One recognizable name in growth investing is eager to continue buying shares of this AI specialist.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Cerebras is trying to carve out an important role in the inference market.
Cerebras is at the forefront of AI computing, but investors pay a steep premium to gain exposure.
Cathie Wood's Ark Invest recently invested in two big names in the AI and cryptocurrency spaces.
The largest U.S. IPOs tend to underperform the market, with a not-insignificant share of those stocks delivering negative returns.
Cerebras shares have declined gradually after sharp gains on the opening day on Nasdaq on May 14.
If you're feeling conflicted about buying shares of the wafer-scale engine specialist so soon after its IPO, a more diversified tech exchange-traded fund that includes the stock in its portfolio could be the right solution for you.
The company also bought 105,810 shares of Twist Bioscience for ARKK, its largest single-stock transaction over the past two days.
One is a rising star, while the other is already the center of the AI hardware universe.
Arm Holdings, backed by SoftBank, has reportedly explored a preliminary bid for AI chip start up Cerebras Systems. The approach points to interest in expanding beyond its AGI CPU efforts into dedicated AI computing hardware. The move did not result in an acquisition, but highlights Arm's willingness to consider inorganic growth in AI semiconductors. For investors watching NasdaqGS:ARM, this potential deal comes after a strong share price run, with the stock at $298.23 and up 30.5% over the...
A look back on the lessons learned from earnings season, what's hot (and what's not) in the market, and a debate over whether inflation can halt the rally.
Cerebras stock soared out of the gate following its May 14 IPO, but how much of the AI processor market could its wafer-scale engines actually take?
Arm Holdings plc (NASDAQ:ARM) is one of the 10 Best European Growth Stocks to Buy. On May 13, 2026, Arm Holdings plc (NASDAQ:ARM) and majority owner SoftBank Group reportedly expressed preliminary interest in acquiring AI computing company Cerebras Systems ahead of its anticipated IPO, according to Bloomberg. The report said Cerebras declined the approach. On […]
Cerebras investors are getting ahead of themselves.
Cerebras jumps from IPO hype to S&P inclusion, turning early momentum into a forced buying event for index funds.
Cerebras Systems (CBRS) continues to draw attention as an AI infrastructure company designing wafer scale chips for data center and supercomputer deployments, with its stock recently closing at US$290.69. See our latest analysis for Cerebras Systems. Recent trading has been choppy, with a 1 day share price return that declined 4.26% and a year to date share price return that is down 6.55%. This suggests momentum has cooled following earlier enthusiasm around AI infrastructure demand. If you...
(Bloomberg) -- Nvidia Corp., the world’s most valuable company, delivered a sales forecast that drew a lukewarm reaction from investors, even as revenue from data center operators continued to surge. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Threatens to Retaliate Beyond Middle East If US AttacksHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersUS Treasuries Rebound on Optimi
Nvidia (NVDA) released its first quarter results in Wednesday's after-hours session, outpacing adjusted earnings ($1.87 per share vs. Bloomberg estimates of $1.77) and revenue forecasts ($81.62 billion vs. estimates of $79.18 billion). Yahoo Finance Tech Editor Dan Howley analyzes the earnings print from the AI chip juggernaut, diving into Nvidia's second quarter guidance and its AI data center revenues.
The geothermal company had the biggest clean energy IPO in history.
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.
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