OpenAI

The AI IPO Supercycle Is Here: SpaceX, Anthropic, and OpenAI

$192.50▲ +31.55 (+19.60%)Market Cap$2.11TDay Range$168.36 – $192.95IPO price (Jun 12)$135.00Capital raised$75B — largest IPO everDay-1 close$160.95 (+19.2%)Gain since IPO+42.6%As of…

2 weeks ago

Cerebras IPO: CBRS now has to prove the $100B pop

This article is market commentary, not financial advice. Newly public stocks can be unusually volatile, and Cerebras has only a…

2 months ago

The Pentagon Just Picked Its AI Stack

Article BriefKey Takeaways4 points24s read01The roster-The official May 6 read is eight companies: SpaceX, OpenAI, Google, NVIDIA, Reflection, Microsoft, Amazon…

2 months ago

Nvidia stock: OpenAI’s network fix changes the bull case

Article BriefKey Takeaways5 points30s read01The undercovered catalyst-OpenAI's MRC protocol makes AI networking reliability a stock-analysis issue for NVDA, not just…

2 months ago

AMD stock: The AI test beyond Q1 earnings

Article BriefKey Takeaways5 points30s read01The test-AMD's Q1 beat was strong, but investors now need proof that the company can turn…

2 months ago

Musk v. Altman: OpenAI Trial Market Stakes

Article BriefKey Takeaways5 points30s read01Market frame-This is a governance and valuation story, not just courtroom drama; the remedy phase could…

2 months ago

Google Search vs ChatGPT Energy: AI Margin Trap

Google said in 2009 that an average search used 0.0003 kWh, or 0.3 watt-hours. Sam Altman wrote in 2025 that…

2 months ago