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As artificial intelligence shifts from training toward inference, Cerebras Systems is uniquely positioned to capture significant market share.

The company's stock took quite a body blow after it reported first-quarter earnings.

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

The Morning Bull - US Market Morning Update Thursday, Jul, 30 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.3%, as investors weigh interest rate risks against mixed economic signals. The 10 year US Treasury yield is holding near 4.62%, and markets see roughly a 1 in 3 chance of a rate hike at the upcoming Federal Reserve meeting, with odds for September even higher. That keeps borrowing costs and the value of future profits in sharp...

Jim Cramer just told a caller with a compelling Cerebras bull case that he liked their logic, then put his money somewhere else entirely. The stock he chose surprises almost everyone betting on pure-play AI inference winners right now.

(Bloomberg) -- China’s biggest IPO in more than a decade became the first major Asian test for crypto’s emerging pre-IPO futures — and the blockchain market largely delivered.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks, Bonds Rise in Relief Rally as Oil Tumbles: Markets Wrap

Donald Trump Jr.’s investment firm 1789 Capital has reportedly generated returns of roughly 200%, driven partly by an early bet on prediction market platform Polymarket. The firm’s main fund posted the gains as of June 30, according to a New...

As AMD expands its AI ecosystem through a strategic partnership with Anthropic, investors have another reason to keep the stock on their radar.

AMD and Cerebras Systems have unveiled a disaggregated inference architecture separating prompt processing from token generation, aiming to boost efficiency and capture enterprise AI demand from Microsoft Azure and Anthropic.

CrowdStrike partners with Cerebras Systems to boost Falcon AIDR inference speed, but CRWD stock dipped as investors weigh valuation ahead of its Sept. 1 earnings report.

Cerebras stock inches higher on a strategic partnership with AMD. Here’s what the announced deal means for CBRS shares and AMD stock.

AMD and Cerebras Systems have unveiled a collaboration aimed at enhancing AI inference infrastructure through a new disaggregated solution. This partnership integrates AMD’s Helios™ rackscale solutions with Cerebras’ Wafer-Scale Engine, promising ultra-low latency and high throughput for AI applications. The joint solution, which will be available via Cerebras Cloud in late 2026, optimizes the workflow by independently enhancing throughput with AMD’s technology and accelerating token...

Cerebras Systems (NasdaqGS:CBRS) and CrowdStrike announced a partnership to combine Cerebras AI accelerator hardware with the CrowdStrike Falcon AI cybersecurity platform. The alliance includes CrowdStrike using Cerebras chips for its core security offering, while Cerebras adopts Falcon AI to protect its own infrastructure. The collaboration focuses on real-time, AI-driven enterprise security, targeting growing demand in cybersecurity workloads. Cerebras Systems enters this partnership with...

Advanced Micro Devices and Cerebras Systems have partnered to launch an AI inference architecture that pairs AMD's Helios rackscale solutions with the Cerebras Wafer-Scale Engine.

AMD says its chips are superior to Nvidia, Intel, and Arm offerings. It’s out-of-character bravado for the firm.

CBRS' CrowdStrike pact brings wafer-scale AI inference to real-time cyber defense, widening its enterprise reach as cloud growth accelerates.

Broadcom's strong AI bookings and customer commitments through 2028 give it the edge over Cerebras, a fast-growing but unprofitable rival.

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

The partnership targets AI-driven threats by enabling security systems to respond as quickly as the latest automated attacks.

Advanced Micro Devices and Cerebras Systems on Wednesday separately announced partnerships related to their AI chips. AMD stock and Cerebras stock rose on the news as semiconductor stocks overall advanced.

CrowdStrike will use Cerebras’ artificial-intelligence chips to help power its Falcon AI Detection and Response, or AIDR, platform.

Cerebras Systems stock has given investors a tough setup this year, with the share price down about 33.0% year to date even as news flow around new partnerships, manufacturing expansion and AI infrastructure plans has been positive, and the valuation checks currently point to a mixed picture rather than a clear bargain or clear expensiveness. Year to date, Cerebras Systems has fallen about 33.0%, which means anyone buying at the start of the year is now sitting on a sizeable paper loss. On...

Why Cerebras Systems Stock Is Back in Focus Cerebras Systems (CBRS) is drawing fresh attention after Flex Ltd. expanded manufacturing operations for the CS-3 AI accelerator in Milpitas, California, targeting roughly 7x higher production capacity through 2026. The move comes alongside Cerebras Systems’ plans to build out 200 MW of European data center capacity by 2027 and its role in powering certain OpenAI workloads. These developments give investors new data points on scale and...

The platform is now home to the latest mega pre-IPO perpetual future listing.

AI Chip Stocks Under Pressure as China's Moonshot Challenges U.S. AI Leaders

The tech selloff has spread beyond semiconductor stocks to many of this year’s biggest listings, even as some Wall Street analysts argue the pullback is a healthy reset rather than the end of the AI boom.

Cerebras Systems Inc. CEO Andrew Feldman says SpaceXAI, formerly xAI, moved into rented AI computing because its processors were not busy enough, as Grok drew less usage than expected. Feldman Blames Grok’s Weak Early Adoption Speaking with Molly O’Shea on...

With an upside potential of 60.19%, Cerebras Systems Inc. (NASDAQ:CBRS) is among the 12 Strong Buy Stocks with High Upside According to Analysts. On July 9, Cerebras Systems Inc. (NASDAQ:CBRS) announced a major expansion of its European infrastructure footprint, revealing plans to bring its first European data center capacity online by the end of 2026. The company […]

The Brookfield-backed data center owner and operator is looking to raise $1.25 billion at the midpoint of its marketed range of $23 to $27.

Brookfield's Csquare is expected to start trading July 16.