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SpaceX joined the Nasdaq-100 today: $4.3B in play

SpaceX finishes its first month public by joining the Nasdaq-100 this morning, with a reported ~$4.3 billion of index buying meeting a float of roughly 4%. OpenAI, a week after reports of a 2027 IPO timeline, has reportedly proposed handing 5% of its equity to a U.S. sovereign wealth fund. And Mercor reportedly doubled its gross revenue run rate in two months.

Paul Smalera

Aerospace & Defense

July 7, 2026

Paul Smalera

Aerospace & Defense

July 7, 2026

OpenAI reportedly weighs 2027; $1T still the ask

OpenAI is reportedly leaning toward waiting until 2027 to list, with advisers pointing to recent tech-stock and SpaceX volatility — a timing question that keeps the most-wanted name in private hands longer. Capital kept moving toward "physical AI" and world models, with General Intuition's $320 million round and onsemi's $7 billion bid for Synaptics landing the same day. Underneath all of it, the memory layer tightened: Micron printed a record gross margin and Apple raised hardware prices, the AI buildout showing up on a consumer price tag. And SpaceX, the first Power 20 name with a public tape, gave back most of its post-IPO gains.

Paul Smalera

Artificial Intelligence

June 29, 2026

Paul Smalera

Artificial Intelligence

June 29, 2026

Recent

Synthetic SpaceX: trading a press release

Aerospace & Defense

June 25, 2026

We Rebuilt Augment: A New Foundation for Private Markets

June 25, 2026

ByteDance reportable trades near $600B without an IPO

Data

June 23, 2026

Why SpaceX priced at $135 and opened at $150

Aerospace & Defense

Artificial Intelligence

June 18, 2026

Anthropic got 90 minutes. Top models went dark.

Artificial Intelligence

June 16, 2026

Bezos raises $12B; Citi tokenizes private shares; SpaceX IPOs

Aerospace & Defense

Hardware

June 12, 2026

SpaceX exits. Who inherits the tape?

Deep dive

June 11, 2026

SpaceX's $135 mark meets the public tape

Artificial Intelligence

Hardware

June 9, 2026

SpaceX: a $1.77T ask, a $780B dissent

Artificial Intelligence

June 5, 2026

Anthropic's S-1: Reconstructed From the Record*

Deep dive

June 4, 2026

Artificial Intelligence

View more

OpenAI reportedly weighs 2027; $1T still the ask

OpenAI is reportedly leaning toward waiting until 2027 to list, with advisers pointing to recent tech-stock and SpaceX volatility — a timing question that keeps the most-wanted name in private hands longer. Capital kept moving toward "physical AI" and world models, with General Intuition's $320 million round and onsemi's $7 billion bid for Synaptics landing the same day. Underneath all of it, the memory layer tightened: Micron printed a record gross margin and Apple raised hardware prices, the AI buildout showing up on a consumer price tag. And SpaceX, the first Power 20 name with a public tape, gave back most of its post-IPO gains.

Paul Smalera

Artificial Intelligence

June 29, 2026

Paul Smalera

Artificial Intelligence

June 29, 2026

OpenAI reportedly weighs 2027; $1T still the ask

Paul Smalera

ByteDance reportable trades near $600B without an IPO

Paul Smalera

Why SpaceX priced at $135 and opened at $150

Noel Moldvai

Anthropic got 90 minutes. Top models went dark.

Paul Smalera

Enterprise Software

View more

The fastest SaaS company ever just doubled again

Cursor's revenue doubled to $2B ARR in just three months — the kind of trajectory that rewrites venture math. Reflection AI is reportedly seeking $2B+ at a $20B valuation just five months after its last raise. Meanwhile, Musk is cleaning house: X and xAI plan to repay $17.5B in debt ahead of a potential SpaceX IPO. And MongoDB's 24% post-earnings plunge is the latest signal that even strong growth can't save you when forward guidance disappoints.

Paul Smalera

Enterprise Software

March 3, 2026

Paul Smalera

Enterprise Software

March 3, 2026

Aerospace & Defense

View more

SpaceX joined the Nasdaq-100 today: $4.3B in play

SpaceX finishes its first month public by joining the Nasdaq-100 this morning, with a reported ~$4.3 billion of index buying meeting a float of roughly 4%. OpenAI, a week after reports of a 2027 IPO timeline, has reportedly proposed handing 5% of its equity to a U.S. sovereign wealth fund. And Mercor reportedly doubled its gross revenue run rate in two months.

