Updated

A new forecast highlighted the return of large-scale share buyback activity among major technology companies including Tesla, Nvidia and Microsoft, suggesting renewed corporate confidence despite ongoing volatility in AI-linked stocks. The report frames the resumption of buybacks as a signal that big tech firms view current valuations as attractive. The trend comes amid continued investor debate over the sustainability of AI-driven capital spending and whether large-cap tech firms can sustain both aggressive infrastructure investment and shareholder returns simultaneously.