Investors had expected a wave of major 2026 IPOs from SpaceX, Anthropic and OpenAI, but several offerings have been postponed and OpenAI has ruled out listing this year. On prediction market Kalshi, Anthropic, which confidentially filed a prospectus with the SEC in early June, is the only major company with better-than-even odds (75% as of Monday morning) of officially announcing an IPO this year. Odds for others have fallen sharply, such as Plaid (from 50% to 10%) and Databricks (from over 50% to 1%). Although IPO proceeds are up thanks to megacap debuts like SpaceX, the number of U.S. IPOs priced this year is down 33% from 2025, according to Renaissance Capital. Anthropic's third-quarter revenue of $16.8 billion showed slower growth, and a revised IPO valuation range starting at $1.5T, instead of the earlier expected at least $2T, was viewed as disappointing.
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Related tickers and likely impact
AMZN
• NeutralAmazon
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.7T |
| Close on 10/16/2026 | 249.94 |
| Change that session | -1.89% |
GOOGL
• NeutralAlphabet Inc. (Class A)
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.3T |
| Close on 10/16/2026 | 340.59 |
| Change that session | -2.47% |
QQQ
• NeutralInvesco QQQ Trust
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/16/2026 | 709.82 |
| Change that session | -2.50% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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