NVIDIA Corporation NVDA

Nvda bashing new bear booty! Again!

Nvda/ Bears and shorts are going to go broke!!!

Nvidia sets biggest-ever buyback plan as AI chip competition weighs on stock performance
By Anhata Rooprai
September 28, 20266:06 AM CDTUpdated September 28, 2026

Summary
Companies
Remaining buyback capacity rises to $235 billion, which Nvidia expects to use through fiscal 2028
Nvidia ended July quarter with $22.44 billion in cash and cash equivalents
Forward earnings multiple sits near 16.5, lowest since January 2015, LSEG data shows
Sept 28 (Reuters) - Nvidia (NVDA.O), opens new tab boosted its share buyback ‌authorization by a record $150 billion, eclipsing Apple's (AAPL.O), opens new tab $110 billion approval in 2024, making a big bet on its own stock as intensifying AI-chip competition weighs on its performance relative to peers.
Shares of Santa Clara, California-based Nvidia rose more than 2%. Through Friday, the stock was up just over 20% this year, broadly in line with the Nasdaq 100 (.NDX), opens new tab but trailing AMD (AMD.O), opens new tab, which has more than doubled, and Intel (INTC.O), opens new tab, which has more than tripled.

Stevens Capital Partners Buys 9,000 Shares of NVIDIA Corporation $NVDA
Defense World StaffOct 3rd, 2026
Posted by on

NVIDIA logoStevens Capital Partners raised its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 67.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 22,339 shares of the computer hardware maker’s stock after acquiring an additional 9,000 shares during the period. NVIDIA accounts for approximately 0.9% of Stevens Capital Partners’ portfolio, making the stock its 15th largest position. Stevens Capital Partners’ holdings in NVIDIA were worth $4,470,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Boyd Wealth Management LLC increased its stake in NVIDIA by 273.4% in the 2nd quarter. Boyd Wealth Management LLC now owns 9,145 shares of the computer hardware maker’s stock valued at $1,830,000 after buying an additional 6,696 shares during the period. Altshuler Shaham Ltd lifted its stake in shares of NVIDIA by 6,451.9% in the 1st quarter. Altshuler Shaham Ltd now owns 637,236 shares of the computer hardware maker’s stock worth $111,134,000 after acquiring an additional 627,510 shares during the period. Storen Legacy Partners LLC purchased a new stake in shares of NVIDIA in the fourth quarter valued at about $1,350,000. Baker Tilly Wealth Management LLC boosted its holdings in shares of NVIDIA by 7.4% in the second quarter. Baker Tilly Wealth Management LLC now owns 71,898 shares of the computer hardware maker’s stock valued at $14,386,000 after acquiring an additional 4,958 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership increased its stake in shares of NVIDIA by 3.6% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 26,652,420 shares of the computer hardware maker’s stock worth $4,970,704,000 after acquiring an additional 936,506 shares during the period. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Wall Street Analyst Weigh In

NVDA has been the subject of a number of recent analyst reports. DZ Bank restated a “buy” rating on shares of NVIDIA in a research report on Wednesday, August 26th. Weiss Ratings reiterated a “buy (b)” rating on shares of NVIDIA in a research report on Wednesday, July 8th. DA Davidson reissued a “buy” rating and set a $300.00 target price on shares of NVIDIA in a research note on Thursday, August 27th. Rothschild & Co Redburn raised their price target on NVIDIA from $300.00 to $325.00 in a report on Thursday, August 27th. Finally, Piper Sandler began coverage on NVIDIA in a research note on Wednesday, September 9th. They issued an “overweight” rating and a $300.00 price target on the stock. Four analysts have rated the stock with a Strong Buy rating, fifty have given a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, NVIDIA currently has a consensus rating of “Buy” and a consensus price target of $320.71.

