7 days ago
The order book that makes Cerebras look de-risked came from a single deal, and the hyperscaler partnerships meant to broaden it are not yet producing revenue.
Cerebras Systems (CBRS) shares sit at about 58% of their 52-week high after a three-month decline, and the reflex is to weigh that against a $25.4 billion order book and call the selling overdone. The order book is real. It is also the clearest statement of this stock's largest risk, and that risk does not resolve inside calendar 2026.
One Contract Built The Order Book
By the company's own account, Cerebras entered 2026 having won one of the largest technology deals ever, a contract that created more than $25 billion of remaining performance obligations. The balance stood at $25.4 billion at June 30, 2026, and management said in August that it carries no backlog from AWS or any other hyperscaler. Against raised 2026 core revenue guidance of $880 million to $890 million, that balance is a multi-year total rather than anything calendar 2026 collects; management expects to more than triple annual core revenue in 2027. So the number that reads as safety is also the number that measures the concentration. A backlog resting on one contract is a different proposition from the Trefis High Quality Portfolio, which does not depend on the handful of largest technology names to produce its returns.
Diversification Revenue Is Dated 2027
#order #book #high
Cerebras Systems (CBRS) shares sit at about 58% of their 52-week high after a three-month decline, and the reflex is to weigh that against a $25.4 billion order book and call the selling overdone. The order book is real. It is also the clearest statement of this stock's largest risk, and that risk does not resolve inside calendar 2026.
One Contract Built The Order Book
By the company's own account, Cerebras entered 2026 having won one of the largest technology deals ever, a contract that created more than $25 billion of remaining performance obligations. The balance stood at $25.4 billion at June 30, 2026, and management said in August that it carries no backlog from AWS or any other hyperscaler. Against raised 2026 core revenue guidance of $880 million to $890 million, that balance is a multi-year total rather than anything calendar 2026 collects; management expects to more than triple annual core revenue in 2027. So the number that reads as safety is also the number that measures the concentration. A backlog resting on one contract is a different proposition from the Trefis High Quality Portfolio, which does not depend on the handful of largest technology names to produce its returns.
Diversification Revenue Is Dated 2027
#order #book #high
7 days ago
Cathie Wood is doubling down on Cerebras Systems (CBRS) at a time when the artificial intelligence (AI) chip stock is struggling to regain its footing. Ark Invest bought another 93,290 Cerebras shares on Aug. 25 across multiple exchange-traded funds (ETFs), worth roughly $17.2 million based on the reported purchase value. That follows additional buying earlier in August.
The timing is notable. Shares of Cerebras have fallen sharply from their May peak and remain extremely volatile. CBRS stock is down 7% over the past month and 26% over the past three months. The stock has swung between a 52-week high of $386.34 and a low of $160.81.
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#pltr
The timing is notable. Shares of Cerebras have fallen sharply from their May peak and remain extremely volatile. CBRS stock is down 7% over the past month and 26% over the past three months. The stock has swung between a 52-week high of $386.34 and a low of $160.81.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
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#pltr
12 days ago
Cerebras Systems (NASDAQ: CBRS) and **** e Exploration Technologies (NASDAQ: SPCX), known as **** eX, are two prominent companies that went public in 2026. Cerebras started trading on May 14, while **** eX followed on June 12.
Cerebras builds wafer-scale artificial intelligence (AI) systems (computers built around a single large processor) and sells access to its computing power through the cloud. **** eX operates reusable rockets, the Starlink satellite network, and an AI segment that includes the Grok large language model and AI computing infrastructure.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Cerebras is much smaller than **** eX in terms of market capitalization. However, its cloud revenue is growing rapidly at a time when more AI spending is shifting from training models toward inference or running them in production.
SpaceX has already generated nearly $2.6 billion in revenue from the AI business in the second quarter of fiscal 2026 (ending June 30). But it also has its profitable Starlink-driven Connectivity business to help fund that expansion.
#SpaceX #NASDAQ #starlink #known
Cerebras builds wafer-scale artificial intelligence (AI) systems (computers built around a single large processor) and sells access to its computing power through the cloud. **** eX operates reusable rockets, the Starlink satellite network, and an AI segment that includes the Grok large language model and AI computing infrastructure.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Cerebras is much smaller than **** eX in terms of market capitalization. However, its cloud revenue is growing rapidly at a time when more AI spending is shifting from training models toward inference or running them in production.
SpaceX has already generated nearly $2.6 billion in revenue from the AI business in the second quarter of fiscal 2026 (ending June 30). But it also has its profitable Starlink-driven Connectivity business to help fund that expansion.
#SpaceX #NASDAQ #starlink #known
13 days ago
CBRS crashed 40% from its May high after Q2 missed estimates, yet 10 of 11 ***** ysts still rate it Buy with a consensus target implying 57% upside.
NVDA fell just 7% and AMD dropped 10% over the same stretch, confirming CBRS's brutal selloff was company-specific, not a sector-wide retreat.
A $25 billion backlog anchored by a $20 billion OpenAI deal and plans to triple 2027 revenue form the backbone of the bull case.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Cerebras Systems Inc. Class A Common Stock didn't make the cut. Grab the names FREE today.
Cerebras Systems (NASDAQ:CBRS) currently trades near $185.43, while the average Wall Street price target sits at $291.64. That gap implies roughly 57% of upside to consensus.
#billion #nvda
NVDA fell just 7% and AMD dropped 10% over the same stretch, confirming CBRS's brutal selloff was company-specific, not a sector-wide retreat.
A $25 billion backlog anchored by a $20 billion OpenAI deal and plans to triple 2027 revenue form the backbone of the bull case.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Cerebras Systems Inc. Class A Common Stock didn't make the cut. Grab the names FREE today.
Cerebras Systems (NASDAQ:CBRS) currently trades near $185.43, while the average Wall Street price target sits at $291.64. That gap implies roughly 57% of upside to consensus.
#billion #nvda
13 days ago
NVDA's $82B quarter dwarfs CBRS's $210M, but Cerebras's 103% growth and $25.4B backlog signal a credible inference speed challenger.
NVIDIA's 75% gross margins and $48B quarterly free cash flow cement it as the anchor, while Cerebras offers higher-variance upside on inference speed.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Cerebras Systems (NASDAQ: CBRS) and NVIDIA (NASDAQ: NVDA) delivered post-earnings reports showing two distinct AI compute visions. NVIDIA reported a $81.61 billion quarter powered by full-stack AI factories. Cerebras, fresh off its IPO, bets on wafer-scale inference speed. The results make a direct comparison unusually relevant.
