Why Amazon Stock Dropped 6% While Nvidia Rose 4%

The S&P 500 sits at 7,590, but the Mag Seven are splitting in stark directions. Amazon fell 6.3% in the past five sessions while Nvidia jumped 3.8%. Lucas and Luna drill into what's driving the divergence: Amazon's cloud capex cycle versus Nvidia's data center demand, and what it says about the AI trade in June 2026. Plus, a look at how the Russell 2000's 0.8% gain hints at a rotation that could reshape portfolio allocation. If you're trying to make sense of why some mega-caps are sliding while others surge, this episode gives you the concrete numbers and the strategic framing. #Amazon #Nvidia #StockMarket #MegaCapStocks #AITrade #CloudComputing #CapexCycle #MarketRotation #Russell2000 #S&P500 #TechStocks #EarningsCycle #DataCenter #InvestmentStrategy #WallStreet #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo