Tag
#OpenAI
Zoom's Anthropic stake puts AI marks onto balance sheets
Zoom's Anthropic stake has swelled to about $1.27 billion, showing how private AI valuations are starting to reshape listed-company balance sheets.
Anthropic's $30 billion round tests the AI IPO endgame
Anthropic's $30 billion round at a valuation above $900 billion shows AI financing is still setting IPO-scale prices before any listing.
OpenAI to Confidentially File IPO Draft Friday: Sources
OpenAI prepares to confidentially file a draft IPO prospectus as soon as Friday with Goldman Sachs and Morgan Stanley as lead underwriters, sources say.
SpaceX S-1 Filing: Starlink Made $4.4B. AI Lost $6.4B. The IPO Targets $1.75T.
SpaceX lost $4.94B in 2025 as AI capex hit $12.7B, its S-1 filing revealed. Starlink's $4.4B operating profit funded a $6.4B AI division loss. The $1.75 trillion IPO opens what could be the largest listing year in history.
SoftBank Surges 20% as OpenAI's IPO Pipeline Starts Pricing Into Related Equities
SoftBank Group shares surged nearly 20 per cent in Tokyo morning trading after reports that OpenAI and SB Energy are preparing US IPOs, proving the anticipated listings are already pricing into related equities weeks before any S-1 filing.
Oura IPO filing adds consumer tech to 2026 window
Oura IPO filing adds a consumer-tech name to the 2026 listing rush, testing whether investors will back wearables beyond AI's biggest offerings.
Anthropic-SpaceX compute deal puts a $45bn price on AI
The Anthropic-SpaceX compute deal prices frontier AI capacity at roughly $45 billion, giving Claude more room while tying a top model maker to a rival's grid.
Cheap AI models threaten OpenAI, Anthropic trillion-dollar IPOs
Chinese AI labs charge $1.74 per million tokens versus $25 to $30 for Western models. Enterprise CFOs are routing 69% of workloads to cheap alternatives — just as OpenAI files for a $1 trillion IPO.
Cerebras IPO tests how far the AI IPO market can widen
Cerebras IPO shows the AI IPO market is reopening selectively, with investors backing giant hardtech names while smaller issuers still face a crowded queue.
SpaceX IPO 2026 could squeeze Europe’s smaller listings
SpaceX IPO 2026 could pull capital and attention away from smaller European flotations, leaving an already selective market even tighter.
Polymarket private-company markets test a regulatory line
Polymarket private-company markets let traders bet on OpenAI, Anthropic and IPO timing using Nasdaq Private Market data, raising new regulatory questions.
Open banking's real US risk is policy drift, not delay
US open banking rules remain unsettled, but banks, fintechs and aggregators are already locking in API, pricing and data-access strategies.
IPO fundraising hits a two-year low as big deals dominate
IPO fundraising in 2026 has fallen to a two-year low as volatility, geopolitics and giant deals push smaller issuers to wait.
OpenAI court win lifts IPO overhang after Musk lawsuit fails
A California jury's rejection of Elon Musk's lawsuit strips away a legal overhang that had threatened to complicate any future OpenAI IPO.
When IPO windows narrow, venture exits move private
Venture exits are shifting into private deals as the IPO market stays selective, changing liquidity, pricing power and timing in 2026.
Cerebras debut resets valuations for the next AI IPO queue
Cerebras' 70 per cent opening surge is lifting the valuation bar for SpaceX, OpenAI and Anthropic and making the 2026 IPO window tougher for smaller issuers to crack.
Bill Ackman builds Microsoft (MSFT) stake after selloff, citing AI growth
Pershing Square built a Microsoft position in February after the stock's pullback, with Bill Ackman arguing Azure, enterprise software and AI optionality still justify the long-term case.
Ackman buys Microsoft (MSFT) after selloff, cites AI value
Bill Ackman said Pershing Square built a new Microsoft stake after the stock's retreat, arguing Azure, Office and the company's AI strategy justify a more compelling entry point.