The Information reported that between late 2024 and early 2025, Arora held a series of meetings with Okta CEO Todd McKinnon. The talks progressed to the point where the companies discussed product complementarity, but ultimately stalled over price disagreements, according to people with knowledge of the discussions cited by The Information. Okta, valued at roughly $13.5 billion at the start of last year, has since climbed around 30%, giving it a market cap near $23 billion.
Notícias
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Improving economic conditions are driving renewed activity in Africa's capital markets according to Yvonne Ike at Bank of America. She spoke to Chief Africa correspondent Jennifer Zabasajja on Bloomberg's Next Africa program.

This AI giant could be a record-breaker.
China’s YMTC plans to raise 33 billion yuan for production upgrades and R&D.

The Claude developer is preparing for a potentially record-breaking initial public offering after rapid revenue growth, but its enormous losses and dispute with the Trump administration could concern investors.View on euronews
Chris Malone’s exit adds to a string of senior departures as OpenAI reshuffles its infrastructure team and prepares for a potential IPO.
Malone joined OpenAI in March 2025, shortly after the company unveiled Stargate — a joint venture with Oracle and SoftBank to build AI data-center capacity at scale. His exit follows the departures of Chief Revenue Officer Denise Dresser, Chief Operating Officer Brad Lightcap, and Fidji Simo, who served as second-in-command to CEO Sam Altman, according to the WSJ report. Analysts have noted that clustering this many C-suite exits in the months before a listing is unusual even by pre-IPO standard
Cheaper alternatives are testing the limits of AI pricing power

By dominating the high-margin enterprise sector, Anthropic has become the leading AI lab ahead of its late 2026 public market debut.

The AI company could aim to raise as much as $100 billion in its offering, targeting a valuation of about $2 trillion

A proposed freight rail merger could help birth a dramatic expansion of passenger rail service in the sprawling Atlanta metropolis, and benefit trucking, too. The post Rail mega-merger revives proposal for new, expanded Atlanta passenger services — and there’s a trucking angle appeared first on FreightWaves.

$137 billion How much traditional IPOs in the U.S. have raised so far this year, according to Dealogic. A parade of offerings still the pipeline promise to make this a record year: Anthropic alone, which could debut as soon as September or October, is expected to raise up to $100 billion, according to people familiar with the matter.

Navitas Semiconductor Corp (NASDAQ:NVTS) shares rose in Tuesday premarket trading after the company announced a definitive agreement to acquire Claros, Inc. for up to approximately $232.8 million, expanding its AI data-center power portfolio. Navitas Expands AI Power Portfolio The acquisition would add Claros’ vertical power delivery, or VPD, and integrated voltage regulator, or IVR, technologies to Navitas’ GaN and high-voltage silicon carbide portfolio. Navitas said the combination would exten

The final weeks of summer are typically quiet on Wall Street. A wave of initial public offerings expected after Labor Day is bringing a burst of activity. Fund managers and analysts say their calendars are filling up with meetings with companies eager to test investor appetite.

President Donald Trump bought up to $50,000 in Space Exploration Technologies Corp (NASDAQ:SPCX) shares shortly after the Elon Musk-led company’s record IPO. Trump Bought SpaceX Shares After Record IPO Trump purchased between $15,001 and $50,000 worth of SpaceX shares on June 23, according to a financial disclosure signed Aug. 12 and released Saturday. The transaction was among more than 1,000 stock trades made by Trump in June. It also included sizable investments in Berkshire Hathaway (NYSE:BR

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.

This year, a parade of initial public offerings expected after Labor Day is making a lot of noise. The U.S. IPO market is already on track for a record year after SpaceX raised $86 billion in its June offering. Smart-ring maker Oura—whose fitness-tracking devices are favorites of the finance set—is now weighing a September or October offering after having filed its paperwork in May, people familiar with the matter said.
Lambda, an AI cloud-computing provider backed by Nvidia (NVDA), is in talks to raise as much as $3 b

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.

We all knew it was coming. The expected valuation may surprise, though.

The president bought when the stock was in the mid-$150 range. SpaceX finished trading on Monday back at its IPO price of $135.

The company said its back-to-school promotion drove record redemptions and has launched a new one with tennis player Taylor Fritz for the U.S. Open.

California's attorney general is demanding more "structural concessions" on Paramount Skydance's (PSKY) mega-merger with media competitor Warner Bros. Discovery (WBD). The Morning Brief's Jake Conley sits down with Barron's senior markets analysis writer Paul La Monica and Infrastructure Capital Advisors CEO Jay Hatfield to talk about the debt weighing on this acquisition and what it could mean for Warner Bros. assets if regulators allow it to go through.

Chipotle downgraded, Darden upgraded: Wall Street's top analyst calls
According to a report by The New York Times, California Attorney General Rob Bonta canceled Monday’s settlement meeting with Paramount over its proposed WBD acquisition.

Attorney General Rob Bonta accused Paramount of leaking and misrepresenting details of a Friday meeting between the two sides

Wall Street analysts reshuffled the deck on Monday with a wave of upgrades, downgrades, and fresh initiations spanning pharma giants, fast-casual chains, and streaming players. Find out which names got bullish bets and which lost their analyst backing.
Not all beverage companies dream of selling out to Big Soda.
(Updates with additional details in the fourth and fifth paragraphs.) Paramount Skydance (PSKY) h