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.

Despite a very solid 2025, the Nvidia (NASDAQ:NVDA) share price has just come off its highs. And some investors are worrying that a full-blown crash might be on the cards for 2026? I think a number ...