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IPOs are the new meme stocks, surging to record highs before crashing below their debut prices in a matter of days.
In its first earnings report since going public, the AI chipmaker forecast a narrower gross margin in its core business, scaring investors.
TODAY'S MARKETS Oil prices on Wednesday fell toward prewar levels, while tech stocks struggled to shake off AI-bubble fears. Brent crude dropped 4.3% to $73.74 a barrel, only slightly above its last closing price just before the Iran war started.
Cerebras stock sinks on disappointing Q2 margin guidance. But Morgan Stanley recommends buying the post-earnings dip in CBRS shares.
The offering would be one of the biggest share sales in history, comparable to Saudi Aramco’s 2019 initial public offering and surpassing Alibaba’s U.S. ADR offering in 2014. Micron Technology shares were up about 10% in aftermarket trading. The chip maker reported fiscal third-quarter results after the close that beat consensus revenue and earnings estimates.
Cerebras Systems (CBRS) posted its first earnings report as a public company on Tuesday, and the numbers pulled in opposite directions. Revenue nearly doubled. The stock fell anyway, dropping 10.5% in extended trading, according to a Seeking Alpha report. The disconnect is the story. Cerebras ...
Investing.com -- Cerebras Systems CEO Andrew Feldman said Wednesday that investors "misunderstood" the artificial intelligence chipmaker's margin guidance after shares fell more than 17% following the company's first earnings report since going public.
Wall Street remains bullish on the AI hardware and infrastructure company, with all 10 analysts covering the stock continuing to rate it a ‘Buy’ or higher.
In a market jittery about anything AI-related, it’s little wonder that Cerebras’s projection of narrower profit margins in its financial results Tuesday caused a scare. Another is whether it can capitalize on the fact that the way its AI processors are produced means it doesn’t need memory chips that are in short supply. Cerebras said in listing documents that about 86% of its revenue last year came from customers in the United Arab Emirates who have tapped it to set up AI infrastructure for them.
Cerebras shares plunged Wednesday following the AI chipmaker's first quarterly results as a public company.
The company nearly doubled revenue in its first quarter as a public company, but forecast a sharp drop in gross margins for the rest of the year
Cerebras shares tumbled about 14% before the bell on Wednesday after the chip designer warned that annual profit margins would undershoot first-quarter figures in its debut earnings following a blockbuster initial public offering. Cerebras forecast adjusted gross margins of 38% to 41% for 2026, compared with the 47% it reported for the first quarter. The projection is far below those of rivals such as Nvidia's mid-70% range and Advanced Micro Devices' mid-50%, even as it came above analysts' estimates of 29.58%.
Shares of (NASDAQ:CBRS) fell roughly 14% in premarket trading on Wednesday after the AI chipmaker delivered mixed first-quarter 2026 results, with strong revenue growth overshadowed by an earnings miss and weaker margin guidance. The company, which describes itself as the builder of “the world’s fastest AI infrastructure,” reported revenue of $193.
June 24 (Reuters) - S&P 500 and Nasdaq futures inched higher on Wednesday after two straight sessions of declines, as investors returned to technology shares following a sharp selloff that saw the
Nasdaq futures were up after the selloff halted a boom in AI-related stocks. Micron Technology earnings after the close will be closely watched.
Cerebras Systems said it expects to keep operating at a loss through year-end, pointing to the heavy costs to build out artificial intelligence. The company projected full-year core operating margins, which exclude certain items, of between negative 28% and negative 32%.
(Bloomberg) -- Cerebras Systems Inc., a newly public chipmaker aiming to compete with Nvidia Corp. in AI computer components, gave an annual sales forecast that disappointed investors looking for the company to take a bigger slice of the market.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some RolesSpaceX Falls for Third Day, Erases $600 Billion in Market ValueKorean Stocks Tumble 10% as Extreme Volati
Chip maker said it expects to keep operating at a loss, highlighting the heavy costs of the AI buildout.
Cerebras Systems beat Wall Street's sales target in its first quarterly report since the AI chipmaker went public in mid-May. But Cerebras stock slid.
The Nasdaq broke key support Tuesday as AI stocks sold off, even as SpaceX reversed higher. FedEx and AI chip IPO Cerebras reported late. Micron earnings loom.
Cerebras Systems's first-quarter revenue nearly doubled, its first financial update since going public showed on Tuesday, as it benefited from robust enterprise demand for its specialized AI chips. Cerebras is poised to benefit from rising demand for high-speed processing to train AI models and particularly for AI inference, or the process of running the models in real time. The chip designer is focused on inference, the process by which AI systems respond to user queries, and has tied much of its growth to OpenAI, including a $20 billion multi-year deal under which the ChatGPT creator will deploy 750 megawatts of Cerebras chips.
The firm maintained its "Outperform" rating on CBRS stock.
Cerebras Systems, an AI chip maker, anticipates first-quarter sales of $181 million, an 82% increase year-over-year.
Cerebras is set to report earnings Tuesday for the first time since its IPO, with traders anticipating a big move in the AI chipmaker's stock.
Cerebras Systems (NASDAQ:CBRS) is approaching its first earnings report as a public company with execution rather than demand as the key variable to watch, according to Wedbush analysts. Demand risk is "almost zero," according to Wedbush, given Cerebras's existing deals with OpenAI and...
This AI Infrastructure Stock Could Be Poised for Another Breakout
Both offer exposure to the AI infrastructure build-out, but investors need to understand the very different risks behind each stock.
Cerebras stock soared 68% on IPO day.
(Bloomberg) -- A series of unusual multibillion-dollar flows has rippled through the exchange-traded fund market in the past week, suggesting some major investors used a contentious method to get exposure to the initial public offering of SpaceX. At least one fund manager placed temporary restrictions on its product in a bid to curb the practice.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingIran’s Deputy
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