Barclays: Big Tech Buyback Slowdown Won't Derail Market as AI Spending Surges
Barclays says Big Tech's 17% buyback decline, driven by AI capex exceeding $1T by 2028, won't hurt markets as investors now favor growth reinvestment over capital returns.
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Barclays says Big Tech's 17% buyback decline, driven by AI capex exceeding $1T by 2028, won't hurt markets as investors now favor growth reinvestment over capital returns.
Big Tech's rising AI investments may curb corporate buybacks in 2026, reducing stock demand. Nvidia's strong buyback contrasts with Meta's pullback, signaling mixed market effects amid ongoing AI-dri…