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Flex expands its AI infrastructure role as demand for power, cooling and data center solutions drives growth and lifts fiscal 2027 outlook.

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

Investors hit the sell button after earnings, but Morgan Stanley hit the upgrade button. Should panic sellers think twice?

Cerebras soared 68% on its first day of trading.

In its first earnings report since going public, the AI chipmaker forecast a narrower gross margin in its core business, scaring investors.

Cerebras stock sinks on disappointing Q2 margin guidance. But Morgan Stanley recommends buying the post-earnings dip in CBRS shares.

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.

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

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.

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

Nvidia stock has lost some momentum recently, but analysts believe the chip maker can reassert its dominance in artificial-intelligence processors when fiscal first-quarter earnings arrive this week. D.A. Davidson analyst Gil Luria also raised his target price to $300, from $250.

Investors will get highly anticipated quarterly results from Nvidia (NVDA) on Wednesday in what's expected to be the marquee earnings event of the week.

Investors will get highly anticipated quarterly results from Nvidia (NVDA) on Wednesday in what's expected to be the marquee earnings event of the week.

Investors will get highly anticipated quarterly results from Nvidia (NVDA) on Wednesday in what’s expected to be the marquee earnings event of the week.

Nvidia earnings report is expected to be the main event for tech investors this week.

Nvidia earnings report is expected to be the main event for tech investors this week.

Nvidia earnings report is expected to be the main event for tech investors this week.

AI heavyweight Nvidia will report its first quarter results on May 20, in what is easily one of the most anticipated announcements of the earnings season.