Investors hunt for AI winners in small-cap U.S. tech stocks
U.S. small-cap technology stocks are experiencing a surge as investors seek opportunities in the AI sector beyond major firms. Record inflows into smaller companies indicate a growing interest in those poised to benefit from AI adoption. However, concerns about speculative trading and the potential for an AI bubble are emerging amidst this rally.
- ▪U.S. small-cap tech stocks have gained almost 54% this year, significantly outperforming the S&P 500 technology index.
- ▪The Invesco S&P SmallCap Information Tech ETF has seen nearly $50 million in inflows after four years of outflows.
- ▪Analysts warn that speculative trading may be driving small-cap stocks to record highs, raising concerns about an AI bubble.
2 outlets in our directory ran this story. All of the coverage we found sits in one bucket: centre. That one-sidedness is itself worth noticing.
- ▪ Investors hunt for AI winners in small-cap US tech stocks — Yahoo Finance
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| Original publisher | The Globe and Mail |
| Canonical URL | https://www.theglobeandmail.com/investing/article-investors-hunt-for-ai-winners-in-small-cap-us-tech-stocks/ |
| Publication time | Wed, 27 May 2026 10:58:44 +0000 |
| Retrieval time | 2026-05-27T11:07:58.868Z |
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ShareSave for laterPlease log in to bookmark this story.Log InCreate Free AccountU.S. small-cap technology stocks are surging after years of underperformance, a sign of how the AI frenzy is pushing technology investors to look beyond the Nvidias and Intels of the world.Record U.S. equity inflows are moving beyond megacap firms into smaller companies that have flagged strong potential to benefit from the growing adoption of AI. The Invesco S&P SmallCap Information Tech ETF (PSCT-Q) has seen US$49.7-million of inflows so far this year after clocking outflows for four straight years, according to LSEG Lipper data.“The AI trade has broadened quite materially,” said Oren Shiran, portfolio manager for Lazard US Systematic Small Cap Equity ETF.
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