In partnership with

Attio is the AI CRM for high-growth teams.

Connect your email, calls, product data and more, and Attio instantly builds your CRM with enriched data and complete context. Whether you’re running product-led growth or enterprise sales, Attio adapts to your unique GTM motion.

Then Ask Attio to plan your next move.

Run deep web research on prospects. Update your pipeline as you work. Find customers and draft outreach emails. Powered by Universal Context, Attio's intelligence layer, Attio searches, updates, and creates across your data to accelerate your workflow.

Ask more from your CRM.

Ask Attio

⚡ 5 THINGS TO KNOW RIGHT NOW — BEFORE THE BELL

1. 📊 🔴 NFP JOBS REPORT DROPS AT 8:30 AM ET — THIS IS THE TRADE — May Non-Farm Payrolls expected at +85K (prior: +115K), Unemployment Rate 4.3%, Avg. Hourly Earnings +0.3% MoM. The May NFP report will be released on Friday, June 5, at 8:30 ET. A beat = risk-on rally, a miss = deeper chip/tech sell-off. This is the defining catalyst of the session. Do NOT trade heavy size until the print hits. FOREX.com

Upgrade now to get ALL 5 things to know!!!!

🌍 MACRO BACKDROP — THE BIG PICTURE

This is a HEADLINE-DEPENDENT session. The market enters Friday morning carrying three simultaneous macro weights: the Broadcom earnings shock, a geopolitical overhang from the U.S.-Iran conflict that refuses to resolve, and the single most market-sensitive data point of the month landing at 8:30 AM ET — the May Non-Farm Payrolls report.

On Wednesday, the S&P 500 closed down -0.74%, the Dow closed down -1.21%, and the Nasdaq 100 closed down -0.29%, as the U.S. and Iran clashed overnight, sending WTI crude oil prices up more than +2% to a 1.5-week high and putting peace plans in doubt. Then Thursday delivered the Broadcom gut-punch that pressured the entire chip complex. However, the Dow Jones hit a record close of 51,561.93 earlier this week, signaling that the financial sector and industrials have been absorbing the tech rotation remarkably well. Barchart

NFP report expectations are +85K jobs, +0.3% m/m earnings, unemployment at 4.3%. NFP leading indicators point to a potentially above-expected reading, with headline job growth potentially coming in somewhere in the 120-160K range. A beat on this number above 100K would be an immediate catalyst for a tech bounce as it confirms economic resilience despite AI chip turbulence. A miss below 65K would accelerate selling. FOREX.com

Key overnight global context: Eurozone GDP came in at -0.2% QoQ vs. +0.1% expected — the first contraction since 2021 — adding pressure to the EUR and raising questions about global growth. Market sentiment on TradingTerminal reads Neutral (55) — we are firmly in an inflection zone. This is a HEADLINE-DEPENDENT session. Manage size, honor your stops, and let the NFP print tell you which direction to commit. BarchartCME Group

🗓️ TODAY'S ECONOMIC CALENDAR — FRIDAY, JUNE 5, 2026

🏦 SECTOR PERFORMANCE SNAPSHOT

🟢 ADVANCING SECTORS (Based on TradingTerminal.com 1D/1W Data)

🤖 STOCK MARKET NEWS — SECTOR BY SECTOR

🔥 HOT SECTOR #1: 💻 AI / SEMICONDUCTORS — THE AVGO BOUNCE OPPORTUNITY

The Chip Complex Is Punished — But This Is a Potential Dip-Buy Setup

Broadcom reported revenue of $22.19 billion exceeding consensus of $22.13 billion, with EPS of $2.44 topping estimates of $2.39. CEO Hock Tan said Broadcom has six core custom chip customers including Anthropic, Google, Meta and OpenAI. The company expects AI revenue to triple in the current quarter to $16 billion. However, the company didn't raise its AI chip forecast for 2026. The market sold the "no raise" aggressively. Despite the post-earnings pullback, Broadcom stock remains up a remarkable 40% versus its year-to-date low. Jefferies analyst Blayne Curtis raised his price target on AVGO to $550, indicating potential upside of 31% from current levels. CNBCYahoo Finance

The sympathy trade here is real — NVDA, AMD, MRVL, MU all dipped in the Broadcom blast radius. But with AI revenue tripling QoQ and six hyperscaler customers confirmed, this looks like an overreaction dip in the most structurally important sector of 2026.

🎯 $AVGO Trade Setup:

Upgrade now to receive AVGO full trade setup!!!!!

Subscribe to our premium content to read the full report.