Broadcom Plunges Despite Record Quarter, Companies Start Rationing AI

The Rundown · Jun 4, 2026 · 10m

Market update for Thursday June 4, 2026

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In today’s episode, Zaid covers:

Why the stock market is finally take a breather (hint: tariffs)

Bitcoin keeps sliding as ETF outflows pile up

Broadcom tanks despite a record quarter and huge AI chip growth

Amazon signs a $4 billion AWS deal with Pinterest to power AI discovery

UnitedHealth rises after a Bank of America upgrade

CrowdStrike falls after earnings as guidance disappoints…