Rambus Inc.

Quotes for the mid-cap company Rambus, which <a href="https://www.rambus.com/memory-interface-chips/">makes</a> chips for AI data centers, <a href="https://finance.yahoo.com/quote/RMBS/">jumped</a> more than 8% in post-market trading yesterday, July 28. The driver was better-than-guided&nbsp;<a href="https://investor.rambus.com/press-releases/press-release-details/2025/Rambus-Reports-Second-Quarter-2025-Financial-Results/default.aspx">revenue</a> for the second quarter.&nbsp;

Mid-cap chip maker Rambus jumps on record second-quarter sales

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?

FreightCar America, Inc.

Noble Capital Markets has raised its <a href="https://www.channelchek.com/news-channel/freightcar-america-rail-updating-our-forward-estimates-and-increasing-our-pt">target price</a>&nbsp;for  railroad freight car manufacturer FreightCar America by nearly 19%. The company now looks set to produce more railcars and&nbsp;higher-margin types than Noble had previously forecast.&nbsp;

Noble raises TP on railcar manufacturer FreightCar by about 19%, keeps 'outperform'

Telomir Pharmaceuticals, Inc.

Zacks says take a look at the stock ahead of human trials of Telomir's primary drug early next year



Zacks reiterates recommendation on anti-aging drugmaker Telomir despite 47% YTD loss

DXC Technology Company

Analysts recommend buying the stock but keeping the position to 2% of portfolio or less

Freedom Broker sees 23% short-term upside in DXC amid deleveraging, cheap multiples


AEye, Inc.

NVIDIA Corporation

NIO Inc.

Shares of microcapsule company AEye, which makes AI-powered optical sensors,&nbsp;<a href="https://finance.yahoo.com/quote/LIDR/">soared</a> 158% on July 24. Investors were encouraged by <a href="https://finance.yahoo.com/news/apollo-now-fully-integrated-nvidia-120000469.html">news</a> &nbsp;that AEye's flagship development is integrated into chipmaker Nvidia's popular <a href="https://developer.nvidia.com/drive/agx">platform</a> for autonomous vehicles. This is "a powerful channel for commercial scaling in the automotive sector," AEye believes.

Shares of micro-company AEye jumped nearly 160%. What does this have to do with Nvidia?

Viking Therapeutics, Inc.

Novo Nordisk A/S

Eli Lilly and Company

Viking Therapeutics, a clinical-stage biotech developing, among other things, an oral weight-loss drug, has reported a net loss a third bigger than the market expected and is set to further increase R&amp;D spending. That said, the company is still considered a leading small-/mid-sized player in the weight-loss drug market and could pose a threat to Novo Nordisk and Eli Lilly with their injected therapies, Wall Street believes.&nbsp;

Oral weight-loss drugmaker Viking reports widening loss in 2Q, guides for higher R&D

The Oncology Institute, Inc.

Shares of The Oncology Institute (TOI), a small-cap medical practice management company <a href="https://theoncologyinstitute.com/">specializing</a>&nbsp;in community-based oncology practices, could more than double in the medium term, Noble Capital Markets&nbsp;<a href="https://www.channelchek.com/news-channel/the-oncology-institute-inc-toi-improving-oncology-treatment-while-cutting-costs">believes</a>. The company is expanding into new geographies and has flexibility to contract with more insurance plans, it argues.&nbsp;

Noble initiates on cancer care provider TOI with 'buy', sees triple-digit upside

American Eagle Outfitters, Inc.

'More and more investors are feeling somewhat invulnerable right now,' analysts say

American Eagle may join meme rally on news of collaboration with Sydney Sweeney

YETI Holdings, Inc.

Jefferies is bullish on Yeti Holdings, a small-cap company that makes outdoor recreation products. In particular, it appreciates the TikTok success of its new beach bag and expects Yeti's market value to grow by a third.

Jefferies bullish on outdoor product maker Yeti as its beach bag gets big on TikTok


GoPro, Inc.

Krispy Kreme, Inc.

'The risks are just as stark as the rewards' says Capital.com analyst


Krispy Kreme and GoPro join meme-stock rally. Who's next?


Bitmine Immersion Technologies, Inc.

Strategy Inc

Cathie Wood's Ark Investment Management has&nbsp;<a href="https://www.sec.gov/Archives/edgar/data/1829311/000149315225011329/ex99-1.htm">purchased</a> $182 million in shares of BitMine Immersion. The former Bitcoin mining company recently&nbsp;<a href="https://www.prnewswire.com/news-releases/bitmine-immersion-technologies-announces-250-million-private-placement-to-initiate-ethereum-treasury-strategy-expected-to-become-one-of-the-largest-publicly-traded-eth-holders-302494355.html">started</a> accumulating Ether, while its board has been chaired by "crypto prophet" Tom Lee, who&nbsp;<a href="https://finance.yahoo.com/news/tom-lees-250m-ethereum-bet-123117531.html#:~:text=%D1%81%D1%82%D1%80%D0%B0%D1%82%D0%B5%D0%B3%20Fundstrat%20%2C%20%D0%B8%D0%B7%D0%B2%D0%B5%D1%81%D1%82%D0%BD%D1%8B%D0%B9%20%D1%81%D0%B2%D0%BE%D0%B8%D0%BC%D0%B8%20%D0%BF%D1%80%D0%BE%D1%80%D0%BE%D1%87%D0%B5%D1%81%D0%BA%D0%B8%D0%BC%D0%B8%20%D0%B He &lt;a href=">sees</a>&nbsp;a "ChatGPT moment for crypto."