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- 1Nvidia Adds Record $150 Billion to Stock BuybackโNvidia Adds Record $150 Billion to Stock Buyback https://www.wsj.com/tech/ai/nvidia-adds-record-150-billion-to-stock-buy
Nvidia has approved an additional $150 billion for its share buyback program, described as a record addition for the company. The move signals continued confidence in cash generation from its dominance in AI chips and gives the company a way to return capital to shareholders. Markets are watching it as a further sign of Nvidia's financial strength amid the AI boom.
- 2Nvidia unveils record $150 billion stock buybackโNvidia announces jaw-dropping $150 billion stock buyback, largest single authorization in history
Nvidia has announced a $150 billion stock buyback authorization, the largest single authorization ever approved by a company. The move signals the chipmaker's confidence in its cash flow and long-term prospects, and is being read by investors as a strong commitment to returning capital to shareholders amid the company's dominant position in AI hardware.
- 3Nikkei Rises 0.8% as Chip Stocks Lead GainsโNikkei Rises 0.8%, Led by Chip-Related Stocks https://www.wsj.com/finance/stocks/nikkei-rises-0-8-led-by-chip-related-st
Japan's Nikkei Stock Average rose 0.8%, with semiconductor-related shares driving the advance, according to the Wall Street Journal. Chip stocks have been a key driver of Japanese equity performance amid continued global demand for semiconductors and AI-related technology investment.
- 4Could AI Safety Risks Derail the Sector's I.P.O. Prospects?โCould A.I. Safety Risks Derail the Sector's I.P.O. Prospects? https://www.nytimes.com/2026/09/28/business/dealbook/ai-sa
The New York Times' DealBook examines whether safety concerns around artificial intelligence could complicate plans by AI companies to go public. With several major AI firms expected to pursue stock market listings, questions about oversight, liability and regulatory scrutiny of AI risks are emerging as potential obstacles for investors and underwriters weighing the sector's IPO prospects.
- 5Michael Burry shuns AI trade, backs other stocks insteadโผ'Big Short' investor Michael Burry hates the AI trade, but the bear is bullish on these stocks
Michael Burry, the investor famous for predicting the 2008 housing crash, is publicly bearish on the AI trade but remains bullish on selected other stocks. The 'Big Short' investor's contrast between his pessimism on AI enthusiasm and his picks elsewhere is drawing attention as markets debate whether AI-driven gains can continue.
- 6J.P. Morgan sees global AI trade reviving after pullbackโGlobal AI trade could revive after recent pullback, J.P. Morgan says
J.P. Morgan says the global AI trade could revive following a recent pullback, according to a Reuters report. The bank's view suggests the recent dip in AI-related stocks and investor positioning may be temporary, with renewed interest in artificial intelligence trades possible as the market stabilises.
- 7China Reportedly Weighs Approving Nvidia AI Chip Purchases by ByteDance and AlibabaโNVDA Stock In Focus: China Reportedly Weighs Letting ByteDance, Alibaba Buy Some Nvidia AI Chips
China is reportedly considering allowing ByteDance and Alibaba to purchase certain Nvidia AI chips, a move that would ease restrictions on some of the country's largest technology companies. Investors are watching Nvidia stock closely, since renewed Chinese orders for its advanced AI hardware would represent a significant market opportunity, though approval has not been confirmed and details on which chips would qualify remain unclear.
- 8US stock futures fall on Iran tensions, oil and AI worriesโUS Stock Futures Fall as Iran Tensions, Higher Oil and AI Concerns Weigh: Dow Jones, S&P, Nasdaq, Wall Street
US stock futures slipped as investors weighed rising tensions with Iran, higher oil prices and growing concerns over valuations in the artificial intelligence sector. The weakness was visible across the Dow Jones, S&P 500 and Nasdaq benchmarks, with traders on Wall Street bracing for volatility at the open. Geopolitical risk lifting crude prices is adding to inflation fears, compounding nervousness about a potential pullback in AI-driven tech stocks.
- 9Qualcomm Unveils Two New AI-Focused Smartphone ChipsโQualcomm Launches Two New Smartphone Chips As AI Push Intensifies โ QCOM Stock Edges Lower After-Hours
Qualcomm announced two new smartphone chips, strengthening its push into on-device artificial intelligence as competition among chipmakers intensifies. The announcement came alongside the company's earnings update, but investors were unmoved: Qualcomm shares slipped modestly in after-hours trading despite the new product launches. Attention is on how the company's AI-capable silicon will fare against rivals in the premium smartphone market.
- 10China May Reopen Nvidia's AI Market, NVDA in FocusโChina May Reopen Nvidia's AI Market. How Will NVDA Stock React Monday?
Reports suggest China may reopen its AI chip market to Nvidia, potentially allowing the company to resume selling advanced processors in one of its largest markets. Investors are watching closely ahead of Monday's trading session to see how Nvidia stock responds, as renewed access to China could significantly affect the company's data centre revenue and competitive position.
- 11AI Is Reshaping Fund Management, but Stock Picking Skills Remain UnprovenโAI Is Already Changing Fund Management, But Can it Pick Better Stocks?
Artificial intelligence is transforming how funds are managed, with asset managers increasingly using it to analyze data, screen companies and support decisions. The open question, highlighted in industry discussion, is whether AI can actually select better-performing stocks than human managers, or whether its impact remains limited to efficiency and research rather than superior returns.