That's about one-sixth of current U.S. GDP

"The need for capital will be huge": Musk's data center in space estimated to cost $5 trillion a year

Alphabet Inc.

Investors will be looking at the company's 2026 outlook and capital expenditure signals on the back of the AI boom

Cathie Wood's ARK funds bought 50,000 shares of Alphabet stock ahead of the report. What to expect from it?

The main U.S. stock indices began trading in mixed direction on February 4 after a sharp <a href="https://oninvest.com/article/nasdaq-composite-upal-na-1-4-pocemu-investory-izbavlalis-ot-tehnologiceskih-akcij">decline a</a> day earlier, caused by the redistribution of capital from technology stocks to more protective securities. Also investors on Wednesday were reacting to new data on the labor market, CNBC <a href="https://www.cnbc.com/2026/02/03/stock-market-today-live-updates.html">writes</a>.

Dow Jones up, Nasdaq down: stocks pressured by IT sector and weak labor market

Eli Lilly and Company

Novo Nordisk A/S

Novo a day earlier, by contrast, had warned of a decline in sales

Eli Lilly predicted revenue growth of 27% in 2026. Why is it better than Novo Nordisk?

The Boeing Company

Microsoft Corporation

Best Buy Co., Inc.

Burlington Stores, Inc.

Regency Centers Corporation

The list of shares-favorites JPMorgan for February 2026 was replenished with the securities of the owner and operator of industrial real estate from the U.S. First Industrial Realty Trust. At the same time, analysts excluded from their top list of ideas a number of retailers and a real estate investment fund, CNBC <a href="https://www.cnbc.com/2026/02/03/jpmorgans-favorite-stocks-for-february.html">writes</a>.

JPMorgan has updated its list of favorites for February. Who are the analysts betting on?

Microsoft shares haven't looked as cheap for eight years as they do now, argue Matrix Asset Advisors

'Best bet on AI': Piper Sandler urged clients to buy back Microsoft after collapse

Tesla, Inc.

Visa Inc.

Exxon Mobil Corporation

Only 12 companies in the U.S. have a market capitalization greater than Musk's fortune

Musk's fortune surpasses $850 billion for the first time since the deal between SpaceX and xAI - Forbes

Core inflation excluding food and energy prices was the lowest since October 2021

Eurozone inflation slowed to its lowest in more than a year. What to expect from the ECB?

Data

M-tron Industries, Inc.

Espey Mfg. & Electronics Corp.

NioCorp Developments Ltd.

Western Copper and Gold Corporation

In the autumn, Freedom Broker analysts <a href="https://en.oninvest.com/article/freedom-picks-five-small-caps-two-strategies-as-market-enters-goldilocks-mode">noted</a>&nbsp;that a Goldilocks mode had begun to take effect in the U.S. economy – a combination of steady growth, normalized inflation, and a labor market supported by a neutral-to-soft policy by the Fed. Under such conditions, two strategies remain the most logical and advisable: investing in dividend stocks amid falling rates or in growth stocks while business activity remains robust, according to Vadim Merkulov, director of research at Freedom Finance Global.

Two strategies, four small caps from Freedom for February and beyond

Liberty Latin America Ltd.

Atlanta Braves Holdings, Inc.

Schrodinger, Inc.

Ramaco Resources, Inc.

Via Transportation

Alongside well known public companies, large investors also hold small positions in businesses with market capitalization of up to $2 billion. As a rule, these are targeted investments in infrastructure, real assets, or undervalued companies that have yet to attract broad market attention. Analyst Aldiyar Anuarbekov reviewed, for <i>Oninvest,&nbsp;</i>which small caps leading investment figures are backing.

Which small caps Buffett, Gates, and Ackman are betting on

Inuvo, Inc.

Shares of Inuvo, a small-cap provider of AI-based marketing technology, <a href="https://finance.yahoo.com/quote/INUV/">sank</a>&nbsp;more than 26% in early trading on Thursday, January 29, after the company released two pieces of news: a sharp year-over-year&nbsp;<a href="https://inuvo.com/inuvo-reports-unaudited-preliminary-fourth-quarter-2025-revenue-results/">decline</a>&nbsp;of 47%&nbsp;in fourth-quarter revenue, on preliminary numbers, and a <a href="https://inuvo.com/inuvo-appoints-rob-buchner-as-chairman-and-chief-executive-officer/">change at CEO</a>.

Shares of AI ad company Inuvo sink 26% on preliminary 4Q plunge in revenue

Getty Realty Corp.

DiamondRock Hospitality Company

Addus HomeCare Corporation

Envista Holdings Corporation

Waystar Holding Corp.

Doximity, Inc.

Boot Barn Holdings, Inc.

Boyd Gaming Corporation

BILL Holdings, Inc.

ESAB Corporation

BofA Securities has <a href="https://www.barrons.com/articles/10-small-cap-stocks-poised-to-break-out-11afcafe?mod=RTA">identified</a>&nbsp;10 small- and mid-cap companies that investors should pay attention to as the segment tries to extend its recent rally. BofA screened for stocks that delivered better-than-expected earnings and sales in the third quarter, and for which its analysts’ fourth-quarter estimates exceed Wall Street consensus forecasts, <i>Barron's </i>reports.

BofA picks 10 smid-cap stocks that may beat Wall Street's 4Q expectations

Compass, Inc.

Anywhere Real Estate Inc.

Real estate broker Compass has evolved from a local startup into a company with a market capitalization of nearly $10 billion, offering a new approach to home sales based on the gradual release of listings from exclusive access into the open market. In January, Compass closed a merger with peer Anywhere Real Estate. The combined brokerage will control nearly 20% of U.S. home sales. Analysts believe the transaction could support Compass’ market position and share price, despite antitrust risks and persisting uncertainty around the housing market.

Real estate broker Compass closes Anywhere merger. What does this mean for the stock?

Small Caps

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