Industrybreaking
S&P DJI Rejects SpaceX S&P 500 Fast-Track
S&P DJI refuses to alter inclusion rules for SpaceX — no fast-track, no profitability waiver, no float waiver. SpaceX's earliest S&P 500 eligibility: June 2027.
June 7, 20261 min read
16 articles
#ipo
Industrybreaking
Anthropic Files for IPO Confidentially at ~$965B Valuation
Anthropic has confidentially filed for an IPO at ~$965B valuation, with President Daniela Amodei citing compute costs as the key driver for accessing public capital markets.
June 7, 20261 min read
IndustryMajor
Anthropic Confidentially Files S-1 at $965B Valuation
Anthropic filed a confidential S-1 at a $965B valuation and $47B revenue run-rate, joining OpenAI and SpaceX in the 2026 frontier AI IPO wave.
June 6, 20262 min read
Industrybreaking
Michael Burry Warns AI IPO Wave Could Trigger Dot-Com-Scale Crash
Michael Burry warns the SpaceX, OpenAI, and Anthropic IPO wave could drain more liquidity than the entire 2000 dot-com wave, concentrated in just three companies.
May 29, 20261 min read
Industrybreaking
Moonshot AI Restructures Corporate Entity for Hong Kong IPO
Moonshot AI, maker of the Kimi model family underlying Cursor Composer 2.5, restructures for a Hong Kong IPO under Beijing regulatory requirements.
May 27, 20261 min read
Industrybreaking
OpenAI Clears $150B Musk Lawsuit; IPO Plans Unaffected
OpenAI wins against Elon Musk's $150B lawsuit, clearing a major legal obstacle from its IPO pathway while dozens of other suits and intensifying competition remain.
May 27, 20261 min read
IndustryNotable
Anthropic in $30B+ Talks at $900B as Cerebras IPO Pops 68%
Anthropic is in early talks for a $30B+ raise at a $900B valuation as Cerebras popped 68% on its Nasdaq debut — AI capital markets hit two structural milestones in one week.
May 17, 20262 min read
Industrybreaking
Cerebras IPOs Above Range, Pops 68% to ~$95B Market Cap
Cerebras IPO'd above range at $185 and surged 68% to ~$95B market cap — the first major dedicated AI-chip pure-play IPO, establishing a new public-market benchmark for AI silicon.
May 17, 20261 min read
Industrybreaking
Cerebras IPO: Shares Nearly Double at Open, Valuing Chipmaker at $100B+
Cerebras IPO: opened at $350 vs $185 offer price, $100B+ valuation. Largest US tech IPO since Uber 2019. $5.5B raised in total offering.
May 14, 20261 min read
IndustryNotable
Anthropic Closes in on $1 Trillion With $50B Raise, October IPO
Anthropic is negotiating up to $50B at a $900B–$1T pre-money valuation, with Dragoneer, General Catalyst, and Lightspeed in talks and an October 2026 IPO targeted.
May 9, 20262 min read
Industrybreaking
Silex Microsystems Surges 160% in Stockholm IPO — Strongest European Debut in 5 Years
Silex Microsystems +160% in Stockholm IPO debut: ~$220M raised in the strongest sizable European IPO opening in nearly five years.
May 8, 20261 min read
Industrybreaking
Blackstone Data Center REIT Files for Up to $1.75 Billion IPO
Blackstone's data center REIT seeks up to $1.75B in IPO proceeds, targeting newly built facilities valued $250M–$1.5B — one of the largest public AI infrastructure vehicles to date.
May 5, 20261 min read
Industryreport
AI Capital: Cerebras IPO, Anthropic's $1.5B PE JV, and the Great Data Center Debt Reckoning
Six concurrent signals in 24 hours mark a structural AI capital inflection: Cerebras $40B IPO, Anthropic's PE joint venture, EU compute criticism, and lenders quietly exiting AI debt.
May 4, 202614 min read
Industrybreaking
TSMC Exits Arm Stake with $231M Sale — 131% Return on 2023 IPO Investment
TSMC exits its Arm position with a ~131% return, selling 1.11M shares for $231M — more than doubling the original 2023 IPO investment of ~$100M.
April 29, 20261 min read
IndustryNotable
OpenAI's $852B Valuation Faces a CFO Mutiny and a Musk Trial
WSJ reveals OpenAI's CFO warned on compute funding, then was excluded from key infrastructure meetings. Musk trial opens as $852B valuation comes under pressure.
April 29, 20262 min read
Regulationbreaking
SpaceX S-1 Flags xAI Grok CSAM Probes as Global Market Risk
SpaceX S-1 discloses multiple CSAM investigations into xAI's Grok as a material risk to global market access — a first for an IPO filing.
April 24, 20261 min read
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