Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Are Repricing High-Beta Stocks in July 2026
In this episode, Lucas and Luna drill into the recent divergence between the S&P 500 at 7,504 and the Nasdaq down 1.5% over the past week. They focus on high-beta names like Palantir, up 15.2% in five days, and Cloudflare, up 9.6%, asking whether this is a rotation into risk or a momentum trap. Using the live data, they contrast the Russell 2000's 1.4% decline with the Dow's 1.2% gain, unpacking how bull markets in their later stages often reprice volatile stocks. They discuss the Fed funds rate at 3.63%, the Kalshi prediction that the Nasdaq-100 will end 2026 above 30,000, and what…
The skinny
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