NVIDIA's Q1 FY27 earnings were dominated by Data Center revenue of $75.246 billion, up 92% year over year, with networking growing 199%. Jensen Huang stated "Demand has gone parabolic." Blackwell Ultra swept every MLPerf inference benchmark, and Vera Rubin production begins in the second half of fiscal 2027.
#NVIDIA #full #earnings
NVIDIA's 75% gross margins and $48B quarterly free cash flow cement it as the anchor, while Cerebras offers higher-variance upside on inference speed.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Cerebras Systems (NASDAQ: CBRS) and NVIDIA (NASDAQ: NVDA) delivered post-earnings reports showing two distinct AI compute visions. NVIDIA reported a $81.61 billion quarter powered by full-stack AI factories. Cerebras, fresh off its IPO, bets on wafer-scale inference speed. The results make a direct comparison unusually relevant.
NVIDIA's Q1 FY27 earnings were dominated by Data Center revenue of $75.246 billion, up 92% year over year, with networking growing 199%. Jensen Huang stated "Demand has gone parabolic." Blackwell Ultra swept every MLPerf inference benchmark, and Vera Rubin production begins in the second half of fiscal 2027.
#NVIDIA #full #earnings
13 days ago
This year has already delivered one of the most extraordinary IPO periods in recent years. ****** eX (SPCX), Cerebras (CBRS), and Jersey Mike's (JMKE) have been some of the buzzier names to debut in public markets.
But this could be just the tip of the IPO iceberg as we look into the fall — and along with it, some very bold promises on future performance.
Anthropic (ANTH.PVT) has filed confidentially for a potential IPO as soon as October. The Claude creator may pitch to investors that its potential revenue opportunities are above $30 trillion, per a new report from the Wall Street Journal.
OpenAI (OPAI.PVT) is not far behind, judging by all the execs it has sent packing this summer. It too could follow Anthropic with a seemingly outlandish future revenue estimate.
"I actually like it [the revenue estimate] because it talks about sort of what the opportunity is. If it's enterprise, if it's consumer, it's coding, it's actually changing not only how we do work, but also how we develop products. I think it is viable," Connor Group managing partner Jim Neesen said on Yahoo Finance's Opening Bid. "I mean, if you look at their revenue growth, $65 billion is their run rate. They were $9 billion last year. That's a sevenfold increase. I do think that market opportunity is out there."
#revenue #estimate #Opportunity
But this could be just the tip of the IPO iceberg as we look into the fall — and along with it, some very bold promises on future performance.
Anthropic (ANTH.PVT) has filed confidentially for a potential IPO as soon as October. The Claude creator may pitch to investors that its potential revenue opportunities are above $30 trillion, per a new report from the Wall Street Journal.
OpenAI (OPAI.PVT) is not far behind, judging by all the execs it has sent packing this summer. It too could follow Anthropic with a seemingly outlandish future revenue estimate.
"I actually like it [the revenue estimate] because it talks about sort of what the opportunity is. If it's enterprise, if it's consumer, it's coding, it's actually changing not only how we do work, but also how we develop products. I think it is viable," Connor Group managing partner Jim Neesen said on Yahoo Finance's Opening Bid. "I mean, if you look at their revenue growth, $65 billion is their run rate. They were $9 billion last year. That's a sevenfold increase. I do think that market opportunity is out there."
#revenue #estimate #Opportunity
15 days ago
Cerebras Systems (CBRS) is giving investors another reason to pay attention to its ambitions in the rapidly expanding artificial intelligence (AI) accelerator market. On Aug. 18, the company unveiled its new CS-4 rack-scale platform, which it says can deliver up to 30 times faster AI inference than comparable GPU-based systems. Built around three new WSE-3 Turbo processors, CS-4 delivers 750 petaflops of AI compute, 7.2 terabits per second of I/O bandwidth, and 129.6 petabytes per second of memory bandwidth.
The launch comes at a critical time for Cerebras. The company is seeking to establish itself as a credible alternative to Nvidia (NVDA) in AI inference, where demand is rising as businesses deploy increasingly sophisticated generative AI and agentic applications. Cerebras says CS-4 can support models exceeding 50 trillion parameters and reduce wafer-to-wafer latency to as little as two microseconds, potentially giving customers a significant speed advantage for latency-sensitive workloads.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
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Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
#earnings
The launch comes at a critical time for Cerebras. The company is seeking to establish itself as a credible alternative to Nvidia (NVDA) in AI inference, where demand is rising as businesses deploy increasingly sophisticated generative AI and agentic applications. Cerebras says CS-4 can support models exceeding 50 trillion parameters and reduce wafer-to-wafer latency to as little as two microseconds, potentially giving customers a significant speed advantage for latency-sensitive workloads.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
#earnings
15 days ago
Now that the **** e dust, er, the dust from the **** eX (SPCX) initial public offering (IPO) has settled, I decided to take another look at the IPO **** e at large. What did I find? Even in a strong period for stocks, like the past 52 weeks, IPOs are a **** shoot. That's based on the current holdings of the Renaissance IPO ETF (IPO), which have been public for at least 12 months.
With OpenAI and Anthropic thought of as the "next big thing" in IPO land, given their expected offerings, it should be noted that the last two headline-grabbing launches are not exactly posting stellar numbers out of the gate. Cerebras (CBRS) debuted in May of this year, and after hitting an intraday high of $386 just hours after its debut, it closed Wednesday at around $216.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
#NVIDIA #spcx #even
With OpenAI and Anthropic thought of as the "next big thing" in IPO land, given their expected offerings, it should be noted that the last two headline-grabbing launches are not exactly posting stellar numbers out of the gate. Cerebras (CBRS) debuted in May of this year, and after hitting an intraday high of $386 just hours after its debut, it closed Wednesday at around $216.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
#NVIDIA #spcx #even
19 days ago
Cerebras Systems (CBRS) stock has witnessed some volatility since listing in May 2026. After an initial rally to 52-week highs of $386, CBRS stock touched lows of $160.8. However, in what seems like profit booking after the IPO, the stock has crawled higher to current levels of $252.
With Cerebras recently reporting Q2 numbers, there appears to be an increase in investor interest in this AI infrastructure company. Chase Coleman III's Tiger Global Management has initiated new positions in Cerebras Systems with the addition of three million shares with a market value of $663 million.
