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

An episode of [CNBC's "Fast Money"](https://invisiblenetwork.ai/podcast/215529509), 4 Jun 2026, 44 min.

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

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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