IPO Winners & Losers: Defense Tech Wins, Big AI Bets, and the IPO Window

Welcome to Renaissance Capital’s IPO Winners and Losers, the weekly podcast breaking down the biggest stories shaping the IPO market.

This week:
• The IPO market looks strong on the surface — but is it running on FOMO?
• Defense and AI-linked IPOs surge while consumer names struggle
• Cerebras prepares for the largest AI IPO ever
• Three billion-dollar AI infrastructure deals test the market next week
• Lime files for an IPO years after its SPAC-era ambitions faded

We also discuss why the current IPO window feels “precarious” and what investors are rewarding right now.

If you follow IPOs, AI infrastructure, market psychology, or disruptive growth companies, this is the place to stay ahead of the next wave of public market stories.

Hit like and subscribe for weekly IPO market breakdowns, and get the newsletter in your inbox every week: ipos.renaissancecapital.com/l/1104911/2025-11-04/7p1rtn

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Видео IPO Winners & Losers: Defense Tech Wins, Big AI Bets, and the IPO Window канала Renaissance Capital IPO