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#cerebras #House #market
With Cerebras recently reporting Q2 numbers, there appears to be an increase in investor interest in this AI infrastructure company. Chase Coleman III's Tiger Global Management has initiated new positions in Cerebras Systems with the addition of three million shares with a market value of $663 million.
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#cerebras #House #market
20 days ago
CBRS slides 13% and AMD falls 5% in a classic buy-the-rumor unwind ahead of tonight's Supernova livestream at 6:30 PM ET.
Uniform selling in MU and COHR signals wholesale de-risking, not company-specific news, as the 30-year Treasury yield hits a 19-year high of 5.25%.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn't make the cut. Grab the names FREE today.
Shares of AI hardware names are broadly lower at midday Tuesday, hours ahead of Cerebras' flagship SUPERNOVA product event, which begins at 3:30 PM Pacific Time (6:30 PM ET). Cerebras Systems (NASDAQ:CBRS) is down 13% to $220, while Intel (NASDAQ:INTC) has slid 7% and AMD (NASDAQ:AMD) is off 5%.
The selloff is a classic buy-the-rumor, sell-the-news setup layered on top of a broader macro rotation. Cerebras surged into Tuesday's event on a Wedbush endorsement and OpenAI's confirmation that its GPT-5.6 Sol Ultrafast mode, capable of up to 750 output tokens per second, will run exclusively on Cerebras' Wafer-Scale Engine. Morgan Stanley also reaffirmed Overweight and raised its price target Monday, projecting core revenue to more than triple by 2027.
#NASDAQ #classic #ahead
Uniform selling in MU and COHR signals wholesale de-risking, not company-specific news, as the 30-year Treasury yield hits a 19-year high of 5.25%.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn't make the cut. Grab the names FREE today.
Shares of AI hardware names are broadly lower at midday Tuesday, hours ahead of Cerebras' flagship SUPERNOVA product event, which begins at 3:30 PM Pacific Time (6:30 PM ET). Cerebras Systems (NASDAQ:CBRS) is down 13% to $220, while Intel (NASDAQ:INTC) has slid 7% and AMD (NASDAQ:AMD) is off 5%.
The selloff is a classic buy-the-rumor, sell-the-news setup layered on top of a broader macro rotation. Cerebras surged into Tuesday's event on a Wedbush endorsement and OpenAI's confirmation that its GPT-5.6 Sol Ultrafast mode, capable of up to 750 output tokens per second, will run exclusively on Cerebras' Wafer-Scale Engine. Morgan Stanley also reaffirmed Overweight and raised its price target Monday, projecting core revenue to more than triple by 2027.
#NASDAQ #classic #ahead
20 days ago
Cerebras Systems (CBRS) stock took a brutal hit after the company's Q2 earnings report, but investors may be missing the bigger picture. Shares plunged roughly 12% in Thursday trading after the AI chipmaker reported a revenue miss and a massive net loss. Yet underneath those headline numbers, the business is growing at an extraordinary pace.
Core revenue more than doubled, cloud revenue nearly quadrupled, and management raised its full-year outlook. Then came an even bigger catalyst. Cerebras said it is powering a new ultrafast tier for OpenAI's GPT-5.6 Sol. However, this news failed to lift the stock, and shares plunged more than 5% on Friday. The bulls brought CBRS stock back up 15% Monday just for the price to tank over 12% again during morning trading today.
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Core revenue more than doubled, cloud revenue nearly quadrupled, and management raised its full-year outlook. Then came an even bigger catalyst. Cerebras said it is powering a new ultrafast tier for OpenAI's GPT-5.6 Sol. However, this news failed to lift the stock, and shares plunged more than 5% on Friday. The bulls brought CBRS stock back up 15% Monday just for the price to tank over 12% again during morning trading today.
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#Stock #cbrs #silver #call
25 days ago
Cerebras Systems (NASDAQ: CBRS) stock fell in Thursday's trading on the heels of the artificial intelligence (AI) chip specialist's second-quarter report. The company's share price had moved 11.9% lower in the day's session as of 3:45 p.m. ET despite a 0.7% gain for the S&P 500 and a 0.9% gain for the Nasdaq Composite.
Cerebras published its Q2 results after yesterday's market close, reporting sales and earnings that were below Wall Street's expectations. On the other hand, the company raised full-year sales and margin targets.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
In the second quarter, Cerebras recorded a net loss of $2.98 per share on revenue of $180.11 million. The company's loss came in significantly higher than anticipated, exceeding the average ***** yst target by $1.31 per share. Meanwhile, sales for the period came in roughly $13.4 million below the average forecast. Even though the business still recorded 74% year over year revenue growth in the period, investors were expecting stronger expansion and less red ink on the bottom line.
While Cerebras's Q2 performance missed the mark, there was some good news for investors with the report. The company now expects that non-GAAP (adjusted) core full-year sales will be between $880 million and $890 million, a core gross margin between 41% and 43%, and a core operating margin between -17% and -19%. Previously, the company had targeted sales between $855 million and $865 million, a gross margin between 38% and 41%, and a core operating margin between -38% and -41%.
#Margin #cerebras #NVIDIA #core
Cerebras published its Q2 results after yesterday's market close, reporting sales and earnings that were below Wall Street's expectations. On the other hand, the company raised full-year sales and margin targets.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
In the second quarter, Cerebras recorded a net loss of $2.98 per share on revenue of $180.11 million. The company's loss came in significantly higher than anticipated, exceeding the average ***** yst target by $1.31 per share. Meanwhile, sales for the period came in roughly $13.4 million below the average forecast. Even though the business still recorded 74% year over year revenue growth in the period, investors were expecting stronger expansion and less red ink on the bottom line.
While Cerebras's Q2 performance missed the mark, there was some good news for investors with the report. The company now expects that non-GAAP (adjusted) core full-year sales will be between $880 million and $890 million, a core gross margin between 41% and 43%, and a core operating margin between -17% and -19%. Previously, the company had targeted sales between $855 million and $865 million, a gross margin between 38% and 41%, and a core operating margin between -38% and -41%.
#Margin #cerebras #NVIDIA #core
25 days ago
US stocks climbed on Thursday, with the S&P 500 (^GSPC) posting a record high after another inflation reading that eased September rate-hike bets and a slew of earnings reports.
