Capital Allocation

Analysis of M&A strategy effectiveness, R&D spending ROI, shareholder return programs including buybacks, and balance sheet optimization strategies.

Energy-driven inflation and hawkish central banks threaten valuations, but structural AI demand may provide a safe haven.

By KAPUALabs

/ 11 Jun 2026

Examining internal controls, Fed policy shifts, and global antitrust trends shaping the semiconductor giant.

By KAPUALabs

/ 11 Jun 2026