The “AMG” trifecta of Amazon, Microsoft, and Google has achieved unprecedented scale in cloud computing that creates a powerful financial flywheel. Meanwhile, Meta’s massive infrastructure investments lack the clear return path that makes AMG so compelling to investors.
Two of Apple’s key radio frequency chip suppliers are joining forces in a landmark $22 billion merger. The deal creates a formidable new player in the semiconductor industry with significant implications for Apple’s supply chain.
Two semiconductor giants are joining forces in a landmark merger that will create a $22 billion enterprise. The Skyworks-Qorvo combination aims to dominate RF and analog chips across mobile, defense, and AI markets.
Palantir Technologies has delivered staggering returns with multiple 50%+ rallies, but its history reveals deep volatility. Understanding both sides of this high-stakes investment is crucial for informed decisions.
Tesla’s board is deploying familiar tactics to secure shareholder approval for Elon Musk’s massive compensation package. The company warns that without this approval, Musk might leave Tesla for other ventures.
Tesla’s board seeks approval for Elon Musk’s historic $1 trillion pay package tied to ambitious growth targets. The proposal faces opposition from corporate watchdogs and concerns about Musk’s political activities affecting brand value.
Private equity giants Apollo and KKR are injecting $7 billion into Keurig Dr Pepper to support its controversial acquisition of JDE Peet’s and subsequent split. This strategic move aims to fend off activist investors while reshaping the beverage landscape.
NVIDIA has reportedly returned approximately $83 billion to shareholders through dividends and stock buybacks over the last ten years. Sources indicate the company’s strong position in AI chips and substantial cash flows could lead to increased capital returns. Historical data shows the stock has experienced significant volatility during market downturns despite its strong fundamentals.
NVIDIA Corporation has reportedly returned approximately $83 billion to its investors over the past decade through dividend payments and share repurchases, according to financial analysis. Sources indicate this substantial capital return reflects the company’s strong financial performance and management’s confidence in its cash flow sustainability.
Decoding Nadella’s Vision: Beyond Shareholder Communication When Microsoft CEO Satya Nadella publishes his annual letter, the technology world pays attention.…
CoreWeave’s chief executive has characterized the proposed acquisition of Core Scientific as non-essential despite the ongoing $9 billion deal. Shareholder opposition led by Two Seas Capital and critical analysis from Institutional Shareholder Services have raised questions about the transaction’s valuation and process.
CoreWeave’s planned $9 billion acquisition of data center provider Core Scientific is encountering significant resistance from shareholders and proxy advisory firms, according to recent reports. The deal, which would transfer Core Scientific’s substantial 1.3GW data center capacity to the AI cloud firm, was initially agreed upon on July 7 as an all-stock transaction.
