Are These the Next Stocks to Watch in 2026?

Some stocks move first, not because they’re popular, but because something underneath has changed. After years of underperformance, parts of the US small-cap universe are starting to behave differently. Prices are breaking higher, earnings expectations are improving, and broader participation is quietly returning to the market. That combination tends to matter. Callum Newman looks at what’s driving the shift, why investors are paying attention now, and how this could signal a change in leadership heading into 2026. A pattern worth understanding. Because when markets rotate, the biggest moves often start where no one’s looking. ----- Callum leads the Marcus Today Growth Portfolio, where we focus on identifying emerging opportunities as market leadership changes. Learn more about how we approach growth investing at Marcus Today. Start your free trial: https://bit.ly/MT-trial-sign-up-YT Want to understand why we pay attention to signals like this, not just what’s moving? Principles is a short video series that captures how we think about markets day to day. Timing, behaviour, risk, when to act, when to wait, and when to step aside. Fifteen short ideas. One at a time. Sign up here: https://bit.ly/MTPrinciples-Sign-Up-YT ------ Disclaimer: This content is for general information only and does not constitute personal financial advice. Please consider your individual circumstances or seek professional advice before making any investment decisions. US small caps, stocks to watch, market rotation, earnings growth stocks, Russell 2000, US equities, growth stocks 2026, stock market signals, market leadership, investment ideas, Marcus Today, Callum Newman