Mega-IPOs Season: Will SpaceX, OpenAI, and Anthropic Change the Market Forever? 

SpaceX has officially opened the season of mega-IPOs, with OpenAI and Anthropic set to follow a little later.

We’re witnessing one of the biggest shifts in market history — these companies are building rockets, artificial intelligence, and the infrastructure that could define the next decade.

For traders, this could be the beginning of a new era. So, what can we expect from it?

Read till the end for the bonus: New IQ Option AI trading tool 🔥

SpaceX Has Set a New Standard

SpaceX’s IPO challenged some of Wall Street’s unwritten rules:

• The company allocated an unusually large share of the offering to retail investors, potentially giving everyday traders access to up to 30% of the IPO. That’s a level of participation rarely seen in deals of this size.
  
• Then there’s the scale — with a valuation approaching $2 trillion, SpaceX entered the market as one of the most valuable public companies in the world from day one. The offering attracted demand from investors across the US, Europe, the UK, and Asia, turning the listing into a truly global event.

• The impact goes beyond the company itself. A deal this large pulls money, attention, and institutional capital toward a single stock. It can affect how investors allocate funds, how sectors are valued, and even how major indices move if passive funds are forced to buy shares.

Most importantly, SpaceX may have created a blueprint for the next generation of mega-IPOs.

If investors are willing to absorb a listing of this size, it becomes much easier to imagine companies like OpenAI and Anthropic following the same path. And that’s where the story gets even more interesting.

Why OpenAI Could Be the Biggest IPO After SpaceX

An OpenAI IPO would likely become one of the most anticipated listings ever, and the first opportunity for public investors to directly invest in the company that sparked the modern AI boom. 

That’s why an OpenAI IPO could reshape how investors value the entire AI ecosystem. OpenAI sits at the center of a network that includes some of the biggest names in tech, and  a public valuation for OpenAI would inevitably influence how investors look at the companies supplying the chips, cloud infrastructure, software, and computing power behind the AI boom. 

Just as importantly, investors will want to know next is whether that growth can justify the enormous costs required to build and scale advanced AI systems. 

That’s what makes a potential OpenAI IPO so fascinating — it would be a vote on the future value of artificial intelligence itself.

Interestingly, even OpenAI’s father doesn’t seem to view a potential IPO as the main story. 

“An IPO is just a financing event.”
— Sam Altman, OpenAI CEO 

In other words, whether OpenAI is public or private, the real race is still about building the most powerful AI products, models, and infrastructure.

Altman has also said that AI will be served by “multiple providers” — a reminder that investors shouldn’t think only about OpenAI.

That’s one reason Anthropic has become impossible to ignore.

Anthropic Could Turn AI Into a Full-Blown Market Sector

If OpenAI is expected to bring artificial intelligence to public markets, Anthropic could make the story much bigger.

The company behind Claude has emerged as one of the strongest competitors in AI, with a valuation reportedly reaching hundreds of billions of dollars. Unlike OpenAI, which is best known for consumer products like ChatGPT, Anthropic has built much of its business around enterprise customers and large-scale commercial applications.

That difference matters. 

For investors, a future Anthropic IPO would create a direct comparison between two of the most influential companies in the industry.

For the first time, traders could evaluate competing approaches to the same opportunity:

• OpenAI’s consumer-focused ecosystem
• Anthropic’s enterprise-first strategy

And markets love competition. Think Microsoft versus Apple. Coca-Cola versus Pepsi. When investors have multiple leaders to compare, entire sectors often attract more capital, more analyst coverage, and more trading activity.

That’s why Anthropic’s potential IPO would strengthen the idea that AI is becoming a standalone market sector.

Like OpenAI, Anthropic also faces the challenge of balancing extraordinary growth with the enormous costs of developing advanced AI systems. Public investors will eventually want proof that scale can translate into sustainable profits.

Trade the Next IPO Narrative 

Traders can already access SpaceX following its market debut, and now IQ Option has introduced a range of assets linked to OpenAI, Anthropic, and Hyperliquid, giving traders an opportunity to follow some of the market’s most discussed stories before potential future IPOs become reality.

With these assets now available on IQ Option, you can track market sentiment, react to major developments, and trade some of the most talked-about names in tech.

The Ripple Effects Could Be Bigger Than the IPOs Themselves

SpaceX, OpenAI, and Anthropic may be the headlines, but traders should remember that major IPOs rarely move in isolation.

When investors reassess the value of a company, they often reassess the entire ecosystem around it.

SpaceX Watchlist 

OpenAI & Anthropic Watchlist 

Checklist for Trading AI Companies 

Here are a few principles worth following:

• Follow the ecosystem, not just the headline company
  A major IPO often affects suppliers, competitors, and strategic partners.
• Watch for volatility after big news
  The biggest price moves don’t always happen on day one.
• Pay attention to valuation expectations
  Strong companies can still fall if expectations become unrealistic.
• Track money flows
  Large IPOs can pull capital away from other sectors and assets.

Bonus 🎁 AI Trading IQ Option MCP

What is AI trading for you? Today, it can mean two things: trading related companies and using bots to trade. 

Meet IQ Option’s new MCP (Model Context Protocol) integration 🎉

It connects ChatGPT and Claude to your account, helping turn IQ Option into your personal AI trading platform that can analyze quotes, monitor positions, review trade history, and assist with market research from a single chat interface. Depending on permissions, AI agents can even execute trades on your behalf!

Imagine asking:

• “Show me the strongest AI-related stocks this week.”
• “Analyze my recent trades and identify common mistakes.”
• “Alert me if Nvidia breaks resistance.”
• “Compare OpenAI’s ecosystem with Anthropic’s.”

Try IQ Option MCP on a demo account and explore a new way to analyze the markets.

💡 Tip: When it comes to AI trading, IQ Option recommends using it as a tool, not a replacement for judgment. Bots can help process information and identify opportunities, but every trading decision should still be backed by a clear strategy. 

If you want to try trading with AI, read these articles first: 

👉 How to Use AI in Trading
👉 Best AI for Trading: How to Set Up a Trading Bot

Conclusion

Whether OpenAI and Anthropic meet the market’s expectations remains to be seen. But one thing is already clear: the era of mega-IPOs is here — and we’re lucky to have a front-row seat to one of the biggest market stories of our time 🍿

And while the market is deciding who will lead the AI revolution, traders can already start putting that technology to work with tools like IQ Option MCP.