.

In July, investor attention shifted away from tech giants and AI toward small-cap stocks that had long lingered in the shadow of Big Tech. Since the start of July, the Russell 2000 index has climbed 3.8%. By comparison, the S&amp;P 500 has gained 3.0%, the Nasdaq Composite 4.0%, and the Dow Jones Industrial Average 1.7%, according to FactSet data. The outperformance suggests a broader market rotation is underway: from high-valuation tech names to more economically sensitive sectors.

Small caps outpacing the S&P 500 in July: What's driving the rally and will it last?

The short position on the small-cap&nbsp;Russell 2000 index is $16 billion. Thus, the market is showing uncertainty about the resilience of the U.S. economy. But the prospect of Fed rate cuts provides some backstop, analysts believe.

Short position on Russell 2000 at four-year high as hedge funds doubt small-cap rally

NVIDIA Corporation

Tesla, Inc.

Delta Air Lines, Inc.

Trump's new statements on duties on copper and goods from Brazil did not have the same impact on the market as it did in April

Nvidia sticks above $4 trillion, S&P 500 and Nasdaq hit new records: trading results

A gauge of investor sentiment from Bloomberg Intelligence “approached manic” in June. This could portend a relative downturn in the small-cap space, however.

Why small-cap investors should be wary of 'manic' sentiment in markets

Analysts see July as the best month for the broad market index

Goldman Sachs predicted the timing of the end of the S&P 500 rally

Broadcom Inc.

Nvidia stock gains pull tech indexes higher

Nasdaq 100 index hits record for the first time since the imposition of duties and the Iran crisis

Trump calls Iranian attack weak: not a single missile reached its target, claims US president

Markets ended in plus in early trading after US and Iran exchange strikes

Galectin Therapeutics Inc.

Sunrun Inc.

After U.S. strikes over the weekend, the market is now in wait-and-see mode. Meanwhile, a biotech got a boost from an initiation of coverage last week that made it the biggest gainer, while a solar power stock retreated the most amid negative regulatory developments. This is what happened in small caps last week and what to expect in the week ahead.

Small cap weekly update: Fallout from U.S. strike on Iran could elevate volatility

RTX Corporation

Lockheed Martin Corporation

U.S. stocks ended the week in the negative after escalating tensions in the Middle East. On June 13, Iran responded with missile strikes to Israeli shelling that began the night before. Against the backdrop of growing geopolitical uncertainty, traders before the weekend preferred to leave risky assets, having moved into gold, oil and defense companies.&nbsp;&nbsp;

US stocks ended the week in negative territory amid escalation in the Middle East


Microsoft Corporation

The May jobs report was better than expected, allaying concerns of imminent economic slowdown

'Breathing sigh of relief' after jobs data: U.S. stocks end week at multi-month highs

UroGen Pharma Ltd.

Navitas Semiconductor Corporation

The main U.S. small-cap index retreated for the first time in six weeks. Meanwhile, the IPO market is booming, particularly in the small-cap segment. A partnership with Nvidia caused a small cap to skyrocket. Here's what happened witb small caps last week May 19-23 and what to watch for this week.

Small-cap recap/preview: Russell 2000 retreats, IPO boom, Nvidia news spurs surge

Last week, small caps were the worst-performing segment of the U.S. market, while volatility reached staggering levels — 3.5 times the five-year average. Here's a recap of what happened in the space between April 7 and April 11, and what to expect in the week ahead.