Hyperliquid S2026-10-24 00:49:48Hyperliquid Strategies expands stock buyback plan to $100 millionHyperliquid Strategies has increased the size of its stock buyback program from $30 million to $100 million, with about $72 million still remaining under the authorization. The company also extended the program’s deadline to Oct. 31, 2027. Separately, its dashboard shows that Hyperliquid Strategies holds about 38.8 million HYPE tokens, valued at roughly $2.96 billion based on the disclosed figures. The update covers both the larger repurchase authorization and the company’s current HYPE holdings.30
Nvidia2026-10-10 02:27:38Nvidia’s revised cash flow framing puts scrutiny on its $235 billion buyback planNvidia has drawn fresh scrutiny after expanding its stock repurchase authorization to $235 billion and shifting attention to free cash flow after deducting what it calls “strategic uses.” The change in emphasis suggests that equity investments outside the core business can reduce the pool of cash available for buybacks and dividends, even though the company has not formally changed the standard definition of free cash flow. Data cited in the report show that in the first half of the fiscal year ended July 26, Nvidia posted a net cash outflow of $35.2 billion for equity investments. Cash withholding taxes tied to employee stock vesting reached another $4.5 billion, while about $9 billion of repurchases were used to offset dilution from stock-based compensation. If those items are included in an adjusted view, free cash flow would fall from the company’s official figure of $69.9 billion to about $21.7 billion, a drop of roughly 69%. During the same period, Nvidia added $24.9 billion in long-term debt, which partly supported additional stock repurchases. Wall Street still expects the company’s fiscal 2028 free cash flow to top $330 billion, but the report says that if strategic investments keep rising, the cash truly available for shareholder returns may come in far below what the traditional metric suggests.410
Tom Lee2026-10-06 01:41:00Tom Lee says crypto is in a bull cycle as BMNR outperformed ETH in the first nine months of 2026Bitmine Chairman Tom Lee said the crypto market has entered what he views as a bull cycle, while pointing to Bitmine’s stock performance against Ether as a key data point. According to figures he cited, ETH fell 10% in the first nine months of 2026, while Bitmine (BMNR) declined 3%, leaving the stock ahead by about 731 basis points, or 7.31 percentage points, during the period he referenced. Lee said BMNR’s share performance reflects the company’s ongoing focus on shareholder returns. He tied that to what he described as the crypto industry’s largest corporate treasury stock buyback program. In 2026 alone, Bitmine repurchased 21 million shares, based on the figures cited in the report. Lee also said ETH has outperformed the S&P 500 by 6,832 basis points since the start of the third quarter of 2026. He made that comparison against a macro backdrop that included a hawkish Federal Reserve stance, rising oil prices, higher global bond yields and tighter financial conditions. Even under those pressures, Lee said, ETH continued to show relative strength and stayed ahead of other major macro assets.610
Bitmine2026-10-05 12:43:45Tom Lee says Bitmine outperformed ETH during the 2025-2026 bear marketBitmine chairman Tom Lee said the company’s stock performance against Ethereum during the 2025-2026 bear market deserves attention as the crypto market enters what he described as a bull cycle. According to PRNewswire, ETH fell 10% in the first nine months of 2026, while Bitmine (BMNR) declined 3%, giving the stock a relative outperformance of about 731 basis points, or 7.31 percentage points. Lee said BMNR’s share performance reflects the company’s commitment to improving shareholder returns, including what he described as the crypto industry’s largest corporate treasury stock buyback program. Bitmine repurchased 21 million shares in 2026 alone. Lee also said ETH has outperformed the S&P 500 by 6,832 basis points since the third quarter of 2026. He made the comparison against a backdrop of hawkish Federal Reserve policy, rising oil prices, higher global bond yields, and tighter financial conditions, saying ETH still showed stronger performance than other major macro assets.430
Nvidia2026-09-28 16:02:18Nvidia Adds $150 Billion Buyback, Setting a New Record for U.S. Corporate RepurchasesNvidia has approved an additional $150 billion stock buyback, setting what the report describes as the largest repurchase authorization in U.S. corporate history. Including its existing program, the company is now authorized to spend as much as $235 billion on buybacks through January 2028. Nvidia said the move reflects confidence in the long-term opportunity in artificial intelligence, with CEO Jensen Huang pointing to growth driven by AI and accelerated computing as well as the company’s strong cash-generation capacity. The announcement came as Nvidia’s stock rally has started to cool, even after a multiyear surge tied to the AI boom. Shares rose as much as 1.4% in premarket trading on Monday before trimming gains. The report contrasts Nvidia with Apple, whose $110 billion authorization in 2024 had previously held the U.S. record, and notes that large buybacks are often associated with mature companies facing slower growth. Nvidia, by contrast, is still expected to post roughly 90% revenue growth this year. The report also ties Nvidia’s momentum to continued spending on AI infrastructure. Goldman Sachs forecasts global AI investment will exceed $1 trillion this year, while Visible Alpha estimates Nvidia generated nearly $100 billion in free cash flow in its most recent fiscal year and could reach $329 billion by fiscal 2028.410
NVIDIA2026-09-28 11:42:45NVIDIA Turns Higher Premarket as Anthropic Contract Value Tops $180 BillionNVIDIA shares moved from a 1% premarket decline to a 1% gain, according to MSX.COM data, after the company disclosed that the contract value reported by Anthropic exceeded $180 billion. The update came after NVIDIA had already announced a $150 billion increase to its stock repurchase authorization, bringing the total buyback program to $235 billion. The company said it expects to carry out the repurchase plan by fiscal 2028. NVIDIA founder and CEO Jensen Huang said the company’s growth has been driven by what he described as an unprecedented platform shift toward artificial intelligence and accelerated computing. He added that NVIDIA’s strong cash flow allows it to invest in technologies supporting that transition while also returning capital to shareholders, and said the new authorization reflects confidence in the company’s long-term opportunities.400
BitMine2026-09-15 01:16:57BitMine lifts ETH holdings to 5.96 million as $4 billion buyback pushes BMNR above $25BitMine said its total assets had reached $15.8 billion as of Sept. 13, 2026, with Ethereum remaining the center of its balance sheet. The company disclosed holdings of 5,956,378 ETH, equal to 4.9% of Ethereum’s circulating supply, and said more than 85% of that position has been staked through its own validator nodes to generate yield. Over the past week alone, BitMine added 27,180 ETH, bringing it to what it described as 98% completion of its internal “5% alchemy” target within 15 months, with the company expecting to hit that level this year. The disclosure also listed 212 BTC, $98 million of Eightco Holdings shares, $180 million in Beast Industries equity, and $549 million in cash and marketable securities. Chairman Tom Lee said the ETH/BTC ratio had reached its highest level since Jan. 30, 2026 and broken above a long-term downtrend line, while DeMark Analytics founder Tom DeMark said Ethereum’s August technical indicators showed consolidation had finished. BitMine also said its $4 billion stock repurchase plan, launched in early July, had lifted BMNR from $13 to above $25.930
Bitcoin2026-09-03 12:06:44ProCap Financial Sells ~50 BTC to Buy Back Shares, Holds 5,305 BTCProCap Financial, led by Anthony Pompliano, sold approximately 50 BTC to repurchase over 2% of its outstanding shares at a 40% discount to NAV. The company has now repurchased about 10% of its shares since the program began and still holds 5,305 BTC as of September 2. It will continue to evaluate buyback opportunities when the stock trades at a significant discount to NAV.1150
