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- 1Nvidia Expands Stock Buyback by $150 BillionβNvidia Adds $150 Billion to Massive Stock Buyback, the Largest Ever https://www.nytimes.com/2026/09/28/business/nvidia-s
Nvidia has authorized an additional $150 billion for its stock buyback program, which the New York Times describes as the largest ever. The move underscores the chipmaker's enormous cash generation from the artificial intelligence boom and its decision to return capital to shareholders. Market watchers are weighing what the unprecedented repurchase signals about Nvidia's confidence in future earnings and its valuation.
- 2Stocks Fall on War Uncertainty and AI FearsβΌStocks Fall on Fog of War and Fear of AI: Stock Market Today
US stocks declined as investors weighed geopolitical uncertainty β described as a 'fog of war' β against lingering concerns over elevated valuations in artificial intelligence-related shares. The Kiplinger daily market report noted that both war worries and doubts about the AI rally pressured equities, leaving traders cautious and prompting broad selling across major indexes in today's session.
- 3Anthropic IPO prospectus reveals big AI ambitions and soaring costsβΌEXCLUSIVE: Anthropic's IPO prospectus shows sweeping AI vision, surging costs
Anthropic, the OpenAI rival behind the Claude chatbot, has filed an IPO prospectus, according to a Reuters exclusive. The filing lays out a sweeping long-term vision for artificial intelligence alongside rapidly rising spending on computing and operations, underscoring the enormous costs of competing at the frontier of AI development as the company prepares to go public.
- 4Michael Burry says AI bubble may burst sooner than expectedβΌMichael Burry believes the AI bubble 'may burst' sooner than he first believed
Investor Michael Burry, known for predicting the 2008 housing crash, now believes the AI bubble may burst sooner than he originally thought. The comment adds to growing warnings about stretched valuations in artificial intelligence stocks, and traders are weighing whether his bearish call signals broader concern about the technology sector's rally.
- 5US stock futures fall on Iran tensions, oil and AI worriesβUS 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.
- 6Nvidia launches record stock buyback backed by data center profitsβΌNvidia's record stock buyback funded by cash from the data center boom
Nvidia is carrying out the largest stock buyback in its history, using cash generated by surging demand for its data center chips that power artificial intelligence systems. The program underscores how the company's AI-driven earnings boom has turned it into one of the most profitable firms in the semiconductor industry, returning billions directly to shareholders.
- 7J.P. Morgan sees global AI trade reviving after pullbackβGlobal 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.
- 8Global fund managers ease outflows from Chinese stocks on AI optimismβGlobal fund managers are dialing back their long-running retreat from Chinese stocks, drawn by AI prospects and favorabl
Global fund managers are reducing their long-running retreat from Chinese equities, with artificial intelligence prospects and favorable valuations cited as key attractions. The shift suggests improving foreign sentiment toward Chinese markets, where investors see opportunity in the country's AI sector and relatively cheap share prices after an extended period of selling and underweight positions.
- 9Nvidia Stock Rises On Huge Share Buyback PlanβNvidia Stock Rises As AI Chipmaker Plans Huge Share Buyback
Nvidia shares climbed after the AI chipmaker announced plans for a major share buyback. The move signals confidence in future cash flows and offers a way to return capital to shareholders, drawing attention from investors watching the company at the center of the artificial intelligence boom.
- 10Chinese tech stocks trail US AI peers despite Huawei, DeepSeek gainsβΌChinese tech stocks trail US AI peers even as Huawei and DeepSeek gain ground
Chinese technology stocks are lagging behind their US counterparts in the AI race, even as domestic champions Huawei and DeepSeek make measurable progress in artificial intelligence. The gap has drawn attention from investors weighing China's homegrown AI advances against the market dominance of American firms, with the discrepancy between corporate progress and stock performance raising questions about valuations.
- 11TSMC seen hitting all-time highs on AI chip demandβΌTSMC: Set For All-Time Highs On Surging AI Chip Demand (NYSE:TSM)
TSMC, the Taiwanese semiconductor manufacturer, is the subject of a bullish investment analysis arguing the company is set to reach all-time share price highs as demand for artificial intelligence chips surges. The company, which trades on the New York Stock Exchange as TSM, supplies chips used widely in AI hardware, and investors are weighing whether that demand justifies a fresh rally in its stock.
