Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Reshape M&A Strategy in 2026
In this episode of Bull Market Conversations with Fexingo, Lucas and Luna explore how sustained bull markets change the calculus for mergers and acquisitions. They focus on the surprising revival of megadeals in 2026, with a specific look at Microsoft's recent $75 billion acquisition bid for a major AI infrastructure firm. Lucas breaks down how low financing costs, high equity valuations, and regulatory predictability are driving a new wave of M&A, while Luna questions whether these deals actually create long-term value. They reference recent data on the S&P 500 at 7,365 and the Fed…
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