Renaissance Capital

IPO Winners & Losers

Business EN ↓ 9 episodes

IPO Winners & Losers from Renaissance Capital is your weekly briefing on the IPO market. Each episode breaks down the biggest IPO news, new listings, and market trends shaping deal flow: what’s working, what’s not, and what it means for investors. Built as a companion to our weekly newsletter, The IPO Market's Winners and Losers Last Week, this podcast turns market analysis into a fast, conversational format. Stay ahead of the next generation of public companies. Get the newsletter in your inbox every week: https://ipos.renaissancecapital.com/l/1104911/2025-11-04/7p1rtn

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Renaissance Capital

Episodes

IPO Winners & Losers: SK hynix, AI Infra Risk, and Sandwiches 05.07.2026 14:19

Welcome back to Renaissance Capital's IPO Winners and Losers, the weekly podcast breaking down the biggest stories shaping the IPO market. Get the newsletter in your inbox every week. This week: • The IPO Index caps off its best quarter in years, outpacing the S&P 500 by a wide margin • Bending Spoons pops after pricing above the range, showing software can still find demand • Lime finall...

IPO Winners & Losers: Q2 Breakout, Cerebras Cracks, and Theme Wins 28.06.2026 14:03

Welcome back to Renaissance Capital’s IPO Winners and Losers — the weekly podcast breaking down the biggest stories shaping the IPO market, new stocks, and Wall Street sentiment. Get the newsletter in your inbox every week. This week: • The IPO market caps off a blowout Q2, with the IPO Index absolutely ripping • AI-linked new stocks pull back as Cerebras breaks below its IPO price for the first t...

IPO Winners & Losers: Great Tape, OpenAI Leaks, and the Filing Gap 21.06.2026 15:05

Welcome back to Renaissance Capital’s IPO Winners and Losers — the weekly podcast breaking down the biggest stories shaping the IPO market, new stocks, and Wall Street sentiment. Get the newsletter in your inbox every week. This week: • The IPO Index keeps surging, up more than triple the S&P 500 year-to-date • SpaceX holds up in the aftermarket and reaches a market cap near Amazon • The IPO r...

IPO Winners & Losers: SpaceX's Goldilocks Debut, OpenAI's Move, and IPO Discipline 14.06.2026 21:03

Welcome back to Renaissance Capital’s IPO Winners and Losers — the weekly podcast breaking down the biggest stories shaping the IPO market, new stocks, and Wall Street sentiment. Get the newsletter in your inbox every week. This week: • SpaceX IPO makes history and delivers a "Goldilocks" debut • The stock rises 19% on day one, validating demand without flashing obvious froth • OpenAI of...

IPO Winners & Losers: SpaceX Terms, Selective Investors, and the AI IPO Race 07.06.2026 13:40

Welcome back to Renaissance Capital's IPO Winners and Losers — the weekly podcast breaking down the biggest stories shaping the IPO market, new stocks, and Wall Street sentiment. Get the newsletter in your inbox every week. This week: • SpaceX sets terms for what could be the largest IPO in history • Retail investors may get a record allocation in the SpaceX offering • INNIO pops while Quanti...

IPO Winners & Losers: Two Storms, the Big Three, and Software's Return 31.05.2026 15:10

Welcome back to Renaissance Capital’s IPO Winners and Losers — the weekly podcast breaking down the biggest stories shaping the IPO market, new stocks, and Wall Street sentiment. Get the newsletter in your inbox every week. This week: • The IPO market rallies as recent new stocks continue to outperform • Seven IPOs line up for one of the busiest weeks since 2021 • SpaceX prepares to launch its roa...

IPO Winners & Losers: Summer of SpaceX 24.05.2026 15:37

Welcome back to Renaissance Capital’s IPO Winners and Losers — the weekly podcast breaking down the biggest stories shaping the IPO market, new stocks, and Wall Street sentiment. Get the newsletter in your inbox every week. This week: • SpaceX files for what could be the largest IPO in history • The post-Memorial Day IPO window gets crowded as issuers race to price before SpaceX dominates attentio...

IPO Winners & Losers: Cerebras, SpaceX, and the AI Takeover 17.05.2026 11:22

Welcome back to Renaissance Capital’s IPO Winners and Losers — the weekly podcast breaking down the biggest stories shaping the IPO market, new stocks, and Wall Street sentiment. Get the newsletter in your inbox every week. This week: • 2026 IPO proceeds jump from $18 billion to $28 billion in one week • Cerebras prices the largest AI IPO ever — then faces an immediate test in the aftermarket • Th...

IPO Winners & Losers: Defense Tech Wins, Big AI Bets, and the IPO Window 10.05.2026 13:42

Welcome to Renaissance Capital’s IPO Winners and Losers, the weekly podcast breaking down the biggest stories shaping the IPO market. Get the newsletter in your inbox every week. This week: • The IPO market looks strong on the surface — but is it running on FOMO? • Defense and AI-linked IPOs surge while consumer names struggle • Cerebras prepares for the largest AI IPO ever • Three billion-dollar...