News

Ark sold roughly $95 million of AMD while buying about $94 million of Nvidia and Broadcom.

Cathie Wood added another 93,290 Cerebras shares worth about $17.2 million.

Cerebras expands AI inference infrastructure across Europe and Canada as it targets global demand and challenges NVIDIA and Microsoft.

Wood is making another bold bet after a brutal slide

The Information reported on the plans on Thursday and added that the company is also weighing lockup periods longer than the customary 180 days for at least some holders after it lists.

Cathie Wood Makes a Bold AI Chip Rotation From AMD to Broadcom

Cerebras gains the edge over AMD with faster growth, $25.4B in RPOs and expanding AI capacity, despite profitability and customer concentration risks.

Advanced Micro Devices stock is being sold by Cathie Wood but the fund manager isn't giving up on the chip sector.

Ark Invest was a buyer of tech stocks down as much as 53% from their recent all-time highs.

Cathie Wood’s ARK Investment Management bought a total of 57,705 AVGO shares across three of its funds.

The better AI stock to own for the next five years may not be the one investors expect.

Ark bought $17.2 million of Cerebras shares.

Cerebras Systems (CBRS) has drawn fresh attention after ARK Investment Management increased its position by purchasing more than US$60 million of stock in August, despite recent share price declines and ongoing operating losses. For investors looking at the bigger picture, Cerebras Systems has seen its share price retrace sharply, with a 7 day share price return of down 16.41% and a year to date share price return of down 40.88%, even as the company announced new CS-4 hardware, an expanded...

Total purchases of Cerebras stock by Wood’s ARK Invest in August are over $60 billion, according to disclosures.

Nvidia’s quarterly earnings announcement has been a major stock-market event ever since the AI boom began in earnest with the introduction of ChatGPT in late 2022.

A fund that invests in international companies that went public in the past few years is beating its U.S. counterpart. Japan’s Kioxia is a big reason why.

Jalapeno chip will let OpenAI customers choose models that offer lower cost or faster answers

NVIDIA prints $81 billion quarters while Cerebras barely cleared its IPO, yet one metric puts the underdog in a position the AI giant cannot easily dismiss. The strategic clash between wafer-scale inference and full-stack AI factories raises a real question about where inference budgets actually flow next.

Cerebras stock collapsed 40% from its May peak on a single bad earnings report, yet Wall Street analysts refuse to cut their targets. Here is why the gap between price and conviction keeps growing.

On August 12, 2026, Cerebras Systems Inc. (NASDAQ:CBRS) shares tumbled about 14% in extended trading, even after the AI chipmaker’s second-quarter revenue rose 74.3% year over year and it raised its full-year guidance for the second time since going public in May 2026. Why This Matters Cerebras positioned itself as a genuine Nvidia challenger at […]

Wood is getting more selective across her biggest growth bets

Snowflake, Okta, Datadog, CrowdStrike and Palo Alto Networks lead MarketBeat's most-upgraded stocks list, as analysts raise price targets on software firms benefiting from AI adoption.

The chipmaker remains dominant for now, but an onslaught of companies is encroaching on its territory.

Cerebras’ new CS-4 AI accelerator could strengthen its position, but with CBRS shares remaining highly volatile, is this the right entry point?

Ahead of the potential OpenAI and Anthropic initial public offerings, it's important to realize how hit-or-miss IPO investing can be. Here's what to know.

Cerebras Systems Inc. (NASDAQ:CBRS) reported record second-quarter core revenue of $209.9 million, up 103% from a year earlier. Core revenue is a company-defined non-GAAP measure that adds back customer-warrant amortization and excludes data-center pass-through revenue. Core revenue exceeded management’s approximately $194 million guidance, but GAAP revenue increased 74% to $180.1 million, below the $194.23 million […]

Cerebras Systems (NasdaqGS:CBRS) launches its CS-4 AI accelerator, which the company says delivers an unprecedented speed advantage over current GPU-based systems. The CS-4 targets high-performance inference workloads and aims to reset expectations for latency and throughput in AI deployments. Cerebras agrees a European partnership with Callosum to provide ultra-low-latency heterogeneous agentic inference for advanced AI applications. The Callosum collaboration expands Cerebras Systems’...

CBRS CS-4 boosts inference speed and power efficiency as cloud demand surges, while NVIDIA and AMD intensify competition.

Cerebras executives’ lock-up remains in effect until November, with the tax-related sales permitted under the lock-up.

Coatue Management started a new AMD stock position worth $55.8 million in Q2, joining a wave of fresh AI bets from the hedge fund giant.