Explorez tous les épisodes du podcast AI IPO Watch

Switch confidential IPO filing puts the Las Vegas data-center operator on a potential path back to public markets, with reported November timing and an up-to-$10 billion raise underscoring AI-infrastructure appetite. In this episode: Top stories: 1. Switch confidentially files for US IPO seeking as much as… | Pivot News — Pivot News https://pivotnews.ai/invest/switch-confidentially-files-for-us-ipo-seeking-as-much-as Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

SpaceX’s first post-IPO earnings put a 92% revenue jump beside a trillion-dollar drawdown, a lock-up overhang, and a proposed Starship catch attempt—the mix of growth, capex, and execution risk AI IPO investors now have to price. In this episode: Top stories: 1. SpaceX results: revenue up 92% to $7.8bn in Q2 — Business Matters https://bmmagazine.co.uk/get-funded/spacex-q2-results-revenue-starlink-shares-fall/ 2. SpaceX Stock: A Historic Beat Meets A Historic Lock-Up (NASDAQ:SPCX) | Seeking Alpha — Seeking Alpha https://seekingalpha.com/article/4930600-spacex-stock-historic-beat-meets-historic-lock-up 3. SpaceX aims to catch a Starship out of the sky this month — The Next Web https://thenextweb.com/news/spacex-aims-to-catch-a-starship-out-of-the-sky-this-month Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

SEC IPO modernization proposals drew an ABA securities-law committee response, spotlighting registered-offering flexibility, emerging-growth-company accommodations and filer-status simplification—the plumbing that could shape future AI listings. In this episode: Top stories: 1. ABA Weighs In on SEC’s Registered Offering and Filer Status Proposals; Communications Safe Harbors | Free Writings & Perspectives — Free Writings & Perspectives https://www.freewritings.law/2026/08/aba-weighs-in-on-secs-registered-offering-and-filer-status-proposals-communications-safe-harbors/ Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

SpaceX’s first post-IPO results nearly doubled revenue, testing its AI-and-Starlink valuation case, while FT reports Google has built a vast financing machine for Anthropic’s infrastructure needs. In this episode: Top stories: 1. SpaceX revenue jumps in debut results as satellite, AI businesses surge | The Star — The Star https://www.thestar.com.my/tech/tech-news/2026/08/05/spacex-revenue-jumps-in-debut-results-as-satellite-ai-businesses-surge 2. Inside Google’s $200bn Wall Street finance machine for Anthropic — Financial Times https://archive.ph/cqHO4 3. Mega IPOs threaten US market tailwind - Investor Daily — Investor Daily https://www.investordaily.com.au/mega-ipos-threaten-us-market-tailwind/ Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

Robinhood Ventures Fund II filed to sell 7.6 million NYSE-listed shares at $25, giving retail investors exchange-traded exposure to Y Combinator startups. Robinhood’s first fund already holds Databricks, Stripe and Canva, underscoring the private-market access pitch. In this episode: Top stories: 1. Robinhood is launching a publicly traded fund that invests in Y Combinator startups. Anyone can buy shares. — The Next Web https://thenextweb.com/news/robinhood-ventures-fund-ii-y-combinator-ipo Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

SpaceX IPO faces its first earnings test after a more-than-50% share slide, while AI infrastructure financing and looming lock-up supply show how public-market pressure is spreading beyond the headline issuers. In this episode: Top stories: 1. SPCX: SpaceX First Earnings Report Lands This Week. ... — TradingView News https://www.tradingview.com/news/tradingview:ea297afa9094b:0-spcx-spacex-first-earnings-report-lands-this-week-buy-the-dip-after-50-drop/ 2. Morgan Stanley leads $15B bet on Anthropic’s Texas campus - Fancy Hints — Fancy Hints https://fancyhints.com/morgan-stanley-leads-15b-bet-on-anthropics-texas-campus/ 3. [US IPO Surge-②] Lock-Up Dilemma - Will 'Sell-Off Bomb' Materialize? < Stock < Article - Yonhap Infomax — Yonhap Infomax https://en.infomaxai.com/news/articleView.html?idxno=133168 4. Big Banks Are the Overlooked AI Trade Underwriting the Buildout | AI2Work — AI2Work https://ai2.work/blog/big-banks-are-the-overlooked-ai-trade-underwriting-the-buildout Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