- 12Citi tells clients to buy the next market dipβΌCiti tells clients to buy the next stock market dip as AI trade gathers momentum ahead of midterms
Citi is advising clients to buy the next dip in the stock market, arguing the AI-driven rally still has momentum ahead of the US midterm elections. The call signals the bank remains constructive on equities despite elevated valuations tied to artificial intelligence stocks. Investors are watching whether the AI trade can hold up through election-related volatility.
- 13
Nvidia's shares are bucking a broad downturn in semiconductor stocks, and Barron's points to three reasons behind the resilience. The company's dominance in artificial intelligence chips has kept investor demand strong even as other chipmakers struggle with weakening demand and inventory gluts. Commentators are weighing whether Nvidia can sustain its outperformance while the rest of the industry faces a prolonged slump.
- 14Wall Street ends higher as AI stocks, Microsoft rallyβΌWall Street ends higher as investors buy AI stocks; Microsoft rallies
US stock markets closed higher as investors bought into artificial intelligence-related shares, with Microsoft among the standout gainers. The session reflected continued enthusiasm for AI as a driver of equity performance, helping major indexes finish in positive territory despite broader market uncertainty.
- 15Qualcomm Unveils Two New AI-Focused Smartphone ChipsβΌQualcomm Launches Two New Smartphone Chips As AI Push Intensifies β 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.
- 16AI Sentiment Whiplash Jolts Stock MarketsβΌAI Whiplash Jolts Stocks as Sentiment Lurches From Fear to Greed
Stock markets are swinging sharply as investor sentiment around artificial intelligence lurches between fear and greed, according to Bloomberg. Rapid reversals in how traders view AI-related companies are adding volatility to equities, with the sector once again a dominant force driving market direction. Commentators are watching whether enthusiasm for AI stocks can hold or if doubts will trigger a broader pullback.
- 17Arm Sinks 9% as Chip Selloff DeepensβΌArm Sinks 9% as Chip Selloff Deepens; Qualcomm Drops 6%, Marvell Slides 5%
Chip stocks fell sharply, with Arm Holdings down about 9%, Qualcomm dropping roughly 6%, and Marvell sliding 5%, deepening a broader selloff in semiconductor shares. The declines add to pressure across the sector, which has been a focal point for investors worried about stretched valuations and the pace of demand for chips powering artificial intelligence.
- 18Could AI Safety Risks Derail the Sector's I.P.O. Prospects?βCould 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.
- 19Boom-Bust Warning Signal From Dot-Com Era Returns for AIβThe Boom-Bust Signal From Dot-Com and Housing Is Back, This Time for AI
Analysts flag a market signal that preceded both the dot-com crash and the housing bust now appearing in the AI trade, raising concerns that valuations tied to artificial intelligence may be overheating. The warning has fueled debate among investors over whether AI stocks are in a speculative bubble comparable to those earlier episodes, or whether fundamentals still justify the run-up.
- 20Broadcom raises AI sales forecast despite steep share slideβΌBroadcom raises AI sales forecast as stock lingers 29% below its high
Broadcom has raised its sales forecast for AI-related chips, a sign that demand for artificial intelligence semiconductors remains strong. The company's stock, however, continues to trade roughly 29% below its all-time high, reflecting investor caution about the broader AI trade and semiconductor valuations despite the upgraded outlook.
- 21
The Wall Street Journal examines warning signs that the current artificial intelligence investment boom could turn into a bust, in the vein of past tech bubbles. The piece fuels ongoing debate among investors and analysts over whether massive spending on AI chips, data centers and startups is sustainable or headed for a sharp correction.
- 22Evercore warns yield-curve inversion risk is risingβΌEvercore sees yield-curve inversion risk rising as AI bull market holds firm
Evercore strategists say the risk of a yield-curve inversion is growing even as the AI-driven bull market in stocks stays strong. The firm's assessment points to tension between long-dated bond yields under pressure and equities rallying on artificial intelligence optimism. Investors are weighing what a flattening or inverted curve would signal for growth and recession expectations if the AI trade continues to dominate markets.
