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Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.TBPN ACQUISITION:OpenAI said it hasTBPN. "This acquisition brings a team with strong editorial instincts, deep audience understanding, and a proven ability to convene influential voices across tech, business, and culture," the company said. Fidji Simo, CEO, AGI Deployment at OpenAI, shared a message with the company that partial said, "As I've been thinking about the future of how we communicate at OpenAI, one thing that's become clear is that the standard communications playbook just doesn't apply to us. We're not a typical company. We're driving a really big technological shift. And with the mission of bringing AGI to the world comes a responsibility to help create a space for a real, constructive conversation about the changes AI creates-with builders and people using the technology at the center. That's exactly what TBPN has built. So rather than trying to recreate that ourselves, it made a lot of sense to bring them in, support what they're doing, and help them scale-while keeping what makes them special. A core part of this is editorial independence. TBPN will continue to run their programming, choose their guests, and make their own editorial decisions. That's foundational to their credibility, and it's something we're explicitly protecting as part of this agreement. I'm also excited to bring their amazing comms and marketing instincts to the team...TBPN will sit within our Strategy org, reporting to Chris Lehane. Really excited to welcome Jordi, John, Dylan, and the broader team."CODEX-ONLY SEATS:OpenAIthat starting on Thursday, teams on ChatGPT Business and Enterprise can add Codex-only seats to their workspaces with pay-as-you-go pricing, giving full access to Codex without a fixed seat fee. The company further stated that it is also making Codex pricing easier to understand. Codex-only seats have no rate limits, and usage is billed on token consumption. This gives users a clearer view of how usage turns into spend and makes it easier to track costs across budgets, workflows, and teams. Teams that need broad ChatGPT access can continue using standard ChatGPT Business seats that do include Codex usage limits. OpenAI added that to make that path more accessible, it was lowering the annual price of ChatGPT Business from $25 to $20 per seat.SHARING USER DATA:In a lawsuit, Perplexity AI was accused of sharing users' personal information with Metaand Googlein violation of California's privacy laws, Robert Burnson of Bloomberg. As soon as users log into Perplexity's home page, trackers are downloaded onto their devices, allowing Meta and Google full access to conversations users have with Perplexity's AI search engine, according to a class-action complaint filed Tuesday.SINGAPORE'S AI FUTURE:From 2025 until the end of 2029, Microsoftis on track to spend $5.5B to power Singapore's AI future, Microsoft Vice Chair and President Brad Smith announced, alongside the expansion of Microsoft Elevate programs to provide AI tools and skills to tertiary students, teachers and nonprofits with responsible AI to uplift all communities in the AI era. Microsoft is announcing a $5.5B investment in cloud and AI infrastructure and ongoing operations in Singapore during the five years from 2025 through 2029. "As part of Microsoft's commitment to enabling individuals and economies through technology, talent and trust, every tertiary education student in Singapore also now has free access to Microsoft 365 Premium with Copilot and the company's suite of productivity tools, while all educators will be provided free AI training through Microsoft Elevate for Educators, and Microsoft Elevate for Changemakers will upskill nonprofit leaders. Together, these programs strengthen the education, workforce, and social impact systems for communities so more people can learn, work, and thrive in the AI economy." "Our ongoing investment in cloud and AI infrastructure reflects Microsoft's long-term confidence in Singapore as a global digital leader," said Brad Smith, Vice Chair and President of Microsoft. "Together, we're focused on helping people and organizations use AI by strengthening skills, increasing cybersecurity and resilience, and advancing trusted governance so technology delivers real benefits for Singaporeans."

