Why Value Stocks Are Quietly Outperforming Big Tech in June 2026

Big Tech is getting hammered this week — the NASDAQ is down over 5 percent, Microsoft and Nvidia have lost 9-plus percent each — but value stocks and financials are holding steady or even gaining. On this episode of Stock Picking with Fexingo, Lucas and Luna dig into the rotation: why the hot jobs report pushed rate-cut hopes further out, how Berkshire Hathaway, JPMorgan, and Bank of America are acting as safe havens, and whether this is a one-week blip or the start of a bigger regime shift. Lucas walks through the numbers — S&P 500 at 7,384, Dow near flat, the Russell 2000 off 2.5 percent — and explains why the market is repricing the AI winners while rewarding traditional earnings power. Luna pushes back on whether value can sustain momentum without lower rates. A concrete, data-anchored conversation for anyone wondering if it's time to rethink growth exposure. #ValueStocks #BigTech #StockRotation #JobsReport #FederalReserve #BerkshireHathaway #JPMorgan #BankOfAmerica #Microsoft #Nvidia #NASDAQ #S&P500 #InterestRates #GrowthStocks #StockPicking #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo