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

市场轮动正在进行……以及对Lululemon最新业绩的反应 6/4/26

CNBC's "Fast Money"

2026-06-05

44 分钟
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单集简介 ...

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.
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  • Here's what's on tap tonight.

  • A bank breakout, the KBE posting outsized gains and IPO plays like Goldman Sachs and Morgan Stanley hitting new records.

  • What's the rotation out of semis and into these tech names tell us about the state of the market?

  • Lululemon shares the athleisure company sinking after its latest earnings report.