As IPOs take over market headlines, in-house analysts Jacki Neumann and Susannah Batley break down SpaceX's Nasdaq debut and what's different about this wave of listings.

Hear how a $2T market cap renders conventional valuation metrics "almost not meaningful", and how index funds are now effectively required to buy SPCX. And with OpenAI and Anthropic expected to go public next, we examine how a series of mega-cap IPOs might be about to impact your portfolio. Learn how the AI arms race is prompting private companies to turn to the public for funding, pushing demand for data centers and chips beyond the limits of private equity.

Plus, is a potential merger between SpaceX and Tesla just wild speculation or a realistic vertical integration play?

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