News

One company just swung to profitability on 76% revenue growth; the other is narrowing losses while integrating major acquisitions.

Cerebras is posting $510M in revenue with 76% growth and profitability, while Rigetti burns cash despite backing from Amazon and Microsoft.

Cerebras swung to a 46.6% net margin on $510M revenue, while Nebius grew 351% but carries $3.7B negative free cash flow.

Nscale is entering the public markets with extraordinary growth, massive customer commitments, and some numbers investors need to keep a close eye on.

COHR and CBRS are riding AI demand, with strong growth outlooks, expanding infrastructure opportunities and improving earnings estimates.

Cerebras has the buzz, the OpenAI partnership, and the fastest inference chips in the market. Innodata has 12 straight quarters of growth, record profits, and a broadening customer base.

One is profitable with $510 million in revenue; the other burns cash but guards a battery moonshot.

One operates in a crowded market and the other chases quantum's uncertain timeline.

One is consistently growing at high rates, while the other has shown inconsistent revenue performance.

Cerebras' new CS-4 claims up to 30x faster token generation per user than GPU-based AI systems.

Wood is making another bold bet after a brutal slide

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

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

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.

Cathie Wood's ARK Invest launched a new autocallable ETF that tracks the firm's other funds, which hold stocks like Tesla, Palantir and AMD.

Tiger Global's Chase Coleman was busy buying Cerebras and Intel stock in Q2.

ARK is betting on the AI-chip newcomer.

Cerebras Stock in Focus After Cathie Wood's $8.8 Million AI Chip Bet

The upstart chipmaker recently reported strong second-quarter revenue growth and issued an upbeat outlook.

Cerebras Systems (NASDAQ:CBRS) outlined a product roadmap centered on faster AI inference, expanded data-center capacity and new partnerships with OpenAI, Arista Networks and Advanced Micro Devices during a company event led by CEO and Co-Founder Andrew Feldman. Feldman said the company recently we

AI upstart Cerebras Systems is still early in its ramp of production of processors and infrastructure for artificial intelligence. AI companies are seeing the benefits of the Cerebras Wafer-Scale Engine for fast inference, Cerebras Chief Executive Andrew Feldman said in an interview with Investor's Business Daily.

Wedbush Spots Fresh Momentum for Cerebras as OpenAI Deepens $20B Deal

Cerebras’ explosive 287% growth in core cloud and services revenue is giving investors a compelling reason to look beyond the Q2 revenue miss. What should be your move?

The mean of analysts' price targets for Cerebras (CBRS) points to a 29.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Today, Aug. 13, 2026, softer wholesale and consumer inflation figures ease Fed pressure and boost markets.

Cerebras Systems beats Q2 estimates as core revenues jump 103%, fueled by a 287% surge in cloud services and rapid adoption of fast inference.

Investors are watching for another inflation reading after Wednesday's release of the Consumer Price Index showed inflation easing in July.

Since SpaceX went public in June, Wall Street had been dreading Aug. 6, when the first lockup preventing early investors from selling the stock expired and millions of shares were set to flood the market.