Michael Normile
NASDAQ market commentator and researcher who writes on earnings cycles and market trends, providing analysis on sector performance and macro drivers such as AI and interest rates.
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Mar 30, 2026 • 19min
Why Are Large Caps Winning While Small Caps Catch Up?
Michael Normile, NASDAQ market commentator and researcher, explains divergent earnings cycles and market trends. He contrasts large-cap strength driven by AI, cloud and lower interest burdens with small-cap recovery from easing inflation and wage pressures. He discusses sector concentration, monetary policy effects on valuations, and what could sustain or threaten each group’s momentum.
