9AM HOUR: Nvidia Adds $150B to Stock Buyback; Oil Prices and Yields Surge; MongoDB CEO Leaves for Meta 9/28/26

NVIDIA's record $150B buyback and AI-safety coalition offset macro pressure from surging oil and yields tied to Iran tensions.

• NVIDIA's buyback: NVIDIA announced a record $150B addition to its existing buyback program alongside a new 'Open Agent Safety Platform' meant to sandbox AI agents; Cramer calls it 'the cheapest stock next year' among major tech names, nearing $300B in annual free cash flow.
• AI safety goes mainstream: A coalition including NVIDIA's Jensen Huang, CrowdStrike's George Kurtz, and Okta's Todd McKinnon argues AI agent misbehavior is an engineering problem existing cybersecurity tools can already solve; OpenAI notably absent from the coalition; SNL spoofed Anthropic's Dario Amodei over safety warnings.

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