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.

Chip and AI stocks are under pressure today due to weak signals from the sector and hotter-than-expected economic data. On top of that, traders ...

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.

Investors are starting to realize that things may not be as rosy as they wanted.

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