EPISODE · Jun 6, 2026 · 7 MIN
The Nasdaq Selloff Spills Into Banks and Energy Stocks
from The Quarterly Review with Fexingo: Earnings, Reporting, and Performance Analysis for Businesses · host Fexingo
This week the Nasdaq dropped 5.1 percent in five days while the Dow barely budged. Lucas and Luna look at what's rotating out of tech and into financials and energy — JPMorgan up 5.3 percent, Berkshire Hathaway up 3.8 percent, and value ETFs like VTV actually gaining 0.3 percent. They unpack whether this is a genuine rotation or just a defensive repositioning ahead of summer, and what the VIX spike to multi-month highs tells us about sentiment. Plus: how real GDP growth ticking up to 1.6 percent changes the narrative around a 'soft landing.' #NasdaqSelloff #SectorRotation #ValueStocks #JPMorgan #BerkshireHathaway #BankOfAmerica #EnergyStocks #VIX #GDP #BusinessPodcast #Business #Finance #StockMarket #Earnings #FederalReserve #MarketVolatility #FexingoBusiness #QuarterlyReview Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
This week the Nasdaq dropped 5.1 percent in five days while the Dow barely budged. Lucas and Luna look at what's rotating out of tech and into financials and energy — JPMorgan up 5.3 percent, Berkshire Hathaway up 3.8 percent, and value ETFs like VTV actually gaining 0.3 percent. They unpack whether this is a genuine rotation or just a defensive repositioning ahead of summer, and what the VIX spike to multi-month highs tells us about sentiment. Plus: how real GDP growth ticking up to 1.6 percent changes the narrative around a 'soft landing.' #NasdaqSelloff #SectorRotation #ValueStocks #JPMorgan #BerkshireHathaway #BankOfAmerica #EnergyStocks #VIX #GDP #BusinessPodcast #Business #Finance #StockMarket #Earnings #FederalReserve #MarketVolatility #FexingoBusiness #QuarterlyReview Keep every episode free: buymeacoffee.com/fexingo
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The Nasdaq Selloff Spills Into Banks and Energy Stocks
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