Wall Street Eyes AI IPO Wave as Anthropic and OpenAI Prepare for Public Listings

Key Facts

1Major AI companies including Anthropic, OpenAI, and SpaceX are moving toward public listings.

2Morgan Stanley and Goldman Sachs have been selected to lead Anthropic's upcoming IPO.

Major AI players, including Anthropic, OpenAI, and SpaceX, are preparing for public listings, marking a significant structural shift in the technology sector. According to reports, Morgan Stanley and Goldman Sachs have been selected to lead the highly anticipated IPO of Anthropic. This move comes as private market financing for the AI sector reaches a maturity point, prompting companies to seek public liquidity and broader capital access.

This trend reflects significant optimism within the banking sector, as analysts expect these IPOs to revitalize a relatively quiet public offering market. In comparison to previous listings, Arm Holdings—a key player in the AI ecosystem—reported a 47% revenue increase in its latest quarter, bolstering investor appetite for AI-linked firms. Per market data, shares of major investment banks like Goldman Sachs have benefited from expectations of rebounding financial advisory fees.

Traders should monitor liquidity levels within the tech sector, with market data showing Morgan Stanley (MS) at $102.45 and Goldman Sachs (GS) at $460.20 (close June 4, 2026). Looking ahead at the economic calendar, upcoming Fed official speeches may impact growth stock valuations, while investors await official updates regarding the specific timelines for these landmark IPOs.