Market Insights
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A concise selection of our latest coverage across artificial intelligence, IPO news, private markets, the space economy and fintech. Filter by category in the full research centre.
Artificial IntelligenceCaldoun Capital Research · 2026 · Research Note
The AI capital cycle is being funded in private markets
Foundation model developers are raising at a scale that public markets rarely accommodate — with consequences for how investors gain exposure.
Space EconomyCaldoun Capital Research · 2026 · Sector Note
The space economy moves from launch to services
Reusable launch has reset the cost base of reaching orbit. The investable opportunity is increasingly in what happens after launch.
Private MarketsCaldoun Capital Research · 2026 · Private Markets
Why the best companies are staying private for longer
The median age at listing has risen across a generation. The result is that more of the growth curve now sits outside public markets.
IPO NewsCaldoun Capital Research · 2026 · IPO Watch
The listing pipeline: what a reopening IPO window would require
Sponsors have a substantial backlog of listing-ready companies. Volatility, not appetite, has been the binding constraint.
FinTechCaldoun Capital Research · 2026 · Sector Note
Fintech's second act is infrastructure, not apps
The durable private fintech franchises increasingly sit in payments rails, embedded finance and capital markets plumbing.
TechnologyCaldoun Capital Research · 2026 · Infrastructure
Digital infrastructure: the physical bill for artificial intelligence
Model training and inference require power, land and cooling. Digital infrastructure has become the constraint on AI deployment.