
The large- and mid-cap players have received a lot of attention since the artificial intelligence (AI) rush began in 2023. Most tech titans, including Microsoft (MSFT), Amazon (AMZN), and Nvidia (NVDA), recently reported better-than-expected quarterly results, and their stock prices have soared this year.
However, the Russell 2000 Index (RUT), which tracks the performance of a large basket of small-cap companies, should not be overlooked. Two small-cap companies that I believe investors should be curious about right now are semiconductor company Semtech (SMTC) and energy company Matador Resources (MTDR), as Wall Street sees significant upside for these two stocks this year.