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Prediction: Nvidia Will Overtake Apple in Stock Buybacks and Dividends Under New Apple CEO John Ternus September 12, 2026 — 06:36 am EDT Written by Daniel Foelber for The Motley Fool linkedin facebook x email reddit Key Points Over the last 15 years, Apple reduced its share count by 43.2% under CEO Tim Cook. Apple could make more aggressive investments in expanding its hardware ecosystem under new CEO John Ternus. Nvidia is committed to returning half of its free cash flow to shareholders through buybacks and dividends. 10 stocks we like better than Apple › Over his 15-year tenure as CEO, Tim Cook grew Apple (NASDAQ: AAPL) from a market cap of around $350 billion to well over $4 trillion. The strategy was fairly straightforward. Apple regularly releases new versions of its winning products

Apple makes biggest change to iPhone release cadence in 7 years in Ternus' first showcase as CEO Published Thu, Sep 10 2026 9:13 AM EDT Updated Thu, Sep 10 2026 10:45 AM EDT $Apple(AAPL)$   KEY POINTS In John Ternus' first launch event as CEO, Apple announced its first foldable phone and the iPhone 18 Pro. But the biggest news for investors from Wednesday's showcase may have been the absence of a new iPhone that's not a Pro model. Analysts have largely expected this shift in Apple's annual cadence and foresee the company releasing the standard iPhone in the spring. In this article $Apple(AAPL)$   In John Ternus' debut showcase as CEO, Apple unveiled a swarm of

Nvidia's investments grow to $99 billion as chip giant becomes major backer of AI companies Published Fri, Sep 4 2026 4:08 AM EDT Updated Fri, Sep 4 2026 5:32 AM EDT Kai Nicol-Schwarz @in/kains $NVIDIA(NVDA)$   KEY POINTS Nvidia's equity investments stood at $99 billion as of July 26, up sharply from a year earlier as it expands its financial backing across the AI sector. Investments span frontier AI labs, cloud providers and infrastructure companies, including OpenAI, CoreWeave and Nebius. Nvidia says the investments are designed to expand its ecosystem, create growth opportunities and strengthen its competitive position. In this article NVDA NBIS NOK INTC SPCX Nvidia has become one of the world's largest corpo

$NVIDIA(NVDA)$   Published Thu, Sep 3 2026 8:04 AM EDT Updated Thu, Sep 3 2026 12:43 PM EDT Ari Levy @levynews WATCH LIVE KEY POINTS Nvidia agreed to buy Hugging Face, an open-source AI platform, for $12.9 billion. Jensen Huang, Nvidia's CEO, said in a blog post that with the deal, the company "will expand access to AI for developers and institutions worldwide." It's Nvidia's second-biggest purchase, after it paid $20 billion for Groq assets at the end of last year. In this article NVDA Nvidia has officially agreed to buy open-source artificial intelligence platform Hugging Face for $12.9 billion, as the chipmaker moves beyond hardware and further up the AI stack. With the deal, which has been expected since The

Sundar Pichai's Alphabet Has Grown Google Cloud Revenue 82% Year Over Year. Here's Why That Growth Rate Justifies the Company's Capex Bet. Sundar Pichai's Alphabet Has Grown Google Cloud Revenue 82% Year Over Year. Here's Why That Growth Rate Justifies the Company's Capex Bet. Jennifer Saibil, The Motley Fool Thu, September 3, 2026 at 12:20 PM GMT+8 4 min read $Alphabet(GOOG)$  $NVIDIA(NVDA)$   The market has soured on Alphabet (NASDAQ: $Alphabet(GOOG)$  ) (NASDAQ: GOOGL) stock since the company said it planned to raise capital expenditures (capex) to up to $205 billion this year, a significant increase from its original outlook of $180 b

$NVIDIA(NVDA)$   NVIDIA reported its financial results for the second quarter of fiscal 2027. The performance was driven by continuous acceleration in global AI infrastructure investments.   NVIDIA Newsroom Q2 FY27 Key Financial Highlights Total Revenue: $96.2 billion, up 106% year-over-year (YoY) and 18% quarter-over-quarter (QoQ), topping Wall Street estimates of ~$92 billion.   NVIDIA Newsroom Earnings Per Share (EPS): Non-GAAP: $2.22, beating analyst expectations of $2.08-$2.09 (up 106% YoY).   GAAP: $2.46, up 128% YoY.   Gross Margin: Non-GAAP gross margin came in at 75.0% (up from 72.5% in Q2 FY26).   Operating Income: $63.95 billion (Non-GAAP), representin

$Sea Ltd(SE)$  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]   • Sea Limited reported strong second-quarter revenue growth driven by e-commerce and digital finance. • Management reaffirmed full-year adjusted earnings targets supported by logistics and fulfillment efficiencies. • The company achieved $22.94 billion in annual revenue with net profit of $1.58 billion. Sea Ltd (SE) moved up by 6.58%. The Software & IT Services sector is up by 0.01%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Alphabet Inc Class A (GOOGL) down 0.53%; Microsoft Corp (MSFT) up 0.63%; Meta Platforms Inc (META) up 1.24%. What is drivin

$NVIDIA(NVDA)$   Deep News 53 minutes ago As dark clouds gather over the artificial intelligence construction boom, NVIDIA's CEO Jensen Huang shows no signs of resting on his laurels or halting his expansion efforts. Just this past Sunday, reports emerged that NVIDIA is in talks to invest in Perplexity, a company that began as a search engine provider but has pivoted into an AI agent services firm with remarkably strong revenue growth this year. The potential investment could push Perplexity's valuation beyond $30 billion, and the two parties have also explored technology licensing agreements. Only days before that development, Huang completed another rapid-fire investment round, marking the third in a series of

US Treasury Secretary Bessent Could Tap near $1 Trillion Treasury General Account to Fund Bond Buybacks, CNBC Reports Tiger Newspress $SPDR S&P 500 ETF Trust(SPY)$   19:43 US Treasury could use its near $1 trillion General Account to help fund its recently announced plans to increase purchases of government bonds, according to two senior Treasury officials, CNBC reported. Using the TGA would provide the Treasury with considerable firepower to influence long-term bond yields. The Treasury surprised markets last week with an announcement that it would be doubling the size of buybacks of off-the-run securities on the long end from $2 billion to at least $4 billion. Treasury Secretary Scott Bessent said on CNBC s

August 19, 2026 @ 9:46 pm By Omar Faridi Shares of surged nearly sixfold on their first day of trading in Shanghai, marking a key moment for China’s humanoid robotics industry. The Hangzhou-based company, widely regarded as the country’s leading maker of advanced robots, opened at 1,100 yuan on the technology-focused STAR Market—far above its initial public offering price of 150.8 yuan. The stock later eased but still closed the morning session around 884 yuan, valuing the firm near $50 billion after raising roughly $900 million in the offering. This performance significantly outpaced pre-market expectations, including those formed by cryptocurrency traders who had used synthetic perpetual contracts on platforms such as Hyperliquid to price the company well above its IPO valuation in the d

Why Is Crypto Up Today? Bitcoin Hits $71k as Ethereum Surges Past $2,300 Price Analysis Why Is Crypto Up Today? Bitcoin Hits $71k as Ethereum Surges Past $2,300 Yuri Molchan 20 August 2026 11 min read Bitcoin has managed to push closer to the psychological $70,000 level after reclaiming $69,000. Meanwhile, Ethereum has jumped above $2,300 and is outperforming Bitcoin on a percentage basis. The question is now whether crypto is back indeed or just a relief rally has returned with a vengeance. Improved liquidity expectations, regulatory optimism, ETF demand and short liquidations have given the market a much-needed boost, but Bitcoin and Ethereum are still significantly below their previous cycle highs. Read more: White House Crypto Meeting: Trump Pushes Clarity Act as Bitcoin Above $70K Bit

$Meta Platforms, Inc.(META)$   Meta Stock Sinks as $200B Trial Threatens Facebook and Instagram Ad Revenue Story Highlights Meta stock fell 4.5% as a 29-state trial began, with states discussing roughly $200 billion in potential penalties. Court-ordered changes to infinite scroll or algorithms could reduce engagement and create a longer-term threat to Meta’s advertising revenue. Wall Street rates Meta as a Strong Buy, with 37 Buys, five Holds, and a $752.18 average 12-month price target. Social media giant Meta Platforms fell 4.4% on Tuesday as opening arguments began in a child-safety trial that was brought forward by 29 U.S. states. Lawyers for the states have suggested that , while Meta has estimated its maxi

Micron Technology Overnight Rise 3.13%, Investment Bank Upgrades Rating as Storage Sector Continues Rally Market Focus $Micron Technology(MU)$   13:43 On August 17, Micron Technology rose 3.13% overnight, trading at $1,002.42/share, with turnover of $4.04 billion. On the news front, New Street upgraded Micron Technology from Neutral to Buy, significantly raising its target price from $470 to $1,250. Meanwhile, Q2 13F filings revealed that JPMorgan listed Micron as its top buy, UBS added both Micron shares and call options among its top five purchases, and Morgan Stanley also increased its position in AI hardware chain names including Micron. The broader storage sector continued its strong momentum, with SanDisk's

Grab Holdings (NASDAQ: $Grab Holdings(GRAB)$  ) reported net profit of US$235 million for the second quarter of 2026 (2Q2026), up sharply from US$20 million a year ago.  The jump was driven largely by non-operating items, including a US$307 million one-off gain from the consolidation of Indonesia’s Superbank in June, partly offset by a US$183 million increase in fair-value losses on financial assets and liabilities. Underlying trends were also encouraging.  Revenue rose 22% year on year (YoY) to US$997 million while adjusted EBITDA climbed 54% to US$168 million, lifting the margin to 16.9% from 13.3%.  On-demand gross merchandise value grew 21% to US$6.46 billion, supported by a 17% rise in monthl

GRAB  Based on the latest Q2 2026 earnings report and analyst forecasts, Grab Holdings is currently delivering strong operational performance and has a positive earnings outlook, with expectations for continued revenue growth and expanding profitability. The company recently reported a record quarter and raised its full-year guidance, signaling a fundamental improvement in its business trajectory. Key Financial Performance & Forecasts Here is a detailed breakdown of Grab's performance and the consensus estimates for upcoming quarters, based on the provided data. Metric Q2 2026 (Actual) YoY Growth Q2 2026 (Estimate) Surprise Q3 2026 (Forecast) Q4 2026 (Forecast) Revenue $997M +21.7% 13 $990.8M +0.6% 9 $1.07B $1.13B EPS $0.06 +500% 9 $0.02 9 +200% 9 $0.03 $0.02 EBIT $19M +186% 3 $41

“Blown Out of Proportion”: Why Meta, OpenAI, and Anthropic’s AI Security Scare May Not Be What It Seems $Meta Platforms, Inc.(META)$   Story Highlights Meta, OpenAI, and Anthropic traced recent AI security incidents to the same Irregular test environment. The bigger investor risk may be tighter AI security rules and higher testing costs. Meta Platforms, Inc. , the social media giant investing heavily in AI, joined and in disclosing that an of a cybersecurity test. The incidents all point back to the same testing environment run by Israeli startup Irregular, raising fresh questions about how safely the industry can test increasingly capable AI models. The issue appears less dramatic than the idea of an AI model s

PALANTIR FACING RISING  JUST A OVERBLOWN  $Palantir Technologies Inc.(PLTR)$    Concerns about Palantir Technologies facing rising competition are likely overblown, Oppenheimer analysts Param Singh and Jake Heimowitz say. Some investors have worried that companies such as Anthropic, OpenAI and Databricks are an increasing threat to Palantir, but the analysts believe Palantir's success in the U.S. is a testament to its differentiated strength. They believe Palantir appeals to customers with more complex workloads and offers more flexibility than these competitors, which will allow it to differentiate itself. Shares are up 23%.