Why Microsoft Dropped 5 Percent While Nvidia Rose 4 Percent

In this episode of The Stock Market Podcast, Lucas and Luna dig into the divergence between Microsoft and Nvidia in early June 2026. Over the past five trading days, Microsoft fell nearly 5 percent while Nvidia gained almost 4 percent. The hosts explore what's driving the split: Microsoft's heavy capex spending, Nvidia's product cycle momentum, and shifting AI sentiment. They also discuss how the broader market is rotating, with the Dow hitting new highs while the NASDAQ lags. Specific numbers and recent headlines ground the conversation, including the Fed funds rate holding steady and the VIX remaining low. Lucas and Luna also touch on the implications for long-term investors: should you buy the dip in Microsoft or chase Nvidia's rally? The episode ends with a candid moment about listener support and a look ahead to next week's CPI data. #Microsoft #Nvidia #StockMarket #TechStocks #AIInvesting #Capex #MarketRotation #DowJones #NASDAQ #FedFunds #VIX #InvestingStrategy #Finance #Business #FexingoBusiness #BusinessPodcast #StockMarketPodcast #Earnings Keep every episode free: buymeacoffee.com/fexingo