Micron beat earnings by $6 billion and hit record highs. Memory chip stocks — MU, SK Hynix, SanDisk, Lam Research — are all running. The catch? It's coming out of the Mag-7's margins. Hyperscalers are paying through the nose for HBM RAM and it shows in their charts. This is the clearest divergence in the AI trade right now.

We also cover SpaceX raising $85.5B in equity plus a $25B corporate bond and reportedly building its own gas pipeline for data centers. Sam Altman has pushed the OpenAI API IPO to next year. CATL dropped a sodium energy storage system — bad timing for lithium stocks. On the ASX: WiseTech hitting new lows, Telix eyeing FDA approval for EchoIQ by September. Plus commodities swinging wildly, Apple hiking prices across the board, and Fear and Greed sitting at Extreme Fear while Micron breaks records.

Episode 125 of Bulls vs Bears from MPC Markets.

Bulls vs Bears EP124: The Next Mega IPOs — SpaceX, OpenAI vs Anthropic & What Actually Matters

SpaceX just listed. OpenAI is burning $14B this year. Anthropic just hit a $965B post-money valuation. So which one is actually investable — and which ones are traps?

In this week’s episode, Mark Gardner, Kai and JT cut through the noise on the biggest IPO and AI stories moving markets right now.

We break down:

• The full SpaceX share lock-up release schedule and the five dates that could make or break the stock (QQQ inclusion, Starship Flight 13, Q2/Q3 earnings unlocks, and Musk’s 366-day lockup)
• Why Anthropic is eating OpenAI’s lunch in enterprise (40% LLM market share vs OpenAI’s 27%, 80% of revenue from business customers, and 15.7x valuation growth in 14 months)
• OpenAI’s staggering scale (900M weekly active users, 2.5B prompts/day) versus its $14B losses and cash-flow-positive target of 2029
• Technical setups across ASX200, Nikkei (fresh record highs), Nasdaq and global indices
• Commodity moves in gold, silver, crude and the surprising HPA (High Purity Alumina) trade that’s flying under the radar
• What the new Fed chair, US-Iran deal and memory chip shortage actually mean for positioning

Blunt practitioner takes. No guru dogma. Just what the data and flow are really saying.

Listen now & subscribe: https://mpcinvest.co/podcasts

Timestamps:

• 00:00 – Intro, track record & weekly market colour
• 05:30 – SpaceX IPO deep dive + cumulative unlock timeline
• 18:00 – Five dates that could make or break SpaceX
• 25:00 – OpenAI vs Anthropic: The real AI arms race
• 38:00 – Why Anthropic is winning enterprise (and what it means for valuations)
• 45:00 – Technicals, global markets & commodity wrap (gold, silver, crude, uranium, HPA)
• 52:00 – Next week’s data & closing thoughts

#SpaceXIPO #OpenAI #Anthropic #AIStocks #MegaIPO #InvestmentPodcast #BullsVsBears #MPC Markets

🚀 SpaceX, OpenAI & Anthropic: Are the 3 MEGA IPOs Signalling a Market Bubble? | Bulls vs Bears

In this week's Bulls vs Bears, Mark Gardner and the team dive deep into the biggest financial story of 2026 — the wave of mega IPOs that could reshape global markets. With SpaceX reportedly listing at $1.77 trillion, alongside OpenAI and Anthropic, we're witnessing what could be the three largest IPOs in history. Is this the peak of market euphoria or the start of a new era in space, AI, and technology investing?

We break down:

• The explosive valuations and retail frenzy around SpaceX IPO — Elon Musk's latest rocket ride
• What these listings mean for the broader market, tech stocks, semiconductors (NVIDIA, Broadcom, Apple), and the S&P 500
• Fresh economic data: Strong payrolls, sticky CPI & PPI inflation, and what to expect from the upcoming Fed meeting
• Geopolitical drama with Trump, Iran, and oil market impacts
• Crypto update: Bitcoin weakness, Hyperliquid strength, and MicroStrategy's strategy shift
• Why long-term investors should stay grounded amid the hype

Perfect for Australian investors aged 55+ looking for clear, no-nonsense analysis on wealth preservation, structured income solutions, and navigating record-high markets. Whether you're protecting your retirement portfolio or seeking high-growth opportunities, this episode delivers practical insights you can act on.

Timestamps & Chapters available in the full video.

If you're serious about smarter investing in volatile times, subscribe to Bulls vs Bears for weekly market updates, strategy sessions, and expert commentary you won't get from the mainstream media.

👉 Explore MPC Markets structured investment solutions at mosaic.mpcmarkets.com.au