Growth Stocks Are Crashing While the Dow Holds Steady

The S&P 500 is down nearly 3% in the past five days, but look closer: the Dow has barely budged, while high-growth names like CrowdStrike, Datadog, and Palantir have cratered 14% to 16%. Lucas and Luna unpack the brutal rotation happening inside this bull market. They trace the divergence to the May jobs report — 272,000 new jobs, pushing rate-cut hopes further out — and explain why the market is suddenly repricing risk in high-duration, high-multiple stocks. They also look at what held up: industrials, financials, and old-economy names that thrive when rates stay higher for longer. Is this a healthy rotation or the start of a broader unwind? And what does it mean for investors who rode the AI wave? A sharp, data-driven conversation about the two-tier market of June 2026. #GrowthStocks #MarketRotation #DowJones #NASDAQ #FedPolicy #JobsReport #CrowdStrike #Datadog #Palantir #HighGrowth #ValueStocks #IndustrialStocks #RateHikes #BullMarket #FexingoBusiness #BusinessPodcast #Finance #Investing Keep every episode free: buymeacoffee.com/fexingo