In today's My Trading Game Plan, Chief Market Strategist Gareth #Soloway breaks down whether the AI bubble is finally starting to burst — as the "invincibility" of these momentum trades cracks and money quietly rotates beneath the surface. Even record results and raised guidance aren't enough to satisfy an overextended market, and Gareth maps out exactly where institutional capital is moving as a wave of earnings reactions reshapes the tape.
Today's Earnings Reactions:
Broadcom (AVGO) — Beat revenue expectations, reporting $22.2 billion, and raised Q3 guidance with expectations for 84% year-over-year revenue growth. Yet the stock still pulled back roughly 3–6%, driven by a slight miss in the software segment and falling short of the EPS "whisper number." The takeaway: even record AI revenue and a guidance raise weren't enough to satisfy this overextended market.
CrowdStrike (CRWD) — Fell around 10% in a classic "sell-the-news" reaction. The company topped both revenue and EPS estimates, raised its full-year forecast, and announced a 4-for-1 stock split — yet investors still chose to lock in gains.
PVH — Dropped sharply, around 16%. The company beat Q1 estimates but sold off hard after trimming its fiscal 2026 sales guidance, citing macroeconomic weakness in Europe.
The common thread: strong numbers are no longer being rewarded. When beats and raised guidance get sold, it tells you the market's risk appetite is shifting — and that's the structural story Gareth breaks down today.
⚠️ IMPORTANT DISCLAIMER
The information presented in this video is for educational and informational purposes only and should NOT be considered financial, investment, tax, or legal advice. Gareth Soloway and Verified Investing are not registered investment advisors. All trading and investing involves substantial risk of loss, and you should consult with a qualified financial professional before making any investment decisions. Past performance is not indicative of future results.
🚨 SCAM WARNING: Gareth Soloway and the Verified Investing team will NEVER contact you directly through YouTube comments, Telegram, WhatsApp, or any other messaging platform asking you to invest, send money, or join private trading groups. If anyone claims to be Gareth or a member of his team and contacts you outside of official Verified Investing channels, it is a SCAM. Please report and block these accounts immediately.
#AIBubble #Broadcom #CrowdStrike #Earnings #GarethSoloway #StockMarket #TechnicalAnalysis
https://www.youtube.com/live/fAnErg4nyp8?si=Zfjh2ojqgMwhjA3W
Today's Earnings Reactions:
Broadcom (AVGO) — Beat revenue expectations, reporting $22.2 billion, and raised Q3 guidance with expectations for 84% year-over-year revenue growth. Yet the stock still pulled back roughly 3–6%, driven by a slight miss in the software segment and falling short of the EPS "whisper number." The takeaway: even record AI revenue and a guidance raise weren't enough to satisfy this overextended market.
CrowdStrike (CRWD) — Fell around 10% in a classic "sell-the-news" reaction. The company topped both revenue and EPS estimates, raised its full-year forecast, and announced a 4-for-1 stock split — yet investors still chose to lock in gains.
PVH — Dropped sharply, around 16%. The company beat Q1 estimates but sold off hard after trimming its fiscal 2026 sales guidance, citing macroeconomic weakness in Europe.
The common thread: strong numbers are no longer being rewarded. When beats and raised guidance get sold, it tells you the market's risk appetite is shifting — and that's the structural story Gareth breaks down today.
⚠️ IMPORTANT DISCLAIMER
The information presented in this video is for educational and informational purposes only and should NOT be considered financial, investment, tax, or legal advice. Gareth Soloway and Verified Investing are not registered investment advisors. All trading and investing involves substantial risk of loss, and you should consult with a qualified financial professional before making any investment decisions. Past performance is not indicative of future results.
🚨 SCAM WARNING: Gareth Soloway and the Verified Investing team will NEVER contact you directly through YouTube comments, Telegram, WhatsApp, or any other messaging platform asking you to invest, send money, or join private trading groups. If anyone claims to be Gareth or a member of his team and contacts you outside of official Verified Investing channels, it is a SCAM. Please report and block these accounts immediately.
#AIBubble #Broadcom #CrowdStrike #Earnings #GarethSoloway #StockMarket #TechnicalAnalysis
https://www.youtube.com/live/fAnErg4nyp8?si=Zfjh2ojqgMwhjA3W
YouTube
AI BUBBLE BURSTING? Broadcom & CrowdStrike Shock The Market!
