2026 may be the year of the mega IPO, as sources say Anthropic, OpenAI, and SpaceX took early steps to go public, setting up a watershed moment for the AI boom
Call it the year of the mega initial public offering. Or the year of the I.P.O. supercycle. Or the monster listing mania, perhaps.
2026 may be the year of the mega IPO, as sources say Anthropic, OpenAI, and SpaceX took early steps to go public, setting up a watershed moment for the AI boom
Call it the year of the mega initial public offering. Or the year of the I.P.O. supercycle. Or the monster listing mania, perhaps.
A look at ChatGPT's impact on US stocks three years after its release: AI mania revived Big Tech, making an already concentrated S&P 500 even more top heavy
Bloomberg :
A look at ChatGPT's impact on US stocks three years after its release: AI mania revived Big Tech, making an already concentrated S&P 500 even more top heavy
Three years ago, OpenAI released ChatGPT, setting off a mania on Wall Street for all things artificial intelligence.
AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years
Lineup confirms 2026 release for Zen 6, coming with expanded AI features Samantha Subin / CNBC : AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the right gamble’ Kara Gr...
Big Tech's dominance on the S&P 500 is becoming more extreme; the eight biggest tech stocks account for 60% of the gains since the market bottomed in April 2025
In a week when Nvidia's value reached $5tn, investors in even the broadest index of global companies are now heavily exposed to the AI boom
Shares of Seagate and Western Digital have sharply outperformed the broader market in 2025, surging ~200% on AI-related infrastructure demand for hard drives
- Seagate, Western Digital up more than 200% in 2025 — S&P 1500 tech hardware index hits record high
An in-depth look at AWS' underperformance in the GenAI era, as Microsoft Azure and Google Cloud gain ground, and how Anthropic could spark an AWS AI resurgence
Two-and-a-half years ago, we flagged a looming “cloud crisis” at AWS. Today, the evidence has mounted. X: @rohanpaul_ai and @dylan522p X: Rohan Paul / @rohanpaul_ai : AWS is betting heavily on its cu...
Analysis: Baidu's stock is trading at a forward P/E ratio of ~9.7, the lowest of any profitable Hang Seng Tech Index company, amid AI competitiveness concerns
Jeanny Yu / Bloomberg :
Analysis: Nvidia has the biggest weight in the S&P 500 of any individual stock since 1981 and the highest P/E as the index's top stock since Microsoft in 1999
Record Concentration Puts AI Trade in Focus; BTC Risk Sentiment Watch Torsten Sløk / Apollo Academy : Extreme Concentration in the S&P 500 Continues X: Myles Udland / @mylesudland : Cool chart that un...