# Broadcom Plunges Despite Record Quarter, Companies Start Rationing AI

Page: https://stenobird.com/podcast/the-rundown-6758831/broadcom-plunges-despite-record-quarter-companies-start-rationing-ai
Text version: https://stenobird.com/podcast/the-rundown-6758831/broadcom-plunges-despite-record-quarter-companies-start-rationing-ai.md
Podcast: [The Rundown](https://stenobird.com/podcast/the-rundown-6758831)
Published: 2026-06-04T15:33:05+00:00
Episode link: https://podcasters.spotify.com/pod/show/the-rundown6/episodes/Broadcom-Plunges-Despite-Record-Quarter--Companies-Start-Rationing-AI-e3kbcja
Audio file: https://traffic.megaphone.fm/APO2334401727.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/broadcom-plunges-despite-record-quarter-companies-start-rationing-ai
Duration seconds: 657

## Resource

Market update for Thursday June 4, 2026 Check 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 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 investors Fun Fact: companies are starting to ration AI usage as token costs explode

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## Transcript

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