In today's My Trading Game Plan, Chief Market Strategist Gareth Soloway breaks down whether the AI bubble is finally starting to burst — as the "invincibility" of these momentum trades cracks and money quietly rotates beneath the surface. Even record results…
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#USMarketUpdate
Stock market today: Dow jumps 900 points, Nasdaq slips after Broadcom outlook flop
Live updates
https://finance.yahoo.com/markets/live/stock-market-today-dow-jumps-900-points-nasdaq-slips-after-broadcom-outlook-flop-230054231.html
Stock market today: Dow jumps 900 points, Nasdaq slips after Broadcom outlook flop
Live updates
https://finance.yahoo.com/markets/live/stock-market-today-dow-jumps-900-points-nasdaq-slips-after-broadcom-outlook-flop-230054231.html
Yahoo Finance
Stock market today: Dow jumps 900 points, Nasdaq slips after Broadcom outlook flop
US stock futures slipped as doubts about President Trump's ability to end the war with Iran rattled Wall Street.
Bangkok set for region-topping temperatures in years to come: Study - CNA
https://www.channelnewsasia.com/asia/bangkok-thailand-heat-hot-temperatures-6086316
https://vt.tiktok.com/ZSQe49gsF/
https://www.channelnewsasia.com/asia/bangkok-thailand-heat-hot-temperatures-6086316
https://vt.tiktok.com/ZSQe49gsF/
CNA
Bangkok set for region-topping temperatures in years to come: Study
Experts say the Thai capital must act now or face a much hotter future, with projections of up to 120 extreme heat days a year by 2050.
Nvidia's laptop chip is a bet that AI will need more than the cloud to flourish
https://finance.yahoo.com/markets/article/nvidias-laptop-chip-is-a-bet-that-ai-will-need-more-than-the-cloud-to-flourish-171209056.html
https://finance.yahoo.com/markets/article/nvidias-laptop-chip-is-a-bet-that-ai-will-need-more-than-the-cloud-to-flourish-171209056.html
Yahoo Finance
Nvidia's laptop chip is a bet that AI will need more than the cloud to flourish
Nvidia on Monday unveiled its RTX Spark chip for Windows laptops at its GTC Taipei conference.
AI Spending Has Been Huge. Now It Could Be Entering a 'Rational' Phase. Is That Good for Markets?
https://finance.yahoo.com/markets/stocks/articles/ai-spending-huge-now-could-165639336.html
https://finance.yahoo.com/markets/stocks/articles/ai-spending-huge-now-could-165639336.html
Yahoo Finance
AI Spending Has Been Huge. Now It Could Be Entering a 'Rational' Phase. Is That Good for Markets?
Alphabet this week began selling more than $85 billion of stock to raise money for its AI investments, a move that some experts say signals the data center buildout is entering a new, riskier phase.
US Judge Warns DOJ Appeal Could Upend Trump Tariff Refunds
https://finance.yahoo.com/economy/policy/articles/us-trade-judge-warns-doj-193854731.html
https://finance.yahoo.com/economy/policy/articles/us-trade-judge-warns-doj-193854731.html
Yahoo Finance
US Trade Judge Warns DOJ Appeal Could Upend Trump Tariff Refunds
(Bloomberg) -- A US trade judge took the unusual step of personally responding to the Trump administration’s appeal of his order to refund $166 billion in tariffs the Supreme Court declared unlawful, calling the government’s filings “colorful” and questioning…
A Fresh Vote of Wall Street Confidence Has UnitedHealth Stock Rising—And Leading the Dow Higher
https://finance.yahoo.com/markets/stocks/articles/fresh-vote-wall-street-confidence-164153599.html
https://finance.yahoo.com/markets/stocks/articles/fresh-vote-wall-street-confidence-164153599.html
Yahoo Finance
A Fresh Vote of Wall Street Confidence Has UnitedHealth Stock Rising—And Leading the Dow Higher
UnitedHealth Group shares surged to lead the Dow higher Thursday after the insurance giant's stock was upgraded by Bank of America.
