To The Moon

The raise shows confidence in the business, but some analysts want to see it go higher. Nvidia, led by CEO Jensen Huang, upped its share repurchase commitment on Wednesday.Nvidia's swelling cash flows had some investors anticipating an update on capital returns leading into its earnings report on Wednesday. While the company delivered on those hopes, some are feeling it wasn't enough.UBS analyst Timothy Arcuri said before the report that he could see Nvidia upping its share-repurchase commitment to $150 billion over the next 12 months. Wednesday's report didn't quite meet that mark. Still, he noted that Nvidia raised its dividend, which he had previously said investors were also pushing for.Given Nvidia's commentary that it plans to return about 50% of free cash flow to investors this year, Arcuri is modeling for that to be around $210 billion, meaning the company will have to repurchase about $69 billion in shares over the next three fiscal quarters, he said in a Thursday note. He exp

UPDATE 2-Global central bankers defend Fed's Powell after Trump threatPowell threatened with indictment over renovation of Fed HQStatement in support of Fed chief signed by 11 peersHeads of ECB, Bank of England and Bank of Canada among signatoriesTrump has been pressuring Fed to lower interest ratesAdds context in paragraph 4, sources on the coordination of statement in paragraphs 7-12

Michael Burry’s quiet bet on Venezuelan oil is coming back into focus.The investor best known for “The Big Short” said he has owned Valero Energy since 2020, a position he views as increasingly...

$Tesla(TSLA)$ (TSLA) renowned investor Michael Burry said Wednesday he is not shorting Tesla shares.Despite recently describing the Elon Musk-led electric-vehicle maker as "ridiculously overvalued,"...

Michael Burry, the real-life inspiration behind "The Big Short," stated in a new post of his paid newsletter that "there is no way to time or predict" when the artificial intelligence bubble will...

Michael Burry is calling for proof of stockpiled Nvidia GPUs after a viral analysis questioned whether Jensen Huang's claim of six million Blackwell shipments matches the company's revenue, data-center capacity and power constraints.

Nvidia has been vocal in refuting bearish critiques, and there's debate over the merits of its communications strategy. Nvidia says it's "a generation ahead of the industry.". With Nvidia shares down since last week's earnings report, the world's largest company by market cap has been vocal in response to budding bearish criticisms. To some, the messaging seems consistent with what investor-relations teams should convey. But others think the company is only stoking worries further by acknowledging them.It started with a memo to sell-side analysts over the weekend, addressing a variety of concerns, from the impact of Nvidia's buyback program to the financial positions of partners like OpenAI and CoreWeave, to the company's view that it "does not resemble historical accounting frauds" like Enron.Are Nvidia's responses savvy public relations or a sign the company is growing worried?But to Seaport Research's Jay Goldberg, the sole sell-side analyst to carry a bearish rating on Nvidia's st

Here's why Jim Cramer thinks Broadcom is poised to be the primary beneficiary of a potential deal between Alphabet and Meta Platforms.

Signs indicate that Alphabet Inc., the search engine giant, is making progress in challenging NVIDIA Corp.'s dominance in AI accelerator products, potentially reshaping the rankings of the world's...

Chip giant Nvidia ($NVDA) has finally responded to Michael Burry’s repeated allegations of accounting malpractices among hyperscalers and what he c...