Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why Growth Stocks Are Leaving Value Behind in July 2026
Lucas and Luna dig into why growth stocks are crushing value in July 2026, even as the S&P 500 hits 7,575. They point to a specific divergence: the Russell 2000 is down 1.1% over the past week while growth-heavy funds like IWF are up 0.8%. Meanwhile, ARKK is down 4% and CrowdStrike has dropped 6.1%. Lucas argues this isn't just a momentum story—it's a structural shift where the market is rewarding companies with proven AI revenue, not just AI hype. They discuss how high-conviction growth names like Cloudflare are up 8.4% in five days, while value-tilted sectors lag. The episode also…
The skinny
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