AI IPO Watch

Switch confidential IPO filing puts the Las Vegas data-center operator on a potential path back to public markets, with reported November timing and an up-to-$10 billion raise underscoring AI-infrastructure appetite.

In this episode

• Switch confidentially files for US IPO seeking as much as… | Pivot News — Pivot News

Switch confidentially files for US IPO seeking as much as… | Pivot News # Switch confidentially files for US IPO seeking as much as $10 billion The Las Vegas data center operator, taken private in 2022 by DigitalBridge and IFM Investors, could return to public markets as soon as November 2026 at a valuation near $80 billion including debt, according to CryptoBriefing. Alex Torres August 8,…

Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com.

SpaceX’s first post-IPO earnings put a 92% revenue jump beside a trillion-dollar drawdown, a lock-up overhang, and a proposed Starship catch attempt—the mix of growth, capex, and execution risk AI IPO investors now have to price.

In this episode

• SpaceX results: revenue up 92% to $7.8bn in Q2 — Business Matters

SpaceX results: revenue up 92% to $7.8bn in Q2 ## SpaceX reported revenue of $7.8 billion for the second quarter, up 92 per cent on the same period a year earlier, in its first earnings report since its June flotation. The figure was ahead of analysts’ average estimate of $6.8 billion. The company said its net loss for the quarter narrowed to $541 million, from $1 billion a year earlier.…

• SpaceX Stock: A Historic Beat Meets A Historic Lock-Up (NASDAQ:SPCX) | Seeking Alpha — Seeking Alpha

SpaceX Stock: A Historic Beat Meets A Historic Lock-Up (NASDAQ:SPCX) | Seeking Alpha 341 Followers ## Summary - SpaceX reported a 92% YoY revenue surge to $7.8B, led by Starlink’s profitability, but faces scrutiny over outsized capital expenditures. - Starlink remains SPCX’s profit engine, while AI and Space segments are high-growth but loss-making, raising concerns about sustainability and…

• SpaceX aims to catch a Starship out of the sky this month — The Next Web

SpaceX aims to catch a Starship out of the sky this month Credit: Shutterstock SpaceX wants to catch a skyscraper falling out of the sky. The company plans to launch its next Starship as soon as this month and, for the first time, try to catch the returning upper stage with the giant robotic arms on its launch tower. --- Elon Musk laid out the plan on SpaceX’s first earnings call since its…

Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com.

SEC IPO modernization proposals drew an ABA securities-law committee response, spotlighting registered-offering flexibility, emerging-growth-company accommodations and filer-status simplification—the plumbing that could shape future AI listings.

In this episode

• ABA Weighs In on SEC’s Registered Offering and Filer Status Proposals; Communications Safe Harbors | Free Writings & Perspectives — Free Writings & Perspectives

ABA Weighs In on SEC’s Registered Offering and Filer Status Proposals; Communications Safe Harbors | Free Writings & Perspectives # ABA Weighs In on SEC’s Registered Offering and Filer Status Proposals; Communications Safe Harbors By Carlos E. Juarez & Anna T. Pinedo on August 5, 2026 The Federal Regulation of Securities Committee (the “Committee”) of the Business Law Section of the American…

Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com.

SpaceX’s first post-IPO results nearly doubled revenue, testing its AI-and-Starlink valuation case, while FT reports Google has built a vast financing machine for Anthropic’s infrastructure needs.

In this episode

• SpaceX revenue jumps in debut results as satellite, AI businesses surge | The Star — The Star

SpaceX revenue jumps in debut results as satellite, AI businesses surge | The Star × View # SpaceX revenue jumps in debut results as satellite, AI businesses surge --- By Akash Sriram, Joey Roulette and Sayantani Ghosh Wednesday, 05 Aug 2026 | 8:43 AM MYT share FILE PHOTO: The SpaceX Falcon 9 rocket carrying Starlink satellites is seen over Sebastian Inlet after launching from Cape…

• Inside Google’s $200bn Wall Street finance machine for Anthropic — Financial Times

Inside Google’s $200bn Wall Street finance machine for Anthropic http://archive.today/2026.08.04-103911/https://www.ft.com/content/549f2e23-5aa2-49c7-9ea6-a9784ab7087c?syn-25a6b1a6=1 # Inside Google’s $200bn Wall Street finance machine for Anthropic Private credit, chip leases and data centre guarantees underpin a vast new model for AI spending Google’s tensor processing units, or TPUs, are…

• Mega IPOs threaten US market tailwind - Investor Daily — Investor Daily

Mega IPOs threaten US market tailwind - Investor Daily Continue to Website Subscribe to our Newsletter Find us on Facebook Find us on Twitter Find us on Youtube Find us on LinkedIn Find us on Instagram No Results View All Results No Results View All Results No Results View All Results # Mega IPOs threaten US market tailwind ## Investment manager Ninety One has warned the SpaceX-led AI…

Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com.