SpaceX’s post-IPO selloff is now quantified by Bloomberg at more than $1.2 trillion erased from its June peak, while its S-1 structure underscores Elon Musk’s voting control and valuation analysis keeps the August earnings-and-unlock test in focus. In this episode: Top stories: 1. SpaceX Stock Slumps 20% Below IPO Price, $1.2 Tn Lost — StartupFeed https://startupfeed.in/spacex-stock-slumps-below-ipo-price/ 2. Space Exploration Technologies - S-1/A#2 https://www.fidelity.com/bin-public/600_Fidelity_Institutional/fidelityinstitutional/Application/AP154833/documents/clients/SPCXLV/SPCXLVred.pdf 3. SpaceX Is Worth More Than Most S&P 500 Companies. Is That Valuation Rational? | The Motley Fool — The Motley Fool https://www.fool.com/investing/2026/07/29/spacex-is-worth-more-than-most-sp-500-companies-is/ Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

SpaceX faces its first public earnings report Aug. 4 with shares below IPO price and insider-sale eligibility looming; across AI-linked listings, bankers and investors are rewarding access to funding, but forcing valuation discipline. In this episode: Top stories: 1. SpaceX Reports Its First Quarterly Results as a Public Company on Aug. 4. Here's What Has to Show Up in the Update. | The Motley Fool — The Motley Fool https://www.fool.com/investing/2026/07/28/spacex-reports-its-first-quarterly-results-as-a-pu/ 2. Confidential submission of draft S-1 to the SEC — OpenAI https://openai.com/index/openai-submits-confidential-s-1 3. Morgan Stanley Says SpaceX's AI Business May Be Worth More Tha... — International Business Times Singapore https://www.ibtimes.sg/morgan-stanley-says-spacexs-ai-business-may-be-worth-more-investors-think-90825 4. Wall Street banks eyed as overlooked beneficiaries of AI | Financial Post — Financial Post https://financialpost.com/investing/wall-street-banks-eyed-beneficiaries-ai-trade 5. 2026's IPO Window Is Open, But Pricing Is Cut | Value Add Pulse — Value Add Pulse https://valueaddvc.com/pulse/ipo-pricing-reset-analysis-2026 Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

OpenAI hired former Morgan Stanley executive Alisha Lehr for a private-equity-focused role, adding dealmaking talent as AI companies court deeper investor relationships before any public-market move. In this episode: Top stories: 1. OpenAI’s Private Equity Ambitions Grow With Morgan Stanley Executive Hire - Benzinga — Benzinga https://www.benzinga.com/markets/private-markets/26/07/60713219/openai-private-equity-ambitions-morgan-stanley-executive-hire Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

SpaceX faces a looming lockup overhang after its first public earnings, while China’s humanoid-robot IPO race adds another AI-adjacent valuation test in Hong Kong. In this episode: Top stories: 1. Why SpaceX’s earnings will likely be followed by a wave of stock sales — Morningstar https://www.morningstar.com.au/markets/why-spacexs-earnings-will-likely-be-followed-by-wave-stock-sales 2. Aizhibot and Unitree Compete in China's Humanoid Robot IPO Race | Aju Press — Aju Press https://www.ajupress.com/view/20260727140070333 3. AgiBot kicks off Hong Kong IPO process with $6.4B valuation target — Crypto Briefing https://cryptobriefing.com/agibot-hong-kong-ipo-humanoid-robotics/ Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

Anthropic may require rank-and-file employees to sell post-IPO shares through 10b5-1 plans, while SpaceX heads toward its Aug. 4 first earnings report with heavy capex and losses still framing investor expectations. In this episode: Top stories: 1. Anthropic mulls mandatory employee stock trading plans after IPO, The Information reports - The Economic Times — The Economic Times https://economictimes.indiatimes.com/tech/artificial-intelligence/anthropic-mulls-mandatory-employee-stock-trading-plans-after-ipo-the-information-reports/articleshow/132584878.cms 2. Prediction: Here's What SpaceX Stock Will Do After Its First Earnings Report | The Motley Fool — The Motley Fool https://www.fool.com/investing/2026/07/23/predict-what-spacex-stock-do-after-earnings/ Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

