BHP Group Ltd (ASX: BHP) shares are having another big day on Monday.

At the time of writing, the BHP share price is up 3.55% to $67.47 after reaching a new all-time high of $67.72 during midday trade.

The S&P/ASX 200 Resources Index (ASX: XJR) is also having a strong session, up more than 2.2%.

The mining giant has been on a strong run. BHP shares are up almost 10% over the past week, around 48% in 2026, and more than 60% over the past 12 months.

BHP has also comfortably outperformed the S&P/ASX 200 Index (ASX: XJO) over the past year.

So, after hitting another record today, can BHP shares keep climbing?

Copper is doing the heavy lifting

BHP’s FY26 result last week gave investors plenty to like.

Revenue rose 15% to US$58.8 billion, while underlying EBITDA increased 27% to US$32.9 billion. Underlying attributable profit was also up 30% to US$13.2 billion, with net operating cash flow climbing 17% to US$21.8 billion.

Copper was a big part of that result.

It accounted for 54% of BHP’s underlying EBITDA during the year, surpassing iron ore as the company’s largest earnings contributor. Record copper production and higher metal prices helped drive the increase.

BHP also cut unit costs by 6% across its major assets, while net debt ended the year at US$8.7 billion.

Dividend gives shareholders more to celebrate

Shareholders also received a much bigger final dividend.

BHP declared a fully-franked final dividend of US 99 cents per share, up 65% from FY25. That took the full-year dividend to US$1.72 per share, with US$8.7 billion in dividends determined during the year.

At current exchange rates, the final dividend is worth around $1.39 per share. BHP shares are due to trade ex-dividend on 3 September, with the payment following on 23 September.

Looking further ahead, management is targeting annual copper-equivalent production growth of 3% to 4% through FY35.

Can the BHP share price keep rising?

There’s a lot working in BHP’s favour right now, particularly if copper prices remain strong.

The miner is producing record volumes, generating plenty of cash, and building its exposure to copper. Demand for the metal is expected to grow over the coming years as more copper is needed for power grids, renewable energy, electrification, and data centres.

But after such a strong run, the share price is starting to look expensive to some brokers.

Morgans recently downgraded BHP shares to a trim rating with a $55.30 price target. That sits around 18% below where the shares are trading today.

Red Leaf Securities has also placed a hold rating on BHP shares, suggesting investors looking to buy may be better off waiting for a cheaper entry point.

BHP’s earnings are heading in the right direction; however, after rising more than 60% in a year, a lot of good news is already being priced in.

The post BHP shares just hit a record high. Can the run continue? appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Teboneras has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

There are quite a few S&P/ASX 200 Index (ASX: XJO) shares that are reporting their latest earnings to investors this Monday. ASX health insurance stock NIB Holdings Ltd (ASX: NHF) is one of them. Unfortunately, investors did not like what they saw, with NIB shares currently down a nasty 10% to $6.66 each.

However, this represents a compelling buying opportunity for income investors.

Before we get into why, let’s go over what NIB had to say this morning.

As my Fool colleague covered earlier today, it was an interesting earnings report to go through. NIB reported group revenues of $3.8 billion for its 2026 financial year, up 6.2% on what the company brought in over FY 2025. Group underlying profits were up 9.1% to $260.9 million, but statutory net profits after tax fell 5.9% to $186.9 million.

It seems investors did not like what they saw, going off the steep drop in NIB shares that we are currently witnessing.

But let’s talk about income. NIB has always been a decent dividend stock. The company has substantially increased its income in recent years, going from paying out an annual 14 cents per share in fully franked dividends in 2020 to 29 cents per share in 2025.

2025’s payouts consisted of an April interim dividend of 13 cents per share and an October final dividend of 16 cents per share. Both payments came fully franked, as is NIB’s habit. The company’s first dividend of 2026 matched that of the 2025 interim dividend, with shareholders once again bagging 13 cents per share.

NIB shares drop despite new special dividend

Today, though, NIB threw some spice into the income soup. It declared a final dividend of 16 cents per share, once again matching 2025’s ordinary payout. But it also unveiled a special dividend alongside its ordinary payout. Yep, shareholders are set to enjoy a concurrent dividend worth another 5 cents per share. That will bring NIB’s dividend total for 2026 to 34 cents per share.

Right now, NIB shares are trading on a trailing dividend yield of 4.36% (boosted mightily by today’s steep share price sell-off). However, we can now assign the stock a forward yield of 5.12%.

So does that make NIB a buy for income? Well, investors shouldn’t take too much from this special dividend. It is entirely possible, even likely, that 2027’s total payouts don’t match what investors will receive in 2026. Special dividends by nature tend to be one-off events.

Saying that, this company occupies a defensive sector of the ASX and has a strong history of delivering dividend increases. As such, I would be happy to include it in a diversified income-focused portfolio.

The post Special dividend: Is now the time to buy NIB shares for income? appeared first on The Motley Fool Australia.

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Motley Fool contributor Sebastian Bowen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended NIB Holdings. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Nvidia Corp (NASDAQ: NVDA) shares are heading into one of their biggest weeks of 2026.

The Nvidia share price closed Friday at US$214.72, down 0.98% for the session. Despite the fall, the stock is still up around 15% since the beginning of the year and roughly 23% over the past 12 months.

It is also trading about 9% below its 52-week high of US$236.54.

Attention will now turn to the AI chip giant’s second-quarter results, due after the US market closes on Wednesday. This means Australian shareholders will get the numbers early Thursday morning.

So, what should investors be watching?

Wall Street is expecting another huge result

Let’s cut to the chase. Expectations are already extremely high.

According to Reuters, analysts are looking for quarterly revenue of around US$92 billion, nearly double what Nvidia reported a year earlier. Wall Street is also expecting adjusted earnings of around US$2.09 per share.

Nvidia itself guided to second-quarter revenue of around US$91 billion when it released its first-quarter numbers in May.

The company is coming off another huge quarter. Revenue jumped 85% year on year to a record US$81.6 billion, while Data Center revenue climbed 92% to US$75.2 billion.

Keep in mind, those numbers leave Nvidia with a very high bar to clear this week. A strong result may not be enough if management’s outlook even slightly disappoints the market.

AI server prices are heading higher

There’s also something else to watch before the result.

Reuters reported over the weekend that some of Nvidia’s largest customers have been told prices for servers containing its AI chips will rise by more than 15%.

The increases are expected to apply to systems shipped early next year, including those using Nvidia’s Vera Rubin and Grace Blackwell chips. More expensive memory is behind the move, as key components used in AI servers have become considerably more costly.

Passing some of that added expense on to customers could help Nvidia protect its margins. Thursday’s result should also give the market a better idea of whether buyers are starting to push back.

Another big AI bet

Furthermore, Nvidia has been busy away from its chip business.

The Wall Street Journal reported that the company plans to invest US$1 billion in AI startup, Poolside, and pay US$6 billion to license its technology. Nvidia is also expected to bring across most of Poolside’s engineers.

The deal would give Nvidia a bigger presence in open-weight AI models and put it more directly up against companies such as OpenAI and Anthropic.

What should investors watch on Thursday?

Revenue and earnings will attract plenty of attention, but the outlook is likely to have the biggest say in how Nvidia shares move.

The market will also be listening for any comments on Blackwell demand, the progress of Vera Rubin, and whether gross margins can remain around the mid-70% range.

With Nvidia already valued at US$5.2 trillion, there isn’t much room for disappointment.

The post Up 15% in 2026! Why Nvidia shares could be in for a huge week appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Teboneras has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Nvidia. The Motley Fool Australia has recommended Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.