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How SpaceX rewrote the IPO rules

Shared Lunch

In-house analysts Jacki Neumann and Susannah Batley break down SpaceX's Nasdaq debut.

Hear how a $2T market cap renders conventional valuation metrics "almost not meaningful", and how index funds are now effectively required to buy SPCX. And with OpenAI and Anthropic expected to go public next, we examine how a series of mega-cap IPOs might be about to impact your portfolio. Learn how the AI arms race is prompting private companies to turn to the public for funding, pushing demand for data centers and chips beyond the limits of private equity.

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