Buy Crypto
Pay with
USD
USD
Buy & Sell
Hot
Supports Visa, Mastercard, SEPA & more
P2P
0 Fees
Flexible trading, zero fees
Gate Card
Use your crypto for payments worldwide
P2P Loan
Grow your wealth in fiat investment
Markets
Trade
Basic
Advanced
Futures
Futures
Access hundreds of perpetual contracts
CFD
Gold
One platform for global traditional assets
Options
Hot
Trade European-style vanilla options
Unified Account
Maximize your capital efficiency
Demo Trading
Introduction to Futures Trading
Learn the basics of futures trading
Futures Events
Join events to earn rewards
Demo Trading
Use virtual funds to practice risk-free trading
Earn
Launch
CandyDrop
tag
Collect candies to earn airdrops
Launchpool
Quick staking, earn potential new tokens
HODLer Airdrop
Hold GT and get massive airdrops for free
Pre-IPOs
Unlock full access to global stock IPOs
Alpha Points
Trade on-chain assets and earn airdrops
Futures Points
Earn futures points and claim airdrop rewards
Investment
Square
Square
Post, share, and explore crypto trends
Live
moments live
Live crypto market analysis
Chat
Chat with crypto traders
News
What is happening in crypto
flower_head
More
Promotions
AI
Others
TradFi
WCTC S8
Rewards

Goldman Sachs Warns S&P 500 Buyback Support Erodes as AI Capex Surges 33% in 2026

GateNews
Stocks

According to Goldman Sachs, S&P 500 companies are slowing stock buybacks today (May 9) as artificial intelligence capital expenditure accelerates. The bank projects 2026 capex will grow 33% while buyback growth reaches only 3%, a significant shift from 2025 when capex grew 20% and buybacks expanded 9%.

First-quarter earnings revealed the trend’s acceleration: S&P 500 capex grew 39% while buyback totals increased just 1%. Analysts noted that mega-cap firms leading AI spending are driving the slowdown most sharply, pressuring overall market buyback rates. Since buybacks typically support stock prices by reducing share supply, the shift threatens a key support level for equities.

Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to Disclaimer.

Related News

05-09 02:30
U.S. Government's Intel Stake Surges $45B in Seven Months, Stock Hits $124.92
05-09 01:01
Logitech Raises Spending on Gaming, AI Devices; Q2 Revenue Guided 2% to 4%
05-08 11:05
AI Infrastructure Investment Drains Tech Giants' Cash Flow; Alphabet Halts Buyback for First Time in Decade
05-08 09:49
Bank of America: S&P 500 Headed for Fourth Consecutive Year of Double-Digit Gains; Materials Sector Next to Rally
05-07 17:59
U.S. Stock Indices Close Lower on Thursday; Arm Falls 10%
In-Depth Analysis

SEC Chair Atkins Calls for New Rulemaking on Onchain Market Structures

Crypto Frontier05-09 05:45

Wall Street “AI chip generation shift”: Intel/AMD +25%, Micron +37%, NVIDIA lags behind

ChainNewsAbmedia05-09 00:39

Anthropic Targets $1T Valuation as Investors Chase Claude’s Enterprise Growth

Coinpedia05-08 21:32
Comment
0/400
No comments