Why the Earnings Growth Trade Is Failing Growth Stocks

What this episode covers

The NASDAQ is down over 5% in the last five trading days while the Dow barely budged. Lucas and Luna dig into why high-growth names like Datadog, Palantir, and CrowdStrike are getting hit hardest despite strong earnings. They explore the disconnect between revenue growth and market reaction, the role of rising real yields, and what the IWF versus Dow divergence tells us about where institutional money is rotating. Specific data points include the NASDAQ's 5.1% weekly drop, the IWF growth ETF's 4.7% decline, and Datadog's 15.6% plunge. The hosts also touch on the Fed holding at 3.63% and what that means for duration-sensitive stocks. #GrowthStocks #NASDAQ #DowJones #BullMarket #EarningsSeason #StockMarket #InterestRates #Fed #RealYields #Datadog #Palantir #CrowdStrike #IWF #RotationalBullMarket #Finance #Investing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength?

This episode is 8 minutes long.

When was this Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength episode published?

This episode was published on June 8, 2026.

What is this episode about?

The NASDAQ is down over 5% in the last five trading days while the Dow barely budged. Lucas and Luna dig into why high-growth names like Datadog, Palantir, and CrowdStrike are getting hit hardest despite strong earnings. They explore the disconnect...

Can I download this Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength episode?

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