Nvidia is returning record profits to shareholders with a historic buyback, even as investors reassess the chipmaker’s value amid mounting questions about AI spending.
Nvidia CEO Jensen Huang just made two huge moves that might change how we think about AI risk entirely. First, a new agent safety platform engineered to catch and quarantine rogue AI agents in milliseconds, then a record-shattering $235 billion stock buyback that speaks volumes about how confident Nvidia is in where this is all headed. In The Loop host Ejaaz Ahamadeen breaks down how this new two-part safety system actually works, why Huang's stance is the opposite of what other AI labs are saying, and what a recent state dinner guest list reveals about who's really steering the US-China AI race.
Big Tech is once again doing the market’s heavy lifting. That has more than a few on Wall Street very worried.
Dublin, Sept. 29, 2026 (GLOBE NEWSWIRE) -- "Client Computing Global Market Report 2026" has been added to ResearchAndMarkets.com's offering. The global client computing market is maintaining steady growth as enterprises invest in modern endpoint devices, hybrid infrastructure and artificial intelligence capabilities. The market is projected to increase from $227.26 billion in 2025 to $236.15 billion in 2026, representing a compound annual growth rate (CAGR) of 3.9%. Historic market growth has be
A decade-low relative valuation could change the next trade
Apple (NasdaqGS:AAPL) was ordered by a federal jury to pay more than US$5.7b to Taction Technology over haptic patents tied to the Taptic Engine. The verdict centers on claims that Apple products infringed Taction's haptic feedback technology that interacts closely with the Taptic Engine hardware. Apple has said it plans to appeal the ruling, which keeps the legal dispute active beyond the initial jury decision. The US$5.7b haptics verdict against Apple frames a broader pattern our research...
NVIDIA Corporation (NASDAQ:NVDA) made a very important announcement on Monday as it fulfilled Jim Cramer’s long-held wish. While the CNBC TV host has ardently defended the firm throughout 2026 despite weak share price performance, he has also insisted that NVIDIA buy back its shares just like Apple did under CEO Tim Cook and CFO Luca […]
On September 15, Cloudflare, Inc. (NYSE:NET) announced its new Accountable designation for AI crawling alongside the launch of “Disallow AI Training.” This tool allows website owners to block AI models from scraping their content for training purposes while remaining fully indexable in traditional search results. Addressing the dilemma where publishers were forced to choose between […]
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) fell 5.8% in the afternoon session after rally momentum faded, a Samsung 2nm pricing standoff left manufacturing talks drifting toward 2027, and chip stocks joined a broader tech selloff tied to rising yields.
The legendary investor and his successor have transitioned Berkshire Hathaway's public equities portfolio toward a willingness to bet on tech companies.
SPY hands most of your money to a handful of giants, but one rival fund treats the smallest S&P 500 company as an equal to the largest. The tradeoff is stranger than it sounds, and the recent returns reveal a tension every index investor should weigh.
Dell Technologies (DELL) stock has more than quadrupled over the past year, while the S&P 500 gained 18% (as of September 25, 2026). At about 32 times trailing earnings, it looks stretched. Those earnings are adjusted: normalized net income with stock-based compensation added back, a measure defined differently from the analyst forecasts behind the forward multiples. Yet most of what makes the stock look cheaper sits in a year Dell has already guided and half reported.
On September 9, Motorola Solutions, Inc. (NYSE:MSI) announced that its Board of Directors approved a $2 billion expansion to its share repurchase program, raising the company’s cumulative repurchase authorization since July 2011 to $20 billion. The updated program has no fixed expiration date and builds on the company’s previously authorized $18 billion buyback plan, which […]
Nvidia is launching the largest-ever U.S. stock buyback. Here's what the plan could mean for current shareholders and prospective investors.
Mezzi Co-Founder and CEO Manish Jain joins Asking For A Trend host Josh Lipton to discuss the company's study on whether its customers were taking wealth management advice from its personalized AI, with results showing that 36% of buy advice led to a purchase within 10 trading days.
Nvidia now has $235 billion available for share repurchases as its forward earnings multiple falls to its lowest level in more than a decade.