Core Insights - Small-cap stocks are showing signs of recovery, which may indicate a bullish trend as the market approaches 2026 [3][4] - The article discusses four small-cap stocks with dividend yields ranging from 7.1% to 13.3% [5] Small-Cap Market Overview - Small-cap stocks have underperformed compared to larger stocks over the past decade, with a brief rally during the COVID reopening in 2020 [3] - Factors such as rising interest rates and a shift towards safer mega-cap stocks have contributed to the underperformance of small caps [3][4] - The recent focus on potential Federal Reserve rate cuts has led to increased interest in small-cap stocks [3][4] Featured Small-Cap Stocks - **Nuveen Churchill Direct Lending (NCDL)**: Offers a 13.0% dividend yield and is part of the business development companies (BDCs) sector, which is required to distribute at least 90% of earnings as dividends [5][6] - **UWM Holdings (UWMC)**: Provides a 7.1% dividend yield and is the largest home mortgage lender in the U.S., focusing on wholesale lending [11][12] - **Redwood Trust (RWT)**: Has a 12.7% dividend yield and is involved in jumbo residential mortgages and single-family rental loans, with a focus on improving earnings in the coming years [15][16] - **Franklin BSP Realty Trust (FBRT)**: Offers a 13.3% dividend yield and primarily deals in commercial mortgage-backed securities, with a recent acquisition expected to enhance its earnings potential [19][21] Financial Performance and Outlook - NCDL's high yield is supported by regular and supplemental dividends, although the latter have been replaced with a traditional payout schedule [6][10] - UWMC is positioned to benefit from lower mortgage rates, with plans to scale operations as rates decline [12][13] - Redwood Trust has been repurchasing shares and is on "dividend growth watch," indicating potential for future dividend increases [18] - FBRT's recent acquisition of NewPoint Holdings is expected to contribute positively to its distributable earnings, despite concerns over dividend coverage [21][22]

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A congressman disclosed several notable stock transactions recently, including buying up shares of restaurant company Cracker Barrel after its logo change backlash. The congressman also bought shares of a small cap lift truck company that could draw more attention. • Hyster Yale stock is trading near recent lows. What’s the outlook for HY shares?Congressman Goes Small Cap ShoppingRep. Tim Moore (R-N.C.) recently disclosed multiple purchases of shares of Hyster-Yale Inc (NYSE:HY) , a small cap lift truck com ...

Group 1: Small Cap Stocks Overview - Seven small-cap stocks to watch include Beyond Meat, Spring Valley Acquisition, Strive, SEALSQ, VSee Health, Inflection Point Acquisition Corp. II, and Churchill Capital Corp X [2] - Small-cap stocks are defined as publicly traded companies with market capitalizations generally between $300 million and $2 billion [2] - These stocks are perceived to have higher growth potential but also come with increased volatility, lower liquidity, and greater business risk compared to mid- and large-cap stocks [2] Group 2: Beyond Meat Overview - Beyond Meat, Inc. specializes in developing, manufacturing, marketing, and selling plant-based meat products both in the United States and internationally [3] - The company offers a variety of plant-based meat products across beef, pork, and poultry categories [3] - Products are distributed through various channels including grocery stores, mass merchandisers, club stores, natural retailers, restaurants, foodservice outlets, and schools [3] Group 3: Other Companies Overview - Spring Valley Acquisition is a blank check company formed for the purpose of effecting a merger or similar business combination [7] - Strive (ASST) provides social media marketing and content delivery services across platforms like Discord and TikTok, focusing on community server management and investment education [4] - SEALSQ Corp designs and markets semiconductor chips globally, offering products such as secure elements and identity provisioning services [5]

Core Insights - The S&P 500 and Nasdaq are nearing all-time highs, with many popular stocks and ETFs appearing expensive, particularly mega-cap technology stocks [1] - There are still relatively cheap areas in the market, specifically small-cap stocks and real estate investment trusts (REITs), which may present investment opportunities for long-term investors [2] Small-Cap Stocks - The Vanguard Russell 2000 ETF tracks the performance of the Russell 2000 index, which consists of 2,000 small-cap companies with a median market cap of $3.4 billion [4] - The ETF is highly diversified, with no single stock accounting for more than 0.74% of its assets, making it a suitable option for investors seeking exposure to smaller companies [4] Real Estate Investment Trusts (REITs) - The Vanguard Real Estate ETF invests in an index of REITs that own various types of commercial real estate, including retail properties and data centers [5] - This ETF is more concentrated, with the 10 largest holdings comprising 39% of total assets, indicating that some REITs are significantly larger than the average in the sector [6] - The Vanguard Real Estate ETF is designed as an income investment, offering a yield of nearly 4% through dividends passed from its components [6] Investment Timing - The current valuation gap between small-cap and large-cap stocks, along with a likely falling-rate environment, could favor small-cap stocks and rate-sensitive sectors like real estate [9] - Both the Vanguard Russell 2000 ETF and the Vanguard Real Estate ETF are positioned as attractive entry points for long-term investments [8]

