Closing Bell Overtime: Chip Rally Takes a Breather But Markets Stage Midday Turnaround 6/4/26

Investors look beyond semiconductors and ask whether the rest of the market can carry the rally forward. Charles Kantor of Neuberger weighs whether leadership can broaden beyond AI and chips and identifies where investors may find the next opportunities. Lululemon headlines earnings. Janine Stichter of BTIG reacts to the results. Other stories include Blackstone restricting withdrawals from a flagship fund, pressure on Netflix, and whether Bitcoin may finally be finding a bottom. Our Pippa Stevens reports on the spread of flesh-eating parasites from Texas while Elanco Animal Health CEO Jeffrey Simmons discusses the risks to agriculture and livestock. Our Leslie Picker examines Wall Street's growing obsession with SpaceX and what it means for private markets. The show also explores Coinbase's move into perpetual futures tied to pre-IPO companies. John Kolovos, Head of Technical Strategy at Macro Risk Advisors, breaks down market internals and explains what the charts are saying about the rally's durability.

You can listen to Closing Bell Overtime: Chip Rally Takes a Breather But Markets Stage Midday Turnaround 6/4/26 online on Radio and Podcast. Open the player on this page to stream the available audio.

Closing Bell Overtime: Chip Rally Takes a Breather But Markets Stage Midday Turnaround 6/4/26 is an episode from Closing Bell by CNBC.

This episode is 00:43:36 long.

This episode was published on Jun 4, 2026.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from Closing Bell when more episodes are available from the podcast feed.