Media reports say Elon Musk's SpaceX has confidentially submitted its draft registration to the Securities and Exchange Commission for an initial public offering. Meanwhile, Anthropic executives have reportedly discussed an IPO as early as the fourth quarter of this year.This week's private company news:OpenAI said in a statement, "we closed our latest funding round with $122 billion in committed capital at a post money valuation of $852B… The round was anchored by our strategic partners Amazon, NVIDIA, and SoftBank, with continued participation from our long-term partner, Microsoft. SoftBank co-led the round alongside a16z, D. E. Shaw Ventures, MGX, TPG, and accounts advised by T. Rowe Price Associates, Inc." OpenAI added: "AI is driving productivity gains, accelerating scientific discovery, and expanding what people and organizations can build. This funding gives us the resources to continue to lead at the scale this moment demands."Anthropic executives have discussed an IPO as soon as Q4, and bankers vying to take the company public expect it to raise more than $60B, The Information's Valida Pau and Sri Muppidi.Intelis planning to invest another $15M in SambaNova, a chip startup chaired by Intel CEO Lip-Bu Tan, Jeffrey Dastin and Max Cherney of Reuters, citing a Reuters review of corporate records. This investment would increase Intel's ownership in SambaNova to 9% and follows a $35M investment Intel made in the company in February.Some of the biggest capital raises by private companies this week include:Shield AI– The company announced it raised $1.5B in Series G funding at a $12.7B post-money valuation and $500M in fixed-return preferred equity financing. The Series G is led by Advent International and co-led by the Strategic Investment Group of JPMorganChase's Security and Resiliency Initiative, with participation from existing investors. Publicly traded companies in the space include Kratos Defenseand AeroVironment.Saronic- The company said it closed $1.75B in Series D funding round led by Kleiner Perkins and values the company at $9.25B. Publicly traded companies in the space include Huntington Ingallsand L3Harris.WHOOP– The human performance company raised $575M in Series G funding at a $10.1B valuation. The round was led by Collaborative Fund and includes global participation from 2PointZero Group, Qatar Investment Authority, Mubadala Investment Company, Abbott, Mayo Clinic, Macquarie Capital, Glade Brook, B-Flexion, IVP, Foundry, Accomplice, Affinity Partners, Promus Ventures, and Bullhound Capital alongside athletes and individual investors. Publicly traded companies in the space include Garmin, Apple, and Fitbit.Starcloud– The company building data centers in space said it raised a $170M Series A, led by Benchmark, at a $1.1B valuation. Publicly traded companies in the space include Snowflake, Datadog, and MongoDB.ScaleOps– The company announced it has raised $130M in Series C funding at a valuation exceeding $800M, "reinforcing its position as a category leader in Autonomous Cloud and AI Infrastructure Resource Management." The round was led by global software investor Insight Partners, with participation from all existing investors, Lightspeed Venture Partners, NFX, Glilot Capital Partners, and Picture Capital. Publicly traded companies in the space include Nvidia, IBM, and C3 AI.Unicorns to watch this week:Fundamental– The AI lab building foundational models for large-scale data analysis recently raised a $255M Series A. Publicly traded companies in the space include Microsoftand Meta.Anduril Industries– The autonomous defense systems, AI-powered surveillance, and drone tech company continues to win major government contracts and expand international. Anduril is valued at about $12B. Publicly traded companies in the space include Palantir, Northrop Grumman, and Lockheed Martin.Rippling– The HR and IT automation company has an estimated valuation of $13B. Publicly traded companies in the space include Workday, Paycom, and Paylocity.Zipline– The autonomous delivery drone company is scaling medical and retail drone delivery networks globally. It is valued at about $4.2B. Publicly traded companies in the space include Joby Aviation, Blade Air Mobility, and Amazon.Glean– The AI enterprise search company has recently joined the $5B-plus ultra-unicorn club. Publicly traded companies in the space include Elastic, Alphabet, and Microsoft.IPOs to watch:SpaceX- Elon Musk's rocket, satellite and AI company SpaceX has confidentially submitted its draft registration to the Securities and Exchange Commission for an initial public offering, people familiar with the matter told Bloomberg's Bailey Lipschultz and Ed Ludlow. The filing puts it on track for a June listing, which would see SpaceX come public ahead of OpenAI and Anthropic PBC, the report stated.AEVEX– The company filed an initial public offering of shares of Class A common stock. The company applied to list its Class A common stock on the NYSE under the symbol "AVEX." Goldman Sachs, BofA, Jefferies, J.P. Morgan, RBC Capital, Baird, William Blair, Raymond James, Needham & Company, Academy Securities, Capital One Securities, and PNC Capital Markets are acting as the underwriters for the offering.Yesway– The company has filed with the SEC for an initial public offering of shares of Class A common stock and applied to list its shares on the Nasdaq Stock Market under the symbol "YSWY." Yesway is a U.S.