Morningstar DBRS & OpenAI

Morningstar DBRS: Morningstar DBRS analysts have expressed skepticism about SpaceX's valuation, deeming it 'significantly overvalued' due to unproven technologies and high capital needs. They provided a lower valuation estimate for the company.

OpenAI: OpenAI, another prominent AI company, is anticipated to have an IPO in the near future, similar to Anthropic. Its market debut will be influenced by the performance and investor reception of SpaceX's listing.

Morningstar DBRS: Morningstar DBRS's chief U.S. market strategist Dave Sekera expressed skepticism about Allbirds' AI pivot, questioning the company's expertise in data centers.

OpenAI: OpenAI's ChatGPT is mentioned as the catalyst for the AI investment boom, which influenced Festo SmartBird's decision to pivot to AI infrastructure.