Nvidia ( (NVDA) ) has been popular among investors this week. Here is a recap of the key news on this stock.
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NVDS: built for a short position on NVDANvidia stunned the market with an $80 billion share repurchase authorization and a 25-fold hike in its quarterly dividend to $0.25 per share, underscoring the cash gusher from its AI business. The richer payout will start with the June 26, 2026 distribution, while Q1 fiscal 2027 revenue soared 85% year over year to $81.6 billion, driven by a 92% jump in data center sales to $75.2 billion.
The buyback ranks among the largest in tech and still comes on top of roughly $20 billion already returned in Q1 and $38.5 billion remaining from a prior plan, signaling Nvidia’s confidence that AI demand has long legs. Management frames AI infrastructure as the biggest build-out in history, pushing the stock beyond a pure growth story toward a cash-return powerhouse that can appeal to dividend and value-focused investors as well.
Despite the blockbuster numbers, Nvidia shares slipped around 3% over two sessions as sky-high expectations, China export worries and fears of custom chips from hyperscalers sparked profit-taking. Yet top analysts remain firmly bullish: Baird’s Tristan Gerra lifted his price target to a Street-high $500, pointing to Nvidia’s expanding role in CPUs, networking and full-stack AI platforms, with a projected $200 billion CPU opportunity and visibility into nearly $20 billion in CPU revenue this year.
Wall Street broadly agrees that AI spending is still in its early innings, with Nvidia projecting annual AI infrastructure outlays could surge from more than $1 trillion in 2027 to $3 trillion–$4 trillion by 2030. Across major brokerages, Nvidia holds a Strong Buy consensus, and average 12‑month targets around $300 imply roughly 39% upside, suggesting that recent weakness may look more like a breather than the end of the AI rally for NVDA holders.