Small-cap Stocks
The Great Rotation: Small Caps Surge as Trump Trade 2.0 Redraws the Market Map
In a dramatic shift that has caught many Wall Street analysts off guard, the first two weeks of February 2026 have witnessed a historic "Great Rotation" within the equity markets. The Russell 2000 Index (IWM), which tracks domestic small-cap companies, has staged its most aggressive rally in decades,