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AI IPO Watch episodes
- 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 raise underscoring AI-infrastructure appetite.
In this episode- Switch confidentially files for US IPO seeking as much as… | Pivot News — Pivot News
Switch confidentially files for US IPO seeking as much as… | Pivot News
# Switch confidentially files for US IPO seeking as much as $10 billionThe Las Vegas data center operator, taken private in 2022 by DigitalBridge and IFM Investors, could return to public markets as soon as November 2026 at a valuation near $80 billion including debt, according to CryptoBriefing.Alex Torres August 8,…Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email [email protected].
3 min - Switch confidentially files for US IPO seeking as much as… | Pivot News — Pivot News
- 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, capex, and execution risk AI IPO investors now have to price.
In this episode- SpaceX results: revenue up 92% to $7.8bn in Q2 — Business Matters
SpaceX results: revenue up 92% to $7.8bn in Q2
## SpaceX reported revenue of $7.8 billion for the second quarter, up 92 per cent on the same period a year earlier, in its first earnings report since its June flotation. The figure was ahead of analysts’ average estimate of $6.8 billion.The company said its net loss for the quarter narrowed to $541 million, from $1 billion a year earlier.…- SpaceX Stock: A Historic Beat Meets A Historic Lock-Up (NASDAQ:SPCX) | Seeking Alpha — Seeking Alpha
SpaceX Stock: A Historic Beat Meets A Historic Lock-Up (NASDAQ:SPCX) | Seeking Alpha
341 Followers## Summary- SpaceX reported a 92% YoY revenue surge to $7.8B, led by Starlink’s profitability, but faces scrutiny over outsized capital expenditures.- Starlink remains SPCX’s profit engine, while AI and Space segments are high-growth but loss-making, raising concerns about sustainability and…- SpaceX aims to catch a Starship out of the sky this month — The Next Web
SpaceX aims to catch a Starship out of the sky this month
Credit: ShutterstockSpaceX wants to catch a skyscraper falling out of the sky. The company plans to launch its next Starship as soon as this month and, for the first time, try to catch the returning upper stage with the giant robotic arms on its launch tower.---Elon Musk laid out the plan on SpaceX’s first earnings call since its…Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email [email protected].
7 min - SpaceX results: revenue up 92% to $7.8bn in Q2 — Business Matters
- 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 filer-status simplification—the plumbing that could shape future AI listings.
In this episode- ABA Weighs In on SEC’s Registered Offering and Filer Status Proposals; Communications Safe Harbors | Free Writings & Perspectives — Free Writings & Perspectives
ABA Weighs In on SEC’s Registered Offering and Filer Status Proposals; Communications Safe Harbors | Free Writings & Perspectives
# ABA Weighs In on SEC’s Registered Offering and Filer Status Proposals; Communications Safe HarborsBy Carlos E. Juarez & Anna T. Pinedo on August 5, 2026The Federal Regulation of Securities Committee (the “Committee”) of the Business Law Section of the American…Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email [email protected].
4 min - ABA Weighs In on SEC’s Registered Offering and Filer Status Proposals; Communications Safe Harbors | Free Writings & Perspectives — Free Writings & Perspectives
- 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 Anthropic’s infrastructure needs.
In this episode- SpaceX revenue jumps in debut results as satellite, AI businesses surge | The Star — The Star
SpaceX revenue jumps in debut results as satellite, AI businesses surge | The Star
×View# SpaceX revenue jumps in debut results as satellite, AI businesses surge---By Akash Sriram, Joey Roulette and Sayantani GhoshWednesday, 05 Aug 2026 | 8:43 AM MYTshareFILE PHOTO: The SpaceX Falcon 9 rocket carrying Starlink satellites is seen over Sebastian Inlet after launching from Cape…- Inside Google’s $200bn Wall Street finance machine for Anthropic — Financial Times
Inside Google’s $200bn Wall Street finance machine for Anthropic
http://archive.today/2026.08.04-103911/https://www.ft.com/content/549f2e23-5aa2-49c7-9ea6-a9784ab7087c?syn-25a6b1a6=1# Inside Google’s $200bn Wall Street finance machine for AnthropicPrivate credit, chip leases and data centre guarantees underpin a vast new model for AI spendingGoogle’s tensor processing units, or TPUs, are…- Mega IPOs threaten US market tailwind - Investor Daily — Investor Daily
Mega IPOs threaten US market tailwind - Investor Daily
Continue to WebsiteSubscribe to our NewsletterFind us on Facebook Find us on Twitter Find us on Youtube Find us on LinkedIn Find us on InstagramNo ResultsView All ResultsNo ResultsView All ResultsNo ResultsView All Results# Mega IPOs threaten US market tailwind## Investment manager Ninety One has warned the SpaceX-led AI…Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email [email protected].
7 min - SpaceX revenue jumps in debut results as satellite, AI businesses surge | The Star — The Star
- 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 first fund already holds Databricks, Stripe and Canva, underscoring the private-market access pitch.
In this episode- Robinhood is launching a publicly traded fund that invests in Y Combinator startups. Anyone can buy shares. — The Next Web
Robinhood is launching a publicly traded fund that invests in Y Combinator startups. Anyone can buy shares.