Robinhood Ventures Fund II filed to sell 7.6 million NYSE-listed shares at $25, giving retail investors exchange-traded exposure to Y Combinator startups. Robinhood’s first fund already holds Databricks, Stripe and Canva, underscoring the private-market access pitch.

In this episode

• Robinhood is launching a publicly traded fund that invests in Y Combinator startups. Anyone can buy shares. — The Next Web

Robinhood is launching a publicly traded fund that invests in Y Combinator startups. Anyone can buy shares. #### TL;DR Robinhood Ventures Fund II is going public at $25/share, focused on Y Combinator startups. Fund I (March IPO, $315M raised) holds Databricks, Stripe, Canva. Goldman, Citi, JPMorgan underwriting. 2% management + 20% incentive fee. Robinhood is launching a second publicly traded…

Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com.

SpaceX IPO faces its first earnings test after a more-than-50% share slide, while AI infrastructure financing and looming lock-up supply show how public-market pressure is spreading beyond the headline issuers.

In this episode

• SPCX: SpaceX First Earnings Report Lands This Week. ... — TradingView News

SPCX: SpaceX First Earnings Report Lands This Week. Buy the Dip After 50% Drop? — TradingView News # SPCX: SpaceX First Earnings Report Lands This Week. Buy the Dip After 50% Drop? Key points: - SpaceX earnings coming - Shares down more than 50% - Narrower EPS loss expected Elon Musk’s rocket company is due to post its first financial update this Wednesday. Can it clear expectations? 🚀…

• Morgan Stanley leads $15B bet on Anthropic’s Texas campus - Fancy Hints — Fancy Hints

Morgan Stanley leads $15B bet on Anthropic’s Texas campus - Fancy Hints Nexus Data Centers is closing in on $15 billion in financing to build an AI campus in Hubbard, Texas, which Anthropic will lease, with Morgan Stanley leading the bank group behind the deal, according to CNBC. The loan is going to Nexus, a data center developer few investors had heard of a year ago, and the reason banks are…

• [US IPO Surge-②] Lock-Up Dilemma - Will 'Sell-Off Bomb' Materialize? < Stock < Article - Yonhap Infomax — Yonhap Infomax

[US IPO Surge-②] Lock-Up Dilemma - Will 'Sell-Off Bomb' Materialize? < Stock < Article - Yonhap Infomax [US IPO Surge-②] Lock-Up Dilemma - Will 'Sell-Off Bomb' Materialize? # [US IPO Surge-②] Lock-Up Dilemma - Will 'Sell-Off Bomb' Materialize? - Reporter Kyung Lim Kim - Time 2026.08.02 10:03 - Reply 0 (Seoul=Yonhap Infomax) Kyung Lim Kim - As U.S. initial public offering (IPO) proceeds reach…

• Big Banks Are the Overlooked AI Trade Underwriting the Buildout | AI2Work — AI2Work

Big Banks Are the Overlooked AI Trade Underwriting the Buildout | AI2Work # Big Banks Are the Overlooked AI Trade Underwriting the Buildout Banks are quietly outperforming the AI trade. Inside the fee engine, credit exposure and concentration limits shaping who really funds the AI buildout. July 31, 2026 9 min read By AI2Work Editorial Team # Big Banks Are the Overlooked AI Trade Underwriting…

Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com.

SpaceX’s post-IPO selloff is now quantified by Bloomberg at more than $1.2 trillion erased from its June peak, while its S-1 structure underscores Elon Musk’s voting control and valuation analysis keeps the August earnings-and-unlock test in focus.

In this episode

• SpaceX Stock Slumps 20% Below IPO Price, $1.2 Tn Lost — StartupFeed

SpaceX Stock Slumps 20% Below IPO Price, $1.2 Tn Lost The Nasdaq-listed space company erased more than $1.2 Tn from its June peak before rebounding ahead of August earnings and a share unlock. By Harshvardhan Jain. SHARE Quick Take - SpaceX stock fell 20% below its $135 (Rs 12,922) IPO price intraday on Monday before recovering. - The slump wiped more than $1.2 Tn (Rs 114.86 Lakh Cr) from the…

• Space Exploration Technologies - S-1/A#2

555,555,555 Shares Space Exploration Technologies Corp. Class A Common Stock This is the initial public offering of shares of Class A common stock, par value $0.001 per share, of Space Exploration Technologies Corp., a Texas corporation. We are offering 555,555,555 shares of our Class A common stock. Currently, no public market exists for our Class A common stock. We expect the initial public…

• SpaceX Is Worth More Than Most S&P 500 Companies. Is That Valuation Rational? | The Motley Fool — The Motley Fool

SpaceX Is Worth More Than Most S&P 500 Companies. Is That Valuation Rational? | The Motley Fool Accessibility Menu ▲ S&P 500 +---%|▲ Stock Advisor +---%Join The Motley Fool In June, Elon Musk's Space Exploration Technologies (SPCX-3.32%), better known as SpaceX, enjoyed the biggest Wall Street IPO in history. The highly anticipated public debut was so successful that SpaceX instantly became…

Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com.

