Rolls-Royce shares have outperformed Nvidia's over the past three years, with the performance gap widening. CEO Tufan Erginbilgic announced increased guidance for share buybacks, free cash flow, and underlying profits, signaling stronger financial discipline. The industrial conglomerate's focus on aerospace and power systems has driven steady returns amid global supply chain recovery. This trend highlights shifting investor preferences toward cyclical stocks over tech giants, potentially impacting sector rotation strategies in global equity markets.
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