Chip Rewey discusses why strong GDP, earnings and corporate demand support a bullish outlook for small- and mid-cap stocks as investors look beyond the Mag 7. He sees opportunities in undervalued regional banks, commercial aerospace and defense suppliers, and oilfield services, while highlighting strong balance sheets, supply constraints and potential capital relief for banks. He also explains how easing inflation, lower oil prices and reduced uncertainty could create a stronger backdrop for smaller companies.
Opening Bell With Nicole Petallides
03 Nov 2026
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