SpaceX faces its first public earnings report Aug. 4 with shares below IPO price and insider-sale eligibility looming; across AI-linked listings, bankers and investors are rewarding access to funding, but forcing valuation discipline.

In this episode

• SpaceX Reports Its First Quarterly Results as a Public Company on Aug. 4. Here's What Has to Show Up in the Update. | The Motley Fool — The Motley Fool

SpaceX Reports Its First Quarterly Results as a Public Company on Aug. 4. Here's What Has to Show Up in the Update. | The Motley Fool Accessibility Menu ▲ S&P 500 +---%|▲ Stock Advisor +---%Join The Motley Fool SpaceX (SPCX+2.57%) will report quarterly results for the first time as a public company on Aug. 4, after the market closes. For most newly public companies, a first report is a…

• Confidential submission of draft S-1 to the SEC — OpenAI

June 8, 2026 # Confidential submission of draft S-1 to the SEC We recently submitted a confidential S-1. We expect it to leak so we’re just announcing it. We have not decided on timing yet; it may be a while because there are things we want to do that are likely easier as a private company. But it’s a complicated set of tradeoffs and this gives us the option to go public sooner if that ends up…

• Morgan Stanley Says SpaceX's AI Business May Be Worth More Tha... — International Business Times Singapore

Morgan Stanley Says SpaceX's AI Business May Be Worth More Tha... # Morgan Stanley Says SpaceX's AI Business May Be Worth More Than Investors Think By Mariyam Shajil Morgan Stanley analyst Adam Jonas says SpaceX shares trading near $100 would imply investors are assigning zero or negative value to its AI business LinkedIn / Adam Jonas Morgan Stanley analyst Adam Jonas said SpaceX's recent…

• Wall Street banks eyed as overlooked beneficiaries of AI | Financial Post — Financial Post

Wall Street banks eyed as overlooked beneficiaries of AI | Financial Post The recent round of second-quarter earnings reports from Wall Street banks highlighted the bull case as they hauled in the most revenue from advising on equity offerings since 2021. Photo by TIMOTHY A. CLARY/AFP via Getty Images One of this year’s hottest themes in the stock market has been the crowds of traders chasing…

• 2026's IPO Window Is Open, But Pricing Is Cut | Value Add Pulse — Value Add Pulse

 # 2026's IPO Window Is Open, But Pricing Is Cut Nearly every major consumer and industrial IPO this cycle has priced well below the valuation chatter that preceded it, despite a record first half for new…

Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com.

OpenAI hired former Morgan Stanley executive Alisha Lehr for a private-equity-focused role, adding dealmaking talent as AI companies court deeper investor relationships before any public-market move.

In this episode

• OpenAI’s Private Equity Ambitions Grow With Morgan Stanley Executive Hire - Benzinga — Benzinga

OpenAI’s Private Equity Ambitions Grow With Morgan Stanley Executive Hire - Benzinga Click to go home My Account Login LoginRegister Click to go home Large Cap Stocks Latest Offerings News Stock of the Day Stock Whisper Index Meta Platforms (META) StreetTracks Gold Shares (GLD) IBIT Bitcoin Trust (IBIT) Top Value Stocks Top Momentum Stocks Top Growth Stocks Top Quality…

Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com.

SpaceX faces a looming lockup overhang after its first public earnings, while China’s humanoid-robot IPO race adds another AI-adjacent valuation test in Hong Kong.

In this episode

• Why SpaceX’s earnings will likely be followed by a wave of stock sales — Morningstar

Why SpaceX’s earnings will likely be followed by a wave of stock sales Skip to Content # Why SpaceX’s earnings will likely be followed by a wave of stock sales A series of lockup expirations could unleash stock sales dwarfing the IPO, leading index funds to have bigger weights in the volatile stock. 27 July 2026 ## Key takeaways - Two days after SpaceX earnings are released, most pre-IPO…

• Aizhibot and Unitree Compete in China's Humanoid Robot IPO Race | Aju Press — Aju Press

# Aizhibot and Unitree Compete in China's Humanoid Robot IPO Race | Aju Press Published: 2026-07-27T14:00:00+09:00 Source: ajupress.com (ajupress.com) Language: en ## Story Aizhibot and Unitree Compete in China's Humanoid Robot IPO Race | Aju Press [](https://www.ajupress.com/) [![AJU PRESS…

• AgiBot kicks off Hong Kong IPO process with $6.4B valuation target — Crypto Briefing

AgiBot kicks off Hong Kong IPO process with $6.4B valuation target SEARCH Searching... # AgiBot kicks off Hong Kong IPO process with $6.4B valuation target The Shanghai humanoid robotics firm has tapped Citic Securities, CICC, and Morgan Stanley to lead its listing push Share Share on X Share on LinkedIn Share on Facebook Add us on Google by Editorial Team Jul. 24, 2026 A three-year-old…

Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com.

