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	<title>Search Results for &#8220;buyback&#8221; &#8211; ISABELNET</title>
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	<description>Advanced Stock Market Forecast for Professional and Individual</description>
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	<title>Search Results for &#8220;buyback&#8221; &#8211; ISABELNET</title>
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	<item>
		<title>Hyperscalers Free Cash Flow</title>
		<link>https://www.isabelnet.com/dividends-and-buybacks-vs-free-cash-flow/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 23 Oct 2026 08:30:35 +0000</pubDate>
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					<description><![CDATA[Hyperscalers Free Cash Flow AI spending is expected to keep hyperscalers free cash flow in the red through 2027, with a recovery in 2028. For now, the cash burn is the cost of staying in the race. Image: J.P. Morgan]]></description>
		
		
		
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		<title>S&#038;P 500 Gross Buyback Growth</title>
		<link>https://www.isabelnet.com/cumulative-market-cap-growth-vs-cumulative-executed-u-s-buybacks/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 15 Oct 2026 08:30:53 +0000</pubDate>
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					<description><![CDATA[S&#38;P 500 Gross Buyback Growth Despite surging AI investment and increased equity issuance, corporate buybacks have picked up speed. S&#38;P 500 gross buybacks jumped 15% year-over-year in the first half of 2026. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>U.S. Share Buyback Authorization Announcements</title>
		<link>https://www.isabelnet.com/u-s-share-buyback-announcements-2/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 13 Oct 2026 08:30:08 +0000</pubDate>
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					<description><![CDATA[U.S. Share Buyback Authorization Announcements AI spending is grabbing attention, but buybacks are fueling the rally on Wall Street. U.S. companies have authorized a record $1.141 trillion in repurchases this year, providing strong support for equities. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Global Share Buyback vs. Tech Sector Share in U.S. Buybacks</title>
		<link>https://www.isabelnet.com/u-s-buybacks-in-2020/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 28 Sep 2026 08:30:09 +0000</pubDate>
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					<description><![CDATA[Global Share Buyback vs. Tech Sector Share in U.S. Buybacks Tech&#8217;s share of U.S. buybacks has climbed over the past decade, but the trend may begin to reverse, as AI spending diverts cash away from shareholders and into capex. Image: J.P. Morgan Flows and Liquidity]]></description>
		
		
		
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		<title>S&#038;P 500 2027 EPS Growth Based on Semiconductor Gross Margin Scenarios</title>
		<link>https://www.isabelnet.com/buyback-contribution-to-eps-growth/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 23 Sep 2026 08:30:40 +0000</pubDate>
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					<description><![CDATA[S&#38;P 500 2027 EPS Growth Based on Semiconductor Gross Margin Scenarios With semiconductors now an outsized, high-margin engine for the S&#38;P 500, 2027 earnings growth is highly sensitive to how chip margins evolve. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>S&#038;P 500 Sectors Announced Buybacks (Last 3 Months)</title>
		<link>https://www.isabelnet.com/sp-500-sectors-announced-buybacks-last-3-months/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 26 Aug 2026 08:31:31 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=33475</guid>

					<description><![CDATA[S&#38;P 500 Sectors Announced Buybacks (Last 3 Months) Over the past three months, buyback announcements have been led by Financials, Tech and Industrials, which together make up most of the repurchase activity in U.S. equities. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
			</item>
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		<title>S&#038;P 500 Weekly Announced Buybacks</title>
		<link>https://www.isabelnet.com/sp-500-weekly-announced-buybacks/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 25 Aug 2026 08:30:47 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[S&#38;P 500 Weekly Announced Buybacks While the pace of new S&#38;P 500 buyback announcements has cooled in the past few weeks, overall buyback activity in corporate America remains firm, providing steady support for stocks. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
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		<title>U.S. 10s30s and 20Y to 30Y Buybacks</title>
		<link>https://www.isabelnet.com/treasury-bond-future-10y-and-30y-futures-positions/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 21 Aug 2026 08:30:11 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[U.S. 10s30s and 20Y to 30Y Buybacks Buybacks are starting to look like fiscal QE, with the Treasury flooding the system with short‑term debt to fund the deficit. The problem is that rising yields are draining that liquidity almost as fast as it arrives. Image: Bloomberg]]></description>
		
		
		
			</item>
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		<title>Share of S&#038;P 500 by Weight Eligible to Repurchase Stock</title>
		<link>https://www.isabelnet.com/sp-500-share-buybacks-by-quarter/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 13 Aug 2026 08:33:46 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=7234</guid>

					<description><![CDATA[Share of S&#38;P 500 by Weight Eligible to Repurchase Stock As S&#38;P 500 companies emerge from earnings-related blackout periods, buyback activity is expected to resume by mid-August. That could offer some support to equities, but it is no guarantee that the S&#38;P 500 will move higher. Image: Real Investment Advice]]></description>
		
		
		