Oil falls as traders eye Iran deal following Lebanon-Israel ceasefire
https://finance.yahoo.com/news/oil-falls-lebanon-israel-agree-004335640.html
https://finance.yahoo.com/news/oil-falls-lebanon-israel-agree-004335640.html
Yahoo Finance
Oil falls as Lebanon and Israel agree on a ceasefire
By Helen Clark BEIJING/PERTH, June 4 (Reuters) - Oil prices fell on Thursday as a ceasefire deal between Israel and Lebanon boosted hopes for a broader agreement to end the U.S.-Israeli war with Iran
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Anthropic Just Gave Investors One More Reason To Avoid the SpaceX IPO
https://finance.yahoo.com/markets/stocks/articles/anthropic-just-gave-investors-one-154000017.html
https://finance.yahoo.com/markets/stocks/articles/anthropic-just-gave-investors-one-154000017.html
Yahoo Finance
Anthropic Just Gave Investors One More Reason To Avoid the SpaceX IPO
Anthropic makes xAI look significantly overvalued.
CRWD Q1 Deep Dive: AI Security Demand Drives Guidance Raise, Market Reacts Negatively
https://finance.yahoo.com/markets/stocks/articles/crwd-q1-deep-dive-ai-154130053.html
https://finance.yahoo.com/markets/stocks/articles/crwd-q1-deep-dive-ai-154130053.html
Yahoo Finance
CRWD Q1 Deep Dive: AI Security Demand Drives Guidance Raise, Market Reacts Negatively
Cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) reported Q1 CY2026 results topping the market’s revenue expectations, with sales up 25.6% year on year to $1.39 billion. The company expects next quarter’s revenue to be around $1.44 billion, close…
Goldman Sachs expects SpaceX's AI revenue to surge 100-fold by 2030, FT reports
https://finance.yahoo.com/sectors/technology/articles/goldman-sachs-expects-spacexs-ai-152151131.html
https://finance.yahoo.com/sectors/technology/articles/goldman-sachs-expects-spacexs-ai-152151131.html
Yahoo Finance
Goldman Sachs expects SpaceX's AI revenue to surge 100-fold by 2030, FT reports
Goldman Sachs expects revenue from SpaceX's AI division to surge to $322 billion by 2030, up from $3.2 billion in 2025, according to the Wall Street bank's forecasts shared with a potential investor, the Financial Times reported on Thursday. The investment…
US will uphold tariff caps in deals with EU, Japan and others, U.S. trade chief says
https://finance.yahoo.com/economy/policy/articles/us-uphold-tariff-caps-deals-133223971.html
https://finance.yahoo.com/economy/policy/articles/us-uphold-tariff-caps-deals-133223971.html
Yahoo Finance
US will uphold tariff caps in deals with EU, Japan and others, U.S. trade chief says
PARIS, June 4 () - The United States will respect the tariff caps in trade deals struck with the European Union, Japan and other countries and planned U. tariffs over forced labour provide the legal basis to do so, U.
Is Snowflake the New Market Darling of AI Software -- or Will It Follow Palantir's Path?
https://finance.yahoo.com/markets/stocks/articles/snowflake-market-darling-ai-software-151800034.html
https://finance.yahoo.com/markets/stocks/articles/snowflake-market-darling-ai-software-151800034.html
Yahoo Finance
Is Snowflake the New Market Darling of AI Software -- or Will It Follow Palantir's Path?
Snowflake stock surged following its latest quarterly report, but can it sustain that momentum?
#USMarketUpdate
Dow claims record closing high, S&P 500 advances; chip selloff weighs on Nasdaq | Reuters
SUMMARY
Indexes: Dow up 1.73%, S&P 500 up 0.41%, Nasdaq off 0.09%
U.S. chipmakers dip after Broadcom's quarterly results
CrowdStrike slumps on rise in quarterly operating expenses
Weekly jobless claims increase more than expected; AI-related layoffs on the rise
NEW YORK, June 4 (Reuters) - Wall Street advanced on Thursday as progress toward ending the Iran war buoyed investor sentiment, while disappointing results from Broadcom led a chip selloff that pulled the Nasdaq lower.
The blue-chip Dow surged, hitting a record closing high with a boost from healthcare (.SPXHC), opens new tab and financial stocks (.SPSY), opens new tab.
