Cramer’s Radical Fix for Nvidia: 5x the Buybacks, Repurchase 10% of Stock - Yahoo Finance

On September 1, 2026, financial commentator Jim Cramer offered an unconventional and provocative recommendation to NVIDIA (NVDA) on 'Mad Money,' urging the company to quintuple its stock buyback autho... Read original →

Cramer’s proposal highlights market skepticism toward NVIDIA’s current valuation, despite strong free cash flow. A $500B buyback program would enhance EPS and shareholder returns, positively impacting upstream suppliers. However, it risks straining liquidity amid supply chain and R&D pressures. Apple’s capital deployment model offers a precedent, yet NVIDIA must balance long-term R&D with short-term market expectations. If the market reacts strongly, other tech firms may follow suit, triggering a broader capital return trend. Over the next 12–24 months, without structural capital realignment, NVIDIA’s valuation upside may be capped, putting pressure on the entire semiconductor sector to deliver stronger earnings visibility.