# 3 Mega IPOs in 2026 Could Crash Markets & Your Portfolio

Page: https://stenobird.com/podcast/good-revenue-6621493/wait-to-buy-why-3-mega-ipos-could-crash-markets
Text version: https://stenobird.com/podcast/good-revenue-6621493/wait-to-buy-why-3-mega-ipos-could-crash-markets.md
Podcast: [Good Revenue News](https://stenobird.com/podcast/good-revenue-6621493)
Published: 2026-06-09T16:30:00+00:00
Episode link: https://shows.acast.com/good-revenue/episodes/why-three-mega-ipos-in-2026-could-crash-your-portfolio
Audio file: https://sphinx.acast.com/p/open/s/64c1fb4a8e16bd00116ffd75/e/6a278d73c022d9c4fed959ec/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/good-revenue-6621493/episodes/wait-to-buy-why-3-mega-ipos-could-crash-markets
Duration seconds: 1385

## Resource

SpaceX prices its IPO Friday at $135 per share. OpenAI just filed confidentially to go public, and its numbers are weaker than Anthropic's by almost every measure. Anthropic leads enterprise AI with 40% market share versus OpenAI's 27%. And the Nasdaq 100 bent its rules to let these companies in fast, whether index fund holders want them or not. Here is what the IPO races mean for your money. CHAPTERS 00:00 OpenAI Confidentially Files for IPO 01:18 OpenAI's Valuation vs. Anthropic's 01:52 OpenAI's Financial Challenges 02:55 Anthropic's B2B Market Dominance 03:31 OpenAI's Third Phase Goals 05:49 SpaceX IPO and Fundraising Goal 08:23 Google's Strategic Investment in SpaceX 11:25 Google's Agentic Search and Compute Demand 16:09 S&P 500 Maintains Profitability Rule for IPOs 18:00 Fidelity Lowers Threshold for SpaceX IPO Investment 21:19 Historical IPO Performance for Investors IF YOU LIKED THIS, WATCH: → SpaceX S-1 Is a Mess: https://youtu.be/N3YWf7hWk5A → Will $725 Billion in NEW AI Spending Actually Pay Off? https://youtu.be/jcQXINZLj70 SOURCES & FURTHER READING SpaceX IPO and Market Structure * S&P Dow Jones Megacap Index Changes and What They Signal for Market Concentration: https://www.spglobal.com/spdji/en/documents/indexnews/announcements/20260604-1483731/1483731_spdji-us-indices-megacaps-results-20260604.pdf * SpaceX IPO Explained What Investors Need to Know About Potential Public Offering: https://www.fidelity.com/learning-center/trading-investing/spacex-ipo-explained * How SpaceX Tiered Lockup Structure Could Shape Post IPO Stock Performance: https://global.morningstar.com/en-nd/stocks/how-spacexs-tiered-lockup-aims-help-post-ipo-trading OpenAI and Next Wave of IPOs * OpenAI Confidential S 1 Filing Signals Potential IPO and What It Means for AI Market…

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