LIVE MARKETS-Blockbuster tech IPOs could supercharge US market by $3 trillion, LPL Financial estimates

Reuters03-18
LIVE MARKETS-Blockbuster tech IPOs could supercharge US market by $3 trillion, LPL Financial estimates

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BLOCKBUSTER TECH IPOS COULD SUPERCHARGE US MARKET BY $3 TRILLION, LPL FINANCIAL ESTIMATES

A trio of potential technology IPOs - SpaceX, Anthropic and OpenAI - could add more than $3 trillion in market value to U.S. stocks, according to LPL Financial, highlighting the scale of what could become one of the biggest boosts to Wall Street from new listings in years.

AI chatbot operator Anthropic raised $30 billion in a February funding round which projected the valuation of the company at $380 billion, while ChatGPT maker OpenAI is valued at $840 billion as per its latest funding round.

Media reports suggest both companies could debut sometimes in 2026, marking a big boost for the U.S. IPO market.

Meanwhile, Bloomberg News reported in February that Elon Musk's SpaceX is aiming to file confidentially for an IPO as soon as March that could value the rocket and satellite company at more than $1.75 trillion, which would rank it among the largest IPOs in history.

Reuters reported earlier this month that the company is leaning toward listing its shares on the Nasdaq, with early inclusion on the Nasdaq 100 index .NDX a necessary condition for a potential listing on the tech-heavy exchange.

"Hypothetically, if these three companies achieved valuations at IPO that are about 20% higher than their most recent private rounds, it would add more than $3 trillion to the US market," said Jeffrey Buchbinder, chief equity strategist at LPL Financial.

Buchbinder notes that this could be equivalent to adding another Microsoft MSFT.O in terms of market capitalization. "By no means assured, but certainly possible," he said.

Microsoft last had a market cap north of $3.73 trillion, currently the fourth largest listed company on Wall Street. The benchmark S&P 500 .SPX meanwhile has a market cap of $57.4 trillion, according to LSEG data.

(Shashwat Chauhan)

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