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On August 12, 2026, Cerebras Systems Inc. (NASDAQ:CBRS) shares tumbled about 14% in extended trading, even after the AI chipmaker’s second-quarter revenue rose 74.3% year over year and it raised its full-year guidance for the second time since going public in May 2026. Why This Matters Cerebras positioned itself as a genuine Nvidia challenger at […]
Snowflake, Okta, Datadog, CrowdStrike and Palo Alto Networks lead MarketBeat's most-upgraded stocks list, as analysts raise price targets on software firms benefiting from AI adoption.
Cerebras’ new CS-4 AI accelerator could strengthen its position, but with CBRS shares remaining highly volatile, is this the right entry point?
Ahead of the potential OpenAI and Anthropic initial public offerings, it's important to realize how hit-or-miss IPO investing can be. Here's what to know.
Cerebras Systems Inc. (NASDAQ:CBRS) reported record second-quarter core revenue of $209.9 million, up 103% from a year earlier. Core revenue is a company-defined non-GAAP measure that adds back customer-warrant amortization and excludes data-center pass-through revenue. Core revenue exceeded management’s approximately $194 million guidance, but GAAP revenue increased 74% to $180.1 million, below the $194.23 million […]
Cerebras Systems (NasdaqGS:CBRS) launches its CS-4 AI accelerator, which the company says delivers an unprecedented speed advantage over current GPU-based systems. The CS-4 targets high-performance inference workloads and aims to reset expectations for latency and throughput in AI deployments. Cerebras agrees a European partnership with Callosum to provide ultra-low-latency heterogeneous agentic inference for advanced AI applications. The Callosum collaboration expands Cerebras Systems’...
CBRS CS-4 boosts inference speed and power efficiency as cloud demand surges, while NVIDIA and AMD intensify competition.
Cerebras executives’ lock-up remains in effect until November, with the tax-related sales permitted under the lock-up.
At Mayfield, Singh will focus on semiconductor, cybersecurity, and physical AI investments.
Tiger Global's Chase Coleman was busy buying Cerebras and Intel stock in Q2.
It’s virtually impossible for U.S. investors to buy into Chinese IPOs, though some U.S. ETFs own shares.
The performance gap could reshape AI infrastructure economics
Fractile, a startup developing chips tailored for artificial intelligence use that has a deal to supply Anthropic PBC, is in advanced talks to notch a valuation more than six times higher than the price it landed in May.
Tiger Global added a new position in Cerebras during Q2. The AI infrastructure company appears set to grow for the foreseeable future.
Advanced Micro Devices (AMD) has just completed a multi tranche debt offering of almost US$5b to fund its push into AI and data center markets. This new capital is already tied to partnerships with Microsoft and Cerebras, along with launches like Instinct Coder and potential work with Google on custom AI hardware. See our latest analysis for Advanced Micro Devices. The fresh bond deal has arrived during a mixed stretch for Advanced Micro Devices shares. The stock has pulled back about 4% over...
ARK is betting on the AI-chip newcomer.
Cerebras Stock in Focus After Cathie Wood's $8.8 Million AI Chip Bet
FLEX is deepening its AI infrastructure push with power and cooling investments, positioning its integrated platform for long-term growth.
Brad Gerstner just placed some of his biggest bets of the year during one of the choppiest quarters for tech stocks, and his picks reveal exactly where Altimeter Capital thinks the AI trade heads next.
Harvard Management Co. disclosed a $2.2 billion stake in Space Exploration Technologies Corp., an early investment in Elon Musk‘s rocket company whose value became public for the first time following SpaceX’s blockbuster Nasdaq debut in June. A Bigger Bet Than...
Cerebras Systems Inc. (NASDAQ:CBRS) unveiled a new AI system Tuesday that it says can generate answers up to 30 times faster than GPU-based alternatives, taking another shot at Nvidia Corp. (NASDAQ:NVDA) in the fast-growing market for AI inference. The new...
Cerebras Launches Next-Gen CS-4 as AI Inference Race Heats Up
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