Owlet, Inc.

<br><br>Shares of Owlet, a small-cap manufacturer of baby monitors, soared more than 19% on Friday, with the gains extending into early trading today, August 11. The company <a href="https://investors.owletcare.com/news/news-details/2025/Owlet-Reports-Second-Quarter-2025-Financial-Results-Increases-Full-Year-2025-Guidance-Announces-CEO-Transition-Plan/default.aspx">released</a>&nbsp;strong quarterly financials and raised its guidance for the year. Since the beginning of the year, Owlet shares have already more than doubled, yet analysts still unanimously rate the stock a "buy."

Baby monitor manufacturer Owlet jumps nearly 20% on strong 2Q25, guidance upgrades

Western Midstream Partners, LP

Shares of Aris Water Solutions, a provider of solutions for water handling and recycling in oil and gas production, <a href="https://finance.yahoo.com/quote/ARIS/">soared</a> more than 19% yesterday, August 7. The company <a href="https://ir.ariswater.com/news-events/press-releases/detail/108/western-midstream-to-acquire-aris-water-solutions">announced</a>&nbsp;it would be acquired at a premium by energy producer Western Midstream Partners.&nbsp;

Produced-water manager Aris jumps almost 20% on news of its being acquired at premium

Small caps are again the spotlight, but not because they are outperforming. According to Refinitiv Lipper data as of August 4, investors have pulled $94.7 billion from U.S. small-cap funds since the start of the year, including $47.3 billion in July alone – the largest monthly outflow in 5 years. That figure also far exceeds the total for the second quarter, when withdrawals reached $30.3 billion, the highest quarterly outflow since 2020. Despite occasional rallies, small caps have trailed large caps by a wide margin. In the first seven months of the year, the S&amp;P 500 rose about 6.5%, while the Russell 2000 fell roughly 1.0%.

Small-cap ETFs see biggest outflow in 5 years in July: Why not to shun the segment

Krispy Kreme, Inc.

McDonald's Corporation

Shares of doughnut chain Krispy Kreme fell 7% yesterday, August 7, after the company released its second-quarter financials, marking an end to the stock's "meme moment." It reported widening losses due to the termination of its partnership with McDonald's, which investors and analysts had had high hopes for. Krispy Kreme promises to start returning to profitability in the current quarter, but analysts remain cautious.

Krispy Kreme posts 2Q loss five times bigger than forecast as McDonald's tie-up ends

MasterBrand, Inc.

American Woodmark Corporation

Shares of furniture manufacturer MasterBrand rose yesterday, August 6, more than 9%, while its peer Woodmark added more than 14% – the two companies will merge, they&nbsp;<a href="https://americanwoodmark.com/investors/press-releases/2025/masterbrand-and-american-woodmark-to-combine-in-all-stock-transaction-to-accelerate-value-delivery-through">announced</a>. The result will be a financially stronger company that will show greater resilience through market cycles, <a href="https://www.channelchek.com/news-channel/masterbrand-and-american-woodmark-announce-2-4-billion-merger-to-create-cabinet-industry-leader">Noble Capital Markets</a>&nbsp;argues.

Two small-cap furniture makers announce merger; their shares jump

D-Wave Quantum Inc.

Freedom Broker has put out a short-term trade idea to buy D-Wave Quantum, a maker of quantum computing systems, ahead of its earnings today, August 7. D-Wave's market value has already doubled this year, but Wall Street still sees room to grow further.

Freedom Broker says buy D-Wave Quantum ahead of earnings

LifeMD, Inc.

Novo Nordisk A/S

The small cap is still up almost 150% YTD

Shares of telehealth company LifeMD in free fall after 2025 guidance downgraded

DDC Enterprise Limited

Spring 2025 marked a turning point for investors in DayDayCook (DDC), a Hong Kong-based small-cap company specializing in the production and sale of ready-made Asian meals. After losing nearly all of its value over the prior 18 months, the company’s stock has surged fourfold since May following the <a href="https://ir.daydaycook.com/news-events/press-releases/detail/35/ddc-announces-record-2024-growth-and-strategic-bitcoin-reserve-initiative-in-shareholder-letter-by-founder-ceo-norma-chu">announcement</a>&nbsp;of a bitcoin treasury strategy. While crypto has moved beyond being a trend to become a recognized component of the broader financial system, analysts at Freedom Finance Global note that there remains no fundamental or sustainable factor to support a long-term appreciation in its value.

How a bitcoin treasury strategy boosted the small-cap food manufacturer DayDayCook

STAAR Surgical Company

Alcon Inc.

Shares of STAAR Surgical, a small-cap maker of implantable lenses, soared more than 46% yesterday, August 5, as news broke that the company would be <a href="https://investor.alcon.com/news-and-events/press-releases/news-details/2025/Alcon-Agrees-to-Acquire-STAAR-Surgical/default.aspx">acquired</a>&nbsp;by the global eye care&nbsp;leader Alcon (Switzerland).&nbsp;The acquisition is aimed at bolstering Alcon’s position in the surgical vision correction market, particularly in addressing the growing global demand for alternatives to LASIK, Noble Capital Markets <a href="https://www.channelchek.com/news-channel/alcon-to-acquire-staar-surgical-in-1-5-billion-deal-to-expand-vision-correction-portfolio">wrote</a>.

Shares of implantable lens maker STAAR jump 46% as company to be acquired by Alcon

Three Fed rate cuts by February 2026 are almost fully priced in 

Jefferies: Fed cuts could cause 'significant' rotation from large tech to small caps

Joby Aviation, Inc.

Archer Aviation Inc.

Blade Air Mobility, a smaller aviation company, <a href="https://finance.yahoo.com/quote/BLDE/">soared</a> more than 17% yesterday, August 4. The company has agreed to sell its helicopter rideshare business  to air taxi developer Joby Aviation. The deal will mean cheaper flights, the prices for which are still comparable to Uber Black, <a href="https://ir.blade.com/news-events/press-releases/detail/121/blade-announces-sale-of-passenger-division-to">explains</a> Blade.

Blade hits eight-month high on sale of helicopter rideshare business to Joby Aviation

CommScope Holding Company, Inc.

Amphenol Corporation

Shares of mid-cap network infrastructure provider  CommScope <a href="https://finance.yahoo.com/quote/COMM/">soared</a> more than 86% to a four-year high yesterday, Aug. 4. Its broadband connectivity and cable TV division will be bought by fiber-optic cable maker  Amphenol for more than triple the market capitalization of all of CommScope. The deal is an example of how AI is turning data-center components into one of the hottest areas of the market, <a href="https://www.barrons.com/articles/commscope-stock-amphenol-ai-data-center-4bac39e5?mod=RTA">writes</a>&nbsp;<i>Barron's</i>.