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If You Missed Gold's Move, This Might Look Familiar. Gold dominated headlines this year as it shattered records. Meanwhile, silver quietly delivered a similar performance - doubling year-to-date, breaking through highs, and entering its 4th deficit cycle. Historically, silver has often followed gold's early signals, sometimes outperforming it during periods of tightening supply. Now, one early name with major-backed assets and billionaire support is beginning to attract attention as investors rotate into silver. If this cycle mirrors previous ones, early movers may want to pay attention now - not later. Discover the early name tied to silver's move
More Reading from MarketBeat.com GM, TRV & ASML: 3 Industry Giants Boosting Buybacks in 2026Authored by Leo Miller. Date Posted: 2/5/2026. 
Quick Look - After reducing its share count by over 15% in 2025, General Motors is loading up on buyback capacity again.
- Travelers outperformed the market last year, and is signaling confidence with a new repurchase plan.
- Semiconductor giant ASML is adding buyback capacity too, announcing a new +$10 billion program.
Some of the market's biggest names in automobiles, insurance and semiconductors have announced material increases to their buyback programs. The moves are intended to further reduce share counts and build on strong 2025 performances as these companies advance into 2026. After Spending Big in 2025, GM Authorizes $6 Billion Buyback Program U.S. auto giant General Motors (NYSE: GM) posted a very strong 2025, delivering a total return of 54%. The company was an active repurchaser last year, spending $6 billion on buybacks and reducing its outstanding share count by about 18%. Gold & Silver Cross Critical Threshold
Gold has recently charged past the $5,000/oz threshold, and Silver has skyrocketed past $100/oz.
For the first time in decades, the conversation for retirement savers seems to be shifting. It's no longer just about "holding the line"—it's about the potential growth these physical assets could bring to a diversified portfolio. Send Me My FREE 2026 Guide + 10% FREE Gold or Silver Details* GM reinforced its buyback arsenal on Jan. 27 with a new $6 billion share repurchase authorization, roughly 7.7% of its $77 billion market capitalization. It is not yet clear how much GM will actually spend on buybacks in 2026. Notably, the company authorized $6 billion in buybacks in February last year and ultimately spent that amount. GM CFO Paul Jacobson emphasized buybacks during the company's earnings conference, saying the share performance "reinforces our conviction that repurchasing GM stock at current valuation levels, which are back to historical norms but remain well below our peers, represents one of the most compelling opportunities to continue to generate long-term shareholder value." In short, management continues to see meaningful value in GM shares. Travelers' Buyback Capacity Now Exceeds 11% of Its Market Cap Property-and-casualty insurer Travelers Companies (NYSE: TRV) also performed well in 2025, returning 22% for the year versus the S&P 500's 18% gain. The company spent $3.1 billion on buybacks in 2025, shrinking its outstanding share count by roughly 4%. On Jan. 21, Travelers announced an additional $5 billion share repurchase program. That adds to about $2.015 billion of remaining capacity from prior authorizations, bringing total buyback capacity to roughly 11.1% of its $62 billion market capitalization — a sizeable cushion to continue reducing shares outstanding. The company has already indicated it will spend $1.8 billion on buybacks in Q1, up from earlier expectations of $1.6 billion. Management declined to comment on the cadence of buybacks for the remainder of the year. While increased buyback capacity is encouraging, underlying growth has cooled: net premiums earned rose just 2.6% last quarter, the slowest pace since Q1 2021. ASML Adds $14 Billion to Buyback Chest Wafer fabrication equipment leader ASML (NASDAQ: ASML) is also expanding repurchases after a strong 2025, when shares returned just under 56%. The company spent about $7 billion on buybacks last year, reducing its outstanding share count by roughly 1.7%. After exhausting its prior program in December 2025, ASML authorized a new program on Jan. 28: 12 billion euros (approximately $14.2 billion). That authorization equals about 2.6% of the firm's $540 billion market capitalization. The company also said it will repurchase up to 2 million shares to cover employee share plans; those purchases offset dilution rather than reducing the share count. At current levels, repurchases earmarked for employee plans account for roughly 20% of ASML's buyback capacity, leaving about 80% available to lower outstanding shares. While the capacity is not enormous relative to the company's size, buybacks could still provide a meaningful tailwind. Many expect solid growth for the WFE industry in 2026, which supports ASML's outlook. That said, the stock trades at a forward price-to-earnings ratio near 40x, about 21% above its three-year average, so valuation will be an important consideration. GM: Big Buybacks and Upside Potential Among these names, General Motors stands out for its aggressive buybacks and management's clear conviction in the company's prospects. The consensus price target on GM is near $88, implying roughly 3% upside. However, analyst targets updated after the company's Jan. 27 earnings release average about $97, suggesting roughly 13% upside despite an already strong run.
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