The broad-based index rose roughly 0.6%, while the tech-heavy Nasdaq Composite (^IXIC) moved up 0.8% after a calm day on Wall Street. The Dow Jones Industrial Average (^DJI), meanwhile, gained 0.1%.
Cisco (CSCO) and Cerebras (CBRS) stocks tanked on Thursday morning after the two AI-related companies reported earnings. Applied Materials (AMAT), which makes chipmaking equipment, reports results after the market close following a whopping 190% gain for its stock over the past year.
Data from the Producer Price Index, which tracks inflation from the sellers' perspective, showed prices rising by less than expected, another positive sign for investors after Wednesday's Consumer Price Index report showed inflation easing in July. So-called core readings showed slowdowns of both monthly and annual price appreciation.
Though cooling CPI and PPI data prompted traders to fade bets of a September rate hike, it likely wasn't enough to settle the divide among policymakers, and Fed watchers still expect at least one rate hike by the end of the year.
#rate #hike #thursday #september
The broad-based index rose roughly 0.6%, while the tech-heavy Nasdaq Composite (^IXIC) moved up 0.8% after a calm day on Wall Street. The Dow Jones Industrial Average (^DJI), meanwhile, gained 0.1%.
Cisco (CSCO) and Cerebras (CBRS) stocks tanked on Thursday morning after the two AI-related companies reported earnings. Applied Materials (AMAT), which makes chipmaking equipment, reports results after the market close following a whopping 190% gain for its stock over the past year.
Data from the Producer Price Index, which tracks inflation from the sellers' perspective, showed prices rising by less than expected, another positive sign for investors after Wednesday's Consumer Price Index report showed inflation easing in July. So-called core readings showed slowdowns of both monthly and annual price appreciation.
Though cooling CPI and PPI data prompted traders to fade bets of a September rate hike, it likely wasn't enough to settle the divide among policymakers, and Fed watchers still expect at least one rate hike by the end of the year.
#rate #hike #thursday #september
28 days ago
Good morning. Stocks wavered on Tuesday. Reports of progress on Middle East peace talks remained top of mind, as investors watched for swings in oil prices, which remained subdued in the first hour of trading.
Here's a check of the markets in early trading, as of 11:00 a.m. ET, based on a heat map powered by Yahoo Finance AlphaSpace data.
Industrial (XLI) stocks climbed, leading the major S&P 500 sectors, while consumer staples (XLP) were on the back foot. Within tech, semiconductor hardware companies continued to rally.
Here are the top stocks Yahoo Finance readers viewed this morning: Oracle (ORCL), Broadcom (AVGO), Cerebras (CBRS), Blackstone (BX), and SolarEdge (SEDG).
Two newly public quantum computing companies are about to report earnings. Their results will test the appetite for the budding technology that has captivated some corners on Wall Street.
#stocks #remained #Companies
Here's a check of the markets in early trading, as of 11:00 a.m. ET, based on a heat map powered by Yahoo Finance AlphaSpace data.
Industrial (XLI) stocks climbed, leading the major S&P 500 sectors, while consumer staples (XLP) were on the back foot. Within tech, semiconductor hardware companies continued to rally.
Here are the top stocks Yahoo Finance readers viewed this morning: Oracle (ORCL), Broadcom (AVGO), Cerebras (CBRS), Blackstone (BX), and SolarEdge (SEDG).
Two newly public quantum computing companies are about to report earnings. Their results will test the appetite for the budding technology that has captivated some corners on Wall Street.
#stocks #remained #Companies
1 month ago
On August 6, Comcast (NASDAQ:CMCSA) Business announced a private wireless deployment at the Annapolis headquarters of Smartlink, a national digital infrastructure firm, combining carrier-grade Neutral Host cellular coverage with a dedicated CBRS private network in one managed platform. It is a small deal in dollar terms, but it points to where Comcast wants growth to come from next: enterprise connectivity rather than residential cable.
The Smartlink deployment replaces the kind of Distributed Antenna System infrastructure that used to require separate vendors and separate budgets. Comcast Business now delivers cellular coverage and a private network for cameras, access control, and occupancy sensors through a single platform built on licensed CBRS spectrum. It is not an isolated experiment either. Comcast has already rolled out similar systems at the University of Virginia, The Sound Hotel Seattle Belltown, and Rocket Arena for the Cleveland Cavaliers, and the company is positioning Smartlink as a replicable model for other commercial landlords.
That enterprise push sits on top of a business that still throws off enormous cash. Comcast generated free cash flow of nearly $21.9 billion in fiscal 2025 on revenue of about $123.7 billion, with net income near $20.0 billion, a net margin of 16.2%. Peacock turned profitable for the first time, wireless lines crossed a major subscriber milestone, and the company beat earnings estimates in its most recent quarter. Following the separation of Versant Media Group, management has also sharpened its focus toward the Content and Experiences segments, spanning film, television, and theme parks, giving the enterprise wireless buildout room to grow alongside a leaner core.
The residential side of the business tells a different story. Broadband subscribers keep declining, and fiber operators and fixed wireless providers like Verizon and T-Mobile keep pressing on price and coverage. Comcast paused its share buyback program ahead of a planned NBCUniversal spinoff, a move that adds another layer of complexity for investors trying to track where the company is headed.
Security and legal costs have also piled up. Comcast agreed to a $117.5 million settlement over an Xfinity data breach, and cyberattack risk remains an ongoing concern given the scale of its subscriber base. The company also absorbed a noncash impairment charge of $8.6 billion tied to a Sky writedown, and rising costs for sports rights including the NFL and NBA are squeezing profitability in the media segment. With a debt-to-equity ratio of 1.1x and a current ratio of 0.9x, the balance sheet leaves less cushion than some peers to absorb further shocks.
#comcast
The Smartlink deployment replaces the kind of Distributed Antenna System infrastructure that used to require separate vendors and separate budgets. Comcast Business now delivers cellular coverage and a private network for cameras, access control, and occupancy sensors through a single platform built on licensed CBRS spectrum. It is not an isolated experiment either. Comcast has already rolled out similar systems at the University of Virginia, The Sound Hotel Seattle Belltown, and Rocket Arena for the Cleveland Cavaliers, and the company is positioning Smartlink as a replicable model for other commercial landlords.
