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Bloomberg44d agoneutral
SpaceX Pushes US Share Sales to Record $251 Billion at Midyear

(Bloomberg) -- Wall Street bankers are on a high after record-setting offerings from SpaceX and Google parent Alphabet Inc., lifting expectations for deal activity in the rest of 2026.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS and Iran Agree to Halt Attacking Each Other Ahead of TalksOil Trades Near Four-Month Low as US and Iran Halt Fresh AttacksAramco Helicopter Crash in Ras Tanura Kills All 14 on BoardPrabowo Risks Prompt Global Banks to Pull Cas

Why Vicor Corporation (VICR) Is Becoming a Higher-Stakes Bet on AI Power Conversion
Insider Monkey46d agoneutral
Why Vicor Corporation (VICR) Is Becoming a Higher-Stakes Bet on AI Power Conversion

Vicor Corporation (NASDAQ:VICR) is one of the best electrical equipment stocks to buy according to analysts. On June 22, Needham maintained a Buy rating on the stock and raised its price target to $400 from $350 after Vicor’s 2026 annual meeting. The note pointed to a larger long-term financial model, with management lifting its revenue […]

Why Cerebras’ Mind-Boggling LLM Raw Speed Is Still Falling Into Nvidia’s Massive Software Trap
24/7 Wall St.47d agobearish
Why Cerebras’ Mind-Boggling LLM Raw Speed Is Still Falling Into Nvidia’s Massive Software Trap

NVIDIA (NASDAQ: NVDA) and Cerebras Systems (NASDAQ: CBRS) just delivered earnings that frame the same question from opposite ends. Nvidia posted another blowout quarter built on its CUDA software stack. Cerebras, fresh off its May IPO, showed jaw-dropping inference speed yet guided full-year operating margins negative. The moat is developer gravity. One Sells Platforms. The ... Why Cerebras’ Mind-Boggling LLM Raw Speed Is Still Falling Into Nvidia’s Massive Software Trap

Why Some Analysts Think Cerebras (CBRS) Could Challenge Traditional AI Computing Giants
Insider Monkey48d agoneutral
Why Some Analysts Think Cerebras (CBRS) Could Challenge Traditional AI Computing Giants

With market capitalization of $51.54 billion, Cerebras Systems Inc. (NASDAQ:CBRS) is among the 10 Stocks That Could Double Over the Next 2 Years. On June 9, Craig-Hallum initiated coverage of Cerebras Systems Inc. (NASDAQ:CBRS) with a Buy rating and a $325 price target, citing the company’s leadership in high-speed artificial intelligence inference computing. The firm emphasized that […]

US Stock Market Today S&P 500 Futures Edge Higher On Cooler Yields Data
Simply Wall St.49d agoneutral
US Stock Market Today S&P 500 Futures Edge Higher On Cooler Yields Data

The Morning Bull - US Market Morning Update Thursday, Jun, 25 2026 US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors weigh cooler bond yields against mixed signals on growth and inflation. US Treasury yields have edged lower after progress in US–Iran talks, which matters because cheaper government borrowing can ease pressure on mortgage rates and business loans. At the same time, the S&P Global US Manufacturing PMI at 55.7 and the...

Cerebras Systems (CBRS) Is Down 22.3% After Guiding To Lower Margins Amid Major AI Cloud Deals
Simply Wall St.49d agoneutral
Cerebras Systems (CBRS) Is Down 22.3% After Guiding To Lower Margins Amid Major AI Cloud Deals

Cerebras Systems has released its first quarterly results since its blockbuster IPO, reporting Q1 2026 revenue of about US$193.41 million and a narrower net loss of roughly US$14.01 million, while unveiling multi-year AI infrastructure partnerships with OpenAI and Amazon Web Services worth over US$20 billion. The company’s guidance for lower gross margins, partly tied to renting back data center capacity as it shifts toward an AI cloud model, raised questions about how its capital-intensive...

Oil Slump Deepens While Tech Stocks Struggle
The Wall Street Journal49d agobearish
Oil Slump Deepens While Tech Stocks Struggle

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.

Korea’s SK Hynix To Make Nasdaq Debut
The Wall Street Journal49d agoneutral
Korea’s SK Hynix To Make Nasdaq Debut

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.

OpenAI, Cerebras deal was supposed to be good news
TheStreet49d agoneutral
OpenAI, Cerebras deal was supposed to be good news

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.com49d agoneutral
Cerebras CEO says investors misunderstood margin guidance

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.