Big tech just hit a speed bump as Alphabet's AI spending and revenue miss pulled attention away from crowded mega caps and toward overlooked corners of the market. That shift has put smaller cyclical and financial value stocks back on radar for investors worried about AI cash burn and uncertain interest rates. This article walks through three U.S. small and mid caps that sit squarely in the path of this rotation. The three examples below are just a small sample, and the full screen surfaced 7 more U.S. small and mid caps with similarly detailed stories that are not covered here. If you want to identify and analyze your own highest conviction plays across this group, head straight into the U.S.
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