Capex boom threatens to crowd out buybacks, key equity demand driver
Investing.com -- A surge in artificial intelligence-related capital spending is unlikely to undermine share buybacks across the broader U.S. equity market, according to a Deutsche Bank strategy note, which said record corporate earnings continue to support shareholder returns despite a sharp rise...
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Capex boom threatens to crowd out buybacks, key equity demand driver Why it matters: AI News is showing an AI research workflow in production, which can help builders reason about eval discipline, tool use, and where agent systems create leverage in high-stakes domains. Sour...
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