Episode Details

Small-cap stocks are on fire, riding a decade-defining surge fueled by the AI boom—thanks to a ripple effect across the entire supply chain, not just tech giants. The Russell 2000 is up over 21% this year, on track for its best first half since 1991, as undervalued companies with improving fundamentals finally get their due. Semiconductor and equipment makers are the real stars, with some stocks soaring over 400%. While AI is the headline driver, other tailwinds like M&A buzz in pharma, tax incentives, and hopes of easing interest rates are also fueling the rally. The big question? Can this momentum survive higher rates—or are we nearing the end of the rate hike cycle?

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