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A Market Rotation Underway… And Reaction to LuluLemon’s Latest Results 6/4/26 episode artwork

EPISODE · Jun 4, 2026 · 44 MIN

A Market Rotation Underway… And Reaction to LuluLemon’s Latest Results 6/4/26

from CNBC's "Fast Money" · host CNBC

A mixed day for markets, as investors seemingly rotate out of tech and into financials. How the recent drops in semi stocks could be fueling the record runs in money centers and investment firms, and where our traders are positioning in the rotation. Plus, the next move for Netflix as Co-founder Reed Hastings says goodbye, how a flesh-eating parasite hitting the cattle industry is impacting some biotech stocks, and what a top retail analyst sees in store for Lululemon after the company’s latest earnings report. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What this episode covers

A mixed day for markets, as investors seemingly rotate out of tech and into financials. How the recent drops in semi stocks could be fueling the record runs in money centers and investment firms, and where our traders are positioning in the rotation. Plus, the next move for Netflix as Co-founder Reed Hastings says goodbye, how a flesh-eating parasite hitting the cattle industry is impacting some biotech stocks, and what a top retail analyst sees in store for Lululemon after the company’s latest earnings report. Fast Money Disclaimer

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A Market Rotation Underway… And Reaction to LuluLemon’s Latest Results 6/4/26

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Frequently Asked Questions

How long is this episode of CNBC's "Fast Money"?

This episode is 44 minutes long.

When was this CNBC's "Fast Money" episode published?

This episode was published on June 4, 2026.

What is this episode about?

A mixed day for markets, as investors seemingly rotate out of tech and into financials. How the recent drops in semi stocks could be fueling the record runs in money centers and investment firms, and where our traders are positioning in the...

Can I download this CNBC's "Fast Money" episode?

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