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- Goldman: $1.7T lockup wave meets $1.7T buybacks in 2027
A TMTPost piece cites a Goldman Sachs report dated Oct 9 with two matching numbers: roughly $1.7 trillion of US shares are expected to unlock in 2027, plus about $600 billion of new issuance — potentially the largest net increase in float since 2000 — against an estimated record $1.7 trillion in corporate buybacks, which Goldman reads as valuation pressure rather than an end to the bull market. AI capex cuts both ways, the article argues: AI-related share sales were about 45% of this year's equity issuance, while Q1 buybacks at Amazon, Alphabet, Meta, Microsoft and Oracle fell 64% year over year as roughly $700 billion of capex consumed operating cash flow. SpaceX's June listing raised about $86 billion, its largest IPO ever, with Anthropic and OpenAI behind it; the report says Nvidia is in talks to be a cornerstone investor in Anthropic's IPO for up to $10 billion, and that OpenAI reportedly prefers to push its listing to 2027.
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