That enterprise push sits on top of a business that still throws off enormous cash. Comcast generated free cash flow of nearly $21.9 billion in fiscal 2025 on revenue of about $123.7 billion, with net income near $20.0 billion, a net margin of 16.2%. Peacock turned profitable for the first time, wireless lines crossed a major subscriber milestone, and the company beat earnings estimates in its most recent quarter. Following the separation of Versant Media Group, management has also sharpened its focus toward the Content and Experiences segments, spanning film, television, and theme parks, giving the enterprise wireless buildout room to grow alongside a leaner core.
The residential side of the business tells a different story. Broadband subscribers keep declining, and fiber operators and fixed wireless providers like Verizon and T-Mobile keep pressing on price and coverage. Comcast paused its share buyback program ahead of a planned NBCUniversal spinoff, a move that adds another layer of complexity for investors trying to track where the company is headed.
Security and legal costs have also piled up. Comcast agreed to a $117.5 million settlement over an Xfinity data breach, and cyberattack risk remains an ongoing concern given the scale of its subscriber base. The company also absorbed a noncash impairment charge of $8.6 billion tied to a Sky writedown, and rising costs for sports rights including the NFL and NBA are squeezing profitability in the media segment. With a debt-to-equity ratio of 1.1x and a current ratio of 0.9x, the balance sheet leaves less cushion than some peers to absorb further shocks.
#comcast
2 months ago
Nvidia's (NVDA) fiscal first quarter results on Wedneday offered investors the marquee earnings event of the week, while Walmart's (WMT) report on Thursday morning provided insight into the state of the consumer.
Nvidia said it anticipates revenue between $89.1 billion and $92.8 billion in the second quarter, serving as a barometer of artificial intelligence trade. Nvidia's report comes as the AI chipmaker faces increasing competition from rivals such as Cerebras (CBRS) and AMD (AMD), as well as its customers Amazon (AMZN) and Google (GOOG).
So far this earnings season, S&P 500 companies have impressed market watchers by printing profits, even amid ongoing risks from the Iran war, and the index is on track for double-digit earnings growth. Reports from semiconductor companies so far underscore that the artificial intelligence boom remains a key market driver.
Also reporting this week are a handful of retail companies, including The Home Depot (HD), TJX Companies (TJX), Lowe's Companies (LOW), Target Corporation (TGT), and Walmart, which will provide insights on the state of the US consumer.
Walmart (WMT) stock fell 2% in premarket trading after reporting first quarter results that were in line with Wall Street’s expectations but a second quarter outlook that came in a bit light.
Nvidia said it anticipates revenue between $89.1 billion and $92.8 billion in the second quarter, serving as a barometer of artificial intelligence trade. Nvidia's report comes as the AI chipmaker faces increasing competition from rivals such as Cerebras (CBRS) and AMD (AMD), as well as its customers Amazon (AMZN) and Google (GOOG).
So far this earnings season, S&P 500 companies have impressed market watchers by printing profits, even amid ongoing risks from the Iran war, and the index is on track for double-digit earnings growth. Reports from semiconductor companies so far underscore that the artificial intelligence boom remains a key market driver.
Also reporting this week are a handful of retail companies, including The Home Depot (HD), TJX Companies (TJX), Lowe's Companies (LOW), Target Corporation (TGT), and Walmart, which will provide insights on the state of the US consumer.
Walmart (WMT) stock fell 2% in premarket trading after reporting first quarter results that were in line with Wall Street’s expectations but a second quarter outlook that came in a bit light.
2 months ago
After closing at less than $200 for the first three days of the week, Cerebras Systems (NASDAQ: CBRS) stock is poised to end today's trading session back above the $200 level. The company announced two developments today, providing investors with ample reason to click the buy ******* on on the artificial intelligence (AI) stock.
As of 1: 50 p.m. ET, shares of Cerebras are up 11%, retreating from an earlier rise of 12.5%.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Planning rapid capacity expansion in France and Scandinavia, Cerebras announced today that it will bring European data center capacity online before the end of 2026. Moreover, Cerebras is targeting an expansion of its total capacity to 200 megawatts by the end of 2027. According to the company, "The expansion will bring Cerebras' high-speed AI inference infrastructure closer to European users, helping deliver faster response times for increasingly complex AI workloads."
The other auspicious news today stems from the company's reporting of an increase in its domestic manufacturing capacity of the CS-3 chip, resulting from a collaboration with Flex, a provider of manufacturing and supply chain solutions. Cerebras estimates that expanding manufacturing capacity at Flex's California facility will increase CS-3 production capacity by approximately 7 times by 2026, thanks to new production lines, expanded floor ******* e, and advanced test infrastructure.
As of 1: 50 p.m. ET, shares of Cerebras are up 11%, retreating from an earlier rise of 12.5%.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Planning rapid capacity expansion in France and Scandinavia, Cerebras announced today that it will bring European data center capacity online before the end of 2026. Moreover, Cerebras is targeting an expansion of its total capacity to 200 megawatts by the end of 2027. According to the company, "The expansion will bring Cerebras' high-speed AI inference infrastructure closer to European users, helping deliver faster response times for increasingly complex AI workloads."
The other auspicious news today stems from the company's reporting of an increase in its domestic manufacturing capacity of the CS-3 chip, resulting from a collaboration with Flex, a provider of manufacturing and supply chain solutions. Cerebras estimates that expanding manufacturing capacity at Flex's California facility will increase CS-3 production capacity by approximately 7 times by 2026, thanks to new production lines, expanded floor ******* e, and advanced test infrastructure.
2 months ago
Cerebras Systems Inc. (NASDAQ:CBRS) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday's market rotation. Cramer highlighted that he warned against the stock when it was hot, as he said:
We've had plenty of cautionary tales from the IPO market. Take Cerebras Systems, please, which makes enormous semiconductors that are used to handle AI workloads. Now, this was the second largest deal of the year. It was priced at $185. Listen to this: stock opened for trading at $350. It surged to $386. And at its intraday high, well, let me just say it had doubled the price of… [from] where it came. Now, that was bad… I warned you to stay away from this one. It seemed too hot when it got all the way up there. Now, since then, well, it's pretty historic.
The stock's pulled back to $221. In fact, last week, it briefly sank to the $160 level… after Cerebras reported just an okay quarter, disappointing gross margins. Now, it's been able to rebound from those lows, but the point stands. See, if you tried to get into Cerebras on the first day, it blew up in your face. Buying hot stocks right after they come public tends to be a recipe for disaster.