			</item>
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		<title>Hyperscaler Capex</title>
		<link>https://www.isabelnet.com/sp-500-yoy-growth-buybacks-vs-capex-and-rd/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 10 Aug 2026 08:31:16 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Hyperscaler Capex U.S. hyperscaler capex is now expected to reach $799 billion this year, then rise to $1.068 trillion in 2027 and $1.301 trillion in 2028. This is starting to look less like a cycle than a structural reset. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>Effective Corporate Tax Rate</title>
		<link>https://www.isabelnet.com/effective-corporate-tax-rate/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 23 Jul 2026 08:30:23 +0000</pubDate>
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					<description><![CDATA[Effective Corporate Tax Rate Corporate tax rates have fallen since the 1980s in many markets, with little movement in the past few years. That tailwind has often translated into higher dividends and increased buybacks, reinforcing equity market performance. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Announced Buybacks on Wilshire 5000</title>
		<link>https://www.isabelnet.com/sp-500-announced-and-completed-buybacks/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 13 Jul 2026 08:30:23 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=33800</guid>

					<description><![CDATA[Announced Buybacks on Wilshire 5000 This year, announced buybacks are heading past $2 trillion, a new record. But there is a gap between what companies say and what they actually do. In practice, actual buybacks lag far behind the promises. Image: Bloomberg]]></description>
		
		
		
			</item>
		<item>
		<title>Tech: Capex and Buyback &#038; Dividends</title>
		<link>https://www.isabelnet.com/sector-breakdown-of-164-companies-that-discussed-suspending-buybacks-and-or-dividends/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 29 Jun 2026 08:30:11 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=29388</guid>

					<description><![CDATA[Tech: Capex and Buyback &#38; Dividends Tech capex has now overtaken buybacks and dividends. Are shareholders trading short-term pain for long-term gain? It only works if that spending delivers real returns. Image: Societe Generale Cross Asset Research]]></description>
		
		
		
			</item>
		<item>
		<title>Hyperscaler Capex, EBITDA and Net Buybacks</title>
		<link>https://www.isabelnet.com/hyperscaler-capex-ebitda-and-net-buybacks/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 25 Jun 2026 08:31:25 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=143981</guid>

					<description><![CDATA[Hyperscaler Capex, EBITDA and Net Buybacks Hyperscaler capex is outpacing earnings and starting to bite. Buybacks are slipping as cash is redirected into AI infrastructure, setting up a tradeoff: more upside later, less cash in shareholders&#8217; pockets today. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
			</item>
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		<title>Global Share Buyback Announcements</title>
		<link>https://www.isabelnet.com/rolling-12-month-buyback-announcements/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 11 Jun 2026 08:31:59 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=55514</guid>

					<description><![CDATA[Global Share Buyback Announcements Global share buybacks show no signs of slowing, as steady earnings keep the pipeline full. For shareholders, that&#8217;s a supportive backdrop, and unless profits falter, the momentum looks durable. Image: J.P. Morgan Flows &#38; Liquidity]]></description>
		
		
		
			</item>
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		<title>Hyperscaler Year/Year Cash Spending Growth</title>
		<link>https://www.isabelnet.com/sp-500-cash-spending/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 13 May 2026 08:30:44 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=16228</guid>

					<description><![CDATA[Hyperscaler Year/Year Cash Spending Growth Hyperscalers are ramping up AI spending, leaving less capacity for buybacks and dividends. The trade-off is weaker near-term payouts in exchange for longer-term upside. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>YoY Growth in S&#038;P 500 Cash Use</title>
		<link>https://www.isabelnet.com/buybacks-and-sp-500-use-of-cash/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 12 May 2026 08:30:53 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=18568</guid>

					<description><![CDATA[YoY Growth in S&#38;P 500 Cash Use S&#38;P 500 companies are shifting cash to capex, led by AI, while buybacks stall. The result may be weaker EPS support and a thinner cushion for stock prices. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>Performance vs. S&#038;P 500 by Uses of Cash</title>
		<link>https://www.isabelnet.com/performance-vs-sp-500-by-uses-of-cash-2/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 11 May 2026 08:30:19 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=37903</guid>

					<description><![CDATA[Performance vs. S&#38;P 500 by Uses of Cash U.S. companies that return the most cash to shareholders through dividends and buybacks have outperformed the S&#38;P 500 since 1992. The outperformance usually reflects stronger fundamentals and disciplined capital allocation. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Nasdaq-100 Win Streaks of 12 Days or More and Future Returns</title>
		<link>https://www.isabelnet.com/tech-nasdaq-100-share-issued-less-share-buybacks/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 17 Apr 2026 08:32:17 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=74277</guid>

					<description><![CDATA[Nasdaq-100 Win Streaks of 12 Days or More and Future Returns A 12-day winning streak has pushed the Nasdaq-100 into rare territory. History is on the bulls&#8217; side with similar streaks leading to positive returns one year out every time since 1985, averaging 19.4%. Image: Carson Investment Research]]></description>
		
		
		
			</item>
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		<title>S&#038;P 500 Buybacks vs. S&#038;P 500 Composite 12-Month Trailing EPS</title>
		<link>https://www.isabelnet.com/share-buybacks-vs-sp-500-index/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 29 Jan 2026 09:33:00 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=63562</guid>

					<description><![CDATA[S&#38;P 500 Buybacks vs. S&#38;P 500 Composite 12-Month Trailing EPS Corporate buybacks and earnings growth have risen hand in hand. Much of that growth, though, reflects companies lifting their own share prices. With valuations stretched, investors should ask what they&#8217;re really paying for. Image: Real Investment Advice]]></description>
		
		
		
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