Anthropic may require rank-and-file employees to sell post-IPO shares through 10b5-1 plans, while SpaceX heads toward its Aug. 4 first earnings report with heavy capex and losses still framing investor expectations.

In this episode

• Anthropic mulls mandatory employee stock trading plans after IPO, The Information reports - The Economic Times — The Economic Times

Anthropic mulls mandatory employee stock trading plans after IPO, The Information reports - The Economic Times Business News Tech AI Anthropic mulls mandatory employee stock trading plans after IPO, The Information reports # Anthropic mulls mandatory employee stock trading plans after IPO, The Information reports ReutersLast Updated: Jul 23, 2026, 07:58:31 PM IST Follow us Share Font…

• Prediction: Here's What SpaceX Stock Will Do After Its First Earnings Report | The Motley Fool — The Motley Fool

Prediction: Here's What SpaceX Stock Will Do After Its First Earnings Report | The Motley Fool Accessibility Menu ▲ S&P 500 +---%|▲ Stock Advisor +---%Join The Motley Fool In two weeks, on Aug. 4, Space Exploration Technologies (SPCX+2.56%) is scheduled to release its first quarterly earnings report after going public through an initial public offering (IPO) in June. Better known as SpaceX,…

Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com.

SpaceX’s European retail prospectus lays out a retail offering of up to 55.6 million Class A shares at a maximum $162 per share, while the SEC’s e-delivery proposal could cut friction and costs around IPO communications.

In this episode

• Space Exploration Technologies Corp.

s Space Exploration Technologies Corp. (a Texas corporation, registered in Austin, Texas, United States of America) Prospectus for the public offering to retail investors Maximum number of shares of offered Class A common stock, par value $0.001 per share: 55,555,555 International Securities Identification Number (I SIN): US84615Q1031 Nasdaq Trading Symbol: SPCX Maximum price per share: $162.00…

• SEC Proposes to Modernize Electronic Delivery Requirements | Insights & Resources | Goodwin — Goodwin

SEC Proposes to Modernize Electronic Delivery Requirements | Insights & Resources | Goodwin Skip to main content Alert July 22, 2026 # SEC Proposes to Modernize Electronic Delivery Requirements By Share ## Summary On July 16, 2026, the U.S. Securities and Exchange Commission (SEC) proposed new Regulation E-Delivery (“Reg E-Delivery”), which would permit covered entities to use electronic…

Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com.

Moonshot AI is preparing a pre-IPO raise at up to $50 billion as China’s AI listing pipeline widens, while Zhipu’s two-day plunge shows how quickly public-market enthusiasm can reverse.

In this episode

• China's Moonshot AI in talks on pre-IPO funds at US$50 billion value - The Business Times — The Business Times

# China's Moonshot AI in talks on pre-IPO funds at US$50 billion value - The Business Times Published: 2026-07-22T10:18:03+08:00 Source: businesstimes.com.sg (businesstimes.com.sg) Language: en ## Story China's Moonshot AI in talks on pre-IPO funds at US$50 billion value - The Business Times [Search](https://www.businesstimes.com.sg/search) [![The Business…

• ‘We Are Running Out of GPUs’ – Databricks CEO Admits Reason Behind Latest Fundraiser - TipRanks.com — TipRanks

# ‘We Are Running Out of GPUs’ – Databricks CEO Admits Reason Behind Latest Fundraiser - TipRanks.com Author: Joy Iyke Published: 2026-07-21T14:53:13+00:00 Source: tipranks.com (tipranks.com) Language: en ##…

• China's GigaAI Aims to Be the First Global AI Startup to Go Public — Sid Times

China's GigaAI Aims to Be the First Global AI Startup to Go Public onJuly 21, 2026 # China’s GigaAI Aims to Be the First Global AI Startup to Go Public 2 min read Share in Twitter Share on Facebook Share in Linkedin Copy link Jijia Vision is currently in talks to conduct an initial public offering on the Hong Kong stock exchange, potentially this year, as part of a wave of Chinese AI…

• Zhipu shares sink 60% from peak after two-day stock price plunge — The Insight Asia

Zhipu shares sink 60% from peak after two-day stock price plunge # Z.AI sheds more than $38 billion in market value in two-day stock rout July 21, 2026 China’s largest listed foundation model developer extended a sharp sell-off after a recent share placement as investors focus on expiring lock-ups and intensifying competition. By Lei Jianping Shares in Chinese artificial intelligence company…

Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com.

