2026-06-04：The AI Boom Meets the Strait of Hormuz: Why Broadcom's $10.8B Masterclass Was Hijacked by $100 Oil

AI earnings were supposed to own the tape, until a very physical problem entered the room: oil flirting with one hundred dollars. Broadcom posted ten point eight billion dollars in AI semiconductor revenue, CrowdStrike delivered one of the cleanest cybersecurity prints of the season, and SanDisk’s forty-two billion dollar backlog is forcing investors to rethink NAND as infrastructure, not commodity memory. Yet the S&P 500 still cracked, small caps weakened, and the ten-year yield hovered near four point four nine percent. Is this just a pause in the AI boom, or the first sign that energy, rates, and geopolitics are taking back control of valuation? We unpack the stocks still showing strength, the charts flashing caution, and the risk hiding behind the rally. Full report: https://deepmarket.report/en/report/us_stocks/2026-06-04