openAI

The 2026 Tech IPO Watchlist outlines a growing pipeline of private technology companies preparing to test public markets after several years of limited issuance. With investor focus shifting toward cash flow, disciplined growth, and credible AI-driven business models, the upcoming IPO cycle reflects a more selective environment than prior market peaks. Companies across AI, fintech, enterprise software, and consumer platforms are assessing timing as market conditions stabilize. For investors, the watchlist underscores the importance of valuation discipline, understanding private-market dynamics, and distinguishing between mature brands and businesses with remaining growth potential. [more]

SoftBank has agreed to acquire DigitalBridge in a $4 billion cash transaction, marking a strategic pivot toward AI infrastructure assets. The deal values DigitalBridge at $16.00 per share and reflects premium valuation multiples tied to scarce, power-secured data center capacity. As AI demand accelerates, SoftBank is shifting from software-focused venture investing to owning the physical backbone required to support large-scale computing. The acquisition strengthens SoftBank’s exposure to data centers, fiber, and power-ready land while supporting large AI initiatives such as the Stargate project. The transaction is expected to close in the second half of 2026. [more]