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US Stock Buybacks Surge; Amazon Faces Growth Challenges

9/24/2025

34 5 Full Breakdown

Summary

Stock Buybacks Surge

United States stock buybacks on track to reach $1 trillion by August 2025.
Amazon.com, Inc. stock fell 5.56% recently, while ad revenue rose 19% year over year.
CrowdStrike Holdings, Inc. targets $10B revenue by 2031, aided by product updates and an AI-security acquisition.
Analysts expect Amazon Web Services (AWS) growth, but Microsoft and Google could erode market share.

Summary

Rivian's Stock Surge

Rivian Automotive stock rose 10% last week, outpacing Nasdaq.
It began a $5 billion Georgia plant and upgrades its Illinois facility.
Analysts anticipate 32% EV-market growth; Rivian's 2025 deliveries below 2024 due to tariffs and lost tax credits.
Wedbush's Dan Ives maintains Outperform for Rivian, citing VW partnership; target lowered.
Amazon remains Rivian's largest shareholder, with over 158 million shares.

History

Historical Context

In 1982, the SEC's Rule 10b-18 allowed companies to repurchase their own shares, leading to a significant rise in stock buybacks. By 2021, U.S. companies spent over $600 billion on buybacks, a trend projected to reach $1 trillion by 2025. This practice raises concerns about market stability and reduced investment in innovation, impacting companies like Amazon and Rivian.

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Stock Buybacks Surge

United States stock buybacks on track to reach $1 trillion by August 2025.
Amazon.com, Inc. stock fell 5.56% recently, while ad revenue rose 19% year over year.
CrowdStrike Holdings, Inc. targets $10B revenue by 2031, aided by product updates and an AI-security acquisition.
Analysts expect Amazon Web Services (AWS) growth, but Microsoft and Google could erode market share.

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