In May 2026, seven small-cap stocks in the Russell 2000 more than doubled the return of Micron Technology, which gained 46%. Leading performers included Hyliion Holdings (+213.6%) after strong revenue growth and U.S. Navy trials, and agilon health (+209.1%) following better profitability and raised sales guidance. Other notable gainers were Rackspace Technology, Entravision Communications, NextNRG, Innodata, and Ambiq Micro, each boosted by specific catalysts like earnings beats, partnerships, or revenue milestones. These rallies highlight strong sector-specific growth and investor interest beyond large-cap tech names like Micron.
The S&P 500's impressive 42% return over the last 22 months is largely due to a handful of AI-related megacap stocks like NVIDIA, AMD, and Microsoft. Removing these AI infrastructure companies from the index reduces the return to just 16%, barely out...
Bank of America analyst Vivek Arya raised NVIDIA's price target to $350, citing unprecedented demand for semiconductors driven by generative AI and advanced agentic applications. This surge in AI-related computing is causing a supply squeeze and stro...
Advanced Micro Devices (AMD) is emerging as a strong competitor to Nvidia in the AI and data center GPU market. AMD's progress includes achieving CPU parity with Nvidia's Vera, accelerating adoption of its ROCm AI software stack, and developing Helio...
Micron Technology reveals it can only fulfill 50-66% of customer demand for high-bandwidth memory (HBM), critical for AI chip performance. This shortage highlights a shift from GPUs to memory as the main bottleneck in AI infrastructure, with Micron s...
Webull CEO Anthony Denier reveals that retail investors now hold a wider range of AI-related stocks, growing from 3% to 9% over two years. This shift shows confidence in AI as a long-term investment, with interest spreading beyond headline chip stock...
