About this episode

The episode discusses market movements, AI revenue impacts, and features an interview with Brian Paes-Braga of Metals Royalty Company.

Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. LEARN MORE: https://apexfintechsolutions.com/?utm_source=Risk+Reversal&utm_medium=Podcast&utm_campaign=701PJ00000fnXhaYAE Guy Adami and Dan Nathan are back with a packed episode covering the biggest market moves of the week. They kick things off with Broadcom's post-earnings selloff, a two-plus trillion dollar company that dropped over 16% after missing on key AI revenue targets and what it signals about how quickly the market punishes misses at elevated valuations, even when the underlying metrics aren't bad. From there, Guy and Dan dig into the broader AI trade, single-stock volatility versus a VIX sitting below 16, and what the repeal of the pattern day trading rule could mean for retail momentum names going forward. They also touch on Google's surprising…

People in this episode

Hosts: Guy Adami, Dan Nathan

Guest: Brian Paes-Braga

Topics covered

• market analysis
• AI revenue
• trading strategies
• retail investing
• technology IPOs

Sponsors

Apex Fintech Solutions

Mentioned in this episode

Organizations: Apex Fintech Solutions, Metals Royalty Company, Broadcom, Google, SpaceX

More episodes of RiskReversal Pod

• Dan Niles: We're 100% in an AI Bubble... Don't Go Broke Trying to Call the Pop · June 4, 2026 · 56 min
• Lawrence McDonald: How To Listen When Markets Speak · June 4, 2026 · 40 min
• A VC's Playbook For Investing in the AI Bubble with Jeff Richards · June 3, 2026 · 1h 1m
• The Tokenmaxxing Party Is Over and No One Wants to Admit It · June 1, 2026 · 37 min

Explore listener stats, chart rankings, contacts and more on the RiskReversal Pod podcast page.