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Why ExxonMobil Is Outperforming Tech Stocks in Mid-2026
ExxonMobil has surged 5.8% in the last five days while tech giants like Meta and Tesla have slumped. Lucas and Luna explore why the energy giant is beating Big Tech in mid-2026, from disciplined capital spending and high refining margins to record free cash flow and a shrinking share count. They discuss Exxon's strategic pivot from growth-at-any-cost to value creation, and whether this outperformance is sustainable. With the S&P 500 near 7,500 and growth stocks under pressure, Exxon's steady returns offer a case study in market rotation. The hosts also touch on broader value vs…
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