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.

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This week:
• The IPO market rallies as recent new stocks continue to outperform
• Seven IPOs line up for one of the busiest weeks since 2021
• SpaceX prepares to launch its roadshow into a red-hot market
• Liftoff Mobile tests whether the software IPO window is finally reopening
• OpenAI, Anthropic, and SpaceX reshape the 2026 mega-IPO calendar

We also discuss why the IPO market may be shifting from a narrow rebound to broader participation, what Cerebras’ pullback says about pricing discipline, and why the next two weeks could reveal whether investor demand is truly deep — or just chasing hype.

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.

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