#### TL;DRRobinhood Ventures Fund II is going public at $25/share, focused on Y Combinator startups. Fund I (March IPO, $315M raised) holds Databricks, Stripe, Canva. Goldman, Citi, JPMorgan underwriting. 2% management + 20% incentive fee.Robinhood is launching a second publicly traded…Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email [email protected].
4 min - Robinhood is launching a publicly traded fund that invests in Y Combinator startups. Anyone can buy shares. — The Next Web
- 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 is spreading beyond the headline issuers.
In this episode- SPCX: SpaceX First Earnings Report Lands This Week. ... — TradingView News
SPCX: SpaceX First Earnings Report Lands This Week. Buy the Dip After 50% Drop? — TradingView News
# SPCX: SpaceX First Earnings Report Lands This Week. Buy the Dip After 50% Drop?Key points:- SpaceX earnings coming- Shares down more than 50%- Narrower EPS loss expectedElon Musk’s rocket company is due to post its first financial update this Wednesday. Can it clear expectations?🚀…- Morgan Stanley leads $15B bet on Anthropic’s Texas campus - Fancy Hints — Fancy Hints
Morgan Stanley leads $15B bet on Anthropic’s Texas campus - Fancy Hints
Nexus Data Centers is closing in on $15 billion in financing to build an AI campus in Hubbard, Texas, which Anthropic will lease, with Morgan Stanley leading the bank group behind the deal, according to CNBC.The loan is going to Nexus, a data center developer few investors had heard of a year ago, and the reason banks are…- [US IPO Surge-②] Lock-Up Dilemma - Will 'Sell-Off Bomb' Materialize? < Stock < Article - Yonhap Infomax — Yonhap Infomax
[US IPO Surge-②] Lock-Up Dilemma - Will 'Sell-Off Bomb' Materialize? < Stock < Article - Yonhap Infomax
[US IPO Surge-②] Lock-Up Dilemma - Will 'Sell-Off Bomb' Materialize?# [US IPO Surge-②] Lock-Up Dilemma - Will 'Sell-Off Bomb' Materialize?- Reporter Kyung Lim Kim- Time 2026.08.02 10:03- Reply 0(Seoul=Yonhap Infomax) Kyung Lim Kim - As U.S. initial public offering (IPO) proceeds reach…- Big Banks Are the Overlooked AI Trade Underwriting the Buildout | AI2Work — AI2Work
Big Banks Are the Overlooked AI Trade Underwriting the Buildout | AI2Work
# Big Banks Are the Overlooked AI Trade Underwriting the BuildoutBanks are quietly outperforming the AI trade. Inside the fee engine, credit exposure and concentration limits shaping who really funds the AI buildout.July 31, 2026 9 min read By AI2Work Editorial Team# Big Banks Are the Overlooked AI Trade Underwriting…Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email [email protected].
10 min - SPCX: SpaceX First Earnings Report Lands This Week. ... — TradingView News
- 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 control and valuation analysis keeps the August earnings-and-unlock test in focus.
In this episode- SpaceX Stock Slumps 20% Below IPO Price, $1.2 Tn Lost — StartupFeed
SpaceX Stock Slumps 20% Below IPO Price, $1.2 Tn Lost
The Nasdaq-listed space company erased more than $1.2 Tn from its June peak before rebounding ahead of August earnings and a share unlock. By Harshvardhan Jain.SHAREQuick Take- SpaceX stock fell 20% below its $135 (Rs 12,922) IPO price intraday on Monday before recovering.- The slump wiped more than $1.2 Tn (Rs 114.86 Lakh Cr) from the…- Space Exploration Technologies - S-1/A#2
555,555,555 Shares
Space Exploration Technologies Corp. Class A Common StockThis is the initial public offering of shares of Class A common stock, par value $0.001 per share, of Space Exploration Technologies Corp., a Texas corporation. We are offering 555,555,555 shares of our Class A common stock. Currently, no public market exists for our Class A common stock. We expect the initial public…- SpaceX Is Worth More Than Most S&P 500 Companies. Is That Valuation Rational? | The Motley Fool — The Motley Fool
SpaceX Is Worth More Than Most S&P 500 Companies. Is That Valuation Rational? | The Motley Fool
Accessibility Menu▲ S&P 500 +---%|▲ Stock Advisor +---%Join The Motley FoolIn June, Elon Musk's Space Exploration Technologies (SPCX-3.32%), better known as SpaceX, enjoyed the biggest Wall Street IPO in history. The highly anticipated public debut was so successful that SpaceX instantly became…Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email [email protected].
8 min - SpaceX Stock Slumps 20% Below IPO Price, $1.2 Tn Lost — StartupFeed
- 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 are rewarding access to funding, but forcing valuation discipline.
