Big Tech Stock Split June 2026 What the Numbers Reveal

Lucas and Luna dig into the dramatic divergence among Big Tech stocks in early June 2026. While the tech-heavy XLK ETF dropped nearly 8% in five days, Google's parent company Alphabet actually gained 1.5%. The hosts explore what's driving this split—from Apple's post-WWDC hangover to Meta's heavy spending on AI infrastructure, and the surprising resilience of Google's search revenue. They examine how institutional rotation, valuation compression, and differing AI monetization timelines are creating winners and losers among the Magnificent Seven. Lucas breaks down the specific numbers: Apple down 6.4%, Microsoft down 5.6%, Meta down 6.2%, while Alphabet bucks the trend. The conversation also touches on what cheaper AI models (like Anthropic's newly released Claude Fable 5) mean for these companies' capex plans. If you want to understand why your tech-heavy portfolio is suddenly down while Google is up, this episode is for you. #BigTech #StockMarket #Apple #Microsoft #Alphabet #Amazon #Meta #NVIDIA #TechStocks #XLK #StockSplit #AIInvesting #WWDC2026 #ClaudeFable5 #PortfolioManagement #FexingoBusiness #BusinessPodcast #June2026 Keep every episode free: buymeacoffee.com/fexingo