EPISODE · Jun 13, 2026 · 6 MIN
Why Cloudflare and Palantir Are Falling in a Bull Market
from Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength · host Fexingo
The S&P 500 is at 7,431 and the Dow just hit 51,202. So why are high-growth names like Cloudflare and Palantir getting slammed? In this episode of Bull Market Conversations, Lucas and Luna dig into the rotation happening beneath the surface of this June 2026 rally. They break down why Cloudflare tumbled 7.8% in five days while the Russell 2000 surged 3.1%. They examine how rising real GDP growth to 1.6% and a steady fed funds rate of 3.62% are reshaping investor preferences. And they explore why the 'growth stock premium' is shrinking as the market rewards companies with current earnings over future promises. Plus, a look at what the SpaceX IPO frenzy signals about retail investor appetite. If you've been holding growth stocks and wondering why they're not participating in the rally, this one's for you. #Cloudflare #Palantir #GrowthStocks #BullMarket #Russell2000 #SmallCaps #MarketRotation #GDPGrowth #FedRate #IPO #SpaceX #RetailInvestors #StockMarket #Finance #Investing #FexingoBusiness #BusinessPodcast #BullMarketConversations Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
The S&P 500 is at 7,431 and the Dow just hit 51,202. So why are high-growth names like Cloudflare and Palantir getting slammed? In this episode of Bull Market Conversations, Lucas and Luna dig into the rotation happening beneath the surface of this June 2026 rally. They break down why Cloudflare tumbled 7.8% in five days while the Russell 2000 surged 3.1%. They examine how rising real GDP growth to 1.6% and a steady fed funds rate of 3.62% are reshaping investor preferences. And they explore why the 'growth stock premium' is shrinking as the market rewards companies with current earnings over future promises. Plus, a look at what the SpaceX IPO frenzy signals about retail investor appetite. If you've been holding growth stocks and wondering why they're not participating in the rally, this one's for you. #Cloudflare #Palantir #GrowthStocks #BullMarket #Russell2000 #SmallCaps #MarketRotation #GDPGrowth #FedRate #IPO #SpaceX #RetailInvestors #StockMarket #Finance #Investing #FexingoBusiness #BusinessPodcast #BullMarketConversations Keep every episode free: buymeacoffee.com/fexingo
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Why Cloudflare and Palantir Are Falling in a Bull Market
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