OpenAI, SpaceX and other IPOs could break the S&P 500, Jeremy Grantham says

MarketWatch Published Updated Stocks
Sign in to save

Affected assets and topics

MARKET IPO S&P

Why it matters

Jeremy Grantham, a renowned investor, warns that the overheated IPO market could negatively impact the S&P 500, potentially breaking it. This is due to the high valuations and speculation surrounding companies like OpenAI and SpaceX. Grantham's warning suggests a bearish outlook for the US stock market.

Expected market reaction

Bearish Confidence 90% How confidence is read Horizon: Short term Impact: Moderate

Market impact analysis based on bearish sentiment with 90% confidence.

Evidence trail

Evidence
Source MarketWatch
Claim OpenAI, SpaceX and other IPOs could break the S&P 500, Jeremy Grantham says
AI inference Bearish · 90%
Generated 2026-02-17 17:46

AI provenance

Analysed by Llama 3.1 8B Instant (Groq) Methodology v1.0 Generated
Technical identifiers
Provider tag
groq-llama-3.1-8b-instant
Analysis version
groq-llama-3.1-8b-instant
Article id
46743

Original source

How an overheated IPO market this year could derail U.S. stocks.

Read the full article on MarketWatch

Original article published by MarketWatch on February 17, 2026. Analysis and insights provided by AnalystMarkets AI.

Related coverage

This model on similar stories

Llama 3.1 8B Instant (Groq) · 33.3% correct across 45 scored calls on equities See the full record