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: Top stories: 1. Switch confidentially files for US IPO seeking as much as… | Pivot News — Pivot News https://pivotnews.ai/invest/switch-confidentially-files-for-us-ip...

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: Top stories: 1. SpaceX results: revenue up 92% to $7.8bn in Q2 — Business Matters https://bmmagazine.co.uk/get-funded/spacex-q2-results-revenue-starlink-...

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: Top stories: 1. ABA Weighs In on SEC’s Registered Offering and Filer Status Proposals; Communications Safe Harbors | Free Writings & Pers...

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: Top stories: 1. SpaceX revenue jumps in debut results as satellite, AI businesses surge | The Star — The Star https://www.thestar.com.my/tech/tech-news/2026/08/05/spacex-revenue-jumps-in...

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: Top stories: 1. Robinhood is launching a publicly traded fund that invests in Y Combinator startups. Anyone can buy...

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: Top stories: 1. SPCX: SpaceX First Earnings Report Lands This Week. ... — TradingView News https://www.tradingview.com/news/tradingview:ea297afa9094b:0-spcx-spacex-first-ea...

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: Top stories: 1. SpaceX Stock Slumps 20% Below IPO Price, $1.2 Tn Lost — StartupFeed https://startupfeed.in/spacex-stock-slumps-below-i...

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: Top stories: 1. 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 Foo...

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: Top stories: 1. OpenAI’s Private Equity Ambitions Grow With Morgan Stanley Executive Hire - Benzinga — Benzinga https://www.benzinga.com/markets/private-markets/26/07/60713219/openai-...

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: Top stories: 1. Why SpaceX’s earnings will likely be followed by a wave of stock sales — Morningstar https://www.morningstar.com.au/markets/why-spacexs-earnings-will-likely-be-followed-by-wave-stock-sales 2. Aizhibot an...

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: Top stories: 1. Anthropic mulls mandatory employee stock trading plans after IPO, The Information reports - The Economic Times — The Economic Times https://economictim...

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: Top stories: 1. Space Exploration Technologies Corp. https://content.spacex.com/cms-assets/FINAL_Documents%20and%20Updates/SpaceX%20-%20EU%20Prospectus%20%28Appro...

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: Top stories: 1. China's Moonshot AI in talks on pre-IPO funds at US$50 billion value - The Business Times — The Business Times https://www.businesstimes.com.sg/startups-tech/chinas-moonshot-ai-talk...

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: Top stories: 1. SEC Proposal to Increase the Number of Public Companies by Reducing Disclosure Obligations Flies in the Face of History...

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: Top stories: 1. Mega-IPO Glut Creates Containment Problem for Goldman, Mo... — Financial Times https://headlinesbriefing....

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: Top stories: 1. Csquare Prices 50M-Share IPO at $21, Expects $1.05B | CSQR Stock News — PR Newswire https://www.stocktitan.net/news/CSQR/csquare-inc-announces-pricing-of-initial-public-2t1rc7u9scl5.html...

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: Top stories: 1. SpaceX falls to $135 IPO price ahead of Starship launch | TechCrunch — TechCrunch https://techcrunch.com/2026/07/15/spacex-falls-to-135-ipo-pr...

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: Top stories: 1. SpaceX Stock Nears IPO Price as Investors Weigh Debt ... — Investing.com https://www.investing.com/analysis/spacex-stock-near...

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: Top stories: 1. The SpaceX IPO made history. One month on has it lost momentum? - AOL — AOL https://www.aol.com/articles/spacex-ipo-made-history-excitem...

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: Top stories: 1. SpaceX Stock Up 2.6%, Bond Yields Shift 30 bps — TechStock² https://ts2.tech/en/spacex-stock-up-2-6-bond-yields-shift-30-bps/ 2. Ra...

SK Hynix is set for Nasdaq trading under SKHY after a reported $26.5 billion ADR sale drew heavy demand, while Zhipu AI’s planned $4 billion follow-on tests China’s post-IPO supply appetite. In this episode: Top stories: 1. South Korean chipmaker SK Hynix’s U.S. IPO set to reaffirm huge investor appetite in chipmakers - The Globe and Mail — The Globe and Mail https://www.theglobeandmail.com/invest...

SpaceX IPO coverage is turning on a trillion-dollar valuation gap between lead-bank models, while a broader $11 billion wave of IPO lock-up expirations tests how much post-listing supply markets can absorb. In this episode: Top stories: 1. $11 billion worth of IPO shares set for lock-in expiry over next 3 months. What shareholders should know - The Economic Times — The Economic Times https://econo...

SpaceX IPO coverage is splintering after the underwriter quiet period, with Goldman, Morgan Stanley and Raymond James assigning radically different targets as investors weigh Nasdaq-100 index demand against huge AI-infrastructure assumptions. In this episode: Top stories: 1. Goldman Sachs and Morgan Stanley split on SpaceX stock price target — Yahoo Finance https://biztoc.com/x/e39a8e03abd32222 2....

Syntiant filed for a Nasdaq IPO under SYTN, while Hong Kong’s Zhipu AI and MiniMax face lock-up supply and SpaceX’s post-IPO pullback keeps valuation risk front and center. In this episode: Top stories: 1. Syntiant, Edge AI Chips and Sensors, Files for Nasdaq Global Market IPO — TradingView News — TradingView https://www.tradingview.com/news/tradingview:3b6fe223d2697:0-syntiant-edge-ai-chips-and-s...

SpaceX IPO watchers face a quiet-period deadline, possible insider-selling clock, and valuation arguments, while Zhipu and MiniMax hit HK$50 billion in Hong Kong cornerstone lock-up expirations—a supply test for frothy AI listings. In this episode: Top stories: 1. SpaceX Quiet Period Ends: $401 PT, Starship V3 Impact | Space & Defense Intelligence Brief — Space & Defense Intelligence Brief https:/...