SpaceX’s European retail prospectus lays out a retail offering of up to 55.6 million Class A shares at a maximum $162 per share, while the SEC’s e-delivery proposal could cut friction and costs around IPO communications. In this episode: Top stories: 1. Space Exploration Technologies Corp. https://content.spacex.com/cms-assets/FINAL_Documents%20and%20Updates/SpaceX%20-%20EU%20Prospectus%20%28Approved%20by%20Bafin%29%20-%20June%205%2C%202026.pdf 2. SEC Proposes to Modernize Electronic Delivery Requirements | Insights & Resources | Goodwin — Goodwin https://www.goodwinlaw.com/en/insights/publications/2026/07/alerts-otherindustries-pca-sec-proposes-to-modernize-electronic-delivery-requirements Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

Moonshot AI is preparing a pre-IPO raise at up to $50 billion as China’s AI listing pipeline widens, while Zhipu’s two-day plunge shows how quickly public-market enthusiasm can reverse. In this episode: Top stories: 1. China's Moonshot AI in talks on pre-IPO funds at US$50 billion value - The Business Times — The Business Times https://www.businesstimes.com.sg/startups-tech/chinas-moonshot-ai-talks-pre-ipo-funds-us50-billion-value 2. ‘We Are Running Out of GPUs’ – Databricks CEO Admits Reason Behind Latest Fundraiser - TipRanks.com — TipRanks https://www.tipranks.com/news/we-are-running-out-of-gpus-databricks-ceo-admits-reason-behind-latest-fundraiser 3. China's GigaAI Aims to Be the First Global AI Startup to Go Public — Sid Times https://sidtimes.com/chinas-gigaai-aims-to-be-the-first-global-ai-startup-to-go-public/ 4. Zhipu shares sink 60% from peak after two-day stock price plunge — The Insight Asia https://theinsight.asia/z-ai-sheds-more-than-38-billion-in-market-value-in-two-day-stock-rout/ Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

SEC disclosure-cut proposal faces Better Markets’ pushback as Hong Kong’s AI listing pipeline heats up, with Zhongji Innolight reportedly near an $8 billion IPO and Moonshot seeking approval for a Hong Kong float after Kimi K3 rattled chip stocks. In this episode: Top stories: 1. SEC Proposal to Increase the Number of Public Companies by Reducing Disclosure Obligations Flies in the Face of History and Evidence | Better Markets — Better Markets https://bettermarkets.org/newsroom/sec-proposal-to-increase-the-number-of-public-companies-by-reducing-disclosure-obligations-flies-in-the-face-of-history-and-evidence/ 2. Nvidia's Chinese supplier Zhongji Innolight eyes HK's biggest IPO since Alibaba, raising US$8 bln — The Standard https://www.thestandard.com.hk/finance/article/337688/Nvidias-Chinese-supplier-Zhongji-Innolight-eyes-HKs-biggest-IPO-since-Alibaba-raising-US8-bln 3. Kimi K3 Wipes $3.3T From Chip Stocks: Moonshot Moves Toward Hong Kong IPO — TechTimes https://www.techtimes.com/articles/321066/20260720/kimi-k3-wipes-33t-chip-stocks-moonshot-moves-toward-hong-kong-ipo.htm 4. A Boutique AI Cloud Provider Is Bringing the Direct Listing Back | Morningstar — Morningstar https://www.morningstar.com/stocks/boutique-ai-cloud-provider-is-bringing-direct-listing-back 5. Step Back: So when a company like Anthropic confidentially submits a draft S-1, how much should we treat that as the IPO starting gun — and what can the SEC see that the rest of us can’t until a public filing appears? Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

