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2026 IPO 'Super Year' on the horizon: SpaceX rumored to confidentially file for an IPO as early as March. Which related stocks could benefit?

SpaceX is accelerating plans for the largest IPO in history.

According to Bloomberg citing insider sources,Musk's SpaceX is planning to secretly file its IPO registration draft with the SEC as early as March, with the goal of going public by June this year.The targeted fundraising amount could reach $50 billion, setting a new global record for IPO fundraising. Reports indicate thatSpaceX’s target valuation for this IPO could exceed $1.75 trillion.

At the same time,OpenAI and Anthropic are also considering following suit with an IPO. If SpaceX successfully goes public, it may trigger a wave of tech unicorn listings.

What heavyweight new stocks should you absolutely not miss in 2026? This article will comprehensively analyze those trillion-dollar unicorns ready to launch. Additionally, we’ll delve into what kind of value reevaluation the space economy sector might experience once SpaceX rings the opening bell. Which key supply chain stocks will benefit from this?

Which major new stocks should not be missed in 2026?

According to the latest revelations from Bloomberg and market rumors, leading companies in various sectors are intensively preparing for IPOs.

From space technology exploring the boundaries of the universe, to AI large models reshaping human productivity, to deeply cultivated fintech and social media giants, every company on this forecast list holds absolute pricing power and dominance in their respective fields.

Below is a summary of the three core sectors and major new stocks most worth focusing on in 2026:

1. The ultimate target of the space economy: SpaceX (expected June 2026)

Sector: Space | Estimated valuation: >$1.75 trillion

Without a doubt, SpaceX is the most anticipated IPO in the entire market this year, with no close competitors. Rumor has it that Musk will submit the IPO registration draft as early as March, targeting a June listing.

Investment Logic: In the past, investors wanting to participate in the space economy could only choose relatively smaller launch service providers like Rocket Lab or satellite communication companies up and down the supply chain. SpaceX's IPO will directly provide the secondary market with a trillion-dollar 'space giant' stock. With Falcon 9’s monopolistic launch capabilities, Starship's future potential, and Starlink's strong cash flow, once SpaceX goes public, it will inevitably trigger a revaluation of the entire space industry by global capital.

2. The peak competition in AI infrastructure and large models: OpenAI vs Anthropic

Sector: Artificial Intelligence | Estimated Valuation: OpenAI ($830 billion - $1 trillion) / Anthropic ($230 billion - $300 billion)

Over the past two years, the main focus of AI investment has been on infrastructure layers such as NVIDIA-led computing power hardware, optical communication (e.g., CPO, silicon photonics), and advanced packaging. By 2026, the true 'AI brain' is expected to enter the public market.

Investment Logic: OpenAI is anticipated to debut between late 2026 and early 2027, with its valuation approaching the trillion-dollar club; meanwhile, its strongest competitor, Anthropic, also plans to go public in the second half of 2026. This marks a new phase in AI investment: transitioning from the 'hardware pick-and-shovel' era to the monetization era of large model applications. The IPO progress and pricing of these two companies will become an absolute bellwether for assessing the global commercialization prospects of AI.

3. The Underlying Transformation of Internet and Data/FinTech: ByteDance, Stripe, Databricks

Beyond hardcore technology, the traditional internet and digital economy sectors are equally dazzling:

ByteDance: Valued at $480–500 billion. As the world's most influential short-video and social media giant, if ByteDance can successfully proceed with its IPO in 2026, it will be one of the largest Chinese tech/Internet IPOs in recent years, with unparalleled massive traffic monetization capabilities.

Data and Payment Infrastructure: Data platform giant Databricks and digital payment leader Stripeare expected to go public successively in the first half of the year. Adding to this, digital banking Revolut, and design software giant CanvaSaaS and Fintech sectors will see a strong wave of value reevaluation.

If SpaceX goes public, which industrial chain-related stocks will benefit?

Previously'Will Musk Build Another Trillion-Dollar Empire? SpaceX Listing Rumors Spark Market Excitement—Here Are Some Related Stocks Worth Watching!'It was previously noted that SpaceX’s largest long-term investors include Peter Thiel's Founders Fund, 137 Ventures, and Valor Equity Partners, among other venture capital firms. Fidelity Investments and Google are also key investors.

