Growth Stocks Are Ignoring the Fed Again

This episode digs into why growth stocks — from Shopify and CrowdStrike to Datadog and Palantir — are ripping higher even as Fed Governor Bowman warns against rate cuts. Lucas and Luna explore the disconnect between hawkish Fed chatter and a market that seems to have moved on. They look at the five-day numbers: Shopify up 15%, CrowdStrike up 10%, Datadog up 11%. With the ten-year Treasury yield holding around 4.5%, the old playbook says growth stocks should suffer. Instead, the market is telling a different story — one about earnings momentum, AI monetization, and a Fed that may be losing its grip on equity sentiment. The conversation touches on what this means for the second half of 2026 and whether the 'higher for longer' narrative has finally been priced in. #GrowthStocks #Fed #Shopify #CrowdStrike #Datadog #Palantir #ARKK #IWF #VUG #MichelleBowman #HigherForLonger #AIMonetization #EarningsMomentum #TreasuryYields #Finance #Investing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo