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Why Do AI-Adjacent Small Caps Keep Spiking on No-News Days, and What Do the Filings Behind Them Actually Show?

Because the AI label attaches to companies whose market values are tiny, so a single mention, order or rumor can change the price while the underlying business changes little. On Thursday, October 22, LQR House (NASDAQ:YHC) traded up 15.36% at $2.07 and Gaxos.ai (NASDAQ:GXAI) …

Vinay Lochav | 23 October 2026

AI Stocks: Is the Bubble Debate Missing Something? Nvidia (NASDAQ:NVDA), Storage Stocks, Semiconductor Equipment and More

Nvidia (NASDAQ:NVDA) closed at $221.97 on October 21, up 2.54%, as its biggest customers kept raising spending plans. Western Digital (NASDAQ:WDC) reported revenue of $4.381 billion, up 55%, and Lam Research (NASDAQ:LRCX) closed down 11.76% on October 22 after record results. Bloom Energy (NYSE:BE) …

Vinay Lochav | 23 October 2026

Alphabet (NASDAQ:GOOGL) Stock: Why Did Investors Cheer Its Capex Plan in April but Sell It After July Results?

Alphabet (NASDAQ:GOOGL) was the only one of the four largest cloud spenders to rally after the April 29 reports, rising about 6% on Thursday, April 30, while Microsoft (NASDAQ:MSFT) fell about 5%, Meta (NASDAQ:META) fell 9% to 10% and Amazon (NASDAQ:AMZN) slipped about 1%. …

Vinay Lochav | 23 October 2026

American Express (NYSE:AXP) Q3 Earnings: What Are Investors Missing Before the October 23 Report?

American Express (NYSE:AXP) is due to report third-quarter 2026 results on Friday, October 23, before the open. The shares closed at $325.17 on Thursday, October 22, up 0.48%, for a market capitalization of about $219.59 billion. They trade at a trailing price-to-earnings ratio of …

Vinay Lochav | 23 October 2026

Autoliv (NYSE:ALV) Q3 2026 Results: Why Did the Airbag Maker Narrow Its Margin Outlook, and What Are Investors Missing?

Autoliv (NYSE:ALV) reported third-quarter 2026 results on Friday, October 23, with adjusted diluted EPS of $2.19, down 5.7%, and GAAP diluted EPS of $2.13, down 6.8%. Net sales were $2,693 million, down 0.5% as reported and down 1.1% organically, with currency adding 0.6%.

Vinay Lochav | 23 October 2026

Bank Consolidation: Why Are Regional Bank Mergers Continuing Into the Fourth Quarter and What Do the Latest Deals Show?

Deal announcements have continued through the third quarter and into October. The largest was Banco Santander's (NYSE:SAN) agreement of February 3 to acquire Webster Financial for about $12.3 billion. The Federal Reserve approved it on August 4, and Webster's shares were delisted on August …

Vinay Lochav | 23 October 2026

Why Do Stocks Fall After Earnings Beats? What This Week's Reactions Show Investors May Be Missing

Shares can drop after a beat because the price already reflects expectations, and a result against consensus is only one input. Investors also weigh guidance, margins, cash generation and how far the stock had run before the report. If any of those disappoint, a …

Vinay Lochav | 23 October 2026

Why Do Stocks Fall After Earnings Beats? Deckers (NYSE:DECK), Netflix (NASDAQ:NFLX), Tesla (NASDAQ:TSLA) and More

Shares can fall after a beat because guidance, margins, cash flow and what was already priced in matter alongside EPS. Deckers (NYSE:DECK) beat by 28.71% but cut its full-year sales outlook, and Netflix (NASDAQ:NFLX) beat on EPS but cut its 2026 advertising forecast to …

Vinay Lochav | 23 October 2026

Why Are Nasdaq Bid-Price Deadlines Clustering This Quarter, and Which Compliance Dates Are Coming Up?

Because Nasdaq's process runs on fixed clocks. A closing bid below $1.00 for 30 consecutive business days produces a deficiency notice, and the company then generally has 180 days to close at or above $1.00 for 10 consecutive business days. A notice from spring …

Vinay Lochav | 23 October 2026

Big Tech Earnings Numbers: Did You Miss the Cash Flow and Capex Figures? Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META), Alphabet (NASDAQ:GOOGL) and More

Three figures frame the debate, and each belongs to a company with its own story. Meta (NASDAQ:META) reported third-quarter free cash flow of negative $2.12 billion on Wednesday, October 21, after capex of $34.91 billion topped operating cash flow of $32.8 billion. Alphabet (NASDAQ:GOOGL) …

Vinay Lochav | 23 October 2026
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