In this episode- SpaceX Reports Its First Quarterly Results as a Public Company on Aug. 4. Here's What Has to Show Up in the Update. | The Motley Fool — The Motley Fool
SpaceX Reports Its First Quarterly Results as a Public Company on Aug. 4. Here's What Has to Show Up in the Update. | The Motley Fool
Accessibility Menu▲ S&P 500 +---%|▲ Stock Advisor +---%Join The Motley FoolSpaceX (SPCX+2.57%) will report quarterly results for the first time as a public company on Aug. 4, after the market closes. For most newly public companies, a first report is a…- Confidential submission of draft S-1 to the SEC — OpenAI
June 8, 2026
# Confidential submission of draft S-1 to the SECWe recently submitted a confidential S-1. We expect it to leak so we’re just announcing it. We have not decided on timing yet; it may be a while because there are things we want to do that are likely easier as a private company. But it’s a complicated set of tradeoffs and this gives us the option to go public sooner if that ends up…- Morgan Stanley Says SpaceX's AI Business May Be Worth More Tha... — International Business Times Singapore
Morgan Stanley Says SpaceX's AI Business May Be Worth More Tha...
# Morgan Stanley Says SpaceX's AI Business May Be Worth More Than Investors ThinkBy Mariyam ShajilMorgan Stanley analyst Adam Jonas says SpaceX shares trading near $100 would imply investors are assigning zero or negative value to its AI business LinkedIn / Adam JonasMorgan Stanley analyst Adam Jonas said SpaceX's recent…- Wall Street banks eyed as overlooked beneficiaries of AI | Financial Post — Financial Post
Wall Street banks eyed as overlooked beneficiaries of AI | Financial Post
The recent round of second-quarter earnings reports from Wall Street banks highlighted the bull case as they hauled in the most revenue from advising on equity offerings since 2021. Photo by TIMOTHY A. CLARY/AFP via Getty ImagesOne of this year’s hottest themes in the stock market has been the crowds of traders chasing…- 2026's IPO Window Is Open, But Pricing Is Cut | Value Add Pulse — Value Add Pulse
# 2026's IPO Window Is Open, But Pricing Is CutNearly every major consumer and industrial IPO this cycle has priced well below the valuation chatter that preceded it, despite a record first half for new…Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email [email protected].
12 min - SpaceX Reports Its First Quarterly Results as a Public Company on Aug. 4. Here's What Has to Show Up in the Update. | The Motley Fool — The Motley Fool
- 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 before any public-market move.
In this episode- OpenAI’s Private Equity Ambitions Grow With Morgan Stanley Executive Hire - Benzinga — Benzinga
OpenAI’s Private Equity Ambitions Grow With Morgan Stanley Executive Hire - Benzinga
Click to go homeMy AccountLoginLoginRegisterClick to go homeLarge Cap StocksLatest Offerings NewsStock of the DayStock Whisper IndexMeta Platforms (META)StreetTracks Gold Shares (GLD)IBIT Bitcoin Trust (IBIT)Top Value StocksTop Momentum StocksTop Growth StocksTop Quality…Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email [email protected].
3 min - OpenAI’s Private Equity Ambitions Grow With Morgan Stanley Executive Hire - Benzinga — Benzinga
- 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 this episode- Why SpaceX’s earnings will likely be followed by a wave of stock sales — Morningstar
Why SpaceX’s earnings will likely be followed by a wave of stock sales
Skip to Content# Why SpaceX’s earnings will likely be followed by a wave of stock salesA series of lockup expirations could unleash stock sales dwarfing the IPO, leading index funds to have bigger weights in the volatile stock.27 July 2026## Key takeaways- Two days after SpaceX earnings are released, most pre-IPO…- Aizhibot and Unitree Compete in China's Humanoid Robot IPO Race | Aju Press — Aju Press
# Aizhibot and Unitree Compete in China's Humanoid Robot IPO Race | Aju Press
Published: 2026-07-27T14:00:00+09:00Source: ajupress.com (ajupress.com)Language: en## StoryAizhibot and Unitree Compete in China's Humanoid Robot IPO Race | Aju Press[](https://www.ajupress.com/)[![AJU PRESS…- AgiBot kicks off Hong Kong IPO process with $6.4B valuation target — Crypto Briefing
AgiBot kicks off Hong Kong IPO process with $6.4B valuation target
SEARCHSearching...# AgiBot kicks off Hong Kong IPO process with $6.4B valuation targetThe Shanghai humanoid robotics firm has tapped Citic Securities, CICC, and Morgan Stanley to lead its listing pushShareShare on X Share on LinkedIn Share on FacebookAdd us on Googleby Editorial TeamJul. 24, 2026A three-year-old…Daily TopFive for AI IPO Watch. Links above go to the original articles. Follow and rate AI IPO Watch wherever you listen. Feedback? Email [email protected].
7 min - Why SpaceX’s earnings will likely be followed by a wave of stock sales — Morningstar
About AI IPO Watch
From the publisher's feed
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 labeled as one. For retail investors, institutional allocators, startup founders, and operators who need AI IPO coverage that reads like a capital-markets brief, not a hype cycle. Each episode ranks the day's top AI public-offering developments, explains what they mean for your portfolio or your cap table, and closes with what to watch before the next session opens. No cheerleading, no FUD — just the deal flow, priced and sourced.