At the SPAC of Dawn Lost in the daily assault of A.I. company news are all of the “other” companies that were created in the past decade or so. The normies. These venture-backed companies that achieved unicorn status during the boom years of 2020 and 2021 have been sidelined and much has been discussed about...
At the SPAC of Dawn The sudden burst of SPAC activity this week slowed down after the closing bell yesterday as the market faces a period sandwiched between CPI and PPI readouts. Yesterday’s CPI news and Fed Chair Jerome Powell’s comments before Congress did not provide an instant relief in terms of clarity on a...
At the SPAC of Dawn Things are heating up with two more SPACs filing for IPOs, ballooning the past week’s total to six. These new filings include Cohen & Company’s fourth new S-1 filed as left lead underwriter in 2025 (five overall) and D Boral’s first of the year. These are paired in the news...
At the SPAC of Dawn Companies going public in SPAC mergers have gotten used to dips in stock price of some magnitude or another when their transactions close, but only recently have they attempted to be proactive in setting the narrative during such times. Retail technology firm Alpha Modus (NASDAQ:AMOD) recently put out an aggressive...
At the SPAC of Dawn The pace of new SPAC filings has not slackened as three new S-1s were filed on either end of Super Bowl weekend seeking a combined $500 million in IPO proceeds. All three are underwritten by Cohen & Company and feature anchor investors as well as promotes upsized to the equivalent...
At the SPAC of Dawn The markets may still be figuring out their way in careening the early decisions of the new presidential administration, but one de-SPAC decided to cash in on at least one of them yesterday. Rare earth miner Critical Metals (NASDAQ:CRML) raised $22.5 million in a private placement taking advantage of a...
At the SPAC of Dawn The market may have sighed in relief with the postponement of tariffs, but they may not have gone too far into the background as the US also reported a record high $98.4 billion trade deficit for December yesterday, which came in more than $2 billion deeper than expected. More signals...
At the SPAC of Dawn Commentators may still spar over the level of positive impact SPACs have had in some sectors, but Peter Beck, CEO of Rocket Lab (NASDAQ:RKLB), believes the vehicles have been particularly positive for the space industry. Although he described the period as a “crazy, crazy time” when speaking at the Smallsat...
At the SPAC of Dawn With the North American tariff threats set aside for now, there’s still plenty of momentum for the sorts of investments that might be able to dodge such trade disputes, or become more valuable should trade barriers arise. Among the clearest examples of these are producers of critical materials like rare...
At the SPAC of Dawn February is set to start with the jolt of a new potential trade war in North America. While some observers had expected tough trade action on China, the incoming administration’s decision to begin with 25% tariffs on the US’ biggest trading partners and neighbors, Mexico and Canada, and tariffs of...