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Berkshire, Broadcom & Nucor Are Revving Their Buyback Engines
Author: Leo Miller. Article Published: 3/16/2026.
Key Points
- Berkshire Hathaway is signaling that its shares are below their intrinsic value as it restarts buyback spending.
- Chips giant Broadcom likely sees something similar in its stock as the firm's buyback activity is picking up big-time.
- Steel giant Nucor has surged over the past 52 weeks and now has large buyback capacity.
- Special Report: Elon Musk already made me a "wealthy man"
Two stocks with market capitalizations over $1 trillion and North America's largest steel producer just announced sizable buyback programs. All three companies are signaling confidence in their outlooks, with the world's largest financial services firm indicating it believes investors are undervaluing its shares.
Berkshire Announces Resumption of Buybacks After Almost Two-Year Hiatus
Warren Buffett's Berkshire Hathaway (NYSE: BRK.B) is one of the most renowned investment firms in history and one of just a dozen companies with a market capitalization above $1 trillion. It also stands alone as the only financial services firm in that group.
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A $1.5 trillion valuation. That is what industry experts are projecting for the highly anticipated SpaceX IPO, expected to be announced on April 20th — potentially surpassing the combined market caps of the six largest U.S. defense contractors.
Consider what Tesla's IPO meant for early investors: a $50,000 position held for 10 years grew to $1.5 million. The SpaceX IPO is projected to be even larger.
Before April 20th, there is still a backdoor way to secure a pre-IPO stake in SpaceX. Here is how to get positioned.
Claim Your Pre-IPO PositionDespite the company's long-term track record, its shares have struggled recently. They have fallen after each of the past four earnings reports, including a nearly 5% drop after the most recent release.
This weakness followed a significant earnings miss, with operating earnings declining 30%, driven largely by a 54% drop in underwriting earnings in its insurance business. Over the past 52 weeks, Berkshire shares have been essentially flat to slightly down.
Unlike many companies, Berkshire does not announce buyback authorizations tied to a specific dollar amount. A 2018 amendment to its buyback policy permits repurchases whenever management believes the shares are "below Berkshire's intrinsic value, conservatively determined."
In a recent SEC filing, Berkshire disclosed that it "commenced repurchasing shares of our common stock under this policy on Wednesday, March 4, 2026." The scale of these repurchases has not been disclosed, but the move is notable because the firm had not repurchased stock since mid-2024.
AVGO Undertakes Large Buybacks and Replenishes Its Cash
Semiconductor giant Broadcom (NASDAQ: AVGO), another member of the $1 trillion club, is also ramping up buybacks. Its results have been strong, driven by demand for AI-related solutions.
In its latest quarter, Broadcom beat estimates on both revenue and adjusted EPS and provided guidance that exceeded expectations. The company said it sees a path to generating more than $100 billion in AI revenue in fiscal 2027 (roughly the 2027 calendar year).
For context, that $100 billion estimate would be about 46% higher than the $68.3 billion in total revenue Broadcom generated over the past 12 months. That figure does not include non-AI semiconductor sales or the company's infrastructure software, which together accounted for roughly 56% of total revenue last quarter.
Despite the strong outlook, Broadcom shares remain about 20% below their all-time high. The company's buyback activity suggests management believes the market is undervaluing the business: Broadcom repurchased $7.8 billion of stock last quarter, its second-largest quarterly amount ever, after little repurchase activity in the prior two quarters.
Broadcom also announced a $10 billion repurchase authorization. While this is less than 1% of its roughly $1.5 trillion market capitalization, it is a clear signal of confidence. The program is effective only through the end of 2026, which implies the company intends to act relatively quickly to take advantage of the lower share price.
NUE's Buyback Capacity Exceeds 10% as Shares Post Strong Gains
Finally, Nucor (NYSE: NUE), a leader in North American steel production, announced a large buyback program. Based on 2024 data, Nucor produced more steel than any other North American company, though it ranks outside the global top 10 due to much larger producers in Asia. Nucor stock has performed well over the past 52 weeks, delivering a total return of about 25%.
Several factors have supported Nucor. Steel tariffs have reduced U.S. imports, helping domestic producers, and demand from key end markets—including infrastructure, data centers, and energy—remains strong.
Nucor noted that the foreign share of the U.S. finished steel market was near 25% at the start of 2025 and is estimated to have fallen to about 14% by November 2025. The company expects this percentage to hold steady or decline in 2026.
These dynamics helped Nucor enter 2026 with what it called "historically strong backlogs." Its steel mill backlog rose 40% year over year, and its steel products backlog rose 15%.
Against that backdrop, Nucor announced a $4 billion share buyback program. That program represents almost 11% of the company's roughly $37 billion market capitalization, giving Nucor meaningful capacity to return capital to shareholders over time.
Broadcom's Buybacks Highlight Undervaluation Amid Soaring AI Demand
Among the three, Broadcom's recent surge in buyback activity and its new authorization are particularly notable. The company appears to believe its current share price understates the strength of its results and the opportunity in AI infrastructure, and its buybacks are a tangible expression of that confidence.