- 23Druckenmiller Warns of AI Earnings Bubble as Financing Costs RiseβBillionaire Stanley Druckenmiller Warns of an AI Earnings Bubble as Financing Costs Rise
Billionaire investor Stanley Druckenmiller has warned that artificial intelligence stocks may be forming an earnings bubble, with rising financing costs putting pressure on valuations. His comments add to a growing debate on Wall Street about whether massive AI-related capital spending can generate returns that justify current stock prices, especially as borrowing becomes more expensive.
- 24US Stock Futures Fall on Rising Bond Yields, AI ConcernsβDow, S&P 500, Nasdaq Futures Fall Amid Rising Bond Yields, AI Concerns: KOD, SMMT, CLF, VKTX Stocks In Focus
Futures for the Dow, S&P 500 and Nasdaq pointed lower as rising bond yields weighed on markets and investors grew uneasy about valuations tied to artificial intelligence. Single stocks Kodak, Summit Therapeutics, Cleveland-Cliffs and Viking Therapeutics were also flagged as ones to watch in the session ahead. Traders are watching whether yields keep climbing and how AI-exposed names hold up.
- 25AI Memory Demand Set to Lift Micron's DRAM Sales in Q4βAI Boom-Led Memory Chip Demand to Boost Micron's DRAM Revenues in Q4
Surging demand for memory chips tied to the artificial intelligence boom is expected to drive strong growth in Micron's DRAM revenues in the fourth quarter. Analysts point to data centers stocking up on high-bandwidth memory and DRAM to support AI workloads, tightening supply and supporting higher prices across the memory market.
- 26Markets held up by AI trade despite mounting risksβBloomberg: βItβs a unique moment for #stocks , which are being held aloft at the index level by the #AI trade while at t
Bloomberg reports that stocks are in a unique position: index-level gains are being sustained largely by the artificial intelligence trade, even as investors face conditions that historically have triggered turbulence, including mounting geopolitical risks and rising interest rates. Commentators are weighing whether AI-driven momentum can keep markets afloat if broader pressures intensify.
- 27Amazon Stock Edges Up Premarket Ahead Of EarningsβAMZN Stock Rises Premarket Ahead Of Results: AWS, CapEx In Focus
Amazon shares rose in premarket trading on Thursday ahead of the company's quarterly results, due after the close. Investors are watching for growth in the AWS cloud division and for guidance on capital expenditure, particularly spending tied to artificial intelligence infrastructure, which has become a key driver of sentiment around the stock this year.
- 28Kevin O'Leary Calls Trump the 'First AI President' as Economy BoomsβΌKevin OβLeary Says βThe Economy Is on Fire,β Calls Trump the βFirst AI Presidentβ as AI Boosts S&P 500 Earnings
Investor and 'Shark Tank' star Kevin O'Leary declared that 'the economy is on fire,' dubbing Donald Trump the 'first AI president' as artificial intelligence drives a surge in S&P 500 earnings. His remarks frame AI investment as the main engine behind strong corporate results and market momentum, though critics question how much credit policy deserves versus the tech boom itself.
- 29China Consumer Stocks Face Lost Decade as AI DominatesβChinaβs Consumer Stocks Face Lost Decade as AI Steals Spotlight
China's consumer-sector stocks are facing what analysts describe as a potential lost decade, with investor attention and capital shifting toward artificial intelligence plays instead. Bloomberg reports that traditional consumer companies are struggling to attract buyers as AI-related stocks capture market enthusiasm, leaving consumer shares facing prolonged weakness. The piece suggests the sector may underperform for years as money chases technology.
- 30Saudi Central Bank Increases Its Stake in Meta PlatformsβΌMeta Platforms, Inc. $META Stock Holdings Raised by Saudi Central Bank
The Saudi Central Bank has raised its holdings in Meta Platforms stock, according to a regulatory disclosure picked up by financial news outlets. The move by the institution that manages the kingdom's reserves adds to growing Gulf interest in US technology shares. Investors are watching sovereign wealth exposure to Big Tech as Meta continues spending heavily on artificial intelligence.
- 31AI Is Reshaping Fund Management, but Stock Picking Skills Remain UnprovenβΌAI 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.
