Microsoft is mentioned as a key customer whose capital expenditure on AI is being monitored.
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Nvidia Just Made a MASSIVE Move
Sep 29, 2026
Nvidia announced an additional $150 billion share buyback authorization, bringing the total available to $235 billion through fiscal year 2028. This is the largest buyback increase ever, surpassing Apple's. The company's strong cash flow generation from its booming business allows it to fund this significant repurchase program without taking on debt or sacrificing future investments. The creator plans to explore the implications of this move, including its impact on EPS and whether it makes Nvidia stock a buy.
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Alphabet is mentioned as a key customer whose capital expenditure on AI is being monitored.
Amazon is mentioned as a key customer whose capital expenditure on AI is being monitored.
Apple is presented as a comparison point, trading at higher multiples (mid-to-high 30s P/E, ~30x EV/EBITDA) with lower earnings growth (<10%) and margins than Nvidia.
Nvidia's massive $150 billion share buyback authorization, bringing the total to $235 billion, is a strong signal for investors, especially given the company's robust cash flow and growth.
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NVDAbuy opened Sep 29, 2026
-4.39%