Goldman Sachs and Morgan Stanley now sit atop the SpaceX, Anthropic and OpenAI IPO mandates, raising information-barrier and allocation questions as Databricks, Moonshot AI and DeepSeek feed the same valuation boom with fresh private-market and listing signals. In this episode: Top stories: 1. Mega-IPO Glut Creates Containment Problem for Goldman, Mo... — Financial Times https://headlinesbriefing.com/market/ft-companies/mega-ipo-glut-creates-containment-problem-for-goldman-morgan-stanley-bae9108a 2. Databricks Nears A $188 Billion Valuation In New Round - Finimize — Finimize https://finimize.com/content/databricks-nears-a-188-billion-valuation-in-new-round 3. Moonshot plans to list in Hong Kong within six months at a $30 billion valuation — The Next Web https://thenextweb.com/news/moonshot-ai-ipo-six-months-30-billion-kimi-k3 4. A luggage maker’s filing just pinned DeepSeek at $52bn — The Next Web https://thenextweb.com/news/a-luggage-makers-filing-just-pinned-deepseek-at-52bn 5. PE firms are rushing to offload post-IPO shares - PitchBook — PitchBook https://pitchbook.com/news/articles/pe-firms-are-rushing-to-offload-post-ipo-shares Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

Csquare priced a 50 million-share NYSE IPO at $21, targeting $1.05 billion in gross proceeds, while SpaceX briefly slipped below its $135 IPO price as the post-debut rally unwound. In this episode: Top stories: 1. Csquare Prices 50M-Share IPO at $21, Expects $1.05B | CSQR Stock News — PR Newswire https://www.stocktitan.net/news/CSQR/csquare-inc-announces-pricing-of-initial-public-2t1rc7u9scl5.html 2. Brookfield-backed Csquare valued at $3.2 billion in NYSE debut - CNA — Channel NewsAsia https://www.channelnewsasia.com/business/brookfield-backed-csquare-valued-324-billion-in-nyse-debut-6259216 3. SpaceX Slips Below $135 IPO Price as Debut Rally Unwinds — FinanceFeeds https://financefeeds.com/spacex-shares-slip-below-135-ipo-price-as-post-debut-rally-unwinds/ 4. Step Back: When headlines say Anthropic or another AI company is “meeting investors” or talking to banks before an IPO, what does that actually mean in the IPO process — is it a regulated roadshow, routine fundraising homework, or just market chatter? Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

SpaceX IPO shares slid back to the $135 offer price, testing confidence in AI listings as Wall Street banks tout a strong underwriting pipeline and DeepSeek reportedly lines up private capital ahead of a possible 2027 debut. In this episode: Top stories: 1. SpaceX falls to $135 IPO price ahead of Starship launch | TechCrunch — TechCrunch https://techcrunch.com/2026/07/15/spacex-falls-to-135-ipo-price-ahead-of-starship-launch/ 2. Step Back: When a newly public company like SpaceX slips below its IPO price, what tools do underwriters actually have to stabilize the stock — and where’s the line between normal market support and a warning sign for investors? 3. Wall Street banks reap windfall from stock and debt sales — Axios https://www.axios.com/2026/07/15/banks-ai-underwriting-stock-bonds 4. DeepSeek IPO looms as it chases a $71bn valuation — The Next Web https://thenextweb.com/news/deepseek-ipo-71-billion-valuation-round Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

SpaceX IPO shares are hovering near their $135 offering price after a steep post-debut slide, while AI-adjacent listings, filings, and partnerships from Churchill, Databricks, and SK Hynix show public-market enthusiasm getting stress-tested. In this episode: Top stories: 1. SpaceX Stock Nears IPO Price as Investors Weigh Debt ... — Investing.com https://www.investing.com/analysis/spacex-stock-nears-ipo-price-as-investors-weigh-debt-sale-lockups-200683883 2. Ea0297923 8k425 churchill11.htm — Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/2074973/000121390026077978/ea0297923-8k425_churchill11.htm 3. Clearlake Capital Announces Partnership with Databricks to Advance AI-Enabled Investing and Portfolio Value Creation — City A.M. https://www.cityam.com/clearlake-capital-announces-partnership-with-databricks-to-advance-ai-enabled-investing-and-portfolio-value-creation/ 4. SpaceX reflies IPO-day Falcon booster in 32 days as Starlink economics face market test — TechStock² https://ts2.tech/en/spacex-reflies-ipo-day-falcon-booster-in-32-days-as-starlink-economics-face-market-test/ 5. Major AI chip stock plunges after blockbuster $26.5 billion Nasdaq debut - AOL — AOL https://www.aol.com/articles/major-ai-chip-stock-plunges-020300000.html Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

