Goldman Sachs CEO David Solomon expects 2026 to be a major year for IPOs as leading AI firms such as Anthropic and aerospace company SpaceX prepare to go public [1]. Solomon made the comments on CNBC and Bloomberg's Odd Lots podcast in early June 2026, highlighting ample market liquidity driven by investor optimism and greed [1, 2].
"There's plenty of liquidity in the system if the world continues to remain as optimistic. We are definitely in a moment where there's more greed than there is fear," Solomon said, noting that capital availability encourages companies to raise funds now [2]. He added, "When capital's available, if you're capital consumptive and it's available, take the capital."
Goldman Sachs is advising several key upcoming equity deals in the AI and space sectors, positioning itself at the center of this fundraising wave [2]. Solomon described the current environment as unprecedented in size, fueled by record wealth and liquidity, and pointed to Alphabet's recent $80 billion equity raise as proof of sustained market appetite for AI-related offerings [2].
The expected IPOs could reach valuations in the trillions, reflecting strong investor confidence in these emerging technologies and companies [2]. However, Solomon cautioned that market exuberance can shift quickly. "Greed can turn into fear very quickly, but that doesn't mean it will. Exuberance can go on for big periods of time. ...There's a good chance that we're earlier in the cycle than later," he said [2].
Solomon called the pipeline of mega IPOs a positive sign, describing them as "the first actual concrete data point for bringing something of this scale, and it's encouraging" [2].
The next significant milestones include the formal IPO filings expected from Anthropic and SpaceX later in 2026, which will test investor appetite and valuations in what Solomon views as an active and liquid capital market [1, 2].
