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

A Market Rotation Underway… And Reaction to L...

CNBCCNBC

Up next

Treasurys Turn Higher… And Novo Sinks After Trial Failure 7/31/26

U.S. Treasurys popping to end the week as the 2 Year hits a near two-decade high and the 10 Year reaches highs not seen since January 2025. The traders break down the reason behind the surge and if this could affect the next Fed rate decision. Then, Novo Nordisk tumbling after a ...  Show more

 . 43min 29sec
Apple and Amazon Earnings… And What’s Next for Global Markets 7/30/26

The traders watching key after-the-bell earnings like Apple, Amazon, Strategy and Coinbase. CEO of Moor Insights & Strategy Patrick Moorhead gives his take on whether Apple can withstand memory inflation and if Amazon’s cloud revenue is enough to beat earnings expectations. Then, ...  Show more

 . 44min 24sec

Recommended Episodes

Wall Street Roundup: AI trade, market melt up
Wall Street Breakfast

Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ...  Show more

 . 11min 6sec
Stocks slip, dollar steadies as rate hikes, a rate cut and Powell awaited
Global Market Insights - Forex, Futures, Stocks

Send us Fan MailEquities start week on the backfoot amid uncertainties; can Powell changethe mood? China steps up effort to boost economy but Asian stocksunimpressed. Pound shines ahead of BoE decision, SNB coming up too,dollar crawls off lows.Risk Warning: Our services involve a ...  Show more

 . 4min 31sec
Prices or Putin?, $200 oil?, and rentals, retail & Roblox
The Exchange

Stocks are higher as Putin backs off…for now. And at the same time, we just got another hot inflation reading. We’ll look at the tug-of-war going on between these headlines, and the impact for markets and your portfolio. Plus, oil is reversing after hitting a 7-year high. But we’ ...  Show more

 . 44min 7sec
Interest rate debate
Wall Street Breakfast

Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10). Netflix reporting; valuation concerns (7:12). Stocks continuing overall melt up (8:00).Show links: Wall Steet moves higher aft ...  Show more

 . 9min 8sec