NVIDIA is generating massive cash flows from surging AI chip demand but faces capital allocation challenges. NVDA’s $60B cash pile is growing, with limited high-ROE internal investment opportunities ...

Nvidia (NVDA) has been navigating a tricky landscape in China, where regulatory restrictions and geopolitical tensions have clouded growth prospects for its AI-focused chips. With recent reports ...

Palantir and Nvidia face similar top challenges. However, Nvidia's main problem is much easier to fix than Palantir's. Palantir appears to be largely writing off a significant market opportunity.

Nvidia halted testing of Intel’s 18A chip manufacturing process and stopped moving forward with production plans. Intel’s foundry turnaround depends on 18A attracting major customers beyond smaller ...

Intel (NASDAQ: INTC) has experienced a dramatic shift in fortunes over the past year. Once viewed as a failing chipmaker losing ground to competitors like Broadcom (NASDAQ: AVGO), Taiwan Semiconductor ...