Paul Smalera

Aerospace & Defense

July 7, 2026

Paul Smalera

Aerospace & Defense

July 7, 2026

Deep Dive

View more

Synthetic SpaceX: trading a press release

Five venues launched SpaceX perps days before the IPO, on institutional-looking terms. So who actually ends up holding them?

Max Melmed

Deep dive

June 25, 2026

Max Melmed

Deep dive

June 25, 2026

Why SpaceX priced at $135 and opened at $150

Noel Moldvai

SpaceX exits. Who inherits the tape?

Paul Smalera

Anthropic's S-1: Reconstructed From the Record*

Paul Smalera

$725B in capex. The math behind the datacenter buildout.

Paul Smalera

Company News

View more

We Rebuilt Augment: A New Foundation for Private Markets

Alyssa Hollawell

Introducing Cash Accounts: Fund Once, Invest Instantly

Augment Staff

Mitigating counterparty risk in pre-IPO SPVs

Noel Moldvai

Cyrill Wiget named CEO of Augment Advisors, LLC and Augment Capital, LLC

Augment Staff

POV

View more

What can accredited investors invest in? 7 private market opportunities explained

Augment Staff

Accredited investor rule updates: what's changed and what to watch in 2026

Augment Staff

What is liquidity risk in private markets—and how to manage it

Augment Staff

How Pension Funds Are Investing in Private Equity in 2026: Trends, Risks & Strategic Shifts

Augment Staff

Hardware

Hardware

01/03/2026

Designing for the circular hardware economy

Hardware

01/03/2026

The evolution of silicon-carbide power chips

Hardware

01/03/2026

How modular hardware reduces electronic waste

Hardware

01/03/2026

The challenge of cooling high-density servers

Hardware

01/03/2026

Next-gen haptics for immersive experiences

Artificial intelligence

Artificial intelligence

01/03/2026

How AI agents are changing task automation

By 2026, the conversation has shifted from "what can AI say?" to "what can AI do?" We are moving past simple chatbots toward Agentic AI—autonomous systems capable of planning, reasoning, and executing complex workflows across multiple platforms.

Artificial intelligence

01/03/2026

Fine-tuning small language models for efficiency

Artificial intelligence

01/03/2026

The role of synthetic data in training

Artificial intelligence

01/03/2026

How multimodal ai is changing search

Artificial intelligence

01/03/2026

Why explainable ai is a business necessity

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FOR QUALIFIED INSTITUTIONAL AND ACCREDITED INVESTORS ONLY: Under federal securities laws, private market investments on this platform are available exclusively to Institutional and Accredited Investors. Verification of status required before investing. Private investments involve significant risks including illiquidity, potential loss of principal, and limited disclosure requirements. "Augment" refers to Augment Markets, Inc. and its affiliates. Augment Markets, Inc. is a technology company offering software and data services, not a bank or financial institution. Cash Accounts are provided by Modern Treasury Corp. financial institution partners and through Augment's technology. Augment does not act as a money services business, provide money transmission, or serve as a custodian of funds. Funds held in your Cash Account are not FDIC insured unless expressly disclosed. Full terms available in the Augment Cash Account Agreement.Brokerage services are offered through Augment Capital, LLC, an affiliated broker-dealer and member FINRA/SIPC. “Investment accounts” are not brokerage accounts and do not hold customer funds or securities. Investment advisory services are offered through Augment Advisors, LLC, an SEC-registered investment adviser.  Registration with the SEC does not imply a certain level of skill or training. Neither Augment Advisors, LLC nor Augment Capital, LLC provide legal or tax advice; consult your attorney or tax professional regarding your specific situation. For additional information, please refer to Augment Advisors, LLC’s Form ADV Part 2A (Firm Brochure) and FINRA BrokerCheck.

SpaceX

$588.77
+27%

Anthropic

$441.40
+59%

Anduril

$104.09
+7%

OpenAI

$687.68
-22%

Stripe

$67.61
+30%

Databricks

$222.05
+10%

Revolut

$1,712.14
+10%

Ramp

$100.51
+6%

ByteDance

$364.51
+20%

Neuralink

$130.65
+55%

Shield AI

$156.49
+61%

Cursor AI

$1,050.43
+23%

Kalshi

$543.60
+47%

Cerebras

$105.63
+173%

Canva

$1,738.97
-16%

Perplexity

$61.68
-5%

Crusoe

$132.39
+13%

Rippling

$52.00
-11%

Polymarket

$138.10
+4%

Saronic

$34.55
+57%