[Leading into the report] “Against that backdrop, perhaps good wasn’t good enough”
AMD’s earnings call fails to stem the stock’s bleeding
“It’s just not the greatest story to increase the bottom end of your capex, basically increasing the midpoint, and not showing much positive guidance on revenue expectations”
Why Meta’s stock is taking a beating after earnings
“Instead of giving investors a taxable dividend, Nvidia is spending on developing its hardware,securing its technology ecosystem and investing in partnerships for its chips. These deployments should have better long-term [internal rates of return] than a small token dividend”
Nvidia is generating a lot of cash. How should it be spent?
“Nvidia CEO has followed the playbook of aggressive hyper-growth reinvestment rather than turning Nvidia into a traditional cash-cow income stock”
Is Nvidia spending its cash on the right things? Investors will soon get an update.