SEC disclosure-cut proposal faces Better Markets’ pushback as Hong Kong’s AI listing pipeline heats up, with Zhongji Innolight reportedly near an $8 billion IPO and Moonshot seeking approval for a Hong Kong float after Kimi K3 rattled chip stocks.

In this episode

• SEC Proposal to Increase the Number of Public Companies by Reducing Disclosure Obligations Flies in the Face of History and Evidence | Better Markets — Better Markets

SEC Proposal to Increase the Number of Public Companies by Reducing Disclosure Obligations Flies in the Face of History and Evidence | Better Markets # Newsroom July 20, 2026 # SEC Proposal to Increase the Number of Public Companies by Reducing Disclosure Obligations Flies in the Face of History and Evidence WASHINGTON, D.C.— Benjamin Schiffrin, Director of Securities Policy for Better…

• Nvidia's Chinese supplier Zhongji Innolight eyes HK's biggest IPO since Alibaba, raising US$8 bln — The Standard

Nvidia's Chinese supplier Zhongji Innolight eyes HK's biggest IPO since Alibaba, raising US$8 bln # Nvidia's Chinese supplier Zhongji Innolight eyes HK's biggest IPO since Alibaba, raising US$8 bln 27 mins ago by Gloria Leung Zhongji Innolight Zhongji Innolight, a major supplier to Nvidia and one of China's largest A-share companies with a market capitalization exceeding 1.1 trillion yuan…

• Kimi K3 Wipes $3.3T From Chip Stocks: Moonshot Moves Toward Hong Kong IPO — TechTimes

Kimi K3 Wipes $3.3T From Chip Stocks: Moonshot Moves Toward Hong Kong IPO People visit the Moonshot AI stand, featuring Kimi K3, during the World Artificial Intelligence Conference in Shanghai on July 17, 2026. Hector RETAMAL/WAIC Moonshot AI's Kimi K3, released July 16 at the World Artificial Intelligence Conference in Shanghai, erased more than $3.3 trillion in global semiconductor market…

• A Boutique AI Cloud Provider Is Bringing the Direct Listing Back | Morningstar — Morningstar

A Boutique AI Cloud Provider Is Bringing the Direct Listing Back | Morningstar Sign In Securities in This Article Spotify Technology SA (SPOT) CoreWeave Inc Ordinary Shares - Class A (CRWV) NVIDIA Corp (NVDA) Roblox Corp Ordinary Shares - Class A (RBLX) Palantir Technologies Inc Ordinary Shares - Class A (PLTR) A small, Georgia-based purveyor of access to artificial intelligence chips…

• Step Back — So when a company like Anthropic confidentially submits a draft S-1, how much should we treat that as the IPO starting gun — and what can the SEC see that the rest of us can’t until a public filing appears?

Background sources

• Our analysis of the SpaceX draft to public prospectus — Olga Usvyatsky
• Our analysis of the SpaceX draft to public prospectus — Francine McKenna
• Post-mortem: The SEC's pre-IPO comment letters to SpaceX — Olga Usvyatsky
• What Anthropic Can't Say in Its S-1 — Sloppish — Sloppish
• The price of pre-IPO info leakage: Issuer and media obligations — Francine McKenna

Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com.

Goldman Sachs and Morgan Stanley now sit atop the SpaceX, Anthropic and OpenAI IPO mandates, raising information-barrier and allocation questions as Databricks, Moonshot AI and DeepSeek feed the same valuation boom with fresh private-market and listing signals.

In this episode

• Mega-IPO Glut Creates Containment Problem for Goldman, Mo... — Financial Times

Mega-IPO Glut Creates Containment Problem for Goldman, Mo... ### Mega-IPO Glut Creates Containment Problem for Goldman, Morgan Stanley Financial Times Companies • July 17, 2026 at 1:30 AM ET Goldman Sachs and Morgan Stanley have secured joint lead status on all three major 2026 tech IPOs: SpaceX, Anthropic, and OpenAI. This dominance creates a containment problem as banks erect Chinese walls…

• Databricks Nears A $188 Billion Valuation In New Round - Finimize — Finimize

Databricks Nears A $188 Billion Valuation In New Round - Finimize Free Newsletter Free Newsletter Research News Guides Markets For Business Bookmarks ### Meet the 2026 UK winners The Finimize Awards # Databricks Nears A $188 Billion Valuation In New Round The data analytics firm signed a term sheet for a strategic raise led by Coatue, building on its $134 billion valuation earlier…

• Moonshot plans to list in Hong Kong within six months at a $30 billion valuation — The Next Web