1. Musk’s 'Holding Empire'

$Tesla (TSLA.US)$SpaceX and Tesla are the "twin pillars" of Musk’s business empire,In a previous interview, Musk hinted at launching a new initiative called "Galaxy Mind," aimed at integratingSpaceX, Tesla, and xAIthe core capabilities of these three companies,to deploy AI satellites powered by solar energy into deep space.Specifically, the realization of this blueprint depends on the clear division of labor and collaboration among the three companies.

SpaceX: Offers mature rocket launch and spacecraft manufacturing capabilities, responsible for deploying AI satellites into deep-space orbits.

Tesla: Leveraging its expertise in solar energy and battery technology, provides efficient and long-lasting energy solutions for satellites.

xAI: Responsible for developing cutting-edge artificial intelligence models capable of large-scale operation on satellites.

2. Core Competitors

As SpaceX’s valuation rises, its competitors may benefit from increased 'industry热度,' but in the medium to long term, the scarcity of these companies may diminish. If SpaceX goes public, capital may be withdrawn from $Rocket Lab (RKLB.US)$ and $AST SpaceMobile (ASTS.US)$ and redirected towards SpaceX.

$Rocket Lab (RKLB.US)$：Recognized by the market as a 'mini SpaceX' and referred to by investors as 'Little Rocket', it is one of only two private aerospace companies globally capable of achieving routine, high-frequency successful launches.Not only has it established itself with the highly reliable small rocket Electron, but it has also successfully transitioned into an integrated provider of satellite manufacturing, software, and launch services through its 'space systems' business.An end-to-end service provider in the U.S. stock market,is the only company with solid performance and the most significant scarcity value as a "SpaceX alternative".The leading space company is currently developing a medium-sized reusable rocket, Neutron, which is considered a key trump card to potentially break SpaceX’s Falcon 9 monopoly in the future.

$AST SpaceMobile (ASTS.US)$：It is regarded by the market as the "space version of AT&T."orThe leader in the "direct satellite-to-smartphone" sector, its core vision is to build the world’s firstspace-based cellular broadband network,using large low-orbit satellites as "space base stations," allowing ordinary smartphones on the groundto connect without hardware modifications or the need for specialized equipment.Devices such as satellite dish antennas can directly connect to satellite signals. Despite fierce competition from SpaceX's Starlink, its deep partnerships with AT&T, Verizon, Vodafone, and Google , combined with strong patent barriers, have made it the most explosive (albeit highly volatile) pure-play investment in the U.S. stock market for a trillion-dollar revolution aimed at "eliminating signal dead zones."

$Firefly Aerospace (FLY.US)$：It is currently a formidable dark horse in the commercial aerospace sector, second only to the leading duo (SpaceX/Rocket Lab), thanks to its successful orbital launches using lightweight rockets. Alpha It has distinguished itself in the U.S. Department of Defense’s “Tactical Space” rapid response launch missions. Unlike single-launch providers, it boasts a high-barrier "Earth-Moon ecosystem chain", featuring its Blue Ghost lunar lander, which holds major NASA commercial payload contracts. The company is also collaborating with defense giant Northrop Grumman to develop a medium-lift launch vehicle (MLV) to fill market gaps.。

3. Partners

SpaceX's IPO serves as a "shot in the arm" for its partners, implying greater cash reserves and enhanced contract fulfillment capabilities.

$EchoStar (SATS.US)$：In September 2025, SpaceX acquired EchoStar’s AWS-4 and H-band spectrum licenses for satellite and mobile communications. This unique transaction involved up to $8.5 billion in cash and $8.5 billion worth of SpaceX stock. At the time, with SpaceX valued at approximately $400 billion, this equity stake represented roughly 2% of SpaceX’s total shares. Additionally, SpaceX agreed to assume responsibility for EchoStar’s debt interest payments totaling approximately $2 billion through November 2027.

