---
title: "U.S. Niche Equities and Leveraged ETFs See Surprising Mid-2026 Activity"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/299878681.md"
description: "Niche U.S. equities and targeted ETFs are seeing renewed momentum in late 2026. I'm told institutions are paying close attention to successful billion-dollar IPOs from tech firms, while a flurry of new leveraged ETFs hit the market."
datetime: "2026-09-23T10:12:25.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/299878681.md)
  - [en](https://longbridge.com/en/news/299878681.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/299878681.md)
generator: "portal-rs"
---

# U.S. Niche Equities and Leveraged ETFs See Surprising Mid-2026 Activity

In the latter half of 2026, beneath the usual noise of Big Tech, a wave of niche U.S. equities and thematic ETFs is quietly making waves. I'm told that following a string of successful billion-dollar IPOs this summer, Wall Street is taking a fresh look at these off-the-radar assets. Meanwhile, leveraged exchange-traded funds tied to single stocks are flooding the market at a rapid clip—perhaps the most significant overhaul of retail trading tools we've seen lately.

### Bending Spoons (BSP.US)

The tech company's recent expansion has been aggressive. The stock has seen a noticeable pullback recently, but the underlying business is humming. According to people familiar with the matter, after raising over a billion dollars in its July 2026 Nasdaq IPO, Bending Spoons went on a buying spree, snagging Airtable and moving to acquire Miro. Q2 2026 revenue skyrocketed, and insiders suggest the company is targeting nearly 2.8 billion dollars in full-year revenue as it solidifies its grip on the collaboration software market.

### Csquare (CSQR.US)

The data center operator also pulled off a massive July 2026 IPO. Though shares have faced some downward pressure over the past month, Wall Street remains firmly on board. Csquare reported record Q2 2026 revenue with strong double-digit growth year-over-year. I understand from multiple sources that prominent analysts are maintaining their "Buy" ratings, betting on the long-term value of its 62 interconnection sites across major metropolitan markets.

### Fortrea Holdings (FTRE.US)

The global contract research organization has been busy reorganizing. The stock has experienced a bumpy ride over the past year. In September 2026, Fortrea announced a definitive agreement to acquire early phase clinical assets from Worldwide Clinical Trials. Adding to the intrigue, they recently reinstated their CFO after a legal dispute. This signals a concerted effort to stabilize operations, backed by a solid Q2 revenue base of over 600 million dollars.

### Semnur Pharmaceuticals (SMNR.US)

This microcap biopharma name has seen some dramatic corporate maneuvers. I'm told the company signed a binding term sheet in July 2026 for a massive 100 million-dollar strategic investment from iHolding Group. The market is closely watching its non-opioid pain management product, SP-102, though the stock remains highly volatile at depressed levels as traders await commercialization updates.

### Also

-   **Reitar Logtech Holdings (RITRF.US)**: The logistics firm announced a fresh share repurchase program in August 2026 and secured a multi-million dollar service arrangement, sparking recent trading interest.
-   **Allied Gaming & Entertainment (AIFA.US)**: Shares have slipped recently as the market awaits its next crucial earnings release scheduled for November 2026 to see if it can reverse its net losses.
-   **TDAQ Lift ETF (TDAX.US)**: The actively managed fund has been aggressive with its yield, declaring multiple dividends in September 2026 alone.
-   **Leveraged ETF Boom**: There is a growing flood of single-stock derivatives. The **T-REX 2X Long EOSE Daily Target ETF (EOSU.US)**, the **Tradr 2X Short COHR Daily ETF (COHQ.US)**, and the **Corgi COHR 2x Daily ETF (COHC.US)** have all seen active trading recently. These tools are built purely for short-term speculation rather than long-term holds.

*This article does not constitute investment advice.*

### Related Stocks

- [TDAX.US](https://longbridge.com/en/quote/TDAX.US.md)
- [SMNR.US](https://longbridge.com/en/quote/SMNR.US.md)
- [EOSU.US](https://longbridge.com/en/quote/EOSU.US.md)
- [CSQR.US](https://longbridge.com/en/quote/CSQR.US.md)
- [COHQ.US](https://longbridge.com/en/quote/COHQ.US.md)
- [RITRF.US](https://longbridge.com/en/quote/RITRF.US.md)
- [AIFA.US](https://longbridge.com/en/quote/AIFA.US.md)
- [BSP.US](https://longbridge.com/en/quote/BSP.US.md)
- [FTRE.US](https://longbridge.com/en/quote/FTRE.US.md)
- [COHC.US](https://longbridge.com/en/quote/COHC.US.md)

## Related News & Research

- [Bending Spoons closes USD 1.25 billion, EUR 395 million term loan B add-ons due 2031](https://longbridge.com/en/news/300805080.md)
- [Eos Energy Enterprises, Inc. - equity right price target increased by 21.07% to $0.01](https://longbridge.com/en/news/300855319.md)
- [Wall Street may be sleeping on this networking stock tied to Google and OpenAI](https://longbridge.com/en/news/300599821.md)
- [TD Cowen Sticks to Their Hold Rating for Eos Energy Enterprises (EOSE)](https://longbridge.com/en/news/300840477.md)
- [Bending Spoons successfully syndicates upsized term loan B add-ons | BSP Stock News](https://longbridge.com/en/news/300156891.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**