SpaceX IPO momentum is cooling one month after its record debut, with float, lock-up and valuation questions crowding the AI narrative. SK Hynix’s $26.5 billion U.S. IPO, meanwhile, jumped on debut and kept AI-chip appetite alive. In this episode: Top stories: 1. The SpaceX IPO made history. One month on has it lost momentum? - AOL — AOL https://www.aol.com/articles/spacex-ipo-made-history-excitement-050159000.html 2. SpaceX Investors Face 900% Float Explosion Bombshell, George Noble Warns - SpaceX (NASDAQ:SPCX) - Benzinga — Benzinga https://www.benzinga.com/trading-ideas/long-ideas/26/07/60422222/spacex-investors-face-900-float-explosion-bombshell-george-noble-warns 3. Gibson Dunn SpaceX IPO Team Went Round the World With 60 Lawyers — Bloomberg Law https://news.bloomberglaw.com/business-and-practice/gibson-dunn-spacex-ipo-team-went-round-the-world-with-60-lawyers 4. SK Hynix stock surges in US IPO — Morningstar https://www.morningstar.com.au/markets/sk-hynix-stock-surges-us-ipo 5. SpaceX: A Trillion-Dollar Story Without ... — Seeking Alpha https://seekingalpha.com/article/4921700-spacex-a-trillion-dollar-story-without-trillion-dollar-economics Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

SpaceX post-IPO trading is flashing split signals: shares bounced, 2036 bond spreads widened, Raymond James opened with an $800 target, and investors are already debating whether the coming lock-up window is opportunity or supply trap. In this episode: Top stories: 1. SpaceX Stock Up 2.6%, Bond Yields Shift 30 bps — TechStock² https://ts2.tech/en/spacex-stock-up-2-6-bond-yields-shift-30-bps/ 2. Raymond James Sets Wall Street's Highest Price Target on SpaceX Stock at $800. Here's the Math Behind the 425% Upside Call. | The Motley Fool — The Motley Fool https://www.fool.com/investing/2026/07/10/raymond-james-sets-wall-streets-highest-price-targ/ 3. SpaceX IPO Lock-Up Period: A Golden Buying Opportunity or a Liquidity Trap? | The Motley Fool — The Motley Fool https://www.fool.com/investing/2026/07/11/spacex-ipo-lock-up-buying-opportunity-or-trap/ 4. [PDF] Space Exploration Technologies - S-1/A#2 - Fidelity Investments — Poder360 https://www.fidelity.com/bin-public/600_Fidelity_Institutional/fidelityinstitutional/Application/AP154833/documents/clients/SPCXLV/SPCXLVred.pdf Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

SK Hynix is set for Nasdaq trading under SKHY after a reported $26.5 billion ADR sale drew heavy demand, while Zhipu AI’s planned $4 billion follow-on tests China’s post-IPO supply appetite. In this episode: Top stories: 1. South Korean chipmaker SK Hynix’s U.S. IPO set to reaffirm huge investor appetite in chipmakers - The Globe and Mail — The Globe and Mail https://www.theglobeandmail.com/investing/article-south-korean-chipmaker-sk-hynixs-us-ipo-set-to-display-huge-investor/ 2. SpaceX Starshield: The $9B Classified Satellite Business Behind the IPO — Tesorb https://tesorb.com/starshield-spacex-classified-satellite-ipo/ 3. Zhipu AI seeks $4B from share sale after 1,500% stock surge since January IPO — Web Pulse — Web Pulse https://wpnews.pro/news/zhipu-ai-seeks-4b-from-share-sale-after-1500-stock-surge-since-january-ipo Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

