The first quarter of 2026 has ushered in a dramatic reversal of the decade-long market hierarchy. After years of trailing in the shadow of mega-cap technology giants, small-cap stocks—the perennial underdogs of Wall Street—have surged to a commanding lead. As of March 4, 2026, the small-cap-heavy Russell 2000
Camtek just printed its strongest quarter ever, but one investor quietly took chips off the table, and the timing says a lot about how professionals think after big semiconductor rallies.
With Huntsman trading near multi-year lows, one manager appears to be betting that cash flow and restructuring matter more than near-term earnings pain.