Photo by Chris Liverani on Unsplash
Cerebras Systems Inc. (NASDAQ:CBRS) designs and manufactures an artificial intelligence compute platform featuring a specialized wafer-scale engine designed for high-performance generative AI and inference tasks. The company provides its proprietary systems and software to several clients, including hyperscalers, foundation model labs, and sovereign AI initiatives.
We've had plenty of cautionary tales from the IPO market. Take Cerebras Systems, please, which makes enormous semiconductors that are used to handle AI workloads. Now, this was the second largest deal of the year. It was priced at $185. Listen to this: stock opened for trading at $350. It surged to $386. And at its intraday high, well, let me just say it had doubled the price of… [from] where it came. Now, that was bad… I warned you to stay away from this one. It seemed too hot when it got all the way up there. Now, since then, well, it's pretty historic.
The stock's pulled back to $221. In fact, last week, it briefly sank to the $160 level… after Cerebras reported just an okay quarter, disappointing gross margins. Now, it's been able to rebound from those lows, but the point stands. See, if you tried to get into Cerebras on the first day, it blew up in your face. Buying hot stocks right after they come public tends to be a recipe for disaster.
Photo by Chris Liverani on Unsplash
Cerebras Systems Inc. (NASDAQ:CBRS) designs and manufactures an artificial intelligence compute platform featuring a specialized wafer-scale engine designed for high-performance generative AI and inference tasks. The company provides its proprietary systems and software to several clients, including hyperscalers, foundation model labs, and sovereign AI initiatives.
2 months ago
Cerebras (NASDAQ: CBRS), a producer of AI chips, went public at $185 per share on May 14. Its stock opened at $350, but it now trades at about $205. That's still 11% above its IPO price, but investors who chased its post-IPO gains are now underwater. Let's see why Cerebras' stock fizzled out -- and if it's worth buying today.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Cerebras doesn't produce small GPUs like Nvidia (NASDAQ: NVDA). Instead, it builds massive AI processors on a single silicon wafer without cutting them into individual chips. Cerebras chips are as big as dinner plates, while Nvidia's GPUs are the size of postage stamps.
Cerebras claims its bigger chips bypass the networking bottlenecks, data latency, and power constraints ******* ociated with connecting traditional GPU clusters. They also outperformed traditional GPU clusters in inference tasks (when applications accessed trained data). It generates its revenue by selling its wafer-scale processors and CS-3 systems, as well as providing customers with cloud-based access to its own wafers to run inference tasks.
Cerebras recently secured a multi-year $20 billion deal with OpenAI to deploy 750 megawatts of its wafer-scale inference systems. It's also integrating its CS-3 systems into Amazon (NASDAQ: AMZN) Web Services (AWS), the world's largest cloud infrastructure platform.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Cerebras doesn't produce small GPUs like Nvidia (NASDAQ: NVDA). Instead, it builds massive AI processors on a single silicon wafer without cutting them into individual chips. Cerebras chips are as big as dinner plates, while Nvidia's GPUs are the size of postage stamps.
Cerebras claims its bigger chips bypass the networking bottlenecks, data latency, and power constraints ******* ociated with connecting traditional GPU clusters. They also outperformed traditional GPU clusters in inference tasks (when applications accessed trained data). It generates its revenue by selling its wafer-scale processors and CS-3 systems, as well as providing customers with cloud-based access to its own wafers to run inference tasks.
Cerebras recently secured a multi-year $20 billion deal with OpenAI to deploy 750 megawatts of its wafer-scale inference systems. It's also integrating its CS-3 systems into Amazon (NASDAQ: AMZN) Web Services (AWS), the world's largest cloud infrastructure platform.
2 months ago
We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn't Miss. Cerebras Systems (NASDAQ:CBRS) ranks #9 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn't Miss).
Number of Hedge Fund Investors: N/A
Cerebras Systems (NASDAQ:CBRS) is an AI chipmaker that sells Wafer-Scale Engine (WSE-3) processors. Its customers are OpenAI and Amazon Web Services, with potential for enterprise customers down the line.
Wall Street turned bullish on the company because it makes the industry's only commercially deployed wafer-scale AI chip. Bulls point to the company's massive $24.6 billion backlog, which is 48 times Cerebras Systems (NASDAQ:CBRS) FY25 revenue of $510 million. The backlog is supported by a $20 billion three-year deal with OpenAI announced in January 2026. In that deal, OpenAI will deploy approximately 750 megawatts of Cerebras compute capacity through 2028, with an option for an additional 1.25 gigawatts. The company also has a collaboration with AWS for disaggregated inference announced in March 2026.
Cerebras Systems (NASDAQ:CBRS) expects revenue growth with a 120% forward topline CAGR through fiscal 2028 from fiscal 2025. This is based entirely on the OpenAI and AWS commitments. Morgan Stanley recently started coverage of the stock with a $250 price target and called it one of the most differentiated AI infrastructure companies with a first-mover advantage against Nvidia. UBS came out with a $300 price target and a Buy rating. Needham also came out with $300 and a Buy rating.
Number of Hedge Fund Investors: N/A
Cerebras Systems (NASDAQ:CBRS) is an AI chipmaker that sells Wafer-Scale Engine (WSE-3) processors. Its customers are OpenAI and Amazon Web Services, with potential for enterprise customers down the line.
Wall Street turned bullish on the company because it makes the industry's only commercially deployed wafer-scale AI chip. Bulls point to the company's massive $24.6 billion backlog, which is 48 times Cerebras Systems (NASDAQ:CBRS) FY25 revenue of $510 million. The backlog is supported by a $20 billion three-year deal with OpenAI announced in January 2026. In that deal, OpenAI will deploy approximately 750 megawatts of Cerebras compute capacity through 2028, with an option for an additional 1.25 gigawatts. The company also has a collaboration with AWS for disaggregated inference announced in March 2026.
Cerebras Systems (NASDAQ:CBRS) expects revenue growth with a 120% forward topline CAGR through fiscal 2028 from fiscal 2025. This is based entirely on the OpenAI and AWS commitments. Morgan Stanley recently started coverage of the stock with a $250 price target and called it one of the most differentiated AI infrastructure companies with a first-mover advantage against Nvidia. UBS came out with a $300 price target and a Buy rating. Needham also came out with $300 and a Buy rating.
2 months ago
OpenAI is considering delaying its initial public offering until next year, amid concerns about AI stocks as well as ******* eX's retreat after its initial post-IPO surge.