Read Our Latest Stock Analysis on NVIDIA
NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

Morgan Stanley named NVIDIA its top semiconductor pick, maintaining an Overweight rating and setting a $300 price target. The firm believes NVIDIA’s software ecosystem, scale and positioning across AI infrastructure trends give it a durable competitive moat.
NVIDIA’s recently announced $150 billion buyback authorization lifts total remaining repurchase capacity to approximately $235 billion. Investors view the plan as a sign of management confidence and a potential source of per-share earnings support.
Analysts continue to raise expectations for hyperscaler spending, with Barclays estimating NVIDIA could generate $401 billion in hyperscaler revenue in 2027. CoreWeave’s launch of the Vera Rubin platform and additional enterprise customers also supports demand for NVIDIA’s next-generation systems.
The broader semiconductor and technology complex is attracting buying interest as AI investment remains a major market leadership theme. However, NVIDIA’s valuation and substantial market concentration leave the stock sensitive to interest rates, economic data and shifts in institutional positioning.
Investors are monitoring reports that Amazon may move roughly $8 billion of NVIDIA chips off its balance sheet through leasing or financing structures. While this could improve customer flexibility, it adds scrutiny around AI infrastructure financing and so-called circular transactions.
Export-control concerns remain a headline risk after prosecutors alleged a California man helped smuggle approximately $300 million of NVIDIA chips to China. Separately, Michael Burry warned that GPU depreciation could undermine the economics of the AI infrastructure boom, while Alphabet’s growing use of internally designed chips represents a longer-term competitive threat.
Insiders Place Their Bets

In other NVIDIA news, Director Mark Stevens sold 622,239 shares of the company’s stock in a transaction dated Friday, September 4th. The shares were sold at an average price of $231.62, for a total value of $144,122,997.18. Following the completion of the transaction, the director directly owned 2,336,531 shares of the company’s stock, valued at $541,187,310.22. This represents a 21.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO Colette Kress sold 34,918 shares of the stock in a transaction that occurred on Thursday, September 17th. The shares were sold at an average price of $219.05, for a total value of $7,648,787.90. Following the transaction, the chief financial officer owned 765,103 shares of the company’s stock, valued at approximately $167,595,812.15. This trade represents a 4.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,766,118 shares of company stock worth $399,450,353 in the last quarter. 3.94% of the stock is owned by corporate insiders.

NVIDIA Stock Up 1.3%

Shares of NASDAQ:NVDA opened at $233.95 on Friday. The company has a current ratio of 4.59, a quick ratio of 3.85 and a debt-to-equity ratio of 0.14. The firm has a market cap of $5.64 trillion, a price-to-earnings ratio of 29.58, a PEG ratio of 1.78 and a beta of 2.22. The stock’s 50-day moving average price is $218.74 and its two-hundred day moving average price is $207.48. NVIDIA Corporation has a 12-month low of $164.27 and a 12-month high of $237.88.

NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings data on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, topping the consensus estimate of $2.09 by $0.13. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The business had revenue of $96.22 billion for the quarter, compared to analyst estimates of $92.27 billion. During the same period in the prior year, the firm posted $1.05 EPS. The company’s revenue was up 105.9% on a year-over-year basis. On average, research analysts forecast that NVIDIA Corporation will post 9.25 EPS for the current year.

NVIDIA Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, October 1st. Stockholders of record on Thursday, September 10th were paid a $0.25 dividend. The ex-dividend date was Thursday, September 10th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.4%. NVIDIA’s dividend payout ratio (DPR) is 12.64%.

NVIDIA declared that its Board of Directors has approved a share buyback plan on Monday, September 28th that authorizes the company to repurchase $150.00 billion in shares. This repurchase authorization authorizes the computer hardware maker to purchase up to 2.8% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s leadership believes its stock is undervalued.

NVIDIA Company Profile

(Free Report)

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processing units (GPUs), central processing units (CPUs), networking products and related software. Its technologies are used in artificial intelligence, data centers, scientific and technical computing, gaming, professional visualization, automotive systems and robotics.

The company’s products include GeForce GPUs and gaming software, data center computing platforms, networking solutions, and enterprise software for AI development and deployment.

Nvda bears and shorts better start learning to read!

Rise of the Machines: AI Agents Now Burn 5x More Tokens Than Humans — and the Gap Is Widening Fast
AI agents are consuming tokens at a pace that dwarfs human usage, and the companies supplying the hardware behind every request are seeing that demand translate into numbers that few investors expected to see this soon.

