Why Value Stocks Are Crushing Tech in July 2026

This earnings season is revealing a dramatic rotation: while the Nasdaq has dropped nearly 4% in the past five days, value stocks and financials are quietly hitting new highs. Lucas and Luna dissect the data—from JPMorgan's 2.3% weekly gain to Exxon's 1.9% rise—and explore why investors are fleeing high-multiple tech for steady cyclicals. They also touch on Steve Eisman's recent tech sell-off as a signal of changing sentiment. #EarningsSeason #ValueStocks #TechRotation #JPMorgan #ExxonMobil #Nasdaq #SteveEisman #BigShort #GDPGrowth #Cyclicals #Financials #EnergyStocks #MarketDivergence #Business #Finance #FexingoBusiness #BusinessPodcast #QuarterlyReview Keep every episode free: buymeacoffee.com/fexingo