Recorded on 06/22/26

Artificial Intelligence (AI) is transforming capital markets strategy and propelling recent mega-cap IPOs. David Erickson and Grant Miller explore a surge in global capital markets activity, with more than US$5 trillion in issuance and a renewed wave of equity supply led by mega-cap companies. They discuss the landmark “SpaceX IPO” as a sign of strong investor optimism and growing risk tolerance, while also examining how AI is reshaping investment, innovation, private equity and financing strategies. The conversation highlights both the opportunities and uncertainties created by rapid technological change set against a market backdrop defined by strong momentum, evolving risks and increasingly complex capital allocation decisions.

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