The Growth Stock Rotation Nobody Is Talking About

Growth stocks have been getting crushed lately—the iShares Russell 1000 Growth ETF (IWF) is down over 4% in five days, and the ARK Innovation ETF (ARKK) is off 5%. But beneath the broad sell-off, a quiet rotation is underway. In this episode, Lucas and Luna examine why enterprise software and cybersecurity names like CrowdStrike (-14.3%) and Datadog (-13.9%) are getting hit far harder than mega-cap growth stocks. They unpack the role of AI infrastructure spending, the shift from growth-at-any-price to profitability, and how rising long-term Treasury yields are reshaping valuations. Plus, a look at which names might be oversold and why this rotation could create opportunities for patient investors. Specific, data-driven, and grounded in current market action as of June 8, 2026. #GrowthStocks #EnterpriseSoftware #Cybersecurity #CrowdStrike #Datadog #ARKK #IWF #VUG #AIInfrastructure #TreasuryYields #MarketRotation #Profitability #Valuation #Finance #Investing #FexingoBusiness #BusinessPodcast #StockMarket Keep every episode free: buymeacoffee.com/fexingo