SpaceX’s planned $75 billion IPO is expected to dominate investor attention, potentially sidelining other companies aiming to go public in 2026. Analysts warn the deal could tighten already fragile IPO market conditions.
OpenAI’s acquisition of tech media platform TBPN highlights an unconventional M&A strategy as the company prepares for a potential IPO and faces rising competition in AI.
SpaceX has reportedly filed confidentially for an IPO, joining OpenAI and Anthropic in a growing pipeline of major tech listings. The moves signal a potential surge in AI-driven public offerings in 2026.
Oracle shares rose as the company plans layoffs to redirect capital toward AI data center investments.
Morgan Stanley’s E*Trade is in talks to lead retail distribution for SpaceX’s record IPO, potentially sidelining platforms like Robinhood and SoFi.
SoftBank has secured a $40 billion bridge loan to deepen its investment in OpenAI and accelerate its broader AI strategy.
Anthropic is exploring an IPO as early as October, as both it and OpenAI accelerate enterprise strategies and infrastructure investments ahead of potential public listings.
Bitcoin mining firms are shifting toward AI and high-performance computing as falling prices and rising costs pressure profitability across the sector.
BlackRock CEO Larry Fink warned that the AI boom could deepen wealth inequality unless more individuals gain access to market returns.
OpenAI is offering private-equity firms guaranteed returns and early model access to secure enterprise AI partnerships. The move intensifies competition with Anthropic for large-scale adoption.
Chinese AI stocks jumped after Nvidia CEO Jensen Huang praised OpenClaw as “the next ChatGPT,” boosting companies building agent-based AI systems.
Meta’s stock rose after reports the company may cut more than 20% of its workforce to offset rising AI infrastructure spending.
Dell shares jumped 19% after the company topped fourth-quarter expectations and issued strong revenue guidance, driven by surging demand for AI servers amid a memory shortage.
Nvidia reports record Q4 revenue of $68.1B and net income of $43B, driven by strong AI data center demand and continued hyperscale investment.
IBM shares post their steepest drop in over 25 years after Anthropic says its Claude Code AI tool can automate COBOL modernization on IBM mainframes.