The massive gains in chip manufacturers from South Korea to Silicon Valley have hit a volatile stretch. Chip makers, including Intel, Micron and AMD, closed Monday on their worst two-session skid since March, an abrupt halt to a torrid weekslong rally.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Wood just added Cerebras, the latest hot AI name, to two of her Ark Invest funds.
The IPO's lock-up period is tied to earnings, with a significant quantum of stock about to hit the market.
The wafer-scale chip company has soared since its blockbuster Nasdaq debut last week.
Cerebras Systems’ explosive IPO has pushed its valuation near the $100 billion threshold, driven entirely by a market vote of confidence in its revolutionary architecture rather than current financials.
Chip Sector Shake-Up: Intel and Qualcomm Target AI Challenger Tenstorrent
Cerebras stock rose on a report that the newly public AI chip developer will receive fast-track inclusion on the S&P Dow Jones Indices.
Cerebras offers a bold alternative to traditional AI chips, but CBRS stock’s explosive debut raises valuation concerns.
Statistically, since 1980, companies that have conducted forward stock splits have handily outperformed the benchmark S&P 500 in the 12 months following their split announcement.
Cerebras says its AI chip has outperformed current leaders.
The Wall Street Journal is reporting that SpaceX could go public in a matter of weeks.
SpaceX has Wall Street clearing calendars as Musk prepares a potentially record-shattering IPO debut that could steal 2026’s spotlight.
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.
Cathie Wood just made a massive bet on the AI chip startup, Cerebras, that is challenging Nvidia.
AI chipmaker Cerebras Systems Inc. CEO Andrew Feldman positioned the company's Nasdaq debut Thursday as a milestone in its long-term AI growth strategy after Cerebras priced its initial public offering at $185 per share, amid strong investor enthusiasm for artificial...
Decart’s valuation hit nearly $4 billion as investors pour capital into startups making AI computing more efficient.
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.
Cerebras Systems stock exploded after its IPO debut as investors rushed into the company's massive growth and $24.6 billion backlog story.
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.