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TECHCRUNCH Uber confirms hackers stole thousands of drivers’ license information in data breach Pessimistic CBS NEWS U.N. watchdog agency pushes for access to key Iran nuclear site Bearish NEW YORK POST BUSINESS Here’s what to know about the Microsoft outages — and what may have caused them Bullish THE VERGE What’s really at stake in the Jensen Huang saga Neutral TECHCRUNCH ElevenLabs’ new app combines meeting note-taking and dictation for teams Neutral FREIGHTWAVES Proficient Auto Logistics eyes margin recovery after challenging Q3 Neutral CBS NEWS Widespread Microsoft 365 outage continues, impacting email and other services Pessimistic CONSTRUCTION DIVE As data center backlash grows, a model law aims to give cities more control Optimistic CONSTRUCTION DIVE Punch List: Fortis Construction launches in Texas, Hensel Phelps’ build wins DBIA award Bullish DEFENSE NEWS Turkey and Egypt weigh joint naval shipbuilding projects Neutral CNBC FINANCE Chicago Fed's Goolsbee says central bank 'has definitely got work to do' on inflation Pessimistic WSJ ECONOMY Week Ahead for FX, Bonds: Fed Minutes, U.K. Data in Focus Neutral FREIGHTWAVES Cargojet fleet optimization boosts productivity, fuels record Q3 revenue Strong Bullish BBC BUSINESS Shoplifters 'stealing to order' in Scottish shops Strong Bullish THE WASHINGTON POST Bessent blames Commerce for not restricting Nvidia customer’s chip exports Pessimistic WSJ ECONOMY Producer-Price Inflation Cooled Last Month, Remains Elevated Bearish CNBC ECONOMY Wholesale prices rose 0.3% in October, putting annual rate at 6.5%, the highest in nearly… Strong Bullish YOUTUBE - YAHOO FINANCE Vanguard CEO: People are blurring the lines between investing and gambling Neutral YOUTUBE - TIMCAST IRL New Evidence Suggests DC Shooter Was Luigi COPYCAT Neutral THE VERGE Claude’s Duet agent is a little neurotic and surprisingly helpful Neutral TECHCRUNCH Uber confirms hackers stole thousands of drivers’ license information in data breach Pessimistic CBS NEWS U.N. watchdog agency pushes for access to key Iran nuclear site Bearish NEW YORK POST BUSINESS Here’s what to know about the Microsoft outages — and what may have caused them Bullish THE VERGE What’s really at stake in the Jensen Huang saga Neutral TECHCRUNCH ElevenLabs’ new app combines meeting note-taking and dictation for teams Neutral FREIGHTWAVES Proficient Auto Logistics eyes margin recovery after challenging Q3 Neutral CBS NEWS Widespread Microsoft 365 outage continues, impacting email and other services Pessimistic CONSTRUCTION DIVE As data center backlash grows, a model law aims to give cities more control Optimistic CONSTRUCTION DIVE Punch List: Fortis Construction launches in Texas, Hensel Phelps’ build wins DBIA award Bullish DEFENSE NEWS Turkey and Egypt weigh joint naval shipbuilding projects Neutral CNBC FINANCE Chicago Fed's Goolsbee says central bank 'has definitely got work to do' on inflation Pessimistic WSJ ECONOMY Week Ahead for FX, Bonds: Fed Minutes, U.K. Data in Focus Neutral FREIGHTWAVES Cargojet fleet optimization boosts productivity, fuels record Q3 revenue Strong Bullish BBC BUSINESS Shoplifters 'stealing to order' in Scottish shops Strong Bullish THE WASHINGTON POST Bessent blames Commerce for not restricting Nvidia customer’s chip exports Pessimistic WSJ ECONOMY Producer-Price Inflation Cooled Last Month, Remains Elevated Bearish CNBC ECONOMY Wholesale prices rose 0.3% in October, putting annual rate at 6.5%, the highest in nearly… Strong Bullish YOUTUBE - YAHOO FINANCE Vanguard CEO: People are blurring the lines between investing and gambling Neutral YOUTUBE - TIMCAST IRL New Evidence Suggests DC Shooter Was Luigi COPYCAT Neutral THE VERGE Claude’s Duet agent is a little neurotic and surprisingly helpful Neutral
Bezinga Federal Reserve · May 29, 2026 10:17 AM EDT Markets

Small-Cap Lead Might Be The Most Dangerous Trade Right Now

The Russell 2000's sharp outperformance this year has been celebrated as proof that the market rally is finally broadening beyond mega-cap technology stocks. iShares Russell 2000 ETF (NYSE:IWM) is up 17.38% year-to-date, compared to State Street's SPDR S&P 500 (NYSE:SPY) at 10.46%. Yet the narrative that investors are more confident about economic growth and rotating into cyclical areas is colliding with a dangerous…

Small-Cap Lead Might Be The Most Dangerous Trade Right Now
Image Bezinga Federal Reserve

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