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Investors would now tune into Cerebras’ flagship event Supernova 2026, which kicks off on Tuesday.

Cerebras Systems (NasdaqGS: CBRS) hardware is powering the new Ultrafast mode in OpenAI's GPT-5.6 Sol API, with OpenAI reporting inference speeds up to 14x faster than standard processing. The Ultrafast mode uses Cerebras' wafer-scale architecture to address conventional hardware bottlenecks for latency sensitive AI workloads. This integration expands Cerebras' role in OpenAI's generative AI infrastructure and positions its technology more directly in mainstream AI application...

Company projects $190 billion to $200 billion for 2028, against a $47 billion run rate in May

Cerebras Systems Inc. (NASDAQ:CBRS) snapped a two-day losing streak on Monday, surging by as much as 19.2 percent in intraday trading to $261.08, as investors took heart from optimistic analyst coverage that highlighted growth prospects from its ongoing deal with OpenAI. Wedbush said in a market note on the same day that it sees progression […]

AI upstart Cerebras Systems is still early in its ramp of production of processors and infrastructure for artificial intelligence. AI companies are seeing the benefits of the Cerebras Wafer-Scale Engine for fast inference, Cerebras Chief Executive Andrew Feldman said in an interview with Investor's Business Daily.

Wedbush Spots Fresh Momentum for Cerebras as OpenAI Deepens $20B Deal

Cerebras’ explosive 287% growth in core cloud and services revenue is giving investors a compelling reason to look beyond the Q2 revenue miss. What should be your move?

A Wedbush note linking Cerebras to OpenAI's fastest inference tier sent shares surging after last week's brutal selloff, and the 13F filings landing Monday reveal exactly which major funds are quietly betting billions on the AI chip race.

With CrowdStrike shares trading above analyst targets, DataDog, Qualys, and Guidewire offer AI cybersecurity exposure with strong earnings, guidance increases, and analyst support.

The mean of analysts' price targets for Cerebras (CBRS) points to a 29.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Nebius and CoreWeave Could Ride a New AI Pricing Surge, Wedbush Says

Anthropic is pitching investors on a revenue number three years away to justify a $2 trillion IPO, and bankers are actually buying it. But the last three mega-IPOs tried the same logic, and every one of them handed early believers a painful lesson.

Core revenue surges 103% year-over-year to $209.9 million, with RPO reaching $25.4 billion and new AWS and AMD collaborations expanding market reach.

CBRS shares sink 12% after Q2 as muted Q3 growth and margin pressure overshadow surging revenues, while its $25.4B RPO supports long-term growth.

Cerebras stock fell 12% after Q2 revenue missed estimates, even as the AI chipmaker raised its full-year guidance and reported a smaller loss.

Cathie Wood’s ARK Invest bought 106,941 Cerebras shares worth $28.02 million after the AI chipmaker’s stock fell following its earnings report.

Cerebras Systems recently reported significant growth in its AI chip and cloud businesses, with its cloud revenue nearly quadrupling year-over-year in the second quarter of 2026. This growth highlights the increasing demand for fast AI inference, a pivotal development in the AI chip industry. In response to this demand, Cerebras is expanding its data center and manufacturing capacities significantly, aiming to scale its operations further. Additionally, strategic partnerships with industry...

Today, Aug. 13, 2026, softer wholesale and consumer inflation figures ease Fed pressure and boost markets.

The S&P 500 hit a new high amid lower oil prices. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.

Investors aren't happy with Cerebras's Q2 report, but there's a strong a silver lining.

OpenAI’s preview leaned on Cerebras wafers to hit 14x speed, betting latency matters more than benchmark bragging rights.

Tech stocks were mixed late Thursday afternoon, with the State Street Technology Select Sector SPDR

Cerebras shares hammered after $450 million loss and weak hardware sales

Cerebras stock crashes after earnings, but Wall Street sees long-term AI upside

Cerebras Systems beats Q2 estimates as core revenues jump 103%, fueled by a 287% surge in cloud services and rapid adoption of fast inference.

Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.

Tech stocks were higher Thursday afternoon, with the State Street Technology Select Sector SPDR ETF

Strong AI growth fails to offset a sharp earnings miss.

The S&P 500 and Nasdaq Composite were up in late-morning trading Thursday, while the Dow Jones Indus

Cerebras Systems Inc. (NASDAQ:CBRS) and Cisco Systems Inc. (NASDAQ:CSCO) were sinking Thursday despite both companies delivering fresh evidence that the AI infrastructure boom is alive and well. The problem may not be demand. It’s what investors now expect companies to...