AI Economy Soars: Billions in Funding, Trillions in TAM
In ONE week: Anthropic raised $30B at a $900B valuation — overtaking OpenAI. OpenAI filed its S-1. SpaceX filed for a $75B IPO, and a $28T TAM. NextEra agreed to a $67B utility megamerger to power AI. The exponential economy just got a price tag... and it has a LOT of zeros.
AI Chip IPOs Surge: Malaysia and US Lead
Two company from different side of the world, IPO, caught everyone attention, same industry: the AI IC chip. Malaysia = SkypeChip USA = Cerebras https://asia.nikkei.com/business/markets/ipo/skyechip-soars-in-ipo-at-open-as-malaysia-bets-on-chip-design https://www.thestar.com.my/business/business-news/2026/05/15/ai-chipmaker-cerebras-raises-us56bil-in-biggest-ipo
IMMX Secures $150M at $8.94 to Fund NXC-201
$IMMX prices $150M underwritten offering at $8.94/share, with proceeds expected to fund continued NXC-201 development and extend operational runway into mid-2028. Morgan Stanley and BofA Securities are leading the deal. Read more: https://t.co/QxQsiNNXbz
Oura Files Confidential IPO, Targets Public Launch This Year
Oura has filed confidentially for IPO. Plans to go public later this year. Goldman, MS, JPMorgan, Allen & Co. and Jefferies on it. @markgurman reporting @TheTerminal
SpaceX’s IRA Grants Early Investors Exit Rights
🚀 SpaceX - Governance #10 “Amended and Restated Investors’ Rights Agreement” (often just called the IRA) SpaceX added a link to the IRA document in the S-1, so let's go there before we discuss in the next post lockup periods: It is a contract...
SpaceX Revealed as AI‑driven Connectivity Powerhouse in S‑1
Space X is actually 3 companies in one. Space , connectivity & AI $SPCX. Today, SpaceX has released its long-awaited S-1 to go public on the Nasdaq. We just did a deep dive from the S-1 filing. 👉🏽 https://open.substack.com/pub/bdinvesting/p/spacex-is-really-an-ai-stock-in-disguise?r=1fden7&utm_medium=ios
Parabilis Raises $800M, Eyes IPO to Tackle Undruggable Targets
After raising $800M, Parabilis seeks an IPO to pursue ‘undruggable’ targets https://t.co/hKprr9rkJ4 @ByJonGardner $PBLS #biotech #IPO
SpaceX IPO Could Net Underwriters over $500 Million
In large deals like this one, underwriters typically generate fees of more than 1 percent of the offering size. So, in SpaceX's case, that could mean more than half a billion dollars in fees, with the lion's share going to...
Paramount Aims to Close Warner Bros. Discovery Deal by July
Scoop: Paramount is racing to complete its acquisition of Warner Bros. Discovery by July, I'm told by multiple sources.
SC and Bursa Malaysia Push Tech IPOs, Penang Meet‑Up
Layman explanation by SC with Bursa Malaysia. Basically to drive more companies into IPO, especially from the tech industry. Meet-up with one of the SC team last weekend. Tomorrow they will be coming to Penang. Checkout the details on @noobshq...
Bond Market Vetoes AI‑driven Megadeal, NextEra Drops 6%
NextEra fell 6% today on announcing its own $67 billion megadeal to buy Dominion — the largest power-utility takeover in U.S. history. Read that twice. When the most AI-bullish stock-funded merger of 2026 can't get a green tape on day...
From Alibaba to Snap, IPO Maestro Launches Hedge Fund
This former Wall Street research analyst led Alibaba's $25B IPO — the largest in history. Then he took Snap public. Now he runs his own hedge fund.
IREN CEO Discusses M&A, Capital Markets, Nvidia, Data Center Perception
$IREN ceo on the show today: M&A, capital market activity, Nvidia and what the public thinks of data centers
Cerebras IPO Surge Collapses—Sell, Not Buy
Cerebras (CBRS) priced Wed at $185 (already 50%+ above its first marketed range), opened Thu at $350, hit $386, closed $311. Today, day two: $294, intraday low $275. The same IPO that gave it a $100B paper market cap on...
Debt Buybacks Boost Credit but Rating Stays Junk
Using preferred and equity issuance to raise cash to buy back corporate debt is positive for the credit and for its credit rating. A credit rating is good for one thing. New issuance of debt. Iirc S&P global already...