Why Growth Stocks Are Getting Crushed Right Now

Lucas and Luna break down the brutal sell-off hammering high-growth names in early June 2026, with Ark Innovation down 8.3% in five days and Datadog plunging over 15%. They trace the sell pressure to the hot jobs report on June 5 that pushed Fed rate cuts further out of reach, and explore which growth stocks might actually benefit from a 'higher for longer' regime. Using examples like Shopify's 11.7% drop versus Apple's flat performance, the hosts argue that the market is repricing duration risk — and that investors should distinguish between companies that need cheap capital to survive and those that generate cash regardless of rates. The episode closes with a look at where the AI trade could find its next wave. #GrowthStocks #StockMarketSelloff #FedPolicy #InterestRates #ARKK #IWF #VUG #Shopify #Datadog #CrowdStrike #Apple #Microsoft #NVIDIA #AITrade #DurationRisk #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo