Jim Cramer says Nvidia’s record buyback could ‘change the trajectory’ of the stock
Nvidia has authorized a $235 billion share buyback, the largest in history, causing the stock to rise 2.3% to $230.28. Jim Cramer stated the move could change the stock's trajectory, provided the buyback is active. The company is targeting a period where shares are historically cheap relative to earnings expectations. While the announcement provided a boost, Nvidia recently led tech stocks lower as Treasury yields hit a 19-year high, though some analysts suggest Big Tech is shrugging off these spiking yields as the AI rally continues.
Listen to Live Briefing
Real-time synthesized voice briefing · Live Feeds Desk
- ✓ Nvidia announced a $235 billion share buyback authorization, the largest in history.
- ✓ Nvidia stock rose 2.3% to $230.28 following the buyback announcement.
- ✓ Treasury yields recently reached a 19-year high.
- ✓ Jim Cramer stated the record buyback could change the trajectory of the stock.
What changed
Nvidia authorized a record-shattering $235 billion share buyback following months of pressure from analysts like Jim Cramer.
Live updates
-
Nvidia Announces Record $235 Billion Share Buyback Authorization
Nvidia has authorized a $235 billion share buyback, the largest in history, causing the stock to rise 2.3% to $230.28. Jim Cramer stated the move could change the stock's trajectory, provided the buyback is active. The company is targeting a period where shares are historically cheap relative to earnings expectations. While the announcement provided a boost, Nvidia recently led tech stocks lower as Treasury yields hit a 19-year high, though some analysts suggest Big Tech is shrugging off these spiking yields as the AI rally continues.
Why it matters
Jim Cramer spent months urging Nvidia to implement a large-scale buyback similar to Apple's strategy. This move follows a period of weak share price performance throughout 2026. The authorization comes as the broader tech sector faces volatility from surging Treasury yields.
What is confirmed
- Nvidia announced a $235 billion share buyback authorization, the largest in history.
- Nvidia stock rose 2.3% to $230.28 following the buyback announcement.
- Treasury yields recently reached a 19-year high.
- Jim Cramer stated the record buyback could change the trajectory of the stock.
Still unconfirmed
- Micron may launch a repurchase program that is large as a percentage of its market cap.
What to watch next
- Nvidia's stock performance relative to further fluctuations in Treasury yields.
confidence 90%Sources used for this update (22)
- TipRanks — Yield to None: Big Tech Shrugs Off Spiking Treasury Yields as AI Rally Rolls On
- CNBC — Jim Cramer says Nvidia’s record buyback could ‘change the trajectory’ of the stock
- Yahoo Finance — Nvidia leads tech stocks lower as Treasury yields surge: AlphaCheck
- Benzinga — Sock Market Today: Akamai Jumps on Anthropic Deal, Yields Hit 19-Year High - Vanguard S&P 500 ETF (ARCA:V
- Yahoo Finance — Lam Research, Marvell Technology, Western Digital, FormFactor, and Penguin Solutions Shares Are Falling, What You Need To Know
- www.cnbc.com — Jim Cramer says Nvidia’s record buyback could ‘change the trajectory’ of the stock
- minegoldrush.com — 짐 크레이머 "엔비디아 역대급 자사주 매입, 주가 궤적 바꿀 것
- finance.yahoo.com — Nvidia Announces Largest Buyback In History. Cramer Says “It ...
- aventure.vc — Jim Cramer says Nvidia’s record buyback c... - aVenture News
- longbridge.com — Nvidia Stock Gains on Record Buyback: Jim Cramer Gets His ...
- biztoc.com — Nvidia Announces Largest Buyback In History. Cramer Says “It ...
- www.cnbc.com — Jim Cramer's top 10 things to watch in the stock market Tuesday
Community Sentiment: How do you assess this situation?
Voice your perspective · Real-time aggregated sentiment from the Live Feeds community