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 ...

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.

A day after Jensen Huang unveiled a new chip and updated guidance at Nvidia's annual GTC conference, the stock is ... not ...

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 ...

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 ...