The interest rate hike from the Fed is a big deal for small caps, says Erin Gibbs. She explains how mega cap firms stomach the pains of rising rates while the small cap peers pay the real price. However, Erin still sees opportunity in select names like GitLab (GTLB) and Match Group (MTCH), even if volatility grips these stocks for now. She turns to the Mag 7 by discussing Meta Platforms' (META) Muse AI and why investors "shouldn't underestimate" the AI agent.