Nvidia Urged to Launch Monster Buyback and Raise Dividend at $5.2 Trillion Value

8 articles · Updated · CNBC · May 25

$5.2 trillion Nvidia is being pushed to overhaul capital allocation after its shares fell back despite what the analyst called a blowout quarter.
The argument is that earnings surprises alone no longer move the stock, so Nvidia should copy Apple with a much larger annual dividend and an aggressive buyback to shrink its 24.2 billion-share float.
The proposal goes beyond using current cash, urging Nvidia to recycle gains from investments such as its $5 billion Intel stake—bought at $23.28 and now worth far more—into shareholder returns.
That shift, the analyst says, could stabilize a shareholder base seen as too fickle, counter options-driven pressure on the stock, and preserve Nvidia as a core long-term holding rather than a trading name.

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