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🇺🇸 Recently, Goldman Sachs warned that Big Tech companies are increasing capital expenditures (capex), while cash available for buybacks— a key driver of SP500 growth— is dwindling. However, Goldman reassured that the situation is stable, as authorized buybacks this year have already surpassed the total for 2025, setting a historical record. Investors are also positive about companies investing in AI and continuing to announce buybacks and increase dividends. mt in max