Core Insights - The article discusses the performance of small-cap stocks, particularly those reaching 52-week highs, amidst the current market focus on mega-cap stocks and sectors like artificial intelligence and crypto [1][2]. Small-Cap Stock Analysis - Small-cap stocks can experience significant volatility, which may deter risk-averse investors, necessitating attention to both fundamental and technical signals for successful trading [2][4]. - A stock reaching a new 52-week high is generally viewed as a bullish momentum signal, indicating potential for further gains [3]. Technical Signals and Investment Strategies - Long-term investors should focus on fundamental metrics and future catalysts, while short-term traders may rely on technical tools like moving averages and momentum oscillators [4]. - The article highlights three small-cap stocks that have recently surpassed their 52-week highs, suggesting a closer examination of their performance [5]. Company-Specific Insights Sunrun - Sunrun has seen a revival in its stock price due to the unexpected retention of federal solar tax credits, despite initial fears of their elimination [6][7]. - The stock has received several analyst upgrades, with technical indicators showing a breakout above key moving averages and a favorable Relative Strength Index (RSI) [9]. ACM Research - ACM Research, a semiconductor company, has experienced a significant price increase of over 150% year-to-date, driven by the AI sector's growth [12]. - The stock's chart indicates a potential decline back to its 50-day simple moving average due to an Overbought signal on the RSI [15]. Sonos - Sonos has faced challenges from high tariffs affecting its wireless audio equipment, yet its stock has risen over 50% in the last three months due to bullish momentum [16][17]. - The company is expected to raise prices due to tariff pressures, and the RSI indicates a potential fading momentum, making the 50-day SMA a key support level to watch [19].

CNBC’s “Money Movers” team discusses markets and small cap stocks with Jill Carey Hall, head of U.S. small and mid cap strategy at Bank of America. ...

Small caps may have had a slow start to the year, but the Russell 2000 set a record high earlier this week. Can the group continue to climb. Let's see what the chart master has to say.So, Carter, what do you say. >> My hunch is no, but let's get right to it. So, first, what do we know.There are 100 1,956 constituents in this index. The whole thing is valued at 3.43% trillion. Um, next slide.Guess what. That is less than Apple, as all will know. That's less than Nvidia. That's less than Microsoft.So, we're a ...

Federal Reserve Policy & Economic Outlook - The wide dispersion in views on the Federal Reserve's dot plot reflects confusion about the current state of the US economy, particularly regarding the labor market and the impact of tariffs [1][2][3] - The Federal Reserve's independence is considered tremendously important, and members are wary of appearing to be overly influenced by the administration [4][5] - The Phillips curve, which relates unemployment to wage inflation, is a key framework the Federal Reserve is using; concerns about a weakening labor market could lead to rate cuts despite inflation above 3% [6][7] - Seven members of the Federal Reserve indicated they foresee no more rate cuts this year, suggesting it may not be a proper easing cycle [32][35] Market Impact & Investment Strategies - Productivity is expected to move higher into 2026, already starting in 2025, which could support higher market multiples and is bullish for equity markets [9] - Small cap stocks, particularly the SML small cap 600 index (up 2%), tend to move at the later end of a rate cut cycle, suggesting potential opportunities in domestic American companies [10][11] - The 10-year yield remained stable at 4%, indicating the bond market has already priced in significant easing and mortgage relief may not be forthcoming [12][13] - Fiscal dominance is in play, meaning the long end of the curve (mortgages) is more sensitive to government actions (shutdown risks, budgets) than Federal Reserve actions [14][15] Uncertainties & Future Considerations - AI's impact on the labor market and the American economy is a significant uncertainty for the Federal Reserve [20][21][27][28] - A capex-driven cycle, fueled by approximately $500 billion investment in AI infrastructure, is underway, reminiscent of the 1990s [22] - Immigration levels and tariffs add to the uncertainty surrounding the economic outlook [28] - The strength and independence of the Federal Reserve as an institution are seen as positive for markets and could help hold down long-term rates [19][20][29]

All right. Uh, first off, I I want to talk to you about some of your thoughts about the fact that we could see a fifth summit between the US and China. Tariffs trade have had a big impact on the markets this year.Remember the April lows and the rebound since then. Does that give you confidence that there's going to be a deal that's going to be positive for the markets coming up. >> Well, I think, you know, we're all holding our breath a little bit.I I know we've had a lot of these summits, a lot of these ta ...