Why Tech Stocks Are Down But Not Out in June 2026

In this episode of Tech News Daily, Lucas and Luna dig into the mixed signals hitting tech stocks in mid-2026. The S&P 500 tech sector is flat over the past five trading days, but underneath the surface, big names like Microsoft are down over 5% while Google has barely budged. Lucas explains how the rotation out of mega-cap AI winners is a story about interest rates, not fundamentals, and why the sell-off in software stocks might be creating opportunities. He points to the IGV software ETF, down over 5% in five days, as a potential signal that the market is re-rating risk rather than panicking. Luna pushes back on whether this is a buying opportunity or the start of a deeper correction. They also touch on how the Amazon-Anthropic relationship is drawing regulatory heat, and what that means for the broader AI landscape. If you're a tech investor trying to make sense of June 2026's choppy waters, this episode gives you the context you need. #TechStocks #StockMarket #Microsoft #Alphabet #Amazon #Anthropic #AISafety #FederalReserve #InterestRates #SoftwareETF #IGV #Rotation #MegaCapStocks #TechInvesting #MarketAnalysis #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo