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Why the Nasdaq Is Tumbling While Oil Stocks Surge
The Nasdaq Composite dropped 0.7% in the last five days, with META falling 5.6% and TSLA losing 4.4%, while XOM gained 5.8% and CVX rose 5.0%. Lucas and Luna unpack the rotation out of growth into energy, examining whether this is just mid-2026 noise or a structural shift. They dig into ExxonMobil's investor day commitments, Chevron's Permian efficiency gains, and what the S&P 500's near-flat week tells us about sector leadership. If you're wondering whether to trim your tech winners and add some oil exposure, this episode gives you the framework to decide.
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The skinny
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