Goldman Sachs CEO David Solomon stated that investors are in 'greed mode' with sufficient market liquidity to support major IPOs from OpenAI, SpaceX, and Anthropic. Solomon cited strong investor appetite for AI, evidenced by Alphabet's robust stock performance after announcing an $80 billion equity raise. Goldman raised its S&P 500 year-end target to 8,000, with Nvidia and Micron expected to drive significant earnings growth.

StubHub Holdings stock surged over 35% in May following strong Q1 2026 earnings that exceeded expectations. The company reported 12% YoY revenue growth to $446M, a surprise net profit of $48M ($0.06/share), and raised 2026 guidance for GMS to $9.9-10.1B. However, the author expresses caution about sustainability, citing concerns that live event prices have become unsustainably high, potentially limiting future growth.

SoftBank CEO Masayoshi Son believes the AI revolution is '50x bigger' than the dot-com boom and will last 50-100 years, dismissing concerns of an AI bubble. Son has identified humanoid and industrial robotics with 'physical AI' as the next trillion-dollar opportunity, evidenced by SoftBank's $5.4 billion acquisition of ABB's robotics division in October and plans for a $100 billion IPO of its Roze AI venture.

Goldman Sachs cut Figma's price target to $30 from $35, but the article argues this could signal a buying opportunity. Despite an 80% decline from its IPO peak, Figma shows strong fundamentals with 46% YoY revenue growth and improved valuation metrics. Historical precedents with Apple and Netflix suggest price target cuts can precede stock recoveries.

Goldman Sachs President John Waldron stated that 2026 M&A activity is on track to approach or exceed 2021 record levels, driven primarily by corporate-led dealmaking. Q1 2026 saw $861.1 billion in M&A volumes, a 9.7% increase over Q1 2025. The bank remains optimistic about IPO prospects and continues to benefit from strong advisory backlogs.

Goldman Sachs significantly restructured its crypto portfolio in Q1 2026, fully liquidating positions in XRP and Solana ETFs while cutting Ethereum ETF exposure by 70% and trimming Bitcoin by 10%. The bank simultaneously purchased a small stake in Hyperliquid Strategies, signaling a shift toward cryptocurrencies with direct mechanisms linking platform usage to token value through buyback programs.

Investor Ross Gerber has endorsed SpaceX's upcoming IPO following a successful Starship rocket test launch, calling it 'perfect timing.' SpaceX plans to allocate up to 30% of shares to retail investors through platforms like Robinhood and SoFi, with Goldman Sachs and Morgan Stanley serving as lead underwriters. However, some experts warn the IPO could negatively impact Tesla investors by diverting CEO Elon Musk's attention.

Investor Gary Black predicts SpaceX could see an initial price surge following its IPO due to Nasdaq-100 and S&P 500 inclusion, low float percentage, and strong underwriter distribution. However, Black questions the company's $2 trillion valuation, citing concerns about its 300x EBITDA multiple and lack of profitability relative to its market cap. The IPO could also potentially divert attention and investment from Tesla.

SpaceX is preparing for its IPO with plans to allocate up to 30% of shares to retail investors through platforms like Robinhood, SoFi, E-TRADE, Charles Schwab, and Fidelity. Each platform has different minimum account balance requirements ranging from none to $500,000. Goldman Sachs is leading the IPO as underwriter, with Morgan Stanley in a key position. BlackRock is considering a $5-10 billion investment in the space company.

Goldman Sachs reported strong Q1 earnings driven by surging capital markets activity, including IPOs and M&A deals. With a robust pipeline of mega-deals, streamlined regulatory processes, and expectations for continued acceleration in investment banking activity, the stock appears undervalued compared to its growth prospects.

Walter Isaacson, Elon Musk's biographer, describes Musk's approach to SpaceX as treating business like a video game, accumulating points toward a $1 trillion valuation rather than spending on luxury items. SpaceX's upcoming IPO in June is expected to value the company at approximately $1.75 trillion, though some investors express concerns about the premium valuation. However, former hedge fund manager Patrick Boyle criticized SpaceX as a 'money furnace' after the company reported a $4.3 billion quarterly loss.

Uber Technologies is positioned as an attractive tech investment outside the Magnificent Seven, leveraging its data and brand to compete in the emerging robotaxi market. The company plans to purchase vehicles from Rivian and Lucid rather than building its own fleet, while providing mapping data and routing information to autonomous vehicle makers. With revenue growing from $6.5B in 2016 to $52B in 2025 and net income exceeding $10B in 2025, Uber is diversifying into air taxis, delivery robots, and other ventures.