Shopping-mall operators have embraced an unlikely savior this season: Spirit Halloween.

A string of leveraged buyouts by private-equity firms — and, consequently, a lot of bankrupt mall brands — was once thought to be the final nail in the coffin for America’s once-ubiquitous shopping complexes. But malls have found creative ways to fill those vacancies — including, for the time being, Spirit Halloween.

However, the seasonal costume retailer only pops up around the Halloween season. Once the pumpkins are smashed, as mysteriously as the store appeared, it will be gone. For commercial landlords, spooky season may come late this year.

Plus, one small-cap that could emerge from a gathering storm with the wind at its back. Scroll down for more.

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Reddit $RDDT ( ▲ 2.77% ) beat Q3 earnings and revenue expectations.

Illumina $ILMN ( ▼ 1.94% ) surged on a strong Q3 profit and sales beat.

Dexcom $DXCM ( ▲ 1.12% ) guided 2026 revenue below Wall Street expectations.

Twilio $TWLO ( ▲ 1.97% ) topped estimates for both earnings and revenue.

First Solar $FSLR ( ▲ 3.68% ) reported better-than-expected Q3 sales.

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After a brutal earnings reaction, Meta Platforms $META ( ▲ 1.69% ) may be this week’s most interesting rebound play.

Shares are down more than 10% after the company trimmed its capital expenditure range to $70–72 billion from $66–72 billion, spooking investors about margins. But Deepwater Asset Management’s Gene Munster says the pullback misses the point.

AI has quietly been Meta’s biggest driver of engagement and ad growth, pushing “crazy good” performance across Instagram and Facebook. Mizuho’s trading desk agrees, noting the sell-off reflects stock-specific jitters rather than concerns over AI’s long-term payoff.

For patient investors, that pessimism might be misplaced.

Bank of America $BAC ( ▲ 0.55% ), meanwhile, remains most bullish on Microsoft $MSFT ( ▼ 0.31% ), calling it the most balanced hyperscaler in this cycle.

The firm highlighted that Microsoft’s AI strategy doesn’t rely on speculative promises — just execution. With capital expenditures projected to climb 45% in fiscal 2026 to boost AI capacity by more than 80%, Microsoft offers exposure to the AI boom without requiring “existential faith in a black box,” BofA $BAC ( ▲ 0.55% ) said.

Shares dipped around 3% this week, but BofA analysts see that as a chance to add.

Amazon $AMZN ( ▲ 2.56% ) surged after AWS revenue growth accelerated to 20% year over year, a 300-basis-point gain. Deutsche Bank said this marks the first quarter in 2025 where AWS “took back incremental dollar share” from peers — proof that Amazon isn’t falling behind in AI.

Finally, Alphabet $GOOGL ( ▲ 4.01% ) raised its full-year capex forecast to as high as $93 billion. Bernstein called the spending spree justified by accelerating cloud returns. “If these are the results, we’ll take this trade all day,” analyst Mark Shmulik wrote.

AI isn’t cheap. But for Big Tech, at long last, it may be poised to pay off.

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Reuters: Pfizer $PFE ( ▼ 0.78% ) may try to block Novo Nordisk’s $NVO ( ▼ 2.13% ) rival bid for obesity drugmaker Metsera $MTSR ( ▼ 0.35% ).

CNBC: Exxon $XOM ( ▼ 2.44% ) is in talks with tech firms to power data centers using natural gas plants with carbon capture.

TechCrunch: Reddit’s CEO said AI chatbots aren’t driving traffic, with most visits still coming from Google search and direct access.

Engadget: Disney $DIS ( ▼ 0.4% ) pulled its channels from YouTube TV after talks collapsed, cutting off ESPN, ABC, FX, and more for nearly 10M subscribers.

QZ: United $UAL ( ▲ 2.71% ), Delta $DAL ( ▲ 2.97% ), American $AAL ( ▲ 1.8% ) , and Southwest $LUV ( ▲ 0.02% ) urged Congress to end the monthlong shutdown and restore pay for air traffic workers.

Hurricane-strength headwinds are gathering for global trade. They could potentially leave some of the biggest operators capsized. But those with flexible fleets may be able to weather this storm — and emerge with the wind at their backs.

In our November report, we’ve identified one small-cap stock with disruptive potential. There’s still time to ride this rogue wave before it breaks — but maybe not for long. Our latest monthly Street Sheet Research report drops Saturday, Nov. 1.

Major indexes subsequently surged around 4% in November 2019.

The catalyst? Optimism around Trump’s rollback of tariffs against China.

Coincidence? We’ll see. 😈

Are you bullish or bearish on Zoom $ZM ( ▼ 0.74% ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

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