Core Viewpoint - Xsolla SPAC 1 has successfully completed a partial exercise of the underwriters' option in its initial public offering, raising an additional gross amount of approximately $4.2 million, bringing total gross proceeds to $204.19 million [1]. Group 1: Initial Public Offering Details - The underwriters exercised their option to purchase an additional 419,385 units at a price of $10.00 per unit [1]. - The total number of units sold in the public offering increased to 20,419,385 units [1]. - The offering is structured such that each unit consists of one Class A ordinary share and one-half of one redeemable warrant, with whole warrants exercisable at $11.50 per share [2]. Group 2: Company Background - Xsolla SPAC 1 is a newly formed blank check company incorporated in the Cayman Islands, aimed at executing a business combination with one or more businesses [5]. - The management team includes Aleksandr Agapitov (Chairman), Dmitry Burkovskiy (CEO), Rytis Joseph Jan (CFO), and Carla Bedrosian (Chief Legal Officer), among others [5]. Group 3: Regulatory Information - A registration statement on Form S-1 was declared effective by the SEC on January 28, 2026, allowing the offering to proceed [3]. - The offering is being conducted solely through a prospectus, which can be accessed via the SEC's website or directly from D. Boral Capital LLC [3].

Another redhead actually crossing the Bloomberg terminal right now, saying that Space X and Z together would be valued at $1.25% trillion. Again, this is coming from the company memo that Bloomberg reporters have seen. Although we should point out, this information is not yet public.Let's bring Ed Ludlow into the conversation. And Ed, I do want to start off with that $1.25% trillion valuation. And I guess my question to you is how much of that valuation is Space X and how much of that is X AEI, the vast maj ...

Group 1: IPO Overview - Temasek Holdings and Life Insurance Corporation of India Ltd. are expected to be key sellers in the upcoming $2.5 billion IPO of the National Stock Exchange of India Ltd. [1] - The IPO will consist solely of existing shareholders offering between 4% and 4.5% of the company's equity, with all 190,000 shareholders given the option to participate [2] - The NSE's board plans to form a committee with top executives and major shareholder representatives to oversee the IPO process [4] Group 2: Shareholder Stakes - LIC holds a 10.72% stake in NSE, while Temasek and SBI Capital each hold approximately 4.5%, and SBI holds about 3.2% [3] - Shares of NSE are currently trading at around ₹2,150 in the unlisted market, indicating a valuation of approximately ₹5.3 lakh crore ($58 billion), making it the fourth-most valuable exchange globally [5] Group 3: IPO Process and Timeline - The committee's responsibilities will include appointing investment bankers, negotiating fees, determining share amounts for sale, and filing the draft prospectus, with a target timeline of about three months for filing [6] - NSE has received regulatory clearance to begin IPO preparations, nearly a decade after its initial filing in 2016, which was delayed due to corporate governance issues [8]

Group 1 - OpenAI and Anthropic are accelerating their timelines towards potential 2026 initial public offerings, which may prevent a near-term slowdown in AI infrastructure spending, benefiting companies like Nvidia, Amazon, and Microsoft [1] - OpenAI needs to demonstrate technical dominance to justify a "frontier leader" narrative for its IPO, while Alphabet is currently favored to hold the "best model" title, creating pressure for private labs to invest heavily in compute [2] - The IPO pressure may shift behavior in the AI infrastructure sector, making compute a primary lever for valuation growth, thus maintaining an "accelerating" regime in AI infrastructure [3] Group 2 - Amazon is reportedly in talks to invest up to $50 billion in OpenAI, indicating a potential strategic shift in cloud partnerships as OpenAI seeks to diversify its infrastructure beyond Microsoft [4] - A significant change in Polymarket odds away from Google could signal a narrative shift, and a confirmed multi-billion dollar investment from Amazon would likely alter the competitive landscape for cloud providers [5]

Core Viewpoint - K2 Capital Acquisition Corporation successfully closed its upsized initial public offering, raising significant capital through the sale of 13,800,000 units at $10.00 per unit, which includes an additional 1,800,000 units purchased by underwriters [1] Group 1: Offering Details - The offering consisted of 13,800,000 units, each unit comprising one Class A ordinary share and one right to receive one-fifth of a Class A ordinary share upon the closing of the initial business combination [1] - The units began trading on the Nasdaq Global Market under the ticker symbol "KTWOU" on January 29, 2026, with Class A ordinary shares and rights listed under "KTWO" and "KTWOR," respectively [1] Group 2: Management and Legal Advisors - D. Boral Capital acted as the sole book-running manager for the offering, while Loeb & Loeb LLP and Freshfields US LLP served as legal advisors to the Company and D. Boral, respectively [2] Group 3: Regulatory Information - A registration statement on Form S-1 was declared effective by the U.S. Securities and Exchange Commission on January 28, 2026, and the offering is being conducted solely through a prospectus [3]

