Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Are Reshaping Small-Cap M&A in 2026
Episode 100 of Bull Market Conversations with Fexingo. With the S&P 500 near 7,500 and the Dow at a record 52,925, small-cap stocks are lagging — the Russell 2000 is down 1.4% over the past five days. But Lucas and Luna argue that this divergence is creating a hidden opportunity in small-cap mergers and acquisitions. They explore how bull market conditions — cheap debt, high equity valuations, and activist pressure — are driving a wave of take-private deals and strategic acquisitions of micro-cap innovators. Using the example of Cloudflare's recent acquisition push and Palantir's…
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