Moonshot plans to list in Hong Kong within six months at a $30 billion valuation Image by: Moonshot AI / Kimi #### TL;DR Moonshot AI is preparing a Hong Kong IPO within six months at $30B+. ARR hit $300M. The Kimi K3 model, which matched US frontier labs, accelerated the timeline. Moonshot AI has told investors it is preparing to list in Hong Kong in as soon as six months, Bloomberg reported…

• A luggage maker’s filing just pinned DeepSeek at $52bn — The Next Web

A luggage maker’s filing just pinned DeepSeek at $52bn Image by: Shutterstock The most precise figure yet attached to DeepSeek’s worth did not come from the lab, its bankers or its founder. It surfaced in a stock-exchange filing by Anhui Korrun, a Chinese luggage maker, which discloses a stake small enough to imply the Hangzhou AI startup is valued at around $52bn. The arithmetic is narrow…

• PE firms are rushing to offload post-IPO shares - PitchBook — PitchBook

PE firms are rushing to offload post-IPO shares - PitchBook Featured image by Josie Doan/PitchBook News IPO # PE firms are rushing to offload post-IPO shares ## More sponsors are selling down their stakes within months of portfolio companies’ debuts. For some, the rush to return cash to investors raises questions about conviction. July 17, 2026 | By Madeline Shi Josie Doan/PitchBook…

Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com.

Csquare priced a 50 million-share NYSE IPO at $21, targeting $1.05 billion in gross proceeds, while SpaceX briefly slipped below its $135 IPO price as the post-debut rally unwound.

In this episode

• Csquare Prices 50M-Share IPO at $21, Expects $1.05B | CSQR Stock News — PR Newswire

Csquare Prices 50M-Share IPO at $21, Expects $1.05B | CSQR Stock News # Csquare, Inc. Announces Pricing of Initial Public Offering Rhea-AI Impact (Neutral) Rhea-AI Sentiment (Neutral) Tags IPO offering ## Rhea-AI Summary - English - Arabic - French - German - Italian - Korean - Spanish Csquare (NYSE: CSQR) priced its initial public offering of 50,000,000 shares of common stock at $21.00…

• Brookfield-backed Csquare valued at $3.2 billion in NYSE debut - CNA — Channel NewsAsia

Brookfield-backed Csquare valued at $3.2 billion in NYSE debut - CNA #### Recent Searches #### Trending Topics CNA Explains China artificial intelligence Indonesia Malaysia podcasts Wellness Thailand Japan Advertisement Advertisement Business # Brookfield-backed Csquare valued at $3.2 billion in NYSE debut A trader passes screens with trading information for Brookfield and Csquare Inc.,…

• SpaceX Slips Below $135 IPO Price as Debut Rally Unwinds — FinanceFeeds

Skip to content - Digital Assets # SpaceX Shares Slip Below $135 IPO Price as Post-Debut Rally Unwinds - ByKarthik Subramanian - July 16, 2026 - Share SpaceX shares fell below their $135 IPO price for the first time on Wednesday, marking a psychological break for one of the most closely watched public listings of the year and underscoring growing investor caution toward high-valuation…

• Step Back — When headlines say Anthropic or another AI company is “meeting investors” or talking to banks before an IPO, what does that actually mean in the IPO process — is it a regulated roadshow, routine fundraising homework, or just market chatter?

Background sources

• Anthropic schedules investor meetings ahead of potential IPO — Qz
• What Founders Must Know On Testing-the-Waters Meetings Pre-IPO - Listing Rules & Flotation - United States — Craig Garvey
• Anthropic planning IPO investor meetings ahead of listing: report (ANTHRO:Private) | Seeking Alpha — Seeking Alpha
• Anthropic Files Confidentially For IPO — Joanna Glasner
• IPO Process: S-1, SEC Comments, Roadshow, Trading Day — Trace Cohen

Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com.

SpaceX IPO shares slid back to the $135 offer price, testing confidence in AI listings as Wall Street banks tout a strong underwriting pipeline and DeepSeek reportedly lines up private capital ahead of a possible 2027 debut.

In this episode

• SpaceX falls to $135 IPO price ahead of Starship launch | TechCrunch — TechCrunch

SpaceX falls to $135 IPO price ahead of Starship launch | TechCrunch Image Credits:SpaceX Space Copy Share Link # SpaceX falls to $135 IPO price ahead of Starship launch Sean O'Kane 11:06 AM PDT · July 15, 2026 Copy Share Link SpaceX’s shares fell to just above $135 on Wednesday, the price that CEO Elon Musk and his company chose ahead of its blockbuster June 12 IPO that raked in nearly…

• Step Back — When a newly public company like SpaceX slips below its IPO price, what tools do underwriters actually have to stabilize the stock — and where’s the line between normal market support and a warning sign for investors?

Background sources

• EXPLAINER-SpaceX’s $75 billion IPO features a greenshoe option – explained - The HinduBusinessLine — Reuters
• Post by Morgan Stanley Investment Banking & Capital Markets — Morgan Stanley Investment Banking & Capital Markets
• SpaceX Strikes Rare $0 Fee Deal on Greenshoe, Costing Banks $75 Mn – Outlook Business — Outlook Business Desk
• Analysis-SpaceX's slide below IPO price risks turning blockbuster IPO into confidence test - AOL — AOL
• Explained: SpaceX's IPO includes a 'greenshoe' option. Here's what that means - The Economic Times — Indiatimes
• SpaceX stock falls below IPO price, testing investor confidence after blockbuster debut - The HinduBusinessLine — Reuters
• Analysis-SpaceX's slide below IPO price risks turning blockbuster IPO into confidence test - SRN News — jgiesler

• Wall Street banks reap windfall from stock and debt sales — Axios

Wall Street banks reap windfall from stock and debt sales 13 hours ago - Business # Wall Street banks reap windfall from stock and debt sales - Matt Phillips Add Axios on Google Add Axios as your preferred source to see more of our stories on Google. Add Axios on Google Data: FactSet, Company filings; Chart: Matt Phillips/Axios The AI-driven dash to U.S. capital markets to sell stocks…

• DeepSeek IPO looms as it chases a $71bn valuation — The Next Web

DeepSeek IPO looms as it chases a $71bn valuation Image by: DeepSeek DeepSeek is getting ready to go public. The Chinese AI lab has started laying the groundwork for an initial public offering, according to Bloomberg. It could file as soon as this year, with a debut targeted for 2027. First, though, it wants to raise more in private. The Hangzhou lab closed its first-ever outside round only…

Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com.

SpaceX IPO shares are hovering near their $135 offering price after a steep post-debut slide, while AI-adjacent listings, filings, and partnerships from Churchill, Databricks, and SK Hynix show public-market enthusiasm getting stress-tested.

In this episode

• SpaceX Stock Nears IPO Price as Investors Weigh Debt ... — Investing.com

U.S. headline consumer inflation posts biggest one-month decrease since April 2020 IBM plunges 22% as memory capex squeeze derails Q2 earnings Oil extends gains as U.S.-Iran tensions, Hormuz toll fears keep markets on edge Stocks open mixed as cooling U.S. inflation countered by IBM fall, Iran escalation Advertisement Advertisement # SpaceX Stock Nears IPO Price as Investors Weigh Debt…

• Ea0297923 8k425 churchill11.htm — Securities and Exchange Commission

# Ea0297923 8k425 churchill11.htm Published: 2026-07-14T20:52:33+00:00 Source: sec.gov (sec.gov) Language: en ## Story UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 14, 2026 CHURCHILL CAPITAL CORP XI (Exact name…

• Clearlake Capital Announces Partnership with Databricks to Advance AI-Enabled Investing and Portfolio Value Creation — City A.M.

Clearlake Capital Announces Partnership with Databricks to Advance AI-Enabled Investing and Portfolio Value Creation ### You don’t have to be psychopathic to work in the City… but it helps https://www.cityam.com/you-dont-have-to-be-psychopathic-to-work-in-the-city-but-it-helps/ ### Football ‘muddling through’ in face of growing ‘tensions’, says Boston Consulting…

• SpaceX reflies IPO-day Falcon booster in 32 days as Starlink economics face market test — TechStock²

# SpaceX reflies IPO-day Falcon booster in 32 days as Starlink economics face market test Author: Mateusz Kaczmarek Published: 2026-07-14T10:21:22+00:00 Source: ts2.tech (ts2.tech) Language: en ## Story SpaceX reflies IPO-day Falcon booster in 32 days as Starlink economics face market test Dark Light Today: 14 July 2026 [TechStock²](https://ts2.tech/en/) Real-Time Market Intelligence -…

• Major AI chip stock plunges after blockbuster $26.5 billion Nasdaq debut - AOL — AOL

Major AI chip stock plunges after blockbuster $26.5 billion Nasdaq debut - AOL Tue, July 14, 2026 at 2:03 AM UTC 0 SK Hynix has a blockbuster debut at Nasdaq, plunges later.Bloomberg &sol Getty Images One of the companies powering the global artificial intelligence boom has opened a new door for U.S. investors. SK Hynix, a South Korean semiconductor manufacturer that produces memory chips…

Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com.

SpaceX IPO momentum is cooling one month after its record debut, with float, lock-up and valuation questions crowding the AI narrative. SK Hynix’s $26.5 billion U.S. IPO, meanwhile, jumped on debut and kept AI-chip appetite alive.