Company Overview - Liftoff Mobile, a California-based mobile app marketing provider, is planning to launch its IPO, targeting a valuation of nearly $5.2 billion and aiming to raise up to $762 million by selling over 25 million shares [1][1][1] - The expected share price range is between $26 and $30, and the company will trade under the ticker "LFTO" [1][1] Company Background - Liftoff was founded in 2012 and acquired by Blackstone in 2021, subsequently merging with Vungle to form a large independent mobile adtech platform [1][1] - The platform offers AI-powered tools for customer acquisition and monetization, serving various industries including finance and gaming [1][1] Performance Metrics - As of Q4 2025, Liftoff reported over 1.4 billion daily active users and more than 1,000 global advertisers [1][1][1] - The company's leadership team has an average of twelve years of experience in the ad tech industry, emphasizing a commitment to customer focus and product velocity [1][1] Market Context - The IPO market has been relatively quiet, but 2025 was noted as the busiest year for IPOs since 2021, with 216 IPOs raising $47.4 billion [1][1] - There is significant optimism for 2026, driven by strong interest in AI and related sectors, which Liftoff aims to leverage [1][1]

Core Insights - Both Meta and Microsoft emphasize the need for significant capital spending in the AI sector, which is seen as disciplined and demand-driven rather than reckless [1][8]. Meta - Meta's CFO highlighted a trade-off between increased infrastructure investment and profitability, expecting 2026 operating income to exceed 2025 levels despite potential pressure on operating margins [2]. - The company projects 2026 capital expenditures of approximately $115–$135 billion, a significant increase from $72 billion in 2025, positioning it among the largest capex spenders in the AI and hyperscaler sectors [3]. - Meta's confidence is primarily based on its advertising business, which generated $59.89 billion in revenue for Q4, surpassing estimates and contributing to over $200 billion in annual revenue [4]. Microsoft - Microsoft reported a capital expenditure of about $37.5 billion in Q2 FY26, an increase from $34.9 billion in the previous quarter, reflecting a focus on AI and data-center build-outs [5][6]. - The investment strategy is centered on meeting sustained demand and optimizing asset capacity, with a strong cloud demand indicated by Microsoft Cloud exceeding $50 billion in quarterly revenue and Azure growing approximately 39% year-over-year [6][7]. - Microsoft achieved $81.3 billion in revenue for the quarter, a 17% year-over-year increase, although there were concerns about Azure's growth rate compared to previous quarters [7]. Overall Industry Perspective - The combined messages from Meta and Microsoft suggest that while AI-driven capital expenditures are increasing, a disciplined investment approach focused on monetization is expected to support sustainable growth and profitability [8].

OpenAI is eyeing an initial public offering before the end of the year, hoping to beat rival AI startup Anthropic to the punch, the Wall Street Journal reported late Thursday. ...

I made some initial investments in the first two weeks of May. The stock performed well, so she invested more. >> I lost uh all of my uh savings u and my family also lost a significant proportion of theirs.And she's not the only one. Bloomberg identified about 70 small public companies whose trading patterns later showed signs of a pump and dump behavior. All of them went public on US stock exchanges over the past couple of years with the help of US investment banks.The stock price crashes have erased some ...

Core Viewpoint - RAC, a breakdown cover and car insurance company, is nearing the selection of banks for its initial public offering (IPO) in London, potentially valuing the company at around £5 billion ($6.9 billion) [1][2]. Group 1: IPO Details - The company is expected to appoint Goldman Sachs Group Inc., Bank of America Corp., and Barclays Plc to lead the IPO process [2]. - Lazard Inc. is serving as a financial adviser for the transaction [2]. - The listing discussions are still ongoing, and details may change [3]. Group 2: Company Background - RAC is one of the UK's leading providers of breakdown cover and car insurance [3]. - The company is currently owned by private equity firms Silver Lake, CVC Capital Partners Plc, and Singapore's GIC Pte [3].