AI IPO Watch

Switch’s confidential IPO filing puts AI data centers on deck — August 10, 2026

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

SpaceX’s IPO glow runs into lock-up math — August 07, 2026

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, ca

SEC IPO Rule Rewrite Draws ABA’s Fine Print — August 06, 2026

SEC IPO modernization proposals drew an ABA securities-law committee response, spotlighting registered-offering flexibility, emerging-growth-company accommodations and fi

SpaceX’s Earnings Test Meets Anthropic’s $150B Finance Machine — August 05, 2026

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 Anthrop

Robinhood Puts YC Startups on the Public Market — August 04, 2026

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 fir

SpaceX Earnings Meets the AI Debt Machine — August 03, 2026

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 i

SpaceX’s $1.2 Trillion IPO Hangover — July 30, 2026

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 cont

SpaceX’s First Earnings Test Meets AI-IPO Valuation Reality — July 29, 2026

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 ar

OpenAI Taps Morgan Stanley Veteran for Private Equity Push — July 28, 2026

OpenAI hired former Morgan Stanley executive Alisha Lehr for a private-equity-focused role, adding dealmaking talent as AI companies court deeper investor relationships b

SpaceX lockup overhang meets China’s robot IPO rush — July 27, 2026

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 th

Anthropic Weighs 10b5-1 Plan as SpaceX Faces Earnings Test — July 24, 2026

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 an

SpaceX’s $162 Retail Prospectus, SEC’s E-Delivery Shift — July 23, 2026

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

China’s AI IPO wave meets a harsher public-market test — July 22, 2026

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 enthusia

AI IPOs Face Disclosure Fight and Hong Kong Heat — July 21, 2026

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 Moons

AI IPO Boom Strains Banks as Valuations Keep Climbing — July 20, 2026

Goldman Sachs and Morgan Stanley now sit atop the SpaceX, Anthropic and OpenAI IPO mandates, raising information-barrier and allocation questions as Databricks, Moonshot

Csquare Prices $1B IPO as SpaceX’s Rally Unwinds — July 17, 2026

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 rall

SpaceX Slips as the AI IPO Pipeline Keeps Filling — July 16, 2026

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 li

SpaceX’s IPO Glow Fades as AI Listings Meet Reality — July 15, 2026

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, Databr

SpaceX cools as SK Hynix surges in the AI IPO tape — July 14, 2026

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,

SpaceX’s IPO Glow Meets Bond Stress and Lock-Up Math — July 13, 2026

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