Why the Nasdaq Dropped 5 Percent While Apple Held Steady

The Nasdaq fell 5.1 percent in a week through June 7, 2026, but Apple barely budged—up 0.3 percent. Lucas and Luna break down what's driving this divergence: a rotation out of mega-cap tech into defensives, with Microsoft and Nvidia down 9.5 and 8.5 percent respectively while the Dow held nearly flat. They examine Apple's supply chain resilience, the VIX spike to 21.5, and what this tells us about the market's shifting risk appetite. Plus, a look at why the Dow's 0.4 percent drop signals a 'risk-off but not panic' environment and what bond market whispers about Fed policy mean for the second half of 2026. #Nasdaq #Apple #Microsoft #Nvidia #DowJones #VIX #StockMarket #TechStocks #MarketRotation #Defensives #Investing #June2026 #Finance #Business #FexingoBusiness #BusinessPodcast #WallStreet #MarketAnalysis Keep every episode free: buymeacoffee.com/fexingo