Well, 2026 could see some big changes for the IPO market, forcing some moves by some of the biggest players. Leslie Picker joins us now with the story. Hey, Leslie. >> Hey, Joe.Good morning. Yeah, for years, many of the biggest private AI companies think open AI, anthropic data bricks have shunned the public markets, but bankers say that may need to change next year as the capex cycle crosses a threshold where private only financings just become too constraining. McKenzie research shows that by 2030, data c ...

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State Street seemed to perfectly time the private-markets wave. In less than a year, though, the fund has faced scrutiny from the SEC and struggled to attract money. https://t.co/QBPVZ5i1jI ...

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We end the week on a high. But wow, if we've been riddled with doubts, where is your mind been at. Yeah, it has been a really interesting tape in recent weeks and months.I mean, the debate around I, the return on investment around I, around the quality of the balance sheets, the war on the model front, right between activity and Google's Gemini. And I think moving forward, markets are realising this is going to be less of a competition on just the innovation, although the innovation is really important, but ...

A German pension fund whose foray into private markets led to more than €1 billion in losses has questioned the integrity of the ratings it used, adding to growing warnings over valuation risks across the booming asset class. https://t.co/iNGxZczcKq ...

In Going Private, our twice-weekly newsletter on private markets, we explore how a spreadsheet snafu raised the alarm to an alleged multi-year fraud https://t.co/wOm2rJihwO ...

Wealthy Australians are increasingly steering their money into private markets, reshaping the way the nation’s richest build their fortunes. But the shift is unfolding as global credit risks stir. https://t.co/N4hHS1KkJ0 ...

So talk to us about that blurring. How much are investors institutional. Anyone really wanting to get more exposure to the private markets right now.I think it's a core theme that we're seeing across asset classes, both in the equity market and in the credit markets, of course. But as it relates to the equity lens, companies are staying private a lot longer. It's well understood from 1997 being five years on average and $20 million in sales to 2025, where it's 220 million of sales and 14 years of being a pr ...

In Going Private, our twice-weekly newsletter on private markets, we look at one prize Elon Musk and Sam Altman may not contest for much longer https://t.co/e8JylE01Xq ...