Why Apple Is Beating the AI Selloff in June 2026

What this episode covers

While tech giants like Microsoft, Amazon, and Nvidia have dropped 5-10% this week, Apple's stock has held nearly flat. Lucas and Luna dig into why: Apple's capital return program, its insulation from the AI capex cycle, and its Services revenue stream. They also look at how Berkshire's recent buying spree in financials is a bet on a different kind of growth, and what a hot jobs report and Fed pause mean for value vs. growth in a 5000-point NASDAQ correction. Plus, a brief note on how the show stays ad-free. #Apple #StockPicking #Finance #Business #Investing #BerkshireHathaway #ValueStocks #GrowthStocks #ServicesRevenue #CapitalReturns #ShareBuybacks #Dividends #FedPolicy #MarketCorrection #NASDAQ #TreasuryYields #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio?

This episode is 6 minutes long.

When was this Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio episode published?

This episode was published on June 7, 2026.

What is this episode about?

While tech giants like Microsoft, Amazon, and Nvidia have dropped 5-10% this week, Apple's stock has held nearly flat. Lucas and Luna dig into why: Apple's capital return program, its insulation from the AI capex cycle, and its Services revenue...

Can I download this Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio episode?

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