Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Are Repricing Growth Stocks in 2026
In this episode, Lucas and Luna dig into the surprising repricing of growth stocks in the current bull market. With the S&P 500 at 7,497 and the Nasdaq Composite up 2.8% over the past five days, they examine how high-multiple stocks like Datadog and Cloudflare are seeing renewed momentum. They discuss the role of AI-driven optimism, the shift in investor sentiment from value to growth, and what this means for portfolio construction. The conversation also touches on the Fed's steady rate stance and how growth stocks are benefiting from a recalibration of risk premiums. If you've been…
The skinny
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