How Value Stocks Are Quietly Outperforming Big Tech in June 2026

In this episode of Stock Picking with Fexingo, Lucas and Luna examine a surprising trend in June 2026: value stocks are outperforming big tech. With the Nasdaq down over 5% in the last five days while value ETFs like VTV are flat to slightly up, they dig into why old-economy banks and energy companies are holding up. Lucas points to JPMorgan up 5.3% and Bank of America up 5.0% in the same period, contrasting with Microsoft down 9.5% and NVIDIA down 8.5%. They discuss the hot jobs report on June 5 that pushed rate cuts further out, making value's steady cash flows more attractive. Luna challenges whether this is a rotation or just a tech correction, and they conclude with a look at what could reverse the trend. #ValueStocks #BigTech #StockPicking #FexingoBusiness #BusinessPodcast #JPMorgan #BankOfAmerica #Microsoft #NVIDIA #Nasdaq #JobsReport #FederalReserve #RateCuts #ETFs #VTV #IWD #Rotation #June2026 Keep every episode free: buymeacoffee.com/fexingo