IPO Winners & Losers

Welcome to a special edition of Renaissance Capital’s IPO Winners and Losers. Get the newsletter in your inbox every week. We’re stepping away from the usual market recap for a conversation with Renaissance Capital cofounder and CEO Bill Smith about his new book, The New AI Stock Edge — and what more than 30 years of studying IPOs can teach investors about the next generation of AI stocks. It come...

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: • Anthropic’s rumored valuation falls from around $2 trillion to roughly $1.2 trillion ahead of its potential IPO launch • The company reports massive revenue growth, but Q3 shows signs of slowing momentum...

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: • Anthropic unveils its S-1, setting the stage for a potential $75 billion-plus IPO that could surpass SpaceX as largest of all time • Anthropic reveals extraordinary revenue growth and a profitable quarte...

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: • Anthropic still hasn’t filed publicly, putting its pre-Thanksgiving IPO timeline in doubt • Lycia Therapeutics jumps nearly 67% after an upsized, top-of-range biotech IPO   • AI infrastructure names rema...

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: • Anthropic’s potential mega-IPO gets repriced as its rumored valuation falls to around $1.5 trillion • Iambic Therapeutics surges 49% and City Therapeutics rises 24% as healthcare defies the broader sello...

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: • Software stocks surge as the sector hits a year-to-date high   • Biotech’s hot IPO streak gets a reality check after two weak debuts   • Iambic and City Therapeutics prepare to test whether stronger biot...

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: • Oura postpones its $2.1 billion IPO as investors push back on valuation • Accelevation gets its deal done, but only after pricing below the range • Four IPOs are pulled in two weeks as buyers demand bigg...

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: • Oura prepares to test the market with a nearly $15 billion valuation • ADARx Pharmaceuticals rises after a $446 million biotech IPO backed by AbbVie • Bamboo Insurance postpones its offering as buyers pu...

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 Fed raises rates for the first time in three years, forcing IPO issuers to rethink timing and valuation • Holtec Nuclear postpones its $825 million IPO as the AI power trade cools • American Savings...

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 fall IPO market gets moving, but launches come in lighter than expected • Holtec Nuclear prepares to test investor appetite for a battered nuclear theme • Anthropic delays its filing timeline again,...

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 fall IPO calendar comes alive with up to eight potential launches after Labor Day • Anthropic’s public filing could land at any moment and reshape the entire quarter • SB Energy files for a potential...

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: • Anthropic reportedly prepares to file after Labor Day for a fall IPO • Aggreko joins the pipeline with a $1.5 billion AI-power offering • The fall IPO pipeline builds more slowly than expected as issuers...

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: • Anthropic moves closer to a potential October IPO that could top SpaceX’s record • OpenAI appears to step back from the near-term IPO race • Lyntris closes out the summer calendar with a disappointing de...

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: • Anthropic investors reportedly eye a $2 trillion valuation for a potential October IPO • SpaceX’s record as the largest IPO ever could be broken just months after it was set • CoreWeave rebounds sha...

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 surges 8.6%, reversing three straight down weeks and climbing back above 20% for the year • Biotech goes four-for-four, led by Braveheart Bio’s 65% first-week pop • SpaceX rallies 23%...

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: • Jersey Mike's raises more than $1 billion but struggles to deliver a convincing debut • Reformation shows consumer IPOs can work when they price (arguably) conservatively • Apnimed surges 56% a...

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:  • Scribe Therapeutics pops 44%, with strategic investments from Eli Lilly and Sanofi  • Jersey Mike's preps the largest consumer IPO in 2+ years at an $8.9 billion valuation  • Reformation prep...

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: • SpaceX falls below its IPO price for the first time • Csquare and Standard Nuclear stumble as the AI infrastructure trade loses momentum • The IPO Index drops sharply alongside the broader AI sellof...

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: • SK hynix raises $26.5 billion in one of the largest new listings ever • US IPO proceeds approach 2021’s all-time record after a massive 30-day run • AI infrastructure continues to define the 2026 IP...

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...

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...

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...

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...

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...

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...