IPO Market Trends - The IPO market may see significant changes in 2026, potentially prompting major AI players to go public [1] - Private AI companies like OpenAI and Anthropic may need to consider IPOs due to increasing capital expenditure demands [2] - By 2030, data centers supporting AI processing are projected to require over $5 trillion in capex [2] Financial Considerations - Public equity provides lenders with real-time valuation certainty, enabling companies to take on more debt at lower costs [4] - Suppliers and partners require long-term financing durability, often through 10 to 15-year contracts, favoring public companies [4] - If OpenAI, valued at $1 trillion, floated 10% of its shares, it would exceed the total amount raised by all 340 IPOs in the US this year [5] Private vs Public Markets - There's been a decrease in the availability of public shares over the past 20 years [5] - Washington has been exploring ways to allow retail and high-net-worth investors access to private companies before they go public [6] - Democratizing private markets aims to give individual investors access to company growth phases [6]

RT Bob Loukas 🗽 (@BobLoukas)Having great and reliable income streams beats anything you’re ever going to earn playing in the public markets.Markets are a compounding machine, rewarding patience and consistency, not hope and moonshots. ...

The three star companies are showing sudden interest in public markets. We explain why https://t.co/uoKsTPARG4Illustration: Brett Ryder https://t.co/bm4nWIUaaC ...

The three companies’ interest in public markets seems out of character. None has struggled to entice private backers. In each case, a listing presents thorny dilemmas https://t.co/yjeAS6ORIQ ...

Three star companies are showing sudden interest in public markets. We explain why https://t.co/zS604Tn80S ...

9/ 2025 marked a decisive regulatory reset in the United States and a turning point in crypto’s relationship with public markets. The roster of high-profile IPOs signaled that equity markets were once again enthusiastic about exposure to digital assets. https://t.co/eRgW5bcFJp ...

It’s hard at first to grasp why Musk has suddenly become convinced that taking SpaceX public is worth the scrutiny, criticism, and regulatory burden he has long said he wanted to avoid. He was the leader who took Twitter private, after all, so he could instill sweeping layoffs and changes without the criticisms of the public markets. And, in earlier business history lore, he famously tweeted he was considering taking Tesla private in 2018—a tweet that prompted an SEC investigation and litigation with shareh ...

A private equity veteran who joined one of London’s most prominent family offices to lead a strategy shift away from public markets has left in the latest shake-up of the firm’s senior management https://t.co/KYjKeL1sKi ...

Core Viewpoint - The private equity industry is being significantly transformed by artificial intelligence (AI), with a growing emphasis on companies being AI-centric to remain viable in public markets [1] Group 1 - David Sambur, co-head of private equity at Apollo, highlights the importance of AI in shaping the future of the private equity landscape by 2026 [1] - There is an increasing uncertainty regarding the future of companies that do not identify as AI companies in the public markets [1]

If we want the next generation of innovators to choose our public markets, we need disclosure that is calibrated for a company’s size and maturity; ...