EXPLAINED: 3 - The Real Truth

Nvidia Just Approved a $150B Buyback and Bulls Think the AI Trade Is Not Done Yet

Nvidia has approved a record $150bn increase to its share repurchase authorisation, taking the remaining capacity to $235bn as management signals confidence in long-term AI demand.

International Business Times UK · Sep 29

NVIDIA Just Turned AI Safety Into a Spending Story and These 3 Stocks Benefit

NVIDIA's new AI safety platform could boost demand for inference infrastructure, with analyst Luke Lango pointing to Marvell, Arm Holdings and Lumentum as key beneficiaries.

MarketBeat · Sep 29

AMD Is Betting More Than $8 Billion On Fei-Fei Li's World Labs. Its Stock Is Up.

AMD is acquiring artificial intelligence startup World Labs for $8.2 billion. Li, a top researcher in the field, will join AMD as executive vice president and chief scientist.

International Business Times · Sep 29

NVIDIA Just Strengthened the Case for Its Massive Stock Price Upside

NVIDIA authorized a record $150 billion share buyback, backed by strong cash flow and a $160 billion-plus balance sheet, reinforcing analyst confidence and its AI market leadership.

MarketBeat · Sep 29

Nvidia Unleashes AI 'Watchdog' To Stop Rogue Agents From Breaking Out of Control

Nvidia CEO Jensen Huang says AI agents must have their 'rights' stripped back as Nvidia unveils a watchdog designed to stop rogue systems breaking their boundaries.

International Business Times UK · Sep 29

Nvidia Price Targets Are Higher as Analysts Up Their Forecasts - What's the Best NVDA Play Here?

Analysts have been hiking their Nvidia revenue and earnings forecasts, along with their price targets. Two attractive plays are to sell short out-of-the-money NVDA puts as well as NVDA put credit spreads.

Barchart · Sep 29

First Thing: Anthropic warns of AI ‘existential risk’ as concerns emerge over Meta’s Muse and OpenAI’s model

Anthropic’s prospectus makes chilling claim as new revelations emerge about Muse and Astra models

The Guardian - UK · Sep 29

Samsung, affiliates commit $1 billion to KKR-backed Helix Digital AI buildout

Samsung Electronics will invest $500 million, while Samsung C&T, Samsung SDS, Samsung SDI, Samsung Life Insurance, and Samsung Fire & Marine Insurance will provide the remaining $500 million.

The Economic Times · Sep 29

Nasdaq Futures Gain as Chipmakers Rebound; U.S. JOLTS Report and AI Events in Focus

December Nasdaq 100 E-Mini futures (NQZ26) are up +0.29% this morning, buoyed by a mild rebound in chip stocks, while investors awaited the U.S. job openings report and a series of AI events.

Barchart · Sep 29

UK's biggest AI supercomputer may have to wait until 2030s for enough power

The UK start-up says the data centre could eventually expand from 50 to 90 megawatts of power — enough, if used continuously, to consume as much electricity in a year as about 315,000 typical UK homes, based on 2026 figures from UK energy regulator Ofgem.

Euronews · Sep 29