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SpaceX reports Aug. 4. $116B unlocks Aug. 6.

SpaceX reports its first quarterly results as a public company on August 4. Two days later, restrictions lift on roughly 911.5 million shares worth about $116 billion, with the stock currently trading well below its $135 IPO price. Separately, Nvidia has reportedly committed $5 billion to Safe Superintelligence, a lab with no product in the marketplace and a reported $32 billion valuation. In that deal, the supplier is also reported to be helping set the price.

Paul Smalera

Aerospace & Defense

July 28, 2026

Paul Smalera

Aerospace & Defense

July 28, 2026

Stripe's ~$10B move on OpenRouter

The week's biggest private-markets story was a payments company reaching into the AI stack. Stripe is reportedly in talks to buy OpenRouter for around $10 billion, roughly eight times where the startup was marked in May. Meanwhile a public 10-Q did what secondary desks usually do in the dark: Alphabet's filing put a fair-value number on its Anthropic stake, and the number was roughly $124 billion. And the public market spent two days deciding it's nervous about the cost.

Paul Smalera

Fintech

July 24, 2026

Paul Smalera

Fintech

July 24, 2026

Recent

OpenAI's reported $1T IPO target ask and the Bonfire Economy

Artificial Intelligence

July 23, 2026

Moonshot's $30B path opens after Kimi K3

July 21, 2026

DeepSeek's $52B valuation, found in a filing

Artificial Intelligence

July 17, 2026

Kalshi priced compute. OpenAI’s exposure may be different.

Fintech

July 16, 2026

Helsing raised $1.8B as AI stocks fell

July 14, 2026

Blue Origin's $130B ask

Artificial Intelligence

July 10, 2026

Wayve's tender and the 81% problem

July 9, 2026

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

Artificial Intelligence

July 7, 2026

OpenAI reportedly weighs 2027; $1T still the ask

Hardware

Cybersecurity

June 29, 2026

Synthetic SpaceX: trading a press release

Aerospace & Defense

June 25, 2026

Artificial Intelligence

View more

Moonshot's $30B path opens after Kimi K3

Moonshot AI released an open-weight model last week that followed by a selloff in semiconductor stocks that some market commentators compared to prior AI-model-related market reactions. Days later, the same company reportedly asked its shareholders to approve a Hong Kong listing at a pre-money valuation near $30 billion. In a separate corner of the market, CuspAI raised $450 million at a $2.6 billion valuation to aim AI at chipmaking materials, with Jeff Bezos among the backers.

Paul Smalera

Artificial Intelligence

July 21, 2026

Paul Smalera

Artificial Intelligence

July 21, 2026

Stripe's ~$10B move on OpenRouter

Paul Smalera

OpenAI's reported $1T IPO target ask and the Bonfire Economy

Paul Smalera

Moonshot's $30B path opens after Kimi K3

Paul Smalera

DeepSeek's $52B valuation, found in a filing

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 reports Aug. 4. $116B unlocks Aug. 6.

SpaceX reports its first quarterly results as a public company on August 4. Two days later, restrictions lift on roughly 911.5 million shares worth about $116 billion, with the stock currently trading well below its $135 IPO price. Separately, Nvidia has reportedly committed $5 billion to Safe Superintelligence, a lab with no product in the marketplace and a reported $32 billion valuation. In that deal, the supplier is also reported to be helping set the price.

Paul Smalera

Aerospace & Defense

July 28, 2026

Paul Smalera

Aerospace & Defense

July 28, 2026

Deep Dive

View more

OpenAI's reported $1T IPO target ask and the Bonfire Economy

OpenAI reportedly wants $1 trillion. A 1949 theory of why civilizations destroy their own wealth explains the number.

Paul Smalera

Deep dive

July 23, 2026

Paul Smalera

Deep dive

July 23, 2026

Wayve's tender and the 81% problem

Paul Smalera

Synthetic SpaceX: trading a press release

Max Melmed

Why SpaceX priced at $135 and opened at $150

Noel Moldvai

SpaceX exits. Who inherits the tape?

Paul Smalera

Company News

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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

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What role might private investments play in a portfolio?

Augment Staff

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

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

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. Augment and its affiliates do not 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.

Anthropic

$847.02
+92%

Anduril

$118.35
+14%

OpenAI

$725.55
+6%

Databricks

$215.05
-3%

Stripe

$65.51
-3%

Neuralink

$297.65
+128%

Revolut

$1,952.95
+14%

Ramp

$115.57
+15%

Shield AI

$161.51
+3%

ByteDance

$379.66
+4%

Crusoe

$204.73
+55%

Kalshi

$625.49
+15%

Canva

$1,636.84
-6%

Polymarket

$136.22
-1%

Rippling

$50.81
-2%

Saronic

$40.21
+16%

Project Prometheus

$44.09
-

Replit

$271.84
+4%

Perplexity

$62.82
+2%

Cognition AI (Devin)

$146.31
+69%