- 32China Tech Needs AI Catalyst to Close Valuation GapβChina Tech Needs AI Catalyst to Close Valuation Gap, BI Says
Bloomberg Intelligence analysts argue Chinese technology stocks are trading well below global peers and need a fresh catalyst around artificial intelligence to narrow the valuation gap. Renewed optimism about China's AI capabilities and its tech sector's prospects has drawn investor attention to whether the market can re-rate.
- 33Michael Burry shuns AI trade but backs other stocksβΌ'Big Short' investor Michael Burry hates the AI trade, but the bear is bullish on these stocks
Investor Michael Burry, famous for predicting the 2008 housing crash, is warning against the market's enthusiasm for artificial intelligence stocks, which he views as overvalued. Despite his bearish stance on the AI trade, the 'Big Short' investor is reportedly bullish on selected other equities, drawing attention to where he sees value instead.
- 34Akamai Soars 20% on $11.6 Billion Anthropic DealβStock Market: Akamai Jumps 20% on $11.6B Anthropic Deal, Marvell Climbs 1.2%
Akamai shares surged about 20% following an $11.6 billion deal with artificial intelligence company Anthropic, making it one of the market's biggest movers. Marvell Technology also climbed 1.2% in the same session. The news underscores how AI-related partnerships are driving sharp moves in tech stocks as investors chase exposure to the sector.
- 35AMD, Marvell, Micron Shares Hit 52-Week HighsβΌAMD, MRVL, MU Stocks Hit 52-Week Highs: What Drove The Chip Stocks Higher?
Shares of chipmakers AMD, Marvell Technology and Micron have each climbed to 52-week highs, drawing attention to what is powering the semiconductor rally. Investors are weighing drivers such as strong demand tied to artificial intelligence computing and improving memory pricing. Traders are debating whether the momentum in chip stocks can continue or if valuations are running ahead of fundamentals.
- 36AI and Oil Volatility Boost Hedge Fund Dispersion TradeβTremors From AI to Oil Boost Popular Hedge Fund Dispersion Trade
Volatility across artificial intelligence stocks and oil markets is fueling gains for the dispersion trade, a popular hedge fund strategy that bets on widening gaps between individual stocks and market indexes. As tremors from the AI rally and energy price swings deepen divergence among shares, funds running the trade are profiting, drawing fresh attention to a strategy that had fallen out of favor during calmer markets.
- 37Retail investors track cloud and AI stocks after Microsoft Copilot expansionβΌ3 Cloud And AI Stocks Retail Investors Are Watching After Microsoft Copilot Expansion
Microsoft's expanded Copilot rollout has drawn attention from retail investors to cloud and AI stocks. A Yahoo Finance piece lists three such stocks individual investors are watching following the announcement. The news highlights continued retail interest in artificial intelligence and cloud computing names tied to Microsoft's growing AI ecosystem.
- 38Polar Capital Technology Trust Bets Big on AIβΌHow Polar Capital Technology Trust Is Investing in the AI Boom
Polar Capital Technology Trust is positioning its portfolio to capture growth in artificial intelligence, according to Morningstar coverage. The trust, a UK-listed investment company focused on global technology stocks, is highlighted for how its holdings reflect the AI boom. The discussion centres on whether the trust's tech-heavy strategy offers investors a practical route into AI-driven gains.
- 39Meta shares slide as investors weigh surging AI spendingβΌMETA Stock Rout Deepens Overnight On Capex Woes β Analysts, Retail Bulls Still Back Mag 7βs Cheapest AI Bet
Meta shares extended losses overnight as concern grows over the company's heavy capital spending on artificial intelligence infrastructure. Despite the sell-off, analysts and many retail investors remain supportive, arguing Meta is still the cheapest way among the Magnificent Seven stocks to gain exposure to the AI theme. Debate is centred on whether the capex will translate into returns.
- 40TSMC shares slip as CEO warns AI chip shortage will persistβTSM Stock Slips Premarket Today β CEO Reportedly Says AI Chip Shortage Isnβt Ending Anytime Soon
Taiwan Semiconductor Manufacturing Company shares traded lower in premarket activity on Thursday after the company's chief executive reportedly said the shortage of AI chips will not ease anytime soon. The comments come as demand for advanced chips used in artificial intelligence continues to outstrip supply, keeping investors focused on how long capacity constraints will last.