Why Defensive Dividend Stocks Outperform in July Tech Selloff

In Episode 135 of Dividend Investing with Fexingo, Lucas and Luna break down the recent divergence between dividend-paying stocks and a sliding tech sector. As of July 27, 2026, Verizon has surged 8.1% in five days while the Nasdaq dropped 3.5%. Johnson & Johnson gained 6.1%, and Coca-Cola rose 2.6%, even as the S&P 500 fell 1.3%. The hosts explore why defensive income stocks are attracting capital in a market jittery about AI spending, using the Moody's warning on Big Tech credit quality as a catalyst. They also discuss the steepening yield curve—now 36 basis points between the 10-year and 2-year—and what it means for dividend portfolio strategy. A nuanced look at how free cash flow, payout ratios, and sector rotation are driving relative returns. #DividendInvesting #DefensiveStocks #TechSelloff #Verizon #JohnsonAndJohnson #CocaCola #YieldCurve #AI #Moodys #PortfolioRotation #FreeCashFlow #Nasdaq #S&P500 #IncomeStocks #Finance #FexingoBusiness #BusinessPodcast #July2026 Keep every episode free: buymeacoffee.com/fexingo