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# Evening Scan
- URL: https://adjacent.media/scan/2026-06-26-pm/
- Published: 2026-06-26T23:07:23.000Z
- Updated: 2026-06-26T23:07:24.000Z
- Description: The OpenAI IPO delay broke overnight. By Friday, markets had fully digested it — SoftBank down double digits, Kioxia following. Apple’s price hikes from Thursday bled into today’s conversation. The White House added a new wrinkle to the OpenAI saga.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

The OpenAI IPO delay broke overnight. By Friday, markets had fully digested it — SoftBank down double digits, Kioxia following. Apple's price hikes from Thursday bled into today's conversation. The White House added a new wrinkle to the OpenAI saga.

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#### [OpenAI Leans Toward Delaying Its IPO Until 2027](https://www.nytimes.com/2026/06/25/technology/openai-ipo-artificial-intelligence.html?unlocked%5Farticle%5Fcode=1.s1A.wMuq.NWAdKIQ22Njw&smid=nytcore-ios-share&ref=adjacent.media)

Sam Altman's $1T valuation target apparently isn't clearing the bar in current market conditions. SoftBank fell 12.53% and Kioxia slid 12% on Friday alone. *(New York Times)*

#### [The White House Is Asking OpenAI to Slow-Roll Its New Model](https://techcrunch.com/2026/06/25/the-white-house-is-asking-openai-to-slow-roll-the-release-of-its-new-model-over-safety-concerns/?ref=adjacent.media)

Washington wants GPT-5.6 released first to a short list of trusted partners — customer by customer. This represents a shift for an administration that has spent a year attacking AI safety concerns as overblown. *(TechCrunch)*

#### [Apple Stock Had Its Worst Day in More Than a Year](https://www.cnbc.com/2026/06/25/apple-macbook-ipad-price-hike-memory.html?ref=adjacent.media)

Apple fell 6.15% Thursday after raising prices $200+ on some Macs and iPads, citing surging memory and storage costs. Tim Cook flagged the hikes were coming last week, but the market needed to see the receipts. *(CNBC)*

#### [Onsemi Buys Synaptics in a Nearly $7B All-Stock Deal](https://www.cnbc.com/2026/06/25/on-semi-synaptics-deal-physical-ai.html?ref=adjacent.media)

The "physical AI" acquisition thesis moved hardware — ON dropped 9%+ and SYNA jumped 11%+ after hours. The deal isn't expected to close until mid-2027\. *(CNBC)*

> “Advances in AI and automation are letting us operate with leaner teams.” — *Elastic, announcing a \~7% workforce reduction*