Just like for SpaceX, investors may look to ‘make room’ for AI lab IPOs. These stocks could pay the price.

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The IPOs of AI laboratories such as OpenAI and Anthropic could prompt investors to reallocate their capital, similar to what occurred with SpaceX. These new offerings are expected to coincide with a seasonal tax planning period, further worsening the situation for underperforming stocks. Shares of certain companies could suffer the consequences as capital flows toward these new AI fundraisings.

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