OpenAI Launches IPO, Testing Investor Appetite for AI Labs
OpenAI Kicks Off IPO Process in Test of Investor Appetite for Top AI Labs https://buff.ly/CqE7mZ2
Investment Banking Advises, Private Equity Owns and Grows
Difference Between Investment Banking and Private Equity 👇 Investment Banking - • Advises companies on M&A deals, IPOs, and fundraising activities. • Earns fees by helping clients execute transactions. • Focuses on deal execution and financial advisory services. Private Equity - • Invests directly in companies...
Former NASA Chief Leads Quantum Space SPAC IPO
Quantum Space, a company developing highly maneuverable spacecraft whose CEO is former NASA Administrator Jim Bridenstine, is going public through a SPAC merger: https://t.co/gSoUO8S5wV
Google's Equity Raise May Signal Market Peak
Is Google's equity raise a sign of the top? $GOOGL The LightShed Podcast, Ep. 317. With @BrandoLightShed and @WaltLightShed https://t.co/YGzfBCjvWl
Bodycote Slides 9% as Apollo Pulls Bid
Takeover pullback: Bodycote -9.4% after Apollo withdraws. Macro: M&A volatility. Key: bid collapse vs board’s standalone case. Risk: execution. Trading: reduce exposure on weakness. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Goldman Sachs Launches Tokenized Real Estate Fund on Blockchain
Banking giant Goldman Sachs is teaming up with Apex and Archax to launch a tokenised real estate fund They are putting real, physical real estate straight onto the blockchain using Goldman's private network. 🚀 https://t.co/pFjhZ1Pdjp
Massive 2026 Equity Supply Threatens Market Amid Passive‑Driven Inelasticity
FT: "Goldman Sachs analysts are predicting total US equity supply of $1.175t in 2026, consisting of $225b of IPOs, $450b of other corporate stock sales, and another $500b gradually dribbling out from corporate executives and early investors in the IPOs...This...
Musk Delivers on only 19% of His Public Claims
SpaceX's IPO valuation is bound to have a steep "Musk premium" embedded in it, but the @nytimes did some fascinating analysis on how often he delivers. They found of more than 600 claims, he achieved 19 percent of them. ...
Google Secures $80B AI Funding, Berkshire Contributes $10B
JUST IN: GOOGLE $GOOGL JUST ANNOUNCED AN $80 BILLION CAPITAL RAISE TO BUILD AI INFRASTRUCTURE And Berkshire Hathaway $BRK.B is writing a $10 billion check to get in. Here's the full breakdown: THE DEAL: - $30B in underwritten public offerings - $40B through an at-the-market...
Anthropic IPO Raises Concerns Over Market Saturation
On the Anthropic IPO: "What does this mean when you have so much issuance hitting the market at the same time?" 🎯 -- Ram Ahluwalia https://t.co/nJp1YfxP5r
Nvidia's SPV Mirrors Chinese Risk‑Shifting Finance Model
All the people freaking out about the Nvidia structure Michael Burry has just highlighted presumably have no issue with China using economically similar structures for years? To recap, Burry points out Nvidia/Xai are using an SPV for off-balance-sheet holding of...
IPO First-Day Gains Hit 21%, Matching Historical Norm
GS: First-day returns of recent IPOs indicate a healthy appetite for new issuance, with the average IPO in Q2 rising by 21% on its first trading day, in line with the historical average. https://t.co/A1JwXlFZoT
Discussing SpaceX IPO on Glass Half Full
Talking about what else? The SpaceX IPO with @sonusvarghese in our latest Glass Half Full. https://t.co/KTIOerZTW5
Global M&A Volumes Projected to Rise 18% Next Year
GS: Our Global Financials Team forecasts c.18% growth in global M&A volumes over the next 12 months. https://t.co/ujbYtQ1RFz
China Regulator Approves $4B Memory Chip IPO
China’s securities regulator has cleared an approximately $4 billion share offering by a leading memory maker, bringing the highly anticipated listing a step closer following the company’s recent technological breakthroughs. @yoyominnie @QinSherry https://t.co/7tKEjwJCHr