By Motley Fool Staff
Publication Date: 2026-10-18 00:01:00
In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Lou Whiteman, and Rachel Warren discuss:
- Nvidia’s $150 billion buyback plan.
- The case for a $500 billion buyback.
- Nvidia’s AI safety plan and what the market doesn’t like.
- What to make of all these new defense companies.
- Mailbag: Thoughts on Klarna?
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A full transcript is below.
This podcast was recorded on Sept. 28, 2026.
Tyler Crowe: One hundred fifty billion, not that big. Motley Fool Hidden Gems Investing starts now. Welcome to Motley Fool Hidden Gems Investing. I’m your host, Tyler Crowe. Today, I’m joined by long-time Fool contributors, Rachel Warren and Lou Whiteman. We are going to get into the promise and the perils of investing in the defense and security sector. We’re also going to hit the mailbag. But we want to start the day with, I guess you could say, the biggest news story, and that was Nvidia. They had a couple of press releases today, one on AI safety and for the investors, perhaps the bigger one is the board of directors announced a $150 billion share repurchase agreement. As a press release says, the biggest in history and gives the board about $250 billion to buy back shares right now. Now, guys, I’m going to give a hot take, and I want to get your quick reactions to this. I think it’s way too small.
Lou…
