CNBC reports that OpenAI has not begun &quot;testing- waters&quot; meetings with investors ahead of a potential IPO, despite growing speculation around the company&#x27;s next move. Then a look at the next major catalyst for SpaceX since going public two weeks ago. And the CEO of AI infrastructure company and Nvidia partner Coherent, on the AI infrastructure buildout and the demand driving the next wave of investment.<br><br>Squawk on the Street Disclaimer<br><br>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

10AM Hour: OpenAI’s IPO Timeline, SpaceX’s Next Catalyst, CEO of AI Infrastructure Company Coherent 6/26/26

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[SPEAKER_15] Good Friday morning. Welcome to Squawk on the Street. I'm Carl Quintanilla with Leslie Picker, David Faber, live at Post 9 of the New York Stock Exchange. Sarah Eisen's off today. Ahead this hour, as this tech sell-off intensifies, we'll talk to longtime market expert Ed Yardeni about how much more pain might be coming. SpaceX marking two weeks as a public company sitting right around its first trade price. And the next big catalyst for the stock could be just days away. We'll talk about it. And with more questions swirling about the AI build out, we'll talk to the CEO of AI Picks and Shovels,

[SPEAKER_15] company Coherent, an NVIDIA partner whose shares have doubled so far this year.

[SPEAKER_09] But first, consumer sentiment data just crossing the tape. Rick Santelli has that for us. Good morning, Rick.

10AM Hour: OpenAI’s IPO Timeline, SpaceX’s Next Catalyst, CEO of AI Infrastructure Company Coherent 6/26/26

Read the full transcript

The candid version is on a podcast,
not the earnings call.

10AM Hour: OpenAI’s IPO Timeline, SpaceX’s Next Catalyst, CEO of AI Infrastructure Company Coherent 6/26/26

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.