The Microsoft-backed artificial intelligence startup announced on June 8 that it had confidentially filed its IPO plan with the SEC. That came a week after fellow AI startup giant Anthropic disclosed its own confidential IPO filing, and just days before the ******* eX (SPCX) IPO priced on June 11.
However, the ChatGPT creator is now leaning against going public this year, the New York Times reported late Thursday, citing three sources. IPO advisors reportedly are encouraging OpenAI CEO Sam Altman to wait, citing multiple reasons.
SpaceX raised more than $85 billion in its IPO, with an initial valuation of $1.77 trillion. SPCX surged initially, hitting 225.64 intraday on June 16. But shares have tumbled since then, closing Thursday at 153. That's still above the ******* eX IPO price of 135.
On a related note, AI chip startup Cerebras (CBRS) came public in May at $185 a share, surging to 386.34 in its May 14 debut but closing well off highs. CBRS stock then fell sharply over the next few weeks. On Wednesday, CBRS stock dived nearly 20% after the company forecast a big drop in gross margins. Shares fell another 7.5% on Thursday to 168.52, well below the IPO price.
The Microsoft-backed artificial intelligence startup announced on June 8 that it had confidentially filed its IPO plan with the SEC. That came a week after fellow AI startup giant Anthropic disclosed its own confidential IPO filing, and just days before the ******* eX (SPCX) IPO priced on June 11.
However, the ChatGPT creator is now leaning against going public this year, the New York Times reported late Thursday, citing three sources. IPO advisors reportedly are encouraging OpenAI CEO Sam Altman to wait, citing multiple reasons.
SpaceX raised more than $85 billion in its IPO, with an initial valuation of $1.77 trillion. SPCX surged initially, hitting 225.64 intraday on June 16. But shares have tumbled since then, closing Thursday at 153. That's still above the ******* eX IPO price of 135.
On a related note, AI chip startup Cerebras (CBRS) came public in May at $185 a share, surging to 386.34 in its May 14 debut but closing well off highs. CBRS stock then fell sharply over the next few weeks. On Wednesday, CBRS stock dived nearly 20% after the company forecast a big drop in gross margins. Shares fell another 7.5% on Thursday to 168.52, well below the IPO price.
2 months ago
Interested in Cerebras Systems Inc.? Here are five stocks we like better.
Cerebras Systems targets the $125 billion AI inference market with chips that deliver double to triple the token-generation throughput of traditional GPU setups.
Key growth catalysts include revenue-generating deals with OpenAI and AWS, supply chain insulation from HBM shortages, and the ability to ramp production ahead of competitors.
Ten of 11 ******* yst ratings are Buys, with the consensus price target approximately 60% above late-June levels, as ******* ysts view company guidance as conservative.
In a world where bigger is better, Cerebras Systems (NASDAQ: CBRS) seems to be well positioned. Instead of linking numerous AI cores together, creating data transfer bottlenecks along the way, Cerebras Systems chips are massive, comparable to dinner plates, housing thousands of cores in each.
Cerebras Systems targets the $125 billion AI inference market with chips that deliver double to triple the token-generation throughput of traditional GPU setups.
Key growth catalysts include revenue-generating deals with OpenAI and AWS, supply chain insulation from HBM shortages, and the ability to ramp production ahead of competitors.
Ten of 11 ******* yst ratings are Buys, with the consensus price target approximately 60% above late-June levels, as ******* ysts view company guidance as conservative.
In a world where bigger is better, Cerebras Systems (NASDAQ: CBRS) seems to be well positioned. Instead of linking numerous AI cores together, creating data transfer bottlenecks along the way, Cerebras Systems chips are massive, comparable to dinner plates, housing thousands of cores in each.
2 months ago
Cerebras System (CBRS) shares closed lower on Wednesday, even though the artificial intelligence (AI) chipmaker posted a 92% increase in its Q1 revenue on a massive contraction in net loss to about $14 million.
Investors responded mostly to management's muted profitability guidance, specifically a projected sequential decline in the gross margin to 37% in the current quarter.
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Investors responded mostly to management's muted profitability guidance, specifically a projected sequential decline in the gross margin to 37% in the current quarter.
Nasdaq Futures Gain After Brutal Tech Selloff, Micron Earnings in Focus
Corning Stock Skyrockets on AI-Related Demand, Spurring Unusual Call Option Buying
AMEN Properties Just Announced a 25% Dividend Increase. What This Means for the High-Yield Royalty Stock.
3 months ago
Newly listed Cerebras Systems (CBRS) has had a tough run since its listing. Down about 20%, the company is set to report its Q1 and first set of quarterly earnings today after market hours. And the biggest cheerleader of AI stocks in the market, Dan Ives-led Wedbush, remains bullish about the company, irrespective of its sombre start as a public company.
Maintaining its "Outperform" rating on CBRS, the firm has a price target of $270 on the stock. The price target would denote an upside potential of 20.3% from current levels for a company that gained fame for its huge dinner plate-sized chips.
D-Wave Just Unveiled a Major Quantum Breakthrough. QBTS Stock Looks Ready for Another Surge.
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Maintaining its "Outperform" rating on CBRS, the firm has a price target of $270 on the stock. The price target would denote an upside potential of 20.3% from current levels for a company that gained fame for its huge dinner plate-sized chips.
D-Wave Just Unveiled a Major Quantum Breakthrough. QBTS Stock Looks Ready for Another Surge.
Micron Technology Earnings: Bull Put Spread Trade
Ahead of Micron Earnings, Here's What Barchart Data Says Comes Next for MU Stock
3 months ago
Dow Jones futures edged higher early Wednesday, while S&P 500 futures and Nasdaq futures rose. Micron Technology (MU) earnings due after the close. FedEx (FDX) and AI chip IPO Cerebras (CBRS) tumbled overnight on results.
The stock market rally saw sharp losses Tuesday among leading AI names amid a global sell-off and with Micron Technology (MU) earnings due late Wednesday. The Nasdaq closed below key support for the first time in over two months, even with ******* eX (SPCX) providing some support.
Outside of AI, Guardant Health (GH), Fortinet (FTNT), Ezcorp (EZPW) are near buy points.
Late Tuesday, Google-parent Alphabet (GOOGL) rose slightly on news it'll join the Dow Jones Industrial Average on June 29, replacing Verizon (VZ) on June 29. Google stock edged higher before the open.