Rich Duprey
Published October 3, 2026, 8:41am ET · 4 min read
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

A dark, metallic humanoid robot with glowing red eyes and a luminous red chest stands centered in a futuristic data center. Rows of server racks with blue lights extend into the distance on both sides, creating a deep perspective.
With AI agents now consuming significantly more tokens than humans, the demands on advanced data centers and processing power are rapidly expanding, signaling a new era of machine dominance. © 24/7 Wall St.
One Number: $89.02 Billion From the Machines That Make Tokens

NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) generated $89.02 billion in Data Center revenue in a single quarter. That figure covers the second quarter of fiscal 2027, reported on August 26, 2026, and it rose 117% year over year. Total company revenue for the quarter was $96.22 billion, so the Data Center segment produced almost all of it. That segment holds the GPUs, CPUs and networking gear that AI models run on to produce tokens.

Token demand is also changing shape. OpenRouter data shows agentic token usage rose from roughly 0.51 trillion tokens in February to about 7.3 trillion by August, a fourteenfold increase. Human usage grew only about 2.8 times over the same stretch, to approximately 1.4 trillion tokens. AI agents now use roughly five times more tokens than people do. NVIDIA’s $89.02 billion is what that shift looks like on an income statement.

What $89.02 Billion Reveals About Agent-Driven Demand

The growth is accelerating. Data Center revenue rose 18% quarter over quarter, and total revenue growth sped up for the fourth consecutive quarter. Hyperscale customers contributed $49 billion, up 13% sequentially. The group that covers neoclouds, enterprises, sovereign customers and industrial buyers grew faster, reaching $40 billion, up 25% sequentially and 138% year over year. Demand is spreading beyond a handful of cloud giants.

Agents are the main reason. According to the OpenRouter data, agents use roughly fifteen times more tokens per request than people. One employee action can set off dozens of model calls, tool runs and retries. Chief Executive Jensen Huang described where this is heading on the earnings call: “When the world goes to agentic, fully agentic systems, you’re going to have agents running all the time, working with other agents running all the time.”

NVIDIA is making more money on each dollar of sales as it grows. Non-GAAP gross margin expanded to 75.0% from 72.5% a year earlier, and net income reached $59.69 billion, up 125.9%. Huang summed it up: “AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue.”

Shares Have Climbed Since the August Earnings Report

Shares were priced at $213.67 when the results came out on August 26, 2026, and closed at $233.95 on October 2, 2026. The stock is up 25.74% so far this year and gained 4.37% over the past month.

Bull Case: Demand Outruns NVIDIA’s Supply

NVIDIA can’t build enough to meet demand. Management said “NVIDIA Compute is fully utilized across every cloud we serve” and that the company has supply for about 70% of expected demand. NVIDIA expects fiscal 2028 revenue to grow about 70%, and it says supply is what limits that number. Customers are the ones asking for more.

Each new chip generation also brings in more revenue per unit of power. NVIDIA puts its revenue opportunity per gigawatt at roughly $18 billion for Hopper, about $25 billion for Grace Blackwell and about $40 billion for Vera Rubin. Supply and purchase obligations have climbed to $279.00 billion, mostly to buy memory for Vera Rubin production. That shows how much NVIDIA is investing to the ramp ahead.

Shareholders are getting paid along the way. NVIDIA returned about $26.0 billion in the quarter and still has about $99.0 billion left on its buyback authorization. Analysts keep raising estimates: over the past 30 days, fiscal 2028 EPS forecasts got 42 upward revisions and 0 downward ones.

Risks remain: about 85% of agentic tokens come from cached prompts charged at lower rates. Gross margin is expected to bottom at 71% to 72% in the fourth quarter as memory costs rise. Days sales outstanding, a measure of how long customers take to pay, extended to 60 days from 45. Online sentiment has also cooled, with the overall sentiment score falling to 37.17. Even so, cached tokens still need servers, memory and power to run. The supply shortages NVIDIA flagged in memory, power, cooling and networking also bring in business for Micron Technology (NASDAQ:MU), Vertiv (NYSE:VRT), Eaton (NYSE:ETN) and Arista Networks (NYSE:ANET). We profiled seven of these picks-and-shovels suppliers, from power to cooling to networking, in a free report you can grab here.

