Small Cap Renaissance
The Small-Cap Renaissance: Russell 2000 Breaks 13-Quarter Slumber to Outpace Large-Cap Giants
For the first time in over three years, the tide in the U.S. equity markets has officially turned. According to definitive data released on February 12, 2026, small-cap earnings growth has officially exceeded that of large-cap stocks, ending a grueling 13-reporting-period streak of dominance by the market’s behemoths.