Why Defensive Dividend Stocks Outperform in July Tech Selloff

Dividend Investing with Fexingo: Income Stocks, Yield, and Long-Term Cash Flow Portfolios · Jul 27, 2026 · 8m · transcript

In Episode 135 of Dividend Investing with Fexingo, Lucas and Luna break down the recent divergence between dividend-paying stocks and a sliding tech sector. As of July 27, 2026, Verizon has surged 8.1% in five days while the Nasdaq dropped 3.5%. Johnson & Johnson gained 6.1%, and Coca-Cola rose 2.6%, even as the S&P 500 fell 1.3%. The hosts explore why defensive income stocks are attracting capital in a market jittery about AI spending, using the Moody's warning on Big Tech credit quality as a catalyst. They also discuss the steepening yield curve—now 36 basis points between the 10-year…