Nvidia’s Record Buyback, SpaceX Starship Rocket, Graco CEO Interview 9/28/26

Despite NVIDIA's record $150B buyback and 5.27% Treasury yields, strategists say AI monetization and diversified industrial buildout, not just NVIDIA, are driving the market.

• Record NVIDIA buyback: NVIDIA authorized $150B in buybacks—the largest in market history—alongside new AI-safety tools (OpenShell, NVIDIA Sentry); Seaport's Jay Goldberg keeps a sell rating, noting NVIDIA is the worst performer in the SMH/SOX over the past year.
• Yields hit multi-decade highs: The 10-year Treasury touched 5.27%, highest since 2007, driven by ~5% nominal GDP growth rather than panic; strategists Anastasia Amoroso and Todd Sohn say capital competition is hitting rate-sensitive REITs, utilities and staples even as 38% of S&P 500 stocks sit in technical bear markets.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.