Nvidia's $99B equity portfolio: 14x surge in two years
The AI chipmaker's aggressive investment strategy is reshaping competitive dynamics, but skeptics warn of overreach.

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11 briefings · “strategy”
The AI chipmaker's aggressive investment strategy is reshaping competitive dynamics, but skeptics warn of overreach.
The ride-hailing giant and a British AI upstart are entering a major autonomous market. Here's the strategy behind the test and what it signals for the industry's global rollout.
The outgoing CEO's compensation as executive chair signals Apple's retention strategy and pay philosophy during a historic leadership transition.
Microsoft's console chief signals a multi-device strategy focused on affordability and efficiency, with PC-game compatibility and exclusives still in play.
Index gains mask a fragile market breadth; investors need a strategy beyond the mega-cap rally.
The $17 billion price tag is pocket change; the design mandates are a lever to force TikTok and YouTube into the same safety cage.
The EV maker's finance chief departs amid a cash-intensive ramp; here's what it signals for Rivian's capital strategy and its peers.
How the country icon turned songwriting royalties and brand control into a multi-decade fortune-and what executives can learn from her playbook.
The $43B Paramount Skydance-Warner Bros. Discovery deal is frozen by a lawsuit, leaving WBD's strategy in suspense.
The third island's boss fight punishes players who haven't mastered terrain, so here's the loadout and strategy that works.
A leaked spreadsheet of 350 employees shows median AI spend of $300/month, but no link to compensation - here's what it means for your AI strategy.