Chipmaker Broadcom (AVGO.O), opens new tab missed revenue expectations, sending its shares tumbling 12.6% and casting a pall over the AI frenzy, which has sent chip stocks (.SOX), opens new tab up over 92% so far this year.
The U.S. House of Representatives passed a measure on Wednesday that would block President Donald Trump from continuing the war on Iran.
Additionally, a U.S.-mediated ceasefire agreement between Israel and Lebanon, an essential condition of an Iranian agreement to a peace deal, bolstered optimism of a near-term resolution to the war. But the truce was rejected by the pro-Iran Hezbollah, which said it would not withdraw troops from Lebanon.
A drop in front-month crude futures reflected hopes that tanker traffic through the crucial Strait of Hormuz could shortly resume.
On the economic front, initial jobless claims unexpectedly rose 6.1%, and first-quarter labor costs and productivity were revised sharply lower. A report from Challenger, Gray and Christmas showed layoffs announced by U.S. corporations jumped 11% in May to 97,006. Nearly 40% of those layoffs were attributed to AI...
Among the 11 major sectors of the S&P 500, healthcare and financial stocks boasted the biggest percentage gains, while technology shares (.SPLRCT), opens new tab were the biggest laggards...
Chipmaker Marvell Technology (MRVL.O), opens new tab gained 4.9%, while Advanced Micro Devices (AMD.O), opens new tab, Micron Technology (MU.O), opens new tab and Qualcomm (QCOM.O), opens new tab fell between 2.6% and 7.7%.
The healthcare sector got a boost from UnitedHealth (UNH.N), opens new tab, which jumped 5.2% after Bank of America raised its rating on the healthcare conglomerate's shares to "buy."
The financial index's rebound followed a sharp selloff in the previous session due to revived concerns over private credit.
Blackstone (BX.N), opens new tab became the latest asset manager to cap withdrawals from its flagship private credit fund following a rise in redemption requests. Its shares rose 7.5%.
Cybersecurity firm CrowdStrike (CRWD.O), opens new tab slumped 3.8% after reporting an increase in quarterly operating expenses...
https://www.reuters.com/business/nasdaq-futures-lead-declines-after-broadcom-drop-2026-06-04/
Dow claims record closing high, S&P 500 advances; chip selloff weighs on Nasdaq
https://www.straitstimes.com/business/companies-markets/dow-claims-record-closing-high-sp-500-advances-chip-selloff-weighs-on-nasdaq
Dow claims record closing high, S&P 500 advances; chip selloff weighs on Nasdaq | Reuters
SUMMARY
Indexes: Dow up 1.73%, S&P 500 up 0.41%, Nasdaq off 0.09%
U.S. chipmakers dip after Broadcom's quarterly results
CrowdStrike slumps on rise in quarterly operating expenses
Weekly jobless claims increase more than expected; AI-related layoffs on the rise
NEW YORK, June 4 (Reuters) - Wall Street advanced on Thursday as progress toward ending the Iran war buoyed investor sentiment, while disappointing results from Broadcom led a chip selloff that pulled the Nasdaq lower.
The blue-chip Dow surged, hitting a record closing high with a boost from healthcare (.SPXHC), opens new tab and financial stocks (.SPSY), opens new tab.
Chipmaker Broadcom (AVGO.O), opens new tab missed revenue expectations, sending its shares tumbling 12.6% and casting a pall over the AI frenzy, which has sent chip stocks (.SOX), opens new tab up over 92% so far this year.
The U.S. House of Representatives passed a measure on Wednesday that would block President Donald Trump from continuing the war on Iran.
Additionally, a U.S.-mediated ceasefire agreement between Israel and Lebanon, an essential condition of an Iranian agreement to a peace deal, bolstered optimism of a near-term resolution to the war. But the truce was rejected by the pro-Iran Hezbollah, which said it would not withdraw troops from Lebanon.
A drop in front-month crude futures reflected hopes that tanker traffic through the crucial Strait of Hormuz could shortly resume.
On the economic front, initial jobless claims unexpectedly rose 6.1%, and first-quarter labor costs and productivity were revised sharply lower. A report from Challenger, Gray and Christmas showed layoffs announced by U.S. corporations jumped 11% in May to 97,006. Nearly 40% of those layoffs were attributed to AI...
