Why Growth Stocks Are Splitting Into Value and Momentum

Lucas and Luna examine a growing divergence in growth stocks: while mega-caps like Microsoft and Apple slide, cybersecurity names like CrowdStrike are surging. They explore why investors are rotating away from broad-market growth ETFs like IWF and VUG into sector-specific plays, and what this means for portfolio construction in mid-2026. Using real-time data and recent price action, the hosts argue that the growth category itself is fragmenting into a defensive 'value growth' camp and a high-beta 'momentum growth' camp, with implications for risk management and allocation. They touch on the SpaceX IPO frenzy, the sell-off in Datadog and Cloudflare, and why enterprise software faces a different headwind than AI infrastructure. A data-driven, action-oriented conversation for growth investors navigating a tricky market. #GrowthStocks #MegaCaps #Cybersecurity #CrowdStrike #Microsoft #Apple #SpaceX #IWF #VUG #ARKK #MarketRotation #ValueGrowth #MomentumGrowth #PortfolioConstruction #EnterpriseSoftware #AIInfrastructure #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo