Rising AI infrastructure costs, Broadcom's $1.2B revenue miss, and underwhelming enterprise returns force investors to rethink AI profitability assumptions.

SpaceX's AI unit lost $6.4 billion in 2025, but the spending may reveal Elon Musk's biggest bet yet: building AI infrastructure at unprecedented scale.

AI chip stocks lost $1.3 trillion in value as Nvidia, AMD and Micron plunged amid Broadcom concerns and fading hopes of US rate cuts.