Business

AI spending is surging, but revenue and adoption have yet to keep pace.

SpaceX beat expectations, but investors looked past the revenue surge and focused on one thing: an AI spending spree that’s getting harder to ignore.

Open-source AI has become good enough for millions of everyday tasks. The challenge for frontier labs is proving that their premium prices remain justified.

Falling token prices have made AI more accessible, but rising usage means the industry’s total computing costs continue to climb.

Costco’s membership model, razor-thin margins, and relentless focus on value have built one of retail’s strongest businesses, though its limited e-commerce presence remains its biggest long-term challenge.

SpaceX’s massive IPO is reshaping traditional Wall Street rules, reflecting both its unprecedented scale and investors’ enormous expectations for its future.