How Steve Eisman's AI Exit Reveals a Shift in the Bull Market

Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength · Jul 28, 2026 · 4m · transcript

This episode drills into the growing divergence in the bull market as growth stocks crack and value holds. We anchor on Steve Eisman selling a key AI position and the Nasdaq's worst five-day drop in months, down 3.5%, while the S&P 500 shed only 1.3% and the Dow stayed flat. The ARKK innovation ETF fell 6.6%, but Shopify rose 3.1% — proving the selloff isn't uniform. Lucas and Luna examine whether Eisman's move signals a top or a healthy rotation, given the economy is still growing at 2.1% real GDP. They explore how AI spending may be overhyped, how the bull market is becoming…