Closing Bell Overtime: Stocks Take A Breather to Start Week 9/28/26

Melius’ Ben Reitzes breaks down Nvidia’s record $150 billion buyback increase. J.P. Morgan Private Bank’s Stephen Parker weighs the broader market setup and whether AI can keep driving leadership. Meantime, Julia Boorstin reports on Meta’s latest moves with Muse as the company pushes further into enterprise AI. NASA Administrator Jared Isaacman discusses Boeing, SpaceX and the future of the U.S. space industry. RBC BlueBay Fixed Income CIO Mark Dowding tackles the bond selloff and whether investors should try to catch the falling knife.