Why Apple and Microsoft Are Diverging in June 2026

The S&P 500 is near all-time highs but a chasm is opening between its two largest members. Apple is steady, up just 1.3% this week. Microsoft surged 7.1%. Meanwhile Alphabet dropped 6.5%. Lucas and Luna break down what's driving the divergence: Microsoft's Azure AI revenue is accelerating while Apple faces a demand lull ahead of iPhone 18. They discuss bond market signals, the VVIX spike hinting at hidden tail risk, and what this means for portfolio concentration. Plus a look at Greg Abel's $17 billion deal spree at Berkshire and what it signals about the market cycle. #Apple #Microsoft #Alphabet #StockMarket #AI #Azure #iPhone #BerkshireHathaway #GregAbel #VVIX #BondMarket #PortfolioConcentration #TechStocks #June2026 #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo