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Global rivals are racing to control artificial intelligence, and the recent Trump Xi meeting underlined how critical AI leadership has become for economic and political power. When governments treat AI as a strategic priority, capital, talent, and data tend to follow. That urgency can leave some direct AI players mispriced. This article highlights three publicly listed companies tied to chips, cloud, and software that screen as undervalued by our AI-focused tool. The stocks covered below are...

Tiger Global Management is a New York investment firm run by Chase Coleman III, who trained under Julian Robertson at Tiger Management before launching his own fund. Tiger Global’s latest 13F showed the fund opened nine new positions during the quarter, including two major AI names. The largest of them is Cerebras Systems Inc. (NASDAQ:CBRS). […]

TXN pairs broad chip-demand recovery, margin expansion and strong cash flow with a lower P/S multiple than fast-growing, loss-making CBRS.

The waves of new supply get bigger from here, and the last one comes with a hard deadline.

Washington just put AI and defense infrastructure back under a spotlight, with plans for an "AI Force" and an AI tsar signaling fresh attention on chips, cloud capacity and contractors that can plug into federal demand. That shift could reshape where capital flows next and it creates both openings and risks for investors watching AI-related equities. This article unpacks 3 US-listed large caps exposed to this policy theme and explains how each stock connects to the AI and defense spending...

On September 1, Cerebras Systems (NASDAQ:CBRS) announced a new AI data center in Mikkeli, Finland, built with partner Compute Nordic Finland. The site will grow in stages to 165 MW of contracted capacity, and construction on the first 50 MW is already under way. It is a big physical commitment from a company that sells […]

IPOs get plenty of press, and rightly so. They are the lifeblood of the markets, bringing new opportunities and new capital into the stock ecosystem. But IPOs also bring hard choices and counter-intuitive results, and those deserve a closer look. To start with, long-term analysis shows that most IPOs will actually underperform compared to their first day on the market. That first day benefits from high valuations and even higher levels of investor enthusiasm – but enthusiasm will wear off, and b

After losing half its value, is the AI computing specialist's stock finally cheap enough to buy?

One profitable hardware maker with a negative cash burn versus a hypergrowth cloud provider drowning in red ink, both betting on AI infrastructure dominance.

Investors were expecting an OpenAI IPO this year.

Cerebras Systems is scaling AI inference with faster systems, hyperscaler partnerships and capacity expansion as NVIDIA and Alphabet intensify competition.

Cerebras has grown revenue 2.5x over eight quarters, while BigBear.ai has stalled — a widening gap that signals very different competitive positions.

Cerebras (CBRS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Nvidia has its finger in every pie, and sees another year of plenty in its future, Jensen Huang says. But, he insists, its deals are not circular.

Ark Invest added to three existing positions that are trading well below their recent highs.

Cathie Wood's firm ARK Invest added to its already sizable position in the trading platform Robinhood, which is back in a buy zone.

Cathie Wood is buying the dip as Cerebras’ rapid AI growth faces growing questions over profitability.

Anthropic could see overwhelming demand and command a valuation near $2 trillion when it goes public, according to Connor Group founding executive Jim Neesen. "I expect Anthropic to be heavily oversubscribed at the time of IPO and well positioned to...

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. […]

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.