SpaceX IPO Valued at $1.8 Trillion, Anthropic and OpenAI File Confidentially

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โดย The Motley Fool·Read original
Summary · why it matters

SpaceX, Anthropic, and OpenAI are among the most anticipated initial public offerings, with SpaceX already public and the other two having filed confidential S-1 documents. SpaceX priced its IPO at roughly $1.8 trillion and its valuation topped $2.4 trillion by June 19, 2026, though Morningstar estimates its fair value is about 66% below the current share price. Anthropic, developer of the Claude AI model, saw its revenue run rate exceed $47 billion as of May 28, 2026, and its valuation neared $1 trillion, while CNBC reported it could turn profitable in the second quarter of 2026. OpenAI, creator of ChatGPT, posted a loss of $38.5 billion on revenue of around $13.1 billion last year, according to leaked documents verified by the Financial Times, despite generating $2 billion in monthly revenue by March 2026. The article suggests Anthropic may be the best pick among the three, pending its planned valuation.

Impact on stocks 4

Artificial Intelligence · 3 stocks
Financials · 1 stocks
Morningstar Inc
MORN
▼ NegativeCapitalrelevance

Morningstar estimates SpaceX fair value is 66% below current price, implying overvaluation.

Theme Impact 1

Off-coverage companies 2

AnthropicPrivate▲ Positive
Capitalrelevance

Anthropic's revenue run rate exceeded $47B and could turn profitable in Q2 2026, suggesting strong financial health.

OpenAIPrivate▼ Negative
Capitalrelevance

OpenAI posted a $38.5B loss on $13.1B revenue last year, indicating poor financial performance.

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