PodcastThe Special Situations ReportOctober 5, 2026
NVIDIA Announces The Largest Buyback in Corporate History – The Special Situations Report Episode #71
NVIDIA's record $150B buyback—still just 2% of its $5.6T market cap—underscores both its cash glut and mounting AI-bubble anxieties.
- Waystar sale exploration: The healthcare claims-processing firm (60% of US patients' claims touched, $2.4T gross claims processed) hired Evercore/Barclays; trades at forward P/E under 15 with 18% revenue growth.
- NVIDIA's record buyback: A $150B additional authorization (total $235B) tops Apple's $110B 2024 record, yet equals only ~2% of NVIDIA's $5.6T market cap.
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