From Stock Repurchases to AI Capex: The New Playbook for Corporate Cash

Published on June 11, 2026

Equity issuance is all the rage. The SpaceX (SPCX) IPO on Friday, Alphabet’s (GOOGL) up-sized secondary announced last week, and a slew of other major go-public names over the remainder of 2026 (Anthropic, OpenAI) buck the years-long trend of intense buybacks and shareholder-friendly activities by the world’s most valuable companies.

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Broader Market Held Firm Despite a Crack in the AI Trade

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Why Clients Get Stuck—and the Question That Changes Everything

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Many advisors deliver capital markets commentary as if the goal were simply to explain what’s happening. They assemble charts, cite data, summarize headlines and hope the client will draw the “right” conclusion.