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

Stocks Tumble To Wrap Up Week… And Tim Cook’s Last Developer’s Conference 6/5/26

A bleak day for markets as the Dow, S&P 500 and NASDAQ all tumble to wrap up the week. The semi stocks leading the sell-off, and if this is the start of a broader pullback. Head of Macro Strategy at Wells Fargo Mike Schumacher lays out where he sees stocks heading next, and gives his take on what this means for Fed rates. Plus, details behind SpaceX’s blockbuster IPO next week, Boeing production reaching new heights, Apple’s Siri makeover, and how retailers could benefit from an AI buildout. Fast Money Disclaimer [https://www.cnbc.com/fast-money-disclaimer/] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

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

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 [https://www.cnbc.com/fast-money-disclaimer/] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

A Sign Of Market Euphoria?... And Opportunity In Metals 6/3/26

All things AI continuing to climb, as investors await a blockbuster SpaceX IPO, and semi and chip stocks cruise to fresh records. But is all the exuberance a sign of too much euphoria in the market? CME Group’s Terry Duffy helps break it all down, and why he sees some danger for retail investors as perpetual futures come into focus. Plus, Crowdstrike reports results, credit card stocks swipe lower, and finding opportunity in metals.  Fast Money Disclaimer [https://www.cnbc.com/fast-money-disclaimer/] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

Bitcoin & Crypto Trade Crumbles… And Opportunity In Commercial Real Estate 6/2/26

Bitcoin hitting its lowest level in two months as the crypto trade continues to tumble. How the sell-off is impacting crypto proxies like Strategy, Coinbase, and Robinhood… and the latest vehicles giving investors more options to trade. Plus, Palo Alto Networks reports results, China tech stocks look to rebound, and the latest read on commercial real estate; where an industry expert still sees opportunity in the space. Fast Money Disclaimer [https://www.cnbc.com/fast-money-disclaimer/] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

Berkshire’s Signals A Housing Market Bottom… And A Market Rally Expiration 6/1/26

Berkshire Hathaway giving investors optimism about a potential bottom in the housing market, as the company announces a deal in the homebuilding space. What it could mean for the sector as it struggles with rising mortgage rates and weak consumer confidence… and what it means for Berkshire’s traditionally value-focused strategy. Plus Nvidia gets in on the PC space with a new chip, Billionaire Barry Diller’s firm raises the stakes on a casino deal, and a rally with an expiration; why one market strategist says the clock is ticking on the record climb, but it’s not stopping him from finding opportunity. Fast Money Disclaimer [https://www.cnbc.com/fast-money-disclaimer/] Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.