Nvidia significantly increased its quarterly dividend from $0.01 to $0.25 per share, signaling a fresh raise with an annualized forward rate of $1.00. However, this dividend payout is small compared to its massive $20 billion share buybacks, which made up the bulk of the $26 billion returned to shareholders in Q2 FY2027. For the full fiscal year 2026, dividends were less than $1 billion out of $41.1 billion in total returns, highlighting that Nvidia's capital return strategy heavily favors buybacks over dividends. Investors should watch for further buyback authorizations and dividend hikes as Nvidia funds strategic projects like its Frontier AI Labs, while also managing large supply commitments that could impact future cash returns.
Broadcom and Nvidia both reported strong AI-driven revenue growth in their latest quarters, but market conditions in September favor Broadcom. Broadcom's custom AI chips (XPUs) for major tech clients showed explosive growth and a promising outlook fo...
Nvidia has chosen Palantir to manage the software for its complex 1.3 million-part AI supply chain, marking a significant endorsement despite recent criticism from Jim Cramer, who labeled Palantir "ice cold." This partnership integrates Palantir's Fo...
Nvidia leads the AI infrastructure market with massive revenue and high margins, but AMD is rapidly scaling with strong data center growth and improving profitability. AMD's upcoming Helios GPU and major customer commitments could reshape competition...
Nvidia and Palantir have jointly developed a sovereign AI stack designed to improve industrial supply chain management, using Nvidia's Nemotron models and cuOpt software combined with Palantir's Foundry and Ontology. Nvidia is the initial user, apply...
Michael Burry, known for his bearish stance on AI-related stocks like NVIDIA and CoreWeave, has reduced his short positions by closing December 2026 put options on NVIDIA due to rapid time decay and strong stock performance. Despite this, he maintain...
