Shareholder Returns
Energy
Markets
Oil Majors Choose Shareholders Over Supply Despite $114 Crude
Energy giants are locking in capital discipline as structural strategy, betting peak demand fears justify supply restraint even as prices surge past $100.
AI
Markets
Nvidia’s $400 Billion Cash Machine Forces Shareholder Return Reckoning
Bank of America projects the chipmaker's 2026-2027 free cash flow will match Apple and Microsoft combined, yet the stock trades at a 30% valuation discount—exposing tension between AI infrastructure reinvestment and institutional payout demands.