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Anthropic just signed a compute bill so large it reshapes the math behind every NVIDIA forecast on Wall Street, and the number arriving ahead of the company's IPO raises a question Jensen Huang's own team has not fully answered yet.
The cloud-based AI infrastructure services provider still has a bright future.
OpenAI doesn't look likely to launch an IPO this year but investors could get a proxy for the ChatGPT developer in the form of SB Energy.
The Information reported on the plans on Thursday and added that the company is also weighing lockup periods longer than the customary 180 days for at least some holders after it lists.
SpaceX's blockbuster listing cracked open the 2026 IPO window, and Anthropic and OpenAI are already circling the runway. One ETF positions investors across the entire cohort, but its five-year track record reveals a tension that could define the next rebalance.
Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., is in talks to raise as much as $3 billion in a round that could tee it up to go public next year, according to people familiar with the efforts.
Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., is in talks to raise as much as $3 billion in a round that could tee it up to go public next year, according to people familiar with the efforts.
CoreWeave's latest quarterly results make it clear that strong AI data center demand will ensure healthy long-term growth for the company.
CoreWeave has launched a $2.6 billion first-lien delayed-draw term loan (DDTL) to support the acquisition and installation of graphics processing units (GPUs), according to sources. A lender call is scheduled for 10 a.m. ET Monday, July 20, and commitments are due by noon ET Thursday, July 30. Price talk for the DDTL maturing in September 2031 is S+425-450, with a 0% floor and an OID of 99. That works out to a yield to maturity of 8.53%-8.79%. The DDTL is available until December 2026, with an u
The ChatGPT developer is inclined to delay its initial public offering until 2027, according to a report.
The market has spent years viewing SpaceX (NASDAQ:SPCX) primarily as a rocket company, but that narrative no longer fits. The company’s historic IPO, which raised $85.7 billion after underwriters exercised the so-called “greenshoe” overallotment — with the stock currently valued at more than $2.7 trillion — revealed a business pursuing ambitions that stretch far beyond ... SpaceX Launches Start of Acquisition Spree with Cursor After Historic IPO
Stocktwits data showed retail sentiment has softened, leaning 'bearish' on SPY and 'neutral' on QQQ.
The biggest catalyst for markets on Friday is the SpaceX IPO, set to debut on the Nasdaq under the ticker SPCX.
Retail investors have purchased more than $70 billion in SpaceX pre-IPO, and we interview a journalist who had an inside look at TeraWulf’s Lake Mariner data center.
Despite dropping from all-time highs, CoreWeave stock remains 145% above its IPO price.
The market is gearing up for a SpaceX IPO on June 12, and it feels like yesterday that the business confidentially filed for its IPO. That was on April 1 this year. You would expect quiet action since then, but the space-AI hybrid is accelerating before the ticker goes live. SpaceX has signed two monster ... Elon Musk Just Created $26 Billion a Year for SpaceX Days Before the IPO
(Bloomberg) -- The history of megacap initial public offerings shows that the stocks usually slump in the first year of trading. But upcoming listings from SpaceX, Anthropic and OpenAI are big enough and systemically important enough to the market that those analogies may not apply.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’OpenAI Joins a Massive AI IPO Pipeline Now Worth $3.6 TrillionLA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump’s $1
OpenAI announced it has confidentially filed for an initial public offering one week after competitor Anthropic announced it planned to go to market. The ChatGPT parent said in a blog post on Monday night that it has recently submitted a confidential S-1 to the Securities and Exchange Commission. “We expect it to leak so we’re just announcing it,” the company said in the blog post.
OpenAI announced it has confidentially filed for an initial public offering one week after competitor Anthropic announced it planned to go to market. The ChatGPT parent said in a blog post on Monday night that it has recently submitted a confidential S-1 to the Securities and Exchange Commission. “We expect it to leak so we’re just announcing it,” the company said in the blog post.
(Bloomberg) -- CoreWeave Inc.’s stock price has more than doubled since the AI data center operator’s March 2025 initial public offering. Over the same period, the company’s executives have unloaded more than $2.3 billion worth of their own holdings.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump’s $100,000 H-1B Visa Application Fee Rejected by JudgeTrump Says He, Not Congress, Is in Charge of
A rangebound trading period shortly after a stock’s debut can allow volatility to cool and offer investors a safer way to buy in.
NBIS is boosting its AI cloud platform with Tavily, Eigen AI and Clarifai acquisitions, adding inference and agentic search capabilities.
Each of these companies is aiming to play a crucial role in the AI build-out.
The Claude maker moves ahead of OpenAI as competition for AI capital intensifies.
The biggest story surrounding the IPO landscape is, of course, none other than SpaceX. But CoreWeave's debut last year shouldn't be forgotten either.
SpaceX’s IPO filing is reshaping how investors value launch, satellite, and AI infrastructure companies including Rocket Lab, AST SpaceMobile, CoreWeave, Firefly Aerospace, and EchoStar.
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