Nvidia Adds $150B to Buyback as Micron, Accenture Beat Estimates

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Summary · why it matters

Nvidia's board authorized an additional $150B for its existing share-repurchase program, bringing the remaining authorization to $235B, which the company said was the largest increase to a share-repurchase authorization in history. Micron Technology reported fiscal fourth-quarter results and guidance that topped Wall Street's expectations by a wide margin, earning an adjusted $33.42 per share as revenue soared 379.1% year-over-year to $54.23B, versus analyst expectations of $31.72 per share on $51.49B in revenue. Accenture shares rose after its Q4 beat expectations and it forecast upbeat fiscal 2027 revenue growth, reporting GAAP earnings of $3.29 per share, revenue up 6.3% year over year to $18.7B, and new bookings of $22.2B. MongoDB shares fell after CEO Chirantan Desai stepped down effective immediately to become the newly created Chief Enterprise Platform Officer at Meta, with the board appointing Dev Ittycheria as interim president and CEO. Summit Therapeutics shares surged after AstraZeneca announced a $2B equity investment in the U.S. biotech and a clinical collaboration to develop new cancer treatments, purchasing convertible preferred shares at a conversion price equivalent to $18.36 per common share, a 10% premium to Summit's five-day volume-weighted average price. For the week, the Dow fell 1.26%, the S&P 500 lost 0.27%, and the Nasdaq Composite climbed 0.45%.

Impact on assets 12

Cloud & Digital Infrastructure▼ · 3 stocks
MongoDB
MDB
▼ NegativeCapitalrelevance

MongoDB shares fell after CEO Chirantan Desai stepped down effective immediately.

Artificial Intelligence▲ · 2 stocks
Accenture plc
ACN
▲ PositiveCapitalrelevance

Accenture's Q4 beat expectations and it forecast upbeat fiscal 2027 revenue growth.

NVIDIA Corporation
NVDA
▲ PositiveCapitalrelevance

Nvidia's board authorized an additional $150B for its share-repurchase program.

Biotech & Genomic Medicine▲ · 2 stocks
AstraZeneca PLC
AZN
▲ PositiveCapitalrelevance

AstraZeneca announced a $2B equity investment in Summit Therapeutics and a clinical collaboration to develop new cancer treatments.

Semiconductors▲ · 1 stocks
Micron Technology Inc
MU
▲ PositiveCapitalrelevance

Micron's fiscal Q4 results and guidance topped Wall Street expectations by a wide margin.

Synthetic Biology (non-pharma)▲ · 1 stocks
Spatial Computing / AR/VR▲ · 1 stocks
Consumer Discretionary▲ · 1 stocks
Space Economy▲ · 1 stocks
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