Heavy AI spending is squeezing the carmaker's bottom line, and a SpaceX tie-up would put two Musk giants on one balance sheet.

The Silicon Valley giant's cash flow went negative as AI costs surged, and it is issuing a new class of stock to raise capital.

Elon Musk's rocket company posts a profit while AI spending surges - a sign that its satellite and AI bets are paying off.

Vercel's gateway data shows open-weight models now command nearly a quarter of AI spending, up from 5% in June, as Chinese models surge and export controls loom.

The AI lab is touting growth to investors even as the industry's infrastructure bill sparks fresh unease. Here's what the debut signals for the capex supercycle.