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Shareholder return programs, particularly expanded buybacks, are decoupling equity performance from operational growth metrics.

Impact: Firms prioritizing free cash flow and buybacks can sustain valuation premiums during periods of modest top-line expansion.

— from AI Disruption, Capital Allocation, and Market Turnarounds · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· Aug 07, 2026