#ipo

#ipo

The sharp rise in oil prices and renewed inflation concerns created significant pressure on both stocks and bonds, impacting investor sentiment and market dynamics.

Kalshi's ads emphasize that it bans insider trading and does not engage in death bets, aiming to reassure observers about the integrity of its market operations.

Escalating geopolitical risk continued to dominate global markets' concerns, with safe-haven demand keeping the dollar index anchored near a multi-week high.

"I'm surprised by how neutral the rule was, when you think about the massive amount of lobbying there's been around it. It doesn't say certain assets are good or bad. Instead, it really focuses on making a rules-based framework instead of a litigation-based one."

Mega IPOs like OpenAI and SpaceX are creating a gravity well in the public markets, what that means for smaller companies waiting to go public and whether the IPO pipeline is actually reopening in 2026. They also dig into the growing tension inside software companies as AI agents begin to threaten seat based pricing models and what recent disclosures are quietly admitting about the competitive risks.

"When you're a public company, your scorecard is your stock price, and that has a lot to do with the results you generate. If the investment community doesn't think very highly of department stores, which they don't, your multiple goes down."