Samsung to inject $1 billion into Nvidia- and KKR-backed AI infrastructure firm

Nvidia authorized a $150B stock buyback, the largest in corporate history, bringing its total repurchase capacity to $235B. The company reported $96.2B in Q2 2027 revenue, up 106% YoY. Critics note Nvidia benefits from AI hype while other companies struggle to generate revenue. The buyback aims to reassure investors amid AI safety concerns and bubble warnings. Nvidia also introduced a new AI security platform. Experts argue buybacks primarily benefit wealthy shareholders.

AMD agreed to acquire World Labs, an AI research company led by Dr. Fei-Fei Li, for $8.2 billion in an all-stock deal. The acquisition aims to strengthen AMD's AI capabilities and compete with NVIDIA's Cosmos model. AMD previously invested in World Labs and values the company at a 62% premium. The deal follows AMD's recent agreement to acquire Taalas, a chip designer. According to AMD, the acquisition will enhance its AI hardware, software, and systems development.

U.S. stock indices (S&P 500, Dow, Nasdaq) fell on Monday due to elevated Treasury yields. Nvidia (NVDA) increased its share buyback program by $150B. Boeing (BA) dropped 7% after a regulatory setback. AMD acquired AI startup World Labs for $8.2B. Navitas (NVTS) and Cerebras (CBRS) announced strategic developments.

Nvidia Corp. plans to spend $150B on share buybacks through 2028, the largest-ever expansion of such a program. The company also plans to increase its dividend. Nvidia cited rapid revenue growth and strong performance of its startup investment portfolio as reasons. It ended its fiscal second quarter with $22.44B in cash and expects sales to increase by 70% in fiscal 2028. The company's revenue growth is driven by its expanding product lineup and successful investment portfolio.

Nvidia (NVDA) announced a $150 billion increase to its share repurchase program, bringing the total to $235 billion. The company's CEO, Jensen Huang, stated this reflects confidence in long-term growth. Nvidia's stock has gained over 20% this year, though its valuation has declined to 24x forward earnings. Analysts expect significant growth in the AI market, which Nvidia leads in GPUs and related products.

Nvidia authorized a record $150 billion share buyback, bringing the total to $235 billion. Shares rose 2% but faced resistance at $232-$234, closing at $228.86. The stock trades near its lowest earnings multiple since 2015, according to LSEG data. A daily close above $234-$236 is key for a breakout, with the rising trend from mid-September providing support.