Quick Read – PSCT doubled in 12 months, rising 101%, while the S&P 500 returned just 29%, as AI capex flooded into small-cap tech suppliers. – VIAV surged 421% on hyperscale data center test demand, while SANM jumped 77% after its ZT Systems deal drove 102% revenue growth. -…
CT’s next move depends on whether $2.1 trillion in projected AI capex keeps expanding, with Sanmina’s Q3 report serving as the earliest stress test. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Invesco S&P SmallCap Information Technology ETF didn’t make the cut. Grab the names FREE today
A dollar put into the Invesco S&P SmallCap Information Technology ETF (NASDAQ:PSCT) on the last trading day of 2025 was worth about $1.51 by the close on June 1, 2026. The same dollar in the S&P 500, via SPY, was worth about $1.11. That is the entire article in two numbers, and if you have spent the past three years listening to strategists promise that the small-cap tech rotation was, any minute now, about to arrive, those two numbers are also the receipt.
PSCT is up 50.83% year to date, going from $56.61 at the end of 2025 to $85.38 on June 1, 2026. Pull the lens back to a full year and the fund has doubled, up 100.8% from $42.52 last May 30. The S&P 500, no slouch in that same window, returned 28.7%.