Just when the market was starting to act like it could possibly go five minutes without a fresh identity crisis, here come the IPO rumors. SpaceX could hit in June. OpenAI is reportedly eyeing September. Anthropic is aiming for later in 2026.
As companies look to bond markets to fund AI investment, the credit impact is showing up in more selective ways, creating opportunities for active investors.
Jim Lydotes flips the timer on 1) packaging companies’ pricing power, 2) consolidation in utilities, 3) Voya’s Grassroots Research on college recruitment in the AI era.