-based convenience store operator that operates primarily under two brands, Yesway and Allsup's. "Our geographic footprint consists of stores located in attractive rural and suburban markets across the Southwest and Midwest, where we often are the convenience retail destination of choice and, effectively, the local grocer. We have a successful track record of growing through new store development and 27 acquisitions and believe we are well-positioned to continue to solidify our market position and grow our store count," the prospectus states.Student Living EduVation– The company filed with the SEC for an initial public offering by the company of 3.75M ordinary shares. The company stated, "We are offering 3,750,000 Ordinary Shares on a firm commitment basis. We anticipate that Offering price of the Ordinary Shares will be between $4.00 and $6.00 per Ordinary Share. The Resale Shareholders are also offering 5,880,000 Ordinary Shares to be sold pursuant to the Resale Prospectus."Liftoff Mobile– The company announced that it has confidentially submitted a draft registration statement on Form S-1 with the U.S. Securities and Exchange Commission relating to the proposed initial public offering of its common stock. The total number of shares to be offered and the price range for the proposed offering have not yet been determined. The offering is subject to market and other conditions and the completion of the SEC's review process.Cerebras Systems– The AI chipmaker Systems has picked Morgan Stanley to lead its initial public offering, which could raise about $2B in a listing as soon as April, people familiar with the matter told Bloomberg's Ryan Gould, Bailey Lipschultz and Anthony Hughes. Cerebras, which withdrew its previous IPO registration in October, has filed fresh paperwork for an IPO and is set to meet with analysts and prospective investors this month, the report added."Private Markets" is The Fly's recurring series of stories on the latest moves in the private sector, largest unicorn companies and initial public offerings to watch. Fly subscribers, add $PRIVATE to your portfolio for alerts on breaking news in the startup and venture capital space.

The major averages were lower near noon as traders continue to monitor the war in Iran and increasing oil prices. The top indices came off earlier lows after the Islamic Republic News Agency said that Iran and Oman are drafting a protocol to "monitor" traffic through the Strait of Hormuz. The news comes after President Donald Trump delivered an address on Wednesday night, during which he said that the U.S. is "getting very close" to ending the war, though Trump added that the U.S. would "hit" Tehran "extremely hard." Following the comments, WTI and Brent crude futures both jumped as the U.S. and European benchmarks hold well above $100 per barrel.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Amazonis in talks to acquire Globalstar,Teslareported 358,023 vehicle deliveries in Q1, which William Blair said wasFordreported anin Q1 U.S. vehicle salesImmunovantsaid its two Phase 3 studies of batoclimab failed toFollowing President Trump's address last night, shares of energy companies like BPand Chevronwhile travel stocks, including Carnivaland JetBlue, were slipping2. WALL STREET CALLS:Wingstopto Overweight at Piper Sandler and to Strong Buy at Raymond JamesRTXto Buy at Melius ResearchOllie's Bargain Outletto Buy at JefferiesWix.comto Neutral at UBSAkamaito Neutral at Baird3. AROUND THE WEB:Hershey (HSY) will change the chocolate in a small portion of its Reese's and Hershey's products to use "classic milk and dark chocolate recipes," with the shift to pure chocolate ingredients affecting less than 3% of Reese's products and a sliver of Hershey's products, Bloomberg saysGoogleis developing a fitness band meant to compete with wearable devices from upstarts such as Whoop and Oura Health Oy, Bloomberg reportsIntelis planning to invest another $15M in SambaNova, a chip startup chaired by Intel CEO Lip-Bu Tan, Reuters saysPublicis Groupeis acquiring sports-marketing agency 160over90 from WME Group for more than $500M, WSJ reportsSam's Club, which is owned by Walmart, said it plans to increase its annual membership fee by $10, offering its one-year basic membership option for $60 and its higher-tier option for $120, CNBC says4. MOVERS:Transoceanincreases after beingPenguin Solutionsgains afterand providing guidance for FY26Intuitive Machineshigher after34.57M shares of stockTeluslower in New York after TD Securitiesthe stock to HoldBCElower in New York after TD Securitiesthe stock to Hold5. EARNINGS/GUIDANCE:Acuity Brands, with EPS and revenue beating consensusAngioDynamicsand narrowed its guidance for FY26Scotts Miracle-Grofor FY26AirSculpt, with EPS higher year-over-yearBassett Furniture (BSET), with EPS and revenue lower year-over-yearINDEXES:Near midday, the Dow was down 0.43%, or 199.23, to 46,366.51, the Nasdaq was down 0.33%, or 71.90, to 21,769.05, and the S&P 500 was down 0.26%, or 17.14, to 6,558.18.