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Find insight on ASML Holdings, Adobe, EchoStar and more in the latest Market Talks covering Technology, Media and Telecom.

Bloomberg's Carmen Reinicke said that thousands of SpaceX shares are set to come back into the market as the Nasdaq 100 index goes through rebalancing and the space company sees more stock lockup expirations. Reinicke called the potential for stock movement 'really substantial' and said that SpaceX's weight in the Nasdaq 100 will only continue to rise until all available shares are bought.

Wall Street’s marquee event this fall is expected to be Anthropic’s initial public offering. It could raise up to $100 billion and value the artificial-intelligence giant at around $2 trillion, The Wall Street Journal has reported. Anthropic confidentially filed its IPO paperwork with the Securities and Exchange Commission in June.

The past several years saw muted IPO activity, a generally negative signal for market health. But 2026 has reversed that trend. Yes, you can say that the June IPO of SpaceX, the largest ever public offering, which raised over $85 billion in funding for Musk’s private space launch company, has accounted for the bulk of the first half’s IPO activity, but that is only part of the story. Even if you strip out SpaceX, the first half of this year saw new ‘traditional’ initial public offerings generate

Wall Street sees huge potential in SpaceX’s AI ambitions, but its $2-trillion valuation may leave little room for growth.

Great Hill Capital Chairman and Managing Member Thomas Hayes and AllSource Investment Management founder and Managing Partner Patrick Kennedy join Yahoo Finance Executive Editor Brian Sozzi to discuss Robinhood (HOOD) serving as the underwriter for Oura ahead of its IPO and whether the platform is accumulating a reputation as a bank.

Anthropic (ANTH.PVT) may be shifting its IPO launch date to mid-October, according to Reuters. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking Business News Reporter Jake Conley and TMX Wall Street Horizon head of corporate event research Christine Short to discuss how the private AI developer now finds its IPO stuck between a rock and a hard place: a public offering in September — a time usually tough for markets — or October, right before the US midterm elections.

Wall Street returns from summer vacation to a market suddenly bracing for a rate hike, with fresh analyst calls on Intel, Lockheed Martin, Amgen, and SpaceX adding more pressure points to an already tense week.

Goldman and Morgan Stanley want OpenAI and Anthropic rated investment grade, which would free Nvidia's $105 billion backstop.

SpaceX’s stock has been stuck in a tight trading range recently, but a wave of new buying may soon arrive when the Nasdaq 100 Index goes through its quarterly rebalancing later this month.
Investing.com - Fund managers preparing for a wave of mega-cap artificial intelligence initial public offerings could trigger an early wave of tax-loss selling across underperforming blue-chip stocks, according to a report by Evercore ISI published on Sunday.

Anthropic stands ready to dethrone Elon Musk’s SpaceX, which rewrote Wall Street’s record books in June.
A number of big US university endowments are on track to match or outpace the broad stock market, as large weightings in tech groups such as...

Scott Galloway says SpaceX stock is worth just $10 to $30, far below its $148 price, pointing to swelling losses and a debt-heavy AI bet.

The one variable Suze Orman says sank early SpaceX buyers

These companies have already recorded billions in profits from their Anthropic stakes.

SpaceX and Tesla directors are backing academic research and a commercial venture seeking approval for MDMA-assisted therapy.

One man, two prospectuses, the same warning buried in both

Anthropic PBC is set to finalize an expansion of its revolving credit facility to $15 billion, according to people familiar with the matter, clearing a hurdle before the artificial intelligence firm's public filing for its highly anticipated IPO. Morgan Stanley is leading the process, the people said. Goldman Sachs Group Inc. and JPMorgan Chase & Co. also have prominent roles on the facility, along with Citigroup Inc., they said. The four lenders are also leading the IPO, Bloomberg News has reported. The Claude chatbot maker is seeking to raise as much as SpaceX or more in the initial public offering, people familiar with the preparations have said. Companies typically finalize the revolver before they notify banks of their formal roles in a listing. For more, we speak with Bailey Lipschultz, Senior Equities Reporter for Bloomberg News.

Market Catalysts Host Julie Hyman uses Yahoo Finance's AlphaSpace platform to take a closer look at the latest stock moves occurring in Planet Labs (PL) shares after the satellite imaging company raised its full-year forecast.

Its valuation based on its last private funding round was close to $1 trillion. With the IPO, it aims to double that.

Tesla just put driverless Cybercabs on Austin streets, but the loudest question on Wall Street has nothing to do with robotaxis. Prediction markets are pricing something far bigger, and it could redefine what Tesla even is by 2027.

Analyst Gene Munster predicted Tesla would add 300 Cybercabs in Austin over the next month, calling it “just the start.”

Anthropic is close to finalising an expansion of its revolving credit facility to $15 billion, according to people familiar with the matter, clearing a key hurdle before the AI company files publicly for its highly anticipated IPO. Morgan Stanley (NYSE:MS) is leading the process, with Goldman...

The AI lab’s IPO may top that of SpaceX.

Billionaire’s tunneling startup makes unusual demands of backers to participate in latest funding round.
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