Episode

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

Podcast: CNBC's "Fast Money"
Published: Jun 4, 2026
Duration seconds: 2657
Processing state: not_requested
Canonical source: https://www.cnbc.com
Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/b7b89f33-e5b5-46a6-9e42-7f843e9567e5/episodes/03a7813c-5728-484f-ad6a-b86afb4d4f54/audio/128/default.mp3?aid=rss_feed&awCollectionId=b7b89f33-e5b5-46a6-9e42-7f843e9567e5&awEpisodeId=03a7813c-5728-484f-ad6a-b86afb4d4f54&feed=szW8tJ16
JSON: /v1/public/podcasts/cnbc-s-fast-money-385199/episodes/a-market-rotation-underway-and-reaction-to-lululemon-s-latest-results-6-4-26
Markdown: /podcast/cnbc-s-fast-money-385199/a-market-rotation-underway-and-reaction-to-lululemon-s-latest-results-6-4-26.md

Actions

POST https://stenobird.com/v1/public/podcasts/cnbc-s-fast-money-385199/episodes/a-market-rotation-underway-and-reaction-to-lululemon-s-latest-results-6-4-26/transcription-requests
Idempotently request low-priority transcript generation for this episode.
GET https://stenobird.com/podcast/cnbc-s-fast-money-385199/a-market-rotation-underway-and-reaction-to-lululemon-s-latest-results-6-4-26.md
Read the agent-friendly Markdown representation of this episode resource.

Summary

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