Observed Signal · Jun 2, 2026 · Funding · Source: CNBC Technology · Impact: 3/5 · Sentiment: Neutral
Goldman CEO: Markets in 'Greed' Mode as AI IPOs Loom
Goldman Sachs Chairman and CEO David Solomon told CNBC on June 2, 2026 that financial markets are in a period of optimism or "greed" as large AI companies — including OpenAI, Anthropic and SpaceX — prepare for major public offerings. Solomon said there is "plenty of liquidity" to support large equity raises and cited Alphabet’s recent $80 billion equity plan as evidence that markets remain receptive to AI investment. He noted that while the fundraising wave is unprecedented in scale, record levels of wealth and liquidity across markets can support these deals and that AI-driven gains could recycle capital back into the economy. Solomon also warned that exuberance can turn to fear quickly but suggested the market may still be early in the cycle.
Comments from Goldman Sachs' CEO signal market liquidity and investor appetite for a large wave of AI-related IPOs and equity raises; this affects capital availability, valuations and financing of AI infrastructure and companies across tech markets.
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Key Takeaways & Evidence Grounding
- Goldman Sachs CEO David Solomon said markets are in a moment of "more greed than ... fear."
- Solomon said there is "plenty of liquidity" as OpenAI, Anthropic and SpaceX consider public offerings.
- Goldman Sachs is playing a key role in several of the anticipated AI-related deals.
- Solomon cited Alphabet’s recent $80 billion equity raise as a data point showing market receptivity to AI financing.
Connected Companies & Entities
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Alphabet's $80B Stock Sale 'Unprecedented,' Goldman Says
Goldman Sachs International co‑CEO Anthony Gutman told CNBC that Alphabet’s announced $80 billion equity offering to fund its artificial‑intelligence commitments has put markets in “unprecedented territory.” Alphabet said the offering includes a $10 billion allocation to Berkshire Hathaway tied to investments in AI compute infrastructure. Goldman Sachs, JPMorgan Chase and Morgan Stanley are joint book‑running managers for the underwritten offerings, with Goldman acting as placement agent for the private placement. Gutman said demand for large equity issuance is strong and, relative to total market capitalization, appears manageable. The interview came as capital markets look set for a record year with a wave of mega‑IPOs expected, including SpaceX, OpenAI and Anthropic planning public listings.
Cramer: AI-driven supply could threaten bull market
CNBC host Jim Cramer warned that a wave of AI-related capital raises — including anticipated IPOs and large stock sales to fund AI infrastructure — could create excess supply in the market and act as a near-term headwind for stocks. Cramer cited upcoming or potential deals from SpaceX, Anthropic, OpenAI and Alphabet’s recent large stock sale, and said investors may sell existing winners such as Nvidia to free cash for new offerings. He noted the underlying AI investment thesis remains intact but urged caution during the period of heavy capital issuance. The article was published June 3, 2026 by Alexa LoMonaco.
Cramer: Mega IPOs Could Threaten Market Rally
CNBC host Jim Cramer warned that a coming wave of large initial public offerings — notably from OpenAI, SpaceX and Anthropic — could drain liquidity and disrupt the market’s rally. He argued that heavy investor demand for those high-profile AI and space companies would likely pull capital away from the S&P 500 and other equities. Cramer said OpenAI’s public listing could depend on a legal dispute involving Elon Musk and Sam Altman, and that SpaceX could command a valuation of $1 trillion or more (he suggested as high as $2.5 trillion given Musk’s track record). He described Anthropic as enterprise-focused and “sticky,” noting strong institutional demand and potential closeness to profitability. Cramer framed the risk as not immediate but significant if the trio of IPOs hit the market around the same time.
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