CNBC's annual Disruptor 50 list companies eyeing the IPO market

Summary

The video covers the 2026 CNBC Disruptor 50 list and the IPO market. Julia Boorstin discusses the IPO backlog, performance of past disruptor IPOs, and key trends in AI and defense tech. The Disruptor 50 index has outperformed the S&P 500 but lagged the Nasdaq 100. Major private companies like SpaceX, Anthropic, and OpenAI are expected to go public.

• The 2026 CNBC Disruptor 50 list is released.
• IPO market has a multi-year high backlog per Goldman Sachs.
• SpaceX, Anthropic, OpenAI, Databricks, and Stripe are among expected IPOs.
• Past disruptor IPOs like Figma and Nivon are trading well below debuts.
• Disruptor 50 index rose 25% in the past year, outperforming the S&P 500.
• AI infrastructure and defense tech are key investment themes.
• New 'vibe coding' companies Replit, Lovable, and Cursor are on the list.
• The IPO market is recovering with 47 IPOs this year vs 22 last year.