Nvidia’s Record Buyback, SpaceX Starship Rocket, Graco CEO Interview 9/28/26

Stocks are dropping to start the new trading week as treasury yields are on the rise once again. Brian Sullivan and Kelly Evans bring the latest headlines and start off the show with Nvidia’s announcement to raise its share buyback plan a record $150 billion. Seaport Research Senior Analyst, Jay Goldberg, kicks off the program with his initial reaction to the news and breaks down some of the best-positioned semiconductor stocks in his coverage. MoffettNathanson’s Craig Moffett also joins the show to discuss the state of SpaceX as the company successfully launched its Starship rocket into orbit for the first time. Later on, Mark Sheahan, Graco President & CEO, joins the anchors on-set to explain his company’s business model and how they are participating in the AI and industrial buildout across the country.