The Rundown

Broadcom Plunges Despite Record Quarter, Companies Start Rationing AI

June 4, 2026·10 min
Episode Description from the Publisher

Market update for Thursday June 4, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why the stock market is finally take a breather (hint: tariffs)Bitcoin keeps sliding as ETF outflows pile upBroadcom tanks despite a record quarter and huge AI chip growthAmazon signs a $4 billion AWS deal with Pinterest to power AI discoveryUnitedHealth rises after a Bank of America upgradeCrowdStrike falls after earnings as guidance disappoints investorsFun Fact: companies are starting to ration AI usage as token costs explode

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