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IPO of AI will trigger a large portfolio rotation

Los esperados debuts de OpenAI y Anthropic, los estrenos de SpaceX y Unitree y el salto de SK Hynix a Wall Street vaticinan una fuerte rotación sectorial. Leer

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IPO of AI will trigger a large portfolio rotation

Investors are preparing for a significant shift in the stock market, driven by the expected debuts of OpenAI and Anthropic, as well as recent listings by SpaceX and Unitree. SpaceX raised a record $75 billion in a public offering in mid-June, while Unitree's shares surged 460% on its debut. SK Hynix, a South Korean semiconductor company, made its largest foreign listing on Wall Street in July, raising $26 billion.

OpenAI and Anthropic are expected to debut in October and shortly after, respectively, potentially raising over $60 billion each.

Written by urgent.news from Expansion ES's report — not a translation of it. Machine-written — may contain errors; check the original before relying on it.

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