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Rani Molla

WSJ: Amazon considering $50 billion investment in OpenAI

What a difference half a day makes. Earlier today, The Information reported that Amazon was considering investing roughly $10 billion to $20 billion in OpenAI as part of a $60 billion fundraising round alongside Nvidia and Microsoft. Now The Wall Street Journal is reporting the e-commerce giant could invest up to $50 billion in the ChatGPT maker as part of a larger, $100 billion funding round. The Financial Times also earlier reported today a $100 billion funding round but with smaller amounts from Nvidia, Microsoft, and Amazon.

Exclusive | Amazon in Talks to Invest Up to $50 Billion in OpenAI

Exclusive | Amazon in Talks to Invest Up to $50 Billion in OpenAI

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Rani Molla

SpaceX seals right to buy coding startup Cursor for $60 billion

SpaceX said today it is “working closely together” with fast-growing coding startup Cursor “to create the world’s best coding and knowledge work AI.” The post also said SpaceX would have the right to acquire Cursor later this year or make the startup “pay $10 billion for our work together.” The New York Times, citing people familiar with the matter, previously reported that the companies had agreed to an acquisition.

The news comes as SpaceX prepares for a blockbuster IPO and doubles down on AI, with a growing — if still fully aspirational — focus on space-based data infrastructure and computing.

Last month, when SpaceX hired two senior leaders from Cursor, CEO Elon Musk noted that xAI, which SpaceX acquired earlier this year, “was not built right first time around, so is being rebuilt from the foundations up.”

ChatGPT Images 2.0 sample aliens

OpenAI releases new image generation model with complex capabilities

ChatGPT Images 2.0 marks a big leap forward in image generation as OpenAI seeks to distinguish its features from Anthropic’s Claude.

Jon Keegan12h
Rani Molla
19h
Tesla delivery miss puts margins and cash flow in focus

Tesla reports first-quarter earnings Wednesday.

US-AUTOMOBILE-EARNINGS-POLITICS-TESLA
Rani Molla
21h
What analysts want from Apple’s new CEO

John Ternus is known for his decisiveness, and he needs to make some big decisions on AI.

Apple CEOs John Ternus and Tim Cook
Rani Molla
4/20/26
Tim Cook to step down as Apple CEO, John Ternus to replace him

Ternus was considered the front-runner for the job. During Cook’s tenure, he oversaw Apple stock gains of 1,933%, nearly quadrupling the S&P 500.

Chief Executive Officer (CEO) of Apple Tim Cook opens the first Apple store in India's Mumbai

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