SpaceX IPO coverage is turning on a trillion-dollar valuation gap between lead-bank models, while a broader $11 billion wave of IPO lock-up expirations tests how much post-listing supply markets can absorb. In this episode: Top stories: 1. $11 billion worth of IPO shares set for lock-in expiry over next 3 months. What shareholders should know - The Economic Times — The Economic Times https://economictimes.indiatimes.com/markets/stocks/news/11-billion-worth-of-ipo-shares-set-for-lock-in-expiry-over-next-3-months-what-shareholders-should-know/articleshow/132233617.cms 2. SpaceX's lead underwriters face $1T valuation gap as quiet period ends — Crypto Briefing https://cryptobriefing.com/spacex-underwriters-trillion-valuation-gap/ 3. SpaceX groupthink masterclass worth $500 million to Wall Street — Australian Financial Review https://www.afr.com/chanticleer/for-500m-in-fees-wall-street-delivers-a-masterclass-in-spacex-groupthink-20260708-p60dih 4. Should You Buy SpaceX Stock Right Now? | The Motley Fool — The Motley Fool https://www.fool.com/investing/2026/07/08/should-you-buy-spacex-stock-right-now/ Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

SpaceX IPO coverage is splintering after the underwriter quiet period, with Goldman, Morgan Stanley and Raymond James assigning radically different targets as investors weigh Nasdaq-100 index demand against huge AI-infrastructure assumptions. In this episode: Top stories: 1. Goldman Sachs and Morgan Stanley split on SpaceX stock price target — Yahoo Finance https://biztoc.com/x/e39a8e03abd32222 2. SpaceX Erases All Post-IPO Gains. Will Today's Nasdaq-100 Addition Help? - 24/7 Wall St. — 24/7 Wall St https://247wallst.com/investing/2026/07/07/spacex-erases-all-post-ipo-gains-will-todays-nasdaq-100-addition-help/ 3. Forget rockets: Morgan Stanley sets $300 SpaceX target based on a secret AI weapon - The Economic Times — The Economic Times https://economictimes.indiatimes.com/markets/us-stocks/news/forget-rockets-morgan-stanley-sets-300-spacex-target-based-on-a-secret-ai-weapon/articleshow/132233305.cms 4. SpaceX's biggest bull sees valuation soaring above $10 trillion - The Economic Times — Bloomberg https://economictimes.indiatimes.com/markets/us-stocks/news/spacexs-biggest-bull-sees-valuation-soaring-above-10-trillion/articleshow/132251259.cms Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

Syntiant filed for a Nasdaq IPO under SYTN, while Hong Kong’s Zhipu AI and MiniMax face lock-up supply and SpaceX’s post-IPO pullback keeps valuation risk front and center. In this episode: Top stories: 1. Syntiant, Edge AI Chips and Sensors, Files for Nasdaq Global Market IPO — TradingView News — TradingView https://www.tradingview.com/news/tradingview:3b6fe223d2697:0-syntiant-edge-ai-chips-and-sensors-files-for-nasdaq-global-market-ipo/ 2. Zhipu AI, MiniMax shares to provide gut check for Hong Kong investors as lock-ups end | South China Morning Post — South China Morning Post https://www.scmp.com/business/markets/article/3359697/zhipu-ai-minimax-shares-provide-gut-check-hong-kong-investors-lock-ups-end 3. SpaceX Shares Are Sliding: A Contrarian Buying Opportunity Worth Considering | The Motley Fool — The Motley Fool https://www.fool.com/investing/2026/07/06/spacex-shares-are-sliding-a-contrarian-buying-oppo/ 4. Step Back: When an IPO stock is about to hit a lock-up expiration, what exactly is getting unlocked — and why can the mere possibility of insiders selling knock a stock around before anyone actually sells? Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

