Why Growth Stocks Are Getting Crushed While the Dow Holds Steady

In this episode of Bull Market Conversations with Fexingo, Lucas and Luna dissect the striking divergence between growth stocks and the Dow in June 2026. Despite the S&P 500 sitting at 7,406 and the Dow near 50,786, high-growth names like CrowdStrike (down 14.3% in five days), Datadog (down 13.9%), and Palantir (down 10.3%) are getting hammered. Lucas explains how a hot jobs report on June 5 pushed Fed rate cut expectations further out, with the effective fed funds rate at 3.63% and Chair Warsh facing policy tests. Luna questions whether this is a rotation into value or a warning sign for the bull market. They unpack the mechanics: growth stocks are more sensitive to higher-for-longer rates because their valuations depend on distant future cash flows. Lucas cites data showing the Russell 2000 is down 2.6% versus the NASDAQ's 4.3% drop, indicating small caps are holding up better. The episode centers on whether this divergence is temporary or the start of a sustained shift. #GrowthStocks #DowJones #BullMarket #MarketDivergence #FedPolicy #InterestRates #CrowdStrike #Datadog #Palantir #SmallCaps #Russell2000 #NASDAQ #SP500 #FederalReserve #RateCuts #ValueStocks #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo