AI IPO Watch — Lantern Podcasts

AI IPO Watch

News EN ↓ 31 epizód

AI IPO Watch is the only daily briefing built exclusively around the 2026 mega AI IPO wave — tracking OpenAI, Anthropic, Databricks, and SpaceX as they race toward Nasdaq and the NYSE. Every episode is anchored in documents and on-the-record sources: new and amended S-1 filings, confidential registration statements going effective, underwriter syndicate announcements, roadshow schedules, pricing updates, and first-trade-day performance. We draw a hard line between a confirmed SEC filing and a 'people familiar' valuation — every number gets attributed to its document or outlet, every rumor gets...

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AI IPO Watch — Lantern Podcasts

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www.lanternpodcasts.com

Legutóbbi epizód

2026. aug. 10.

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Epizódok

SpaceX’s $2.1T Loss-Maker Test — July 03, 2026 03.07.2026 7:24

SpaceX IPO scrutiny is shifting from record proceeds to public-market math: a $2.1 trillion valuation, continuing losses, Starlink ARPU pressure, and a July 7 Nasdaq-100 entry that could force index buying. In this episode: Top stories: 1. SpaceX Might Be the Most Valuable Money-Losing Company in Market History. Should Investors Care? | The Motley Fool — The Motley Fool https://www.fool.com/invest...

SpaceX IPO Scrutiny Widens to Valuation and Allocations — July 02, 2026 02.07.2026 7:47

SpaceX IPO scrutiny is widening as IBTimes highlights a $1.7 trillion valuation pitch and AI-heavy market math, while Mirae Asset disputes Bloomberg’s Korean allocation story and Nasdaq-100 fast-track mechanics raise the prospect of billions in passive buying. In this episode: Top stories: 1. SpaceX Targets a Valuation Higher Than Meta and Berkshire Combined—While Making Less Revenue Than Macy's |...

AI IPO Demand Hits the Fine Print — July 01, 2026 01.07.2026 8:20

SpaceX IPO allocation fallout, Agility Robotics’ SPAC plan, and China’s AI-chip listing rebound all point to the same market: investors want scarce AI exposure, but access, timing, and valuation discipline are becoming the real story. In this episode: Top stories: 1. Momenta IPO, Why Are 14 Cornerstone Investors Snapping Up Shares? | Gasgoo — Gasgoo https://autonews.gasgoo.com/articles/icv/momenta...

SpaceX Math Meets Asia’s AI IPO Boom — June 30, 2026 30.06.2026 7:43

SpaceX IPO scrutiny is shifting from launch glamour to segment economics and cash burn, while AI-linked listings in China and Hong Kong keep drawing capital. The split captures the market’s AI deal tension: public-market discipline in the U.S., issuance momentum in Asia. In this episode: Top stories: 1. How SpaceX Uses a Secret Launch Subsidy to Make Starlink Look Insanely Profitable - AOL — The M...

SpaceX’s IPO Hangover Meets the AI Compute Valuation Test — June 29, 2026 29.06.2026 9:00

SpaceX IPO investors are weighing a post-debut slide, looming lock-up supply, and data-center revenue claims tied to AI compute demand as the market tests whether a $1.77 trillion valuation can hold. In this episode: Top stories: 1. I'd Wait 90 Days Before Buying More SpaceX Stock. Here's Why. - AOL — AOL https://www.aol.com/articles/id-wait-90-days-buying-150500000.html 2. SpaceX Has Landed Data...

SpaceX’s IPO Hangover Meets the AI Disclosure Bill — June 26, 2026 26.06.2026 9:13

SpaceX IPO aftershocks are the center of gravity: shares are off sharply, Damodaran is revisiting the prospectus, and AI-token cost disclosure is becoming an S-1 and MD&A issue for OpenAI- and Anthropic-style economics. In this episode: Top stories: 1. SpaceX has been retreating post IPO. What is the outlook for the stock now? And how might a repricing affect the market? – Oninvest — Oninvest http...