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Cathie Wood just loaded up on three stocks, spanning different corners of the AI chip market.

The AI computing specialist's latest results were strong. The real story is a backlog worth almost 29 times this year's expected revenue.

Coatue Management’s Q2 filing disclosed a new position in Intel and, for the first time, a reportable position in newly public Cerebras. Coatue reported 12,084,027 Intel shares and roughly 7.01 million Cerebras shares at June 30. Intel Corporation (NASDAQ:INTC) offers manufacturing and established distribution, while Cerebras Systems Inc. (NASDAQ:CBRS) offers a radically different wafer-scale architecture. […]

Anthropic's unusual IPO plans could make one overlooked detail more important than the reported size of the offering.

Cerebras is adding another 165 MW of contracted AI data-center capacity as it races to convert its massive AI inference demand into physical infrastructure.

With global bond yields easing as inflation signals soften in the US, growth stocks are back in focus. Lower yield pressure can make the future earnings of fast growing companies look more attractive, especially when management has significant skin in the game through insider ownership. This article highlights three high growth, high insider commitment US stocks from our screener and explains why each one could deserve a closer look now. The three stocks covered below are just a starting...

NVIDIA is investing $3.5 billion in MediaTek and reviving the Rubin CPX chip program to defend against custom silicon rivals, backed by an $80 billion buyback and strong earnings growth.

Seven-year service orders support the phased Mikkeli build, which could bring up to €1.7 billion of regional investment and 250 permanent jobs.

Cerebras Systems (NasdaqGS: CBRS) introduced its CS-4 next generation AI accelerator for data center workloads. The company highlighted technical and economic advantages of the CS-4 compared with prior Cerebras hardware. Cerebras announced a partnership with Callosum focused on agentic inference workloads and scaling AI compute. This move by Cerebras Systems is part of a much wider build out in AI infrastructure, and there are many other stocks exposed to the same theme that you may want to...

Cerebras Systems stock has fallen sharply year to date, yet current valuation checks suggest the shares now look closer to fairly priced rather than clearly cheap or expensive. The share price is down 42.4% year to date, which pulls attention onto whether recent weakness has already adjusted expectations enough. The launch of the CS-4 accelerator and the new Callosum partnership can support higher growth expectations, while execution risk around scaling this AI hardware and software...

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.

Ark sold roughly $95 million of AMD while buying about $94 million of Nvidia and Broadcom.

Cathie Wood added another 93,290 Cerebras shares worth about $17.2 million.

Cerebras expands AI inference infrastructure across Europe and Canada as it targets global demand and challenges NVIDIA and Microsoft.

Wood is making another bold bet after a brutal slide

The Information reported on the plans on Thursday and added that the company is also weighing lockup periods longer than the customary 180 days for at least some holders after it lists.

Cathie Wood Makes a Bold AI Chip Rotation From AMD to Broadcom

Cerebras gains the edge over AMD with faster growth, $25.4B in RPOs and expanding AI capacity, despite profitability and customer concentration risks.

Advanced Micro Devices stock is being sold by Cathie Wood but the fund manager isn't giving up on the chip sector.

Ark Invest was a buyer of tech stocks down as much as 53% from their recent all-time highs.

Cathie Wood’s ARK Investment Management bought a total of 57,705 AVGO shares across three of its funds.

The better AI stock to own for the next five years may not be the one investors expect.

Ark bought $17.2 million of Cerebras shares.

Cerebras Systems (CBRS) has drawn fresh attention after ARK Investment Management increased its position by purchasing more than US$60 million of stock in August, despite recent share price declines and ongoing operating losses. For investors looking at the bigger picture, Cerebras Systems has seen its share price retrace sharply, with a 7 day share price return of down 16.41% and a year to date share price return of down 40.88%, even as the company announced new CS-4 hardware, an expanded...

Total purchases of Cerebras stock by Wood’s ARK Invest in August are over $60 billion, according to disclosures.

Nvidia’s quarterly earnings announcement has been a major stock-market event ever since the AI boom began in earnest with the introduction of ChatGPT in late 2022.

A fund that invests in international companies that went public in the past few years is beating its U.S. counterpart. Japan’s Kioxia is a big reason why.

Jalapeno chip will let OpenAI customers choose models that offer lower cost or faster answers

NVIDIA prints $81 billion quarters while Cerebras barely cleared its IPO, yet one metric puts the underdog in a position the AI giant cannot easily dismiss. The strategic clash between wafer-scale inference and full-stack AI factories raises a real question about where inference budgets actually flow next.

Cerebras stock collapsed 40% from its May peak on a single bad earnings report, yet Wall Street analysts refuse to cut their targets. Here is why the gap between price and conviction keeps growing.