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Midweek turmoil hit global chip stocks following reports of tighter US export restrictions and rising geopolitical tensions, spurred by remarks from former President Donald Trump. We also unpack comments from the former US President on his thoughts on Federal Reserve ...
In this episode, Anthony Cheung and Stephen Barnett discuss Nvidia's recent earnings report, the implications of Trump's return on M&A activity, and the role of activist investors in corporate strategy. A great conversation connecting corporate finance theo ...
The American chip designer has become one of the world’s most valuable companies on the back of the AI revolution. But there are some contradictions in Nvidia’s <a href="https://www.economist.com/business/2024/08/26/what-could-stop-the-nvidia-frenzy?utm_campaign=a.io&utm_mediu ...
Nvidia CEO Jensen Huang is pushing what some call 'GPU panda diplomacy' by lobbing Washington to let American AI chips flow to China while proving his company doesn't need Beijing to dominate. But the chipmaker also just revealed that its three customers now account for 56% of ...