Among the 11 major sectors of the S&P 500, healthcare and financial stocks boasted the biggest percentage gains, while technology shares (.SPLRCT), opens new tab were the biggest laggards...
Chipmaker Marvell Technology (MRVL.O), opens new tab gained 4.9%, while Advanced Micro Devices (AMD.O), opens new tab, Micron Technology (MU.O), opens new tab and Qualcomm (QCOM.O), opens new tab fell between 2.6% and 7.7%.
The healthcare sector got a boost from UnitedHealth (UNH.N), opens new tab, which jumped 5.2% after Bank of America raised its rating on the healthcare conglomerate's shares to "buy."
The financial index's rebound followed a sharp selloff in the previous session due to revived concerns over private credit.
Blackstone (BX.N), opens new tab became the latest asset manager to cap withdrawals from its flagship private credit fund following a rise in redemption requests. Its shares rose 7.5%.
Cybersecurity firm CrowdStrike (CRWD.O), opens new tab slumped 3.8% after reporting an increase in quarterly operating expenses...
https://www.reuters.com/business/nasdaq-futures-lead-declines-after-broadcom-drop-2026-06-04/
Dow claims record closing high, S&P 500 advances; chip selloff weighs on Nasdaq
https://www.straitstimes.com/business/companies-markets/dow-claims-record-closing-high-sp-500-advances-chip-selloff-weighs-on-nasdaq
While You Were Sleeping: 5 stories you might have missed, June 5, 2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-june-5-2026
https://vt.tiktok.com/ZSQRfg2PV/
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-june-5-2026
https://vt.tiktok.com/ZSQRfg2PV/
The Straits Times
While You Were Sleeping: 5 stories you might have missed, June 5, 2026
While You Were Sleeping: 5 stories you might have missed, June 5, 2026. Read more at straitstimes.com. Read more at straitstimes.com.
Broadcom's sell-off just made megacap history
https://finance.yahoo.com/markets/stocks/article/broadcoms-sell-off-just-entered-megacap-history-163942663.html
https://finance.yahoo.com/markets/stocks/article/broadcoms-sell-off-just-entered-megacap-history-163942663.html
Yahoo Finance
Broadcom's sell-off just entered megacap history
Broadcom is erasing nearly $320 billion in market value — the third-worst for US public stocks.
US-Iran talks progress stalls after Hezbollah rejects truce
https://finance.yahoo.com/economy/policy/articles/progress-us-iran-talks-stalls-164807048.html
https://finance.yahoo.com/economy/policy/articles/progress-us-iran-talks-stalls-164807048.html
Yahoo Finance
US-Iran Talks Progress Stalls After Hezbollah Rejects Truce
(Bloomberg) -- There was no sign of progress in ceasefire talks between the US and Iran after the worst burst of violence in weeks and as the Tehran-backed Hezbollah militia rejected on Thursday a US-brokered truce in Lebanon.Most Read from BloombergGlazer…
Morning Briefing: Top stories from The Straits Times on June 5, 2026
https://str.sg/Ltwh
https://vt.tiktok.com/ZSQ8xtmDa/
https://str.sg/Ltwh
https://vt.tiktok.com/ZSQ8xtmDa/
The Straits Times
Morning Briefing: Top stories from The Straits Times on June 5, 2026
Read more at straitstimes.com.
🐳 WhalePool Traders Journal
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30 Best Things To Do This Weekend In SG (5th-7th June 2026)
https://thesmartlocal.com/read/things-to-do-this-weekend-singapore/
https://thesmartlocal.com/read/things-to-do-this-weekend-singapore/
TheSmartLocal - Singapore's Leading Travel and Lifestyle Portal
18 Best Things To Do This Weekend In Singapore – 4th-6th September2026
Looking for activities to fill your calendar? Here are all the best things to do this weekend in Singapore.
Time Out Singapore | Singapore Events, Attractions & Things To Do
https://www.timeout.com/singapore
https://www.timeout.com/singapore
Time Out Singapore
Time Out Singapore | Singapore Events, Attractions & Things To Do
Singapore’s guide to restaurants, bars, theatre, movies, shopping, events, activities, things to do, music, clubs, dance & nightlife