The market finally hit the part of the trade where crowded winners stop acting like they can only go up. Tech got hit hard, yields pushed higher, crypto cracked, and a new wave of equity supply is starting to matter.

• Tech sell-off and semis

• Jobs, yields, and rotation

• AI capex and adoption

• Apple and practical AI

• SpaceX IPO and equity supply

• AI policy and labor reality

• Crypto, energy, and risk indicators

• Other key watchpoints

Sources:

• Closing Bell — Major Rotation As Nasdaq Posts Largest Point Drop Ever 6/5/26: https://www.cnbc.com/

• Closing Bell — Closing Bell: Navigating the Tech Sell-Off 6/5/26: https://www.cnbc.com/

• Squawk on the Street — 11AM Hour: Boeing CEO Exclusive, The Two Sides of the SpaceX IPO & Apple WWDC on deck 6/5/26: https://www.cnbc.com/

• Power Lunch — Major averages sell off to end the trading week as tech stocks tumble for their worst day in over a year. 6/5/26: https://www.cnbc.com/

• Halftime Report — Buy the Chips and Dips? 6/5/26: https://www.cnbc.com/

• Squawk on the Street — 10AM Hour: S&P Denies SpaceX Early Entry, Docusign CEO on Earnings, New York Giants Linebacker on NIL Deals 6/5/26: https://www.cnbc.com/

• Worldwide Exchange — Morning Call 6/5/26: https://www.cnbc.com/

• Squawk on the Street — 9am Hour: Tech Pain, Hassett on Jobs Report, SpaceX IPO: What Musk Told Dimon 6/5/26: https://www.cnbc.com/

• Squawk on the Street — CNBC Investing Club: Cramer’s Morning Take on Cardinal Health 6/5/26: https://www.cnbc.com/

• Squawk Pod — Bonus: The Path with Becky Quick: The Value of a Life 6/5/26: https://www.cnbc.com/

• The Exchange — The Exchange 6/5/26: https://www.cnbc.com/

• CNBC's "Fast Money" — Stocks Tumble To Wrap Up Week… And Tim Cook’s Last Developer’s Conference 6/5/26: https://www.cnbc.com/

• Squawk Pod — T-Minus One Week: SpaceX’s IPO 6/5/26: https://www.cnbc.com/