Copper Cools After Record January—But This ETF Is a Buy-the-Dip Opportunity
Reported by Jessica Mitacek. Publication Date: 3/22/2026.
Key Points
- Commodities are outperforming the S&P 500 this year as investors rotate from tech to safe havens amid geopolitical unrest and ongoing market uncertainty.
- Despite a recent dip in price, copper—which is facing a supply shortage—remains essential for AI data centers and green energy.
- Following a 20% correction, the Global X Copper Miners ETF offers a buy-the-dip opportunity that provides diversified global exposure to major miners with strong institutional backing.
- Special Report: Elon Musk already made me a "wealthy man"
When all is said and done, 2026 may go down in market history as the year of commodities.
So far, raw-material prices have outperformed the S&P 500 and dominated the news amid a market rotation that has left the benchmark down more than 2% this year.
less than two weeks to prepare? (Ad)
A $1.5 trillion valuation. That is what industry experts are projecting for the highly anticipated SpaceX IPO, expected to be announced on April 20th — potentially surpassing the combined market caps of the six largest U.S. defense contractors.
Consider what Tesla's IPO meant for early investors: a $50,000 position held for 10 years grew to $1.5 million. The SpaceX IPO is projected to be even larger.
Before April 20th, there is still a backdoor way to secure a pre-IPO stake in SpaceX. Here is how to get positioned.
Claim Your Pre-IPO PositionMost recently, oil and gas prices have seized the spotlight following the onset of war between the United States, Israel, and Iran. But metals—and precious metals in particular—are having a moment.
Gold, silver, and platinum each set all-time highs in January amid geopolitical unrest, equity-market uncertainty, and a flight to safety following a mass exodus from AI- and software-leveraged tech stocks.
But precious metals aren't the only metals hitting record highs. This year, one major and often overlooked industrial metal also reached an all-time high: copper.
Since peaking in January, copper prices have pulled back. With signs the decline has likely bottomed, investors seeking exposure for the next leg up can consider an exchange-traded fund that offers access through a basket of materials-sector stocks: the Global X Copper Miners ETF (NYSEARCA: COPX).
Global Supply Squeeze Reinforces Copper's Price Narrative
Supply disruptions at major mines worldwide have tightened the copper market, while demand shows no signs of abating.
Fueling that demand are copper's properties: it is the most commonly used metal for electrical wiring and electronics thanks to its high electrical conductivity—second only to silver. Copper is essential to electrification, renewable energy, AI and data center expansion, and industrial growth (e.g., construction, consumer electronics, and machinery).
Beyond conductivity, copper is cost-effective and valued for its pliability, durability, and corrosion resistance. Those qualities support a global market that was valued at nearly $242 billion in 2024 and is projected to grow at a compound annual rate of 6.5% through 2030, reaching almost $340 billion, according to Grand View Research.
As an essential component in everything from photovoltaic solar panels and wind turbines to telecommunications, plumbing, and automotive parts, copper is a key exposure many investors are looking to add. Below is an ETF that can help do that.
After a Sharp Pullback, COPX Is a Buy-the-Dip Opportunity
Since hitting its all-time high on Feb. 27—about a month after copper peaked—COPX fell roughly 20%.
But the largest and most liquid copper-themed ETF—with nearly $7 billion in assets under management and average daily trading volume approaching 6 million shares—appears to have found a short-term bottom, rallying around 3% since March 13.
COPX seeks to provide investment results that track the price and yield performance of the Solactive Global Copper Miners Index, which reflects the performance of the copper mining industry as a whole.
Over the past year, that approach has rewarded shareholders with gains of more than 86%, supplemented by a dividend that currently yields about 2.44%, or roughly $1.92 per share annually.
The dividend helps offset COPX's net expense ratio of 0.65%—somewhat high for a passively managed ETF—but those fees haven't materially eroded returns; the fund has gained cumulatively more than 117% over the past five years.
Institutional Buyers Are Bullish on COPX's Basket of Copper Miners
Despite the recent correction, the fund remains favored among institutional owners, with 222 buyers outnumbering 75 sellers over the past 12 months, resulting in inflows of nearly $17 billion versus just over $196 million in outflows.
That interest reflects the performance of COPX's roughly 47 holdings, which include mega-cap miners like Southern Copper (NYSE: SCCO) and Freeport-McMoRan (NYSE: FCX). Those names have gained nearly 20% and 12% year to date and about 88% and 47% over the past year, respectively.
The ETF also offers geographic diversification: nearly 32% of its holdings are based in Canada, while companies in the United States, Japan, Australia, and China account for 10.6%, 9.1%, 7.8%, and 7.2% of the portfolio, respectively.
The recent rally in copper has also raised short interest in the fund, which stands at 5.42% of the float—about 4.5 million shares of the roughly 84 million shares outstanding. Short interest is primarily a short-term sentiment indicator, and given copper's macro tailwinds, COPX is well-positioned to continue benefiting amid a rally in commodities.
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