$Planet Labs PBC (PL.US)$：The relationship between Planet Labs and SpaceX can be summarized in one phrase: a "long-term and deeply integrated passenger-driver relationship." Planet Labs operates the world’s largest fleet of Earth observation satellites (hundreds), which have relatively short lifespans (about 3-5 years) and require frequent replenishment and updates. As one of SpaceX’s most loyal commercial launch customers, Planet Labs' business continuity heavily relies on the timely launches provided by SpaceX rockets.

$Amazon (AMZN.US)$：The collaboration between Amazon and SpaceX represents a dramatic commercial turnaround. As the parent company of Blue Origin, Amazon has long been regarded as one of SpaceX’s primary competitors in the commercial space industry. However, delays in the development of Blue Origin’s New Glenn rocket forced Amazon to adjust its strategy. In 2025, Amazon entrusted SpaceX to launch 24 Kuiper satellites.

4. Starlink-related Business

$T-Mobile US (TMUS.US)$: The "primary ally" in the commercialization of Starlink and a pioneer in its implementation,T-Mobile is SpaceX's most important telecommunications partner for its "Direct to Cell" satellite business. The two parties signed a historic agreement named "Coverage Above and Beyond," with the key breakthrough being that "no phone replacement is required"—utilizing T-Mobile's existing 5G spectrum to use Starlink satellites as "space base stations." This not only helps T-Mobile address terrestrial signal dead zones but also opens up a vast consumer market for SpaceX, serving as a critical monetization pathway for Starlink services transitioning from "niche broadband" to "mass-market telecom."

$Qualcomm (QCOM.US)$: The "enabler of foundational technology" connecting earth and space communications If T-Mobile provides the "road" (spectrum and users), Qualcomm provides the "engine" (chips). As the global leader in communication chips, Qualcomm is collaborating deeply with SpaceX, focusing on optimizing the 5G NTN (Non-Terrestrial Network) standard. SpaceX requires Qualcomm’s mobile modem and RF front-end technology support to ensure future smartphones can efficiently and with low power consumption "understand" satellite signals. Qualcomm is a key hardware driver in achieving the standardization of satellite communications and making satellite functionality a "standard feature" in smartphones.

$flyExclusive (FLYX.US)$：The company previously announced it has signed an authorized dealer agreement with Starlink, officially becoming a certified dealer and installation service provider for its high-speed, low-latency aviation internet system.

5. Investment Companies

$Alphabet-A (GOOGL.US)$& $Bank of America (BAC.US)$$ : Googleis one of the most important early strategic shareholders of SpaceX (holding approximately 7%), with both parties deeply tied in cloud and edge computing.Bank of Americahas previously participated in SpaceX's financing.

If SpaceX goes public:For Google, this represents a significant 'asset revaluation,' with the value of its $900 million investment potentially multiplying several-fold, directly enhancing investment returns on its financial statements; for BAC, it means earning substantial IPO underwriting fees and mitigating debt risks. Both are 'passive beneficiaries' with vested interests.

$Destiny Tech100 (DXYZ.US)$ & $Entrepreneur Private-Public Crossover ETF (XOVR.US)$: These two fundsare currently the only 'premium channels' for individual investors to buy SpaceX shares in the secondary market. Their business model involves 'accumulating scarce private equity stakes and reselling them to individual investors at a markup.'

If SpaceX goes public:This would be a devastating 'valuation correction' blow to them. Although the stock price may surge due to pre-IPO speculation, once SpaceX officially lists, investors will be able to purchase common shares directly, and no one will be willing to pay DXYZ’s current premium of over 100%. At that point, DXYZ’s share price will undergo a sharp correction (falling back to net asset value), losing its scarcity.

Summary

The year 2026 is expected to become a historic milestone in the annals of the capital market. From SpaceX’s ambitious deep-space exploration to the general artificial intelligence revolution led by OpenAI and Anthropic, we may witness tech giants making a historic leap from 'underlying infrastructure' to 'ultimate commercial realization.'

In the face of these burgeoning trillion-dollar unicorns, investors might consider switching to a 'venture capital mindset'—embracing grand technological narratives while dynamically assessing probabilities, risks, and rewards. Rather than hesitating in the pursuit of the perfect investment, it's better to act swiftly and find the optimal entry point amidst clear macro trends.

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