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'Fast Money' traders talk the market rotation out of Big Tech
CNBC Televisionยท2025-07-01 21:54

And we start off with the seeming shift out of this year's best performing stocks and sectors to some of the biggest lagards. The NASDAQ climbing to new records to close out the first half. Semis far outperforming the broader market. And names like Netflix, Palanteer, Coinbase all soared. But today, all those trades were losing steam. Meanwhile, the long underperforming small caps, they jumped today. So the defensive healthc care names, retailers like Target, Insurers, and Staples. So what do you make of th ...