High bond yields near 19-year peaks and selective investor appetite have driven widespread IPO delays in 2026, with Anthropic still targeting a November listing while OpenAI has shifted plans to 2027 amid AI safety concerns and valuation pushback. SpaceX’s June debut and other large deals accounted for most proceeds, but smaller or mid-tier candidates face postponements, as seen with recent Oura and Inspire Brands moves. With roughly three months remaining before year-end, trader consensus in these markets prices in limited resolution risk for all but the most advanced filings, reflecting cautious equity demand and macroeconomic headwinds over the final quarter.