**Recent postponements of several IPOs, including Oura, Holtec Nuclear, Amaero, and Bamboo Insurance in late September 2026, reflect heightened selectivity amid AI spending concerns, a 19-year high in bond yields, and resumed rate-hike expectations.** The broader 2026 IPO market remains robust, with 249 U.S. listings priced year-to-date raising substantial proceeds, highlighted by SpaceX’s record June debut. However, third-quarter deal flow slowed, with withdrawals rising and investor caution evident in volatile aftermarket performance. Confidential filings and roadshow preparations for names like Anthropic continue, with timelines shifting into November amid earnings incorporation and election timing, while OpenAI has signaled a 2027 target. Trader sentiment on near-term IPOs before year-end hinges on stabilization in Treasury yields, post-listing returns, and resolution of macro uncertainties ahead of FOMC meetings and Q4 data releases.