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  1. Upcoming mega-IPOs for SpaceX (~$75B) and Anthropic (~$200B) will stress-test market absorption capacity in a higher-rate environment, unlike the low-yield conditions of 2021.

    Impact: Successful index inclusion will trigger forced institutional buying, creating short-term price decoupling from fundamentals and increasing sector volatility.

    — from AI Infrastructure Shifts and Mega-IPO Market Realities · Alles auf Aktien – Die täglichen Finanzen-News· Apr 05, 2026