The Great Rotation from Growth to Value in June 2026

Lucas and Luna break down the painful rotation from growth to value stocks in June 2026. The S&P 500 sits at 7,253, down 4% in five days, but the Dow has barely budged, dropping just 0.8%. Meanwhile, high-flying names like CrowdStrike have plunged 16.8% in a week, Datadog 12.2%, and Palantir 10.2%. The hosts examine what's driving this divergence, why the AI hardware trade is suddenly vulnerable, and what it means for investors trying to navigate a bull market that looks very different than it did just weeks ago. They also discuss JPMorgan's recent announcement that it plans to deploy more powerful AI agents this year, and what that signals about the future of enterprise software spending. #GrowthToValueRotation #BullMarketDivergence #CrowdStrikeCrash #DatadogDrop #PalantirSelloff #SmallCapsDrift #AIHardwareVulnerability #JPMorganAI #EnterpriseSoftwareSpending #June2026Markets #S&P500Pullback #DowDefensive #NasdaqDecline #GrowthStocksCrushed #ValueStocksDefend #BullMarketIntentions #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo