The $150 billion addition — the largest single buyback authorization in U.S. corporate history — brings remaining capacity to $235 billion and signals multi-year confidence in AI compute demand.
Nonfarm payrolls undershot the 84,000 consensus by 55,000 and July flipped to a loss, pushing CME FedWatch odds of an October hold to 82.8%.
Sequoia, Benchmark, and Coatue backed a 4x markup in roughly a month for an invite-only agent that transacts via SMS and phone — a distribution threat for consumer SMBs.
Jensen Huang's board authorized the largest share-repurchase increase in corporate history on Monday, a capital-confidence signal that AI infrastructure economics underpinning small-business GTM-tool pricing are locked in through fiscal 2028.
Anthropic's IPO prospectus discloses a convertible facility from Broadcom tied to a five-year compute commitment, as the Claude maker targets a pre-Thanksgiving listing at a $1.8T-$2T valuation.