Notícias

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

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...

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.

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). […]

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.

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 […]

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.

CBRS faces margin pressure and customer concentration, but strong RPO, expanding capacity and liquidity support its long-term growth outlook.

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.

Cerebras Systems has seen its share price fall sharply so far in 2026, which puts a spotlight on whether the current valuation still lines up with what the balance sheet can support. With the stock under pressure, investors are increasingly asking how much today’s price rests on its book value rather than pure growth optimism. The share price is down 41.7% year to date, which makes the link between the current market value and Cerebras Systems' underlying net assets a much more pressing...

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.

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

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

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

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

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

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...

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