OpenAI Joins the Mega-AI Lab IPO Race, but Timing Is Uncertain The ChatGPT maker joined Anthropic in filing a confidential S-1 with the SEC, teeing up a future IPO. Jacob Robbins Jun 9, 2026
Why We Think the SpaceX IPO Is Overvalued Even giving SpaceX the benefit of the doubt in several key forecasts, only the most optimistic ‘moonshot’ scenario approaches the IPO offering price. Nicolas Owens Jun 8, 2026
Smart Investor: Undervalued Dividend Raisers, Launching SpaceX Coverage, and Stock Market Outlook We wrap up our coverage of the markets and the week. Tom Lauricella Jun 6, 2026
Quantum Computing’s Biggest IPO Prices Strong and Then Fizzles Quantinuum’s Nasdaq debut priced above its initial range, but ended the day flat. Jacob Robbins Jun 5, 2026
PitchBook: OpenAI Is Going Public as the Worst Value Among Its Peers Investors are paying a steep price relative to the underlying business quality, PitchBook research says. Harrison Rolfes Jun 4, 2026
How Will Mega-IPOs Change the Face of the US Stock Market? The effects of SpaceX and other big private companies going public won’t be sweeping or come all at once. Dan Lefkovitz Jun 2, 2026
SpaceX: What Investors Need to Know About Its Enormous Upcoming IPO As Morningstar launches research coverage of SpaceX, we think the company has been significantly overvalued and investors will have opportunities to buy the stock at more attractive levels after the IPO. Nicolas Owens and Suryansh Sharma Jun 1, 2026
Smart Investor: Best AI Stocks, What’s Next for Bonds, and Governance Risks for SpaceX IPO Buyers We wrap up our coverage of the markets and the week. Tom Lauricella May 30, 2026
How SpaceX’s Tiered Lockup Aims to Help Post-IPO Trading With huge demand expected at the IPO, SpaceX is hoping to smooth out the stock’s future. Michael Bodley May 29, 2026
For SpaceX IPO Investors, a Long List of Unfriendly Shareholder Policies Corporate governance experts say the SpaceX IPO filing reveals a mix of weak investor protections and multiple conflicts of interest. Leslie P. Norton and Tom Lauricella May 28, 2026
3 Large ETFs Likely to Hold SpaceX How and when these index ETFs will add Mega-IPOs. Zachary Evens May 27, 2026
A Deleted Disclosure in SpaceX’s IPO Filing Shows Its AI Infrastructure as a Cash Cow SpaceX could recoup its AI infrastructure capex in under a month. Franco Granda May 27, 2026
6 Charts on SpaceX’s Pre-IPO Financials A look at how SpaceX makes money, how it loses money, and what the IPO cashout will look like for key investors and execs. Rosie Bradbury May 22, 2026
‘Financials Look Reckless’: Lifting xAI’s Hood in the SpaceX IPO The Grok maker’s losses are accelerating, as SpaceX’s IPO pulls back the curtain on a large AI model company’s financials for the first time. Rosie Bradbury and Jacob Robbins May 21, 2026
SpaceX’s IPO Filing: Big Spending, Big Losses The first public financials from Elon Musk’s company highlight Starlink’s revenue power and increased spending on AI. Michael Bodley May 20, 2026
Smart Investor: Red-Hot AI IPOs, a Top Managers’ Patient Buy, and Wide-Moat Woes. We wrap up our coverage of the markets and the week. Tom Lauricella May 16, 2026
Cerebras’ Stock Sees Blockbuster Demand, Setting Stage for AI IPO Frenzy The chipmaker’s IPO priced at $185, well above its initial range, and opened trading at an eye-popping $350. Jacob Robbins May 14, 2026
Fervo Rides Data Center Energy Boom With 35% IPO Pop The energy startup, which develops next-generation geothermal technology, raised $1.89 billion in its upsized IPO. Rosie Bradbury May 14, 2026
Why AI Chip Designer Cerebras Is 2026’s Hottest IPO Yet Cerebras’ IPO looks set to ride the massive AI infrastructure wave, but competition in its markets is fierce. Tom Lauricella and Rosie Bradbury May 12, 2026
E-Scooter Rental Company Lime Files for IPO as Debt Maturities Loom The scooter rental industry has struggled for years, despite massive early venture capital support—Lime is a rare survivor. Rosie Bradbury May 12, 2026