Guardant Health stock is on Leaderboard. Micron stock, Guardant Health are on the IBD 50. Fortinet stock and Micron are on the IBD Big Cap 20. Ezcorp was Tuesday's IBD Stock Of The Day. The video embedded in the article reviews Tuesday's market action and ******* yzes Guardant Health stock, Fortinet and Ezcorp.
The stock market rally saw sharp losses Tuesday among leading AI names amid a global sell-off and with Micron Technology (MU) earnings due late Wednesday. The Nasdaq closed below key support for the first time in over two months, even with ******* eX (SPCX) providing some support.
Outside of AI, Guardant Health (GH), Fortinet (FTNT), Ezcorp (EZPW) are near buy points.
Late Tuesday, Google-parent Alphabet (GOOGL) rose slightly on news it'll join the Dow Jones Industrial Average on June 29, replacing Verizon (VZ) on June 29. Google stock edged higher before the open.
Guardant Health stock is on Leaderboard. Micron stock, Guardant Health are on the IBD 50. Fortinet stock and Micron are on the IBD Big Cap 20. Ezcorp was Tuesday's IBD Stock Of The Day. The video embedded in the article reviews Tuesday's market action and ******* yzes Guardant Health stock, Fortinet and Ezcorp.
3 months ago
US stock futures tumbled on Tuesday as losses for Korean memory chipmakers fueled AI trade doubts, piling further pressure on techs even amid progress in US-Iran talks.
Contracts on the tech-heavy Nasdaq 100 (NQ=F) plunged 2.2%, while those on the S&P 500 (ES=F) sank 1.3%. Dow Jones Industrial Average futures (YM=F), which include fewer tech names, slid 0.7%.
The Nasdaq is set for further losses after Big Tech players took a hit on Monday, with Elon Musk's ***** eX (SPCX) falling for the third day in a row. A sell-off in South Korean memory makers SK Hynix and Samsung Electronics, which sank over 10%, undermined the faith in growth prospects from AI demand that has driven gains fo US stock indexes.
In the background, ongoing negotiations between the US and Iran kept investors on edge even as officials reported progress.
On Tuesday, FedEx (FDX) and Cerebras Systems (CBRS) will report earnings. Cerebras System's results will be the AI chip company's first since going public in May.
Contracts on the tech-heavy Nasdaq 100 (NQ=F) plunged 2.2%, while those on the S&P 500 (ES=F) sank 1.3%. Dow Jones Industrial Average futures (YM=F), which include fewer tech names, slid 0.7%.
The Nasdaq is set for further losses after Big Tech players took a hit on Monday, with Elon Musk's ***** eX (SPCX) falling for the third day in a row. A sell-off in South Korean memory makers SK Hynix and Samsung Electronics, which sank over 10%, undermined the faith in growth prospects from AI demand that has driven gains fo US stock indexes.
In the background, ongoing negotiations between the US and Iran kept investors on edge even as officials reported progress.
On Tuesday, FedEx (FDX) and Cerebras Systems (CBRS) will report earnings. Cerebras System's results will be the AI chip company's first since going public in May.
3 months ago
Cerebras Systems (NASDAQ: CBRS) and **** e Exploration Technologies (NASDAQ: SPCX) are two of the most talked-about artificial intelligence-linked initial public offering stories of 2026. But investors should not put them in the same bucket.
Cerebras is an AI-focused chipmaker that offers an unusual alternative to Nvidia's widely used chips. **** eX is a rocket, satellite internet, and AI infrastructure company after its merger with xAI.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
So, which looks like the better buy-and-hold pick for the next 10 years?
Cerebras' primary product is its wafer-scale engine, a powerful AI processor built using an entire silicon wafer. Makers of traditional GPUs and CPUs slice those wafers up to manufacture dozens or hundreds of smaller chips, and AI workloads generally require clusters of such chips connected together in servers and data centers. But in those data centers, performance can be limited by how quickly data can move across chips, memory systems, and servers.
Cerebras is an AI-focused chipmaker that offers an unusual alternative to Nvidia's widely used chips. **** eX is a rocket, satellite internet, and AI infrastructure company after its merger with xAI.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
So, which looks like the better buy-and-hold pick for the next 10 years?
Cerebras' primary product is its wafer-scale engine, a powerful AI processor built using an entire silicon wafer. Makers of traditional GPUs and CPUs slice those wafers up to manufacture dozens or hundreds of smaller chips, and AI workloads generally require clusters of such chips connected together in servers and data centers. But in those data centers, performance can be limited by how quickly data can move across chips, memory systems, and servers.
3 months ago
This year is turning out to be big for initial public offerings, particularly in the technology industry. And one of the first to complete its operation was Cerebras Systems (NASDAQ: CBRS) just last month. The company is present in a very exciting ****** e, that of artificial intelligence (AI) chips, and aims to compete with a market giant -- Nvidia.
Investors clearly have been optimistic about Cerebras' prospects as the stock soared 68% in its first day of trading -- though it has declined from its peak. Now the question is: At today's level, is Cerebras a buy, a hold, or a sell post-IPO? Let's find out.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
So, first, let's talk a bit about Cerebras. AI workloads require tremendous power, and various companies develop chips that offer this. Nvidia has stood out from the bunch as it designs the world's top-performing graphics processing units (GPUs). And now, Cerebras says it has a chip that's even faster than those of the market leader.
Cerebras' processor is called the Wafer-Scale Engine (WSE), and its strength is in its size. The WSE is 58 times bigger than Nvidia's leading chip and has more than 2,000 times the memory bandwidth of a "package" that includes two Nvidia chips. Cerebras says that by packing an enormous amount of compute and memory onto one chip, it's able to deliver greater speed for AI customers.
Investors clearly have been optimistic about Cerebras' prospects as the stock soared 68% in its first day of trading -- though it has declined from its peak. Now the question is: At today's level, is Cerebras a buy, a hold, or a sell post-IPO? Let's find out.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
So, first, let's talk a bit about Cerebras. AI workloads require tremendous power, and various companies develop chips that offer this. Nvidia has stood out from the bunch as it designs the world's top-performing graphics processing units (GPUs). And now, Cerebras says it has a chip that's even faster than those of the market leader.
Cerebras' processor is called the Wafer-Scale Engine (WSE), and its strength is in its size. The WSE is 58 times bigger than Nvidia's leading chip and has more than 2,000 times the memory bandwidth of a "package" that includes two Nvidia chips. Cerebras says that by packing an enormous amount of compute and memory onto one chip, it's able to deliver greater speed for AI customers.
