Why Growth Stocks Are Diverging From Mega-Caps

The first week of June 2026 has been brutal for high-growth names: Datadog down 15.6%, CrowdStrike off 14.2%, Palantir off 15.6%. Yet Apple is flat and the mega-caps are mixed. Lucas and Luna unpack what's driving the divergence — and why it might signal a rotation into quality growth rather than a broad sell-off. They look at the ARKK ETF's 8.3% weekly slide, the 'hot jobs report' pushing rate cuts further out, and what the data says about which growth stocks still have pricing power. Plus, a quick note on how listener support keeps the show ad-free. #GrowthStocks #NASDAQ #Datadog #CrowdStrike #Palantir #ARKK #Apple #FedPolicy #RateCuts #June2026 #StockMarket #Rotation #EnterpriseSoftware #Cybersecurity #AIStocks #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo