United StatesGoldman expects $1.7 trillion in 2027 unlocks, matched by buybacks.

With $600 billion of new issuance, US net float could rise most since 2000, Goldman estimates.

Data-centre spending funds IPOs and displaces buybacks, with five cloud giants’ first-quarter buybacks down 64%, Goldman data show.

Investor Paul Tudor Jones compares 2027 to 2000-02 and says he may short the year.

S&P Dow Jones Indices requires profits, so SpaceX cannot join its 500 index before mid-2027.

How each outlet framed it
TMTPost
compares 2027 equity supply to 2000-2002 and frames buybacks as displaced by hyperscaler capex, with Goldman's offset argument read as fragile

Sources: TMTPost