SpaceX IPO watchers face a quiet-period deadline, possible insider-selling clock, and valuation arguments, while Zhipu and MiniMax hit HK$50 billion in Hong Kong cornerstone lock-up expirations—a supply test for frothy AI listings. In this episode: Top stories: 1. SpaceX Quiet Period Ends: $401 PT, Starship V3 Impact | Space & Defense Intelligence Brief — Space & Defense Intelligence Brief https://getspacebrief.com/story/spacex-quiet-period-ends-starship-starlink-v3-impact 2. Chinese AI startups Zhipu, MiniMax face pressure as $50b lock-ups expire this week — The Standard https://www.thestandard.com.hk/innovation/article/336423/Chinese-AI-startups-Zhipu-MiniMax-face-pressure-as-50b-lock-ups-expire-this-week 3. Here's the Precise Timeline of When SpaceX Insiders Can Dump Their Shares on Retail Investors | The Motley Fool — The Motley Fool https://www.fool.com/investing/2026/07/04/precise-timeline-spacex-insider-dump-shares-retail/ 4. I passed on the SpaceX IPO. Was it prudence or a failure of imagination? | The Straits Times — The Straits Times https://www.straitstimes.com/business/i-passed-on-spacex-and-the-markets-made-me-feel-briefly-foolish Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

SpaceX IPO scrutiny is shifting from record proceeds to public-market math: a $2.1 trillion valuation, continuing losses, Starlink ARPU pressure, and a July 7 Nasdaq-100 entry that could force index buying. In this episode: Top stories: 1. SpaceX Might Be the Most Valuable Money-Losing Company in Market History. Should Investors Care? | The Motley Fool — The Motley Fool https://www.fool.com/investing/2026/07/02/spacex-might-be-the-most-valuable-money-losing-com/ 2. SpaceX investors may be ignoring troubling trend — TheStreet https://www.thestreet.com/investing/spacex-spcx-starlink-arpu-decline-amazon-leo-threat 3. Step Back: When an AI giant’s IPO headline says it’s “targeting” a huge share price or valuation, who actually sets that number — and how much should we trust it compared with private tender-offer prices or anonymously reported valuations? Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

SpaceX IPO scrutiny is widening as IBTimes highlights a $1.7 trillion valuation pitch and AI-heavy market math, while Mirae Asset disputes Bloomberg’s Korean allocation story and Nasdaq-100 fast-track mechanics raise the prospect of billions in passive buying. In this episode: Top stories: 1. SpaceX Targets a Valuation Higher Than Meta and Berkshire Combined—While Making Less Revenue Than Macy's | IBTimes UK — IBTimes UK https://www.ibtimes.co.uk/spacex-valuation-ipo-risk-analysis-1806169 2. Mirae Asset Denies Zero-Share Claim in SpaceX IPO - Businesskorea — Businesskorea https://www.businesskorea.co.kr/news/articleView.html?idxno=272280 3. Mirae Asset received zero SpaceX shares after mistaking demand inquiry for order submission - The Herald Business — The Herald Business https://biz.heraldcorp.com/article/10793626 4. SpaceX Achieves Escape Velocity With Nasdaq Fast-Track — MarketBeat https://www.marketbeat.com/articles/spacex-achieves-escape-velocity-with-nasdaq-fast-track/ Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

SpaceX IPO allocation fallout, Agility Robotics’ SPAC plan, and China’s AI-chip listing rebound all point to the same market: investors want scarce AI exposure, but access, timing, and valuation discipline are becoming the real story. In this episode: Top stories: 1. Momenta IPO, Why Are 14 Cornerstone Investors Snapping Up Shares? | Gasgoo — Gasgoo https://autonews.gasgoo.com/articles/icv/momenta-ipo-why-are-14-cornerstone-investors-snapping-up-shares-2072215160956432385 2. SpaceX IPO left Korea broker with no shares on misunderstanding — The Edge Malaysia https://theedgemalaysia.com/node/808829 3. Agility Robotics: Positioned to 10x? - by Simon — TopSecretStocks https://topsecretstocks.substack.com/p/agility-robotics-positioned-to-10x 4. Chinese AI and chip firms fuel China’s 2026 onshore IPO rebound - Memeburn — Memeburn https://memeburn.com/chinese-ai-and-chip-firms-fuel-chinas-2026-onshore-ipo-rebound/ 5. IPO scarcity rush is a trap: How advisors should handle AI stock demand - InvestmentNews — InvestmentNews https://www.investmentnews.com/equities/clients-chasing-mega-ipos/267168 Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

