EPISODE · Jun 2, 2026 · 45 MIN
We're Still Climbing the Hype Curve
from MRKT Call · host RiskReversal
SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan, Guy Adami & Liz Thomas break down the top market headlines and bring you stock market trade ideas for Tuesday, June 2nd. Links Dan Loeb Touted Semiconductors As The 'Most Attractive Sector' In AI Boom— But His Nvidia Sell-Off Tells A Different Story: https://www.benzinga.com/markets/equities/26/06/52933067/dan-loeb-touted-semiconductors-as-the-most-attractive-sector-in-ai-boom-but-his-nvidia-sell-off-tells-a-different-story Rosenberg Research: https://www.rosenbergresearch.com/ A Guide to the Circular Deals Underpinning the AI Boom: https://www.bloomberg.com/graphics/2026-ai-circular-deals/?ai=eyJpc1N1YnNjcmliZWQiOnRydWUsImFydGljbGVSZWFkIjpmYWxzZSwiYXJ0aWNsZUNvdW50IjowLCJ3YWxsSGVpZ2h0IjoxfQ== -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
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We're Still Climbing the Hype Curve
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