Bottom Line: Third-Quarter Guidance Is the Next Checkpoint

The $89.02 billion figure shows token demand turning into revenue, and agents are adding to that demand faster than people are. NVIDIA’s own guidance gives the next checkpoint: third-quarter revenue of $108.0 billion, plus or minus 2%, which excludes China data center compute. Vera Rubin is expected to make up about 20% of data center revenue in Q3. Long-term holders should note that AI agents now run around the clock, and each request they make adds to the demand for NVIDIA’s hardware.

Nvda/ Bears and shorts are going to go broke!!!

Nvidia sets biggest-ever buyback plan as AI chip competition weighs on stock performance
By Anhata Rooprai
September 28, 20266:06 AM CDTUpdated September 28, 2026

Summary
Companies
Remaining buyback capacity rises to $235 billion, which Nvidia expects to use through fiscal 2028
Nvidia ended July quarter with $22.44 billion in cash and cash equivalents
Forward earnings multiple sits near 16.5, lowest since January 2015, LSEG data shows
Sept 28 (Reuters) - Nvidia (NVDA.O), opens new tab boosted its share buyback ‌authorization by a record $150 billion, eclipsing Apple's (AAPL.O), opens new tab $110 billion approval in 2024, making a big bet on its own stock as intensifying AI-chip competition weighs on its performance relative to peers.
Shares of Santa Clara, California-based Nvidia rose more than 2%. Through Friday, the stock was up just over 20% this year, broadly in line with the Nasdaq 100 (.NDX), opens new tab but trailing AMD (AMD.O), opens new tab, which has more than doubled, and Intel (INTC.O), opens new tab, which has more than tripled.

Nvda/ Bears and shorts are going to go broke!!!

Nvidia sets biggest-ever buyback plan as AI chip competition weighs on stock performance
By Anhata Rooprai
September 28, 20266:06 AM CDTUpdated September 28, 2026

Summary
Companies
Remaining buyback capacity rises to $235 billion, which Nvidia expects to use through fiscal 2028
Nvidia ended July quarter with $22.44 billion in cash and cash equivalents
Forward earnings multiple sits near 16.5, lowest since January 2015, LSEG data shows
Sept 28 (Reuters) - Nvidia (NVDA.O), opens new tab boosted its share buyback ‌authorization by a record $150 billion, eclipsing Apple's (AAPL.O), opens new tab $110 billion approval in 2024, making a big bet on its own stock as intensifying AI-chip competition weighs on its performance relative to peers.
Shares of Santa Clara, California-based Nvidia rose more than 2%. Through Friday, the stock was up just ​over 20% this year, broadly in line with the Nasdaq 100 (.NDX), opens new tab but trailing AMD (AMD.O), opens new tab, which has more ​than doubled, and Intel (INTC.O), opens new tab, which has more than tripled.

Nvidia sets biggest-ever buyback plan as AI chip competition weighs on stock performance
By Anhata Rooprai
September 28, 20266:06 AM CDTUpdated September 28, 2026

Summary
Companies
Remaining buyback capacity rises to $235 billion, which Nvidia expects to use through fiscal 2028
Nvidia ended July quarter with $22.44 billion in cash and cash equivalents
Forward earnings multiple sits near 16.5, lowest since January 2015, LSEG data shows
Sept 28 (Reuters) - Nvidia (NVDA.O), opens new tab boosted its share buyback ‌authorization by a record $150 billion, eclipsing Apple's (AAPL.O), opens new tab $110 billion approval in 2024, making a big bet on its own stock as intensifying AI-chip competition weighs on its performance relative to peers.
Shares of Santa Clara, California-based Nvidia rose more than 2%. Through Friday, the stock was up just ​over 20% this year, broadly in line with the Nasdaq 100 (.NDX), opens new tab but trailing AMD (AMD.O), opens new tab, which has more ​than doubled, and Intel (INTC.O), opens new tab, which has more than tripled.

Do you know the meaning of stock dump? wow got to love amateurs!

Big guys?! You are weird!

Nvda/ checked on bash, he was just hibernating and having Nvda wet dreams, he is ok, just have a lot of spent sperm in his shorts.

Nvda/ 250 next week?!!