In this episode

• The SpaceX IPO made history. One month on has it lost momentum? - AOL — AOL

The SpaceX IPO made history. One month on has it lost momentum? - AOL Updated Mon, July 13, 2026 at 7:20 AM UTC 1 SpaceX investors have swung from celebration to apparent concern in its first month as a publicly traded company. When shares in the firm, co-founded and led by Elon Musk, first became available for individuals to buy on the public stock market on 12 June, there was an investor…

• SpaceX Investors Face 900% Float Explosion Bombshell, George Noble Warns - SpaceX (NASDAQ:SPCX) - Benzinga — Benzinga

SpaceX Investors Face 900% Float Explosion Bombshell, George Noble Warns - SpaceX (NASDAQ:SPCX) - Benzinga Click to go home My Account Login SPY749.630.71% QQQ712.961.73% BTC/USD62307.412.248% DIA523.140.5% GLD366.312.84% TLT84.010.54% Contribute LoginRegister Click to go home Premium Services Benzinga Edge Benzinga Pro Benzinga Research Benzinga APIs Financial News Financial…

• Gibson Dunn SpaceX IPO Team Went Round the World With 60 Lawyers — Bloomberg Law

Gibson Dunn SpaceX IPO Team Went Round the World With 60 Lawyers Business & Practice Listen Print Email Share To: Facebook Running the legal side of the largest IPO in history meant 8 a.m. huddle calls seven days a week for a Gibson Dunn & Crutcher team spanning six regions globally and more than 60 lawyers. Hillary Holmes, who led the team, said in an interview that the synchronized,…

• SK Hynix stock surges in US IPO — Morningstar

SK Hynix stock surges in US IPO Skip to Content # SK Hynix stock surges in US IPO The South Korean memory chip giant raises $26.5 billion in second-largest IPO on record. Tom Lauricella 13 July 2026 Mentioned: SK Hynix Inc ADR (SKHY), SK Hynix Inc (000660), Samsung Electronics Co Ltd (005930), Micron Technology Inc (MU), SanDisk Corp Ordinary Shares (SNDK), Western Digital Corp (WDC),…

• SpaceX: A Trillion-Dollar Story Without ... — Seeking Alpha

SpaceX: A Trillion-Dollar Story Without Trillion-Dollar Economics (NASDAQ:SPCX) | Seeking Alpha Prakhar Agarwal, CFA 458 Followers 5 Share Play(22min) - Comments(10) ## Summary - SpaceX trades at a market capitalization close to ~$2 trillion and at over ~100× sales, a valuation that remains outside any analytical scope. - Only the Starlink segment currently remains profitable, while the…

Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com.

SpaceX post-IPO trading is flashing split signals: shares bounced, 2036 bond spreads widened, Raymond James opened with an $800 target, and investors are already debating whether the coming lock-up window is opportunity or supply trap.

In this episode

• SpaceX Stock Up 2.6%, Bond Yields Shift 30 bps — TechStock²

SpaceX Stock Up 2.6%, Bond Yields Shift 30 bps Dark Light Today: 13 July 2026 TechStock² Real-Time Market Intelligence TechStock² 10 July 2026 2 mins read # SpaceX Stock Up 2.6%, Bond Yields Shift 30 bps https://ts2.tech/en/author/shan-shan/ by Shan Ahmed Khan NEW YORK, July 10, 2026, 08:32 (EDT) SpaceX NASDAQ:SPCX shares fell about 1% to around $150.60 ahead of Friday’s open, pulling…

• Raymond James Sets Wall Street's Highest Price Target on SpaceX Stock at $800. Here's the Math Behind the 425% Upside Call. | The Motley Fool — The Motley Fool

Raymond James Sets Wall Street's Highest Price Target on SpaceX Stock at $800. Here's the Math Behind the 425% Upside Call. | The Motley Fool Accessibility Menu ▲ S&P 500 +---%|▲ Stock Advisor +---%Join The Motley Fool After a company completes its initial public offering (IPO), Wall Street analysts who work at the banks that underwrote the offering must refrain from issuing equity research…

• SpaceX IPO Lock-Up Period: A Golden Buying Opportunity or a Liquidity Trap? | The Motley Fool — The Motley Fool

SpaceX IPO Lock-Up Period: A Golden Buying Opportunity or a Liquidity Trap? | The Motley Fool Accessibility Menu ▲ S&P 500 +---%|▲ Stock Advisor +---%Join The Motley Fool Space Exploration Technologies (SPCX 4.51%) stock has taken investors on a rollercoaster ride since its June 12 IPO. Debuting at $150 a share -- $15 above its supposed IPO price-- shares of Elon Musk's space-and-artificial…

• [PDF] Space Exploration Technologies - S-1/A#2 - Fidelity Investments — Poder360

S-1 1 spaceexplorationtechnologi.htm S-1 As filed with the U.S. Securities and Exchange Commission on May 20, 2026 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Space Exploration Technologies Corp. (Exact name of registrant as specified in its charter) Texas 7370 01-0627671 (State or…

Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com.