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Is the 'AI investment wave' beginning to backfire on the US stock market? Goldman Sachs warns: A key upside support is being eroded.
① According to a Goldman Sachs report, as capital expenditures on artificial intelligence grow, the pace of corporate stock buybacks is slowing, particularly among hyperscale companies, where the deceleration in stock repurchases is more pronounced, weighing on the overall market's stock repurchase rate; ② Stock buybacks are generally beneficial for share prices. When companies believe their shares are undervalued, buybacks can provide support for the stock price. Buybacks can also reduce the number of shares available in the market, thereby driving up share prices.
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Cloudflare Expects $2.805B-$2.813B 2026 Revenue as It Shifts to an Agentic AI-first Model With ~20% Workforce Reduction
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Anthropic may initiate a new round of financing this summer! Its valuation is approaching one trillion US dollars, potentially surpassing OpenAI.
①Anthropic is considering raising tens of billions of US dollars in funding this summer, with an expected valuation nearing one trillion US dollars, surpassing its competitor OpenAI; ②This year, the company's annualized revenue is about to exceed 45 billion US dollars, five times the 9 billion US dollars at the end of last year; ③The new round of financing is expected to bring Anthropic's pre-money valuation to approximately 900 billion US dollars.
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