How the Nasdaq Rotation Hit Chip Stocks Hardest

The Nasdaq just suffered its worst single-day drop since April 2025, falling more than 4 percent on Friday June 5. Lucas and Luna dig into what drove the selloff—and why it hit semiconductor stocks harder than the rest of tech. They trace the trigger to Meta's surprise disclosure that it may raise tens of billions in debt for AI capex, and examine how Alphabet's $920 million monthly compute deal with SpaceX at xAI data centers signals a structural shift in AI infrastructure spending. The hosts connect these moves to a broader rotation out of high-beta growth names and into value and financials, noting JPMorgan up 5.3 percent and Berkshire Hathaway up 3.8 percent in the same five-day window. They ask whether the selloff is a healthy correction or the start of something deeper, and what the divergence between the Dow (down just 0.4 percent) and the Nasdaq (down 5.1 percent) tells us about where institutional money is flowing this quarter. #Nasdaq #ChipStocks #SemiconductorSelloff #Meta #AIInfrastructure #SpaceX #Alphabet #xAI #MarketRotation #ValueStocks #Financials #JPMorgan #BerkshireHathaway #Business #BusinessPodcast #FexingoBusiness #TheQuarterlyReview #StockMarketAnalysis Keep every episode free: buymeacoffee.com/fexingo