IPO Calendar

So here we are. The market is swinging between 1999-style tech euphoria and 2000-style crash anxiety, with CPI sitting in the middle like a referee holding a live grenade. The 30,000-foot view, and...

The media hype surrounding SpaceX’s upcoming mid-June initial public offering (IPO) is immense. The company recently filed its S-1 with the SEC, targeting a valuation of $1.75 trillion and a...

The issue is that the AI story has become so crowded, so capital-hungry, and so aggressively priced that even believers are starting to ask if the market has already eaten too much of tomorrow’s...

Buyback announcements have taken a breather amid the AI arms race and increasing equity issuance Capital market trends point to possibly smaller net buyback yields in the quarters to come,...

From trillion-dollar rockets to crypto selloffs, the era of eye-watering numbers is here and it’s moving fast.SpaceX Trillion-Dollar Launch SequenceSpaceX’s valuation path did not just rise steadily;...

OpenAI’s decision to file confidentially for an initial public offering marks another milestone in the extraordinary rise of artificial intelligence. Coming shortly after Anthropic’s own IPO filing...

Key Highlights:Japan’s Nikkei 225 climbed as chip-related heavyweights surged. Asian markets eked out gains Tuesday, and oil eased from highs after Israel and Iran agreed to pause strikes, while...

This past week, the market hit an all-time high. At the same time, Alphabet (NASDAQ:GOOG) told investors it would raise $80 billion by selling stock to fund its AI buildout, and the shares fell about...

The dollar is enjoying broad support. Bearish flattening of the US yield curve as the market moves to price Fed tightening and a tech-led sell-off in risk assets are the main culprits for the move. We...

Despite Friday’s sharp decline, many of the metrics and positioning indicators we have been tracking did not show a meaningful improvement. Even with the S&P 500 falling by roughly 2.6%, the...