UK asset manager is optimistic in year of historically large tech IPOs
Iran war has hit country’s equity market and disrupted what was positioned to be another record year for flotations
Elon Musk’s AI, rocket and satellite group also announces $60bn deal for AI coding app Cursor
Plus, tech sells bonds because they can
Stocks surge as agreement to reopen the Strait of Hormuz ignites global rally
Elon Musk’s AI, satellite and rocket group climbs 19.6% further on Monday
Investor sentiment also helped by SpaceX’s historic initial public offering
Business supplies distributor is latest in string of UK targets for US activist hedge fund
The public focused on the mission, not the multiple
Understanding both the ‘sources and uses’ of investible capital will become paramount as competition for funds rises
SpaceX, Anthropic and Alphabet financings highlight investors’ willingness to absorb a torrent of new issuance
The technology is leading to a fundamental shift in the way investors allocate funds and diversify risks across every asset class
Big Tech no longer prints money; it needs it. What will that mean when confidence dips?
Our experts discuss which companies to buy, sell or hold this week
Stocks and government bonds make gains on hopes energy shock will ease
Terrestrial valuations don’t apply when it comes to Elon
AI and rockets group cracks list of world’s most valuable companies after historic float
Two-fifths of UK applicants received fewer shares than they asked for at the record-breaking IPO
¯\_(ツ)_/¯
Financial logic has been stood on its head as yields buck decades-long trends
Higher government borrowing costs and changes in warfare have hit one of the biggest equity trades of recent years
Rising oil prices compound concern about president’s economic vision
Rockets-to-AI group priced its shares at $135 in deal that drew blockbuster investor demand
Investors do not need big benchmarks to get what they want
Daily liquidity meets SpaceX FOMO, and daily liquidity blinks first
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