Why investors ignore SpaceX and OpenAI losses

The next generation of AI leaders could soon become public companies, and Wall Street may not be ready. Brian Sozzi sits down with Robinhood Chief Investment Officer Stephanie Guild and Chief Brokerage Officer Steve Quirk to discuss what potential IPOs from SpaceX, OpenAI and Anthropic could mean for investors, why AI infrastructure spending continues to reshape markets, and whether public markets have enough liquidity to absorb the next wave of technology giants. They also examine market concentration, retail investing, oil prices, the Federal Reserve, and where the next investment opportunities could emerge. Timestamps 00:00 The next AI IPO wave 01:04 Is the market overheating? 02:51 Why liquidity matters 04:52 Can Wall Street absorb these IPOs? 06:12 AI spending changes business models 08:26 SpaceX IPO risks 09:21 Why retail investors matter 10:59 Why investors overlook losses 13:03 Retail investing is changing IPOs 15:34 Will AI reshape every industry? 18:07 Should investors rotate out of the Mag 7? 20:49 Summer market surprises 22:30 Oil prices and inflation 23:46 The Federal Reserve wildcard #powerplayers #spacex #openai #anthropic #ai #ipo #investing #briansozzi #yahoofinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promo...