- Apr 04, 2026
Staff Report: PNN
A new competition has emerged in the private company stock market, with primary focus on Anthropic, OpenAI, and SpaceX. These three companies are shaping investor interest and market trends, according to market experts.
Glenn Anderson, president of investment bank Rainmaker Securities, said that Anthropic shares currently have the highest demand. “At this moment, Anthropic shares are the hardest to acquire in the market because there are no sellers,” he said. Investors with large amounts of money are ready, but there are insufficient shares available.
Analysts believe that Anthropic’s recent public disagreement with the U.S. Department of Defense has increased public support and interest in the company, giving it a unique market presence that attracts more investors.
Meanwhile, OpenAI’s shares are still actively traded, but enthusiasm is not as high as before. Their valuation in the private market has slightly decreased. However, many investors remain interested in investing in both companies, as it is still uncertain which company will lead in the AI sector.
Outside this competition, SpaceX occupies a different position. The company has avoided major market downturns in recent years and has maintained steady value growth. Experts say that its conservative approach to share pricing has allowed it to sustain stable growth.
SpaceX has also reportedly secretly applied for an initial public offering (IPO). If implemented, this could be one of the largest IPOs in recent times. Market analysts predict that the IPO could attract a massive amount of investment, affecting other technology companies as well.
Experts note that companies entering the IPO market early generally gain advantages. Therefore, if other companies enter the stock market after SpaceX, they may face relatively greater challenges.
Overall, this competition in AI and space technology sectors in the private stock market could play a crucial role in determining global investment trends in the coming days.