Name: OpenAI Joins Massive AI IPO, Super Micro To Buy AI Equipment | Bloomberg Deals 6/10/2026
Uploaded: 2026-06-10T21:07:30+00:00
Duration: 2301 s

Speakers

Emily Rafaela — Bloomberg Reporter

Alex Kelly — Global Co-Chair, M&A and Private Equity, Latham & Watkins

Josef Schuster — Founder and CEO, IPOX Schuster

Matt Kennedy — Senior Strategist, Renaissance Capital

Jeff Perlman — CEO, Warburg Pincus

Summary

The program covers a blockbuster week for IPOs led by SpaceX's record-setting $75B debut, with experts debating whether broad IPO baskets make more sense than chasing mega names. Other topics include a $35B Anthropic chip deal backstopped by Broadcom, Super Micro's dilutive $7B equity raise for AI servers, and consolidation trends in asset management favoring large platforms like Blackstone, Apollo, and Ares.

SpaceX's IPO dominates with a fixed $135 price and massive institutional demand, expected to trade Friday.
IPO experts urge a diversified index approach over betting on single mega IPOs, citing historical drawdowns and supply overhangs.
Anthropic secures a $35B private credit package led by Apollo and Blackstone, backstopped by Broadcom, to fund AI chip purchases.
Super Micro Computer announces a $7B equity offering for AI servers, diluting shareholders by ~30% despite reporting $39B in orders.
Jeff Perlman of Warburg Pincus warns that mega IPO early index inclusion could force passive selling in other stocks.
Alex Kelly of Latham & Watkins predicts ongoing asset management consolidation, with large players using M&A to fill platform gaps.

Ideas

Emily Rafaela Bloomberg Reporter 13:08

Broadcom secures huge AI chip revenue

Broadcom backstopped the $35 billion Anthropic chip financing, guaranteeing the debt and securing a massive $36 billion order for its TPUs. Without Broadcom's investment-grade guarantee, the chip sale wouldn't have happened, meaning Broadcom locks in significant AI infrastructure revenue.

Josef Schuster Founder and CEO, IPOX Schuster 17:23

U.S. IPO basket is a golden opportunity

The IPO market is entering a golden age with a unique opportunity for investors. The best returns come from a diversified basket of U.S. domiciled, non-sexy names—IPOs, spinoffs, and SPACs—rather than chasing single mega IPOs. A broad IPO index approach captures the 1-2 big winners while avoiding the many underperformers.

Matt Kennedy Senior Strategist, Renaissance Capital 18:07

SpaceX IPO is too expensive on day one

SpaceX's IPO price tag is extremely steep, requiring belief in 2028-2030 numbers to justify the market cap. Buying an entire position on day one is not advisable; purchases should be spread over months. Short-term volatility is the price of admission, but the initial valuation likely offers poor risk/reward.

Alex Kelly Global Co-Chair, M&A and Private Equity, Latham & Watkins 31:58

Large alternative asset managers will keep winning

Consolidation in asset management is accelerating. Large managers are acquiring talent, scaling platforms, and adding secondary capabilities. LP capital is concentrating in a few mega-managers, creating a perfect environment for big players like Blackstone, Apollo, and Ares to keep growing and outperforming.

This Bloomberg Markets video, published June 10, 2026, features Emily Rafaela, Josef Schuster, Matt Kennedy, Alex Kelly discussing AVGO, IPOX U.S. IPO Index, SpaceX IPO, BX, APO, ARES. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Emily Rafaela, Josef Schuster, Matt Kennedy, Alex Kelly · Tickers: AVGO, IPOX U.S. IPO Index, SpaceX IPO, BX, APO, ARES

OpenAI Joins Massive AI IPO, Super Micro To Buy AI Equipment | Bloomberg Deals 6/10/2026

Summary

Ideas

Up Next