IPO Winners & Losers

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 files for what could be the largest IPO in history
• The post-Memorial Day IPO window gets crowded as issuers race to price before SpaceX dominates attention
• Starlink, AI infrastructure, cash burn, governance, and Mars incentives define the SpaceX S-1
• OpenAI reportedly files confidentially, setting up a potential fall mega-IPO
• The IPO Index surges as AI-linked new stocks rally on Nvidia momentum

We also discuss why the “Summer of SpaceX” could reshape the IPO calendar, what investors should watch in the filing, and why the next wave of IPOs may reveal whether this market has real depth — or is simply chasing the biggest names.

If you follow IPOs, AI infrastructure, market psychology, or disruptive growth companies, this is the place to stay ahead of the next wave of public market stories.

Want to chime in? Send us a message!

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:
• 2026 IPO proceeds jump from $18 billion to $28 billion in one week
• Cerebras prices the largest AI IPO ever — then faces an immediate test in the aftermarket
• The IPO market rewards “lottery ticket” growth stories while defensive deals struggle
• SpaceX is poised to be the first mega IPO, with a potential filing on deck for next week
• Anthropic’s reported $900 billion valuation shows private AI valuations are still climbing
• Energy infrastructure and AI-linked names keep winning, while consumer stocks remain under pressure

We also discuss why this IPO window is moving fast but remains fragile, how macro risks are still hanging over the market, and why issuers may be rushing to raise capital while investor appetite is open.

If you follow IPOs, AI infrastructure, market psychology, or disruptive growth companies, this is the place to stay ahead of the next wave of public market stories.

Want to chime in? Send us a message!

Welcome 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 market looks strong on the surface — but is it running on FOMO?
• Defense and AI-linked IPOs surge while consumer names struggle
• Cerebras prepares for the largest AI IPO ever
• Three billion-dollar AI infrastructure deals test the market next week
• Lime files for an IPO years after its SPAC-era ambitions faded

We also discuss why the current IPO window feels “precarious” and what investors are rewarding right now.

If you follow IPOs, AI infrastructure, market psychology, or disruptive growth companies, this is the place to stay ahead of the next wave of public market stories.

Want to chime in? Send us a message!