03/06/2026
Would you invest in a company whose product you use every single day — even if the business behind it is only three years old and valued at 25 times its annual sales?
That is the question at the heart of the biggest IPO wave of 2026. Anthropic, OpenAI, and SpaceX are all heading to public markets this year, with a combined implied value that could approach $3 trillion.
These are not abstract technology companies. Their products are already part of how millions of people work, communicate, and navigate the world.
But before the listings arrive, it is worth asking what the narrative leaves out.
Nikolay Stoykov did exactly that in this week's Market Insights. Full analysis in the first comment.
Are you planning to invest in any of the AI IPOs of 2026?