SpaceX IPO timing in June is expected to intensify investor interest in Elon Musk’s space and AI businesses. Tesla could potentially be included later, bringing Optimus humanoid robots and electric vehicles into the broader investment package. The piece warns against placing market orders on day one, even while acknowledging strong demand from Elon Musk fans willing to pay very high valuations. Additional AI IPOs in the second half of the year, including Anthropic and OpenAI, are framed as making 2026 a standout IPO year. Investors may also consider Bitcoin-miners-turned-AI data center plays as underrated alternatives while waiting to see IPO-driven market impacts.
"The AI trade is heating up just in time for summer, and as we enter the month of June, the SpaceX IPO could crank up the heat several notches as a flood of investors finally get a chance to own a piece of Elon Musk's space and AI empire. Who knows? It's speculated that Tesla ( NASDAQ:TSLA | TSLA Price Prediction) might even be rolled in at some point down the road, injecting Optimus humanoid robots and electric vehicles (EVs) into the package. Any way you look at it, the excitement is almost palpable as we head into June."
"While I wouldn't place market orders on day one, even if one is comfortable paying a sky-high multiple and a valuation closer to the $2 trillion level than $1.25-1.5 trillion, I do acknowledge many Elon Musk fans have been waiting for far too long. And when they get their chance to punch a ticket, don't count on them to walk away from IPO day empty-handed, even if it means paying a price that entails a more than $2 trillion market cap."
"Add the other AI IPOs poised to drop in the second half of the year, and it feels like the retail crowd might be collectively headed towards the same thing, and perhaps at the expense of perfectly good and far cheaper names across the board. SpaceX, Anthropic, and OpenAI are coming in hot, and it promises to make 2026 the IPO year to beat."
"Given the flows into IPOs and out of other corners of the market, perhaps it makes sense to wait for the IPO impact on the broad market before going bargain hunting. At this juncture, I think there's still "
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]