AI IPO Pipeline Is Flooding the Market

This week, the IPO pipeline is packed with AI companies rushing to go public before sentiment shifts further. Lucas and Luna break down the numbers: over $12 billion in AI IPOs waiting to price, from data-center operator Switch to inference chip startup MatX. They discuss how the recent sell-off in software and infrastructure stocks—Adobe down 17%, Oracle down 13%, Super Micro down 31%—is creating a gloomy backdrop for these debuts. And they ask: who's really along for the ride? Underwriters are pocketing fees, early investors are cashing out, but retail is left wondering if the AI party is already over. With a handful of AI stocks like AMD and ARM actually gaining ground, the market is sending mixed signals. Tune in for a grounded look at what the AI IPO wave means for the rest of 2026. #AIIPO #IPO #Switch #MatX #NVIDIA #AMD #SuperMicro #Adobe #AIStocks #StockMarket #Technology #FexingoBusiness #BusinessPodcast #Investment #Underwriters #PublicOffering #AIInfrastructure #MarketSentiment Keep every episode free: buymeacoffee.com/fexingo