SpaceX IPO scrutiny is shifting from launch glamour to segment economics and cash burn, while AI-linked listings in China and Hong Kong keep drawing capital. The split captures the market’s AI deal tension: public-market discipline in the U.S., issuance momentum in Asia. In this episode: Top stories: 1. How SpaceX Uses a Secret Launch Subsidy to Make Starlink Look Insanely Profitable - AOL — The Motley Fool https://www.aol.com/articles/spacex-uses-secret-launch-subsidy-112700000.html 2. China's Tech IPO Surge: AI and Chip Firms Lead the Charge, ETEnterpriseai — The Economic Times https://enterpriseai.economictimes.indiatimes.com/news/industry/chinas-tech-ipo-surge-ai-and-chip-firms-lead-the-charge/132071952 3. AI fever powers Hong Kong share sales through hurdles to 5-year high - The Business Times — The Business Times https://www.businesstimes.com.sg/companies-markets/ai-fever-powers-hong-kong-share-sales-through-hurdles-5-year-high 4. SpaceX's Starfall Approval Is a Sideshow. The $20 Billion Cash-Flow Gap Is the Main Event. — AInvest https://www.ainvest.com/news/spacex-starfall-approval-sideshow-20-billion-cash-flow-gap-main-event-2606/ Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

SpaceX IPO investors are weighing a post-debut slide, looming lock-up supply, and data-center revenue claims tied to AI compute demand as the market tests whether a $1.77 trillion valuation can hold. In this episode: Top stories: 1. I'd Wait 90 Days Before Buying More SpaceX Stock. Here's Why. - AOL — AOL https://www.aol.com/articles/id-wait-90-days-buying-150500000.html 2. SpaceX Has Landed Data Center Deals With Anthropic, Google, and Reflection That Could Be Worth Over $76 Billion Through 2029. Is That Enough to Justify Its Valuation? | The Motley Fool — The Motley Fool https://www.fool.com/investing/2026/06/27/spacex-data-center-deals-anthropic-googl-stock/ 3. Step Back: When headlines say OpenAI or Anthropic has “filed for an IPO,” what does that actually mean — a public S-1, a confidential draft submission, a bank mandate, or just market chatter — and what proof should we look for before treating it as real? 4. The SpaceX IPO Put a Spotlight on Starlink - PR Newswire — Equity Insider https://www.prnewswire.com/news-releases/the-spacex-ipo-put-a-spotlight-on-starlink--and-on-the-one-public-company-building-a-rival-direct-to-phone-network-302812572.html Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com

SpaceX IPO aftershocks are the center of gravity: shares are off sharply, Damodaran is revisiting the prospectus, and AI-token cost disclosure is becoming an S-1 and MD&A issue for OpenAI- and Anthropic-style economics. In this episode: Top stories: 1. SpaceX has been retreating post IPO. What is the outlook for the stock now? And how might a repricing affect the market? – Oninvest — Oninvest https://en.oninvest.com/article/repricing-the-fairy-tales-how-spacex-could-harm-other-mega-ipos-and-itself 2. Musings on Markets: Revisiting the SpaceX Valuation: A Post-Prospectus Update! — Musings on Markets https://aswathdamodaran.blogspot.com/2026/06/a-weeks-ago-i-assessed-value-of-spacex.html 3. Step Back: When a private AI company is inching toward an IPO, what are executives actually allowed to say publicly—and how can loose comments about valuation or timing create SEC problems or mislead investors? 4. AI Token Costs and MD&A Disclosure — JDSupra https://www.jdsupra.com/legalnews/ai-token-costs-and-md-a-disclosure-8814766/ Follow and rate AI IPO Watch wherever you listen. Feedback? Email ai-ipo-watch@lanternpodcasts.com