How Apple Stock Is Defying the Nasdaq Rout

While the Nasdaq has dropped more than 5 percent in a week, driven by steep losses in Microsoft, NVIDIA, and Amazon, Apple stock has barely budged. Episode 38 of The Stock Market Podcast explores what makes Apple different this time: its services revenue stability, a disciplined capital return program, and a valuation that never got as stretched as its mega-cap peers. Lucas and Luna unpack the rotation out of AI hype into defensive quality, and ask whether Apple's resilience signals a broader shift or just a temporary safe harbor. They also touch on the VIX spike to 20 and what it means for portfolio positioning in early June 2026. #Apple #Nasdaq #StockMarket #Investing #DefensiveStocks #ServicesRevenue #CapitalReturn #VIX #MarketRotation #QualityStocks #TechStocks #Dividends #Buybacks #PortfolioStrategy #FexingoBusiness #BusinessPodcast #Finance #June2026 Keep every episode free: buymeacoffee.com/fexingo