Notícias

A report that OpenAI could delay its IPO, and stock slides for SpaceX and Cerebras, could slow IPO activity. But a lull may not last long.

Cerebras soared 68% on its first day of trading.

An OpenAI IPO may not happen this year. Advisors are telling CEO Sam Altman to wait, citing the SpaceX IPO and recent market action.

The company, owned by private-equity firm Permira, did not specify how many shares it would sell, or at what price.

Cerebras stock sinks on disappointing Q2 margin guidance. But Morgan Stanley recommends buying the post-earnings dip in CBRS shares.

The offering would be one of the biggest share sales in history, comparable to Saudi Aramco’s 2019 initial public offering and surpassing Alibaba’s U.S. ADR offering in 2014. Micron Technology shares were up about 10% in aftermarket trading. The chip maker reported fiscal third-quarter results after the close that beat consensus revenue and earnings estimates.

Cerebras Systems (CBRS) posted its first earnings report as a public company on Tuesday, and the numbers pulled in opposite directions. Revenue nearly doubled. The stock fell anyway, dropping 10.5% in extended trading, according to a Seeking Alpha report. The disconnect is the story. Cerebras ...

Investing.com -- Cerebras Systems CEO Andrew Feldman said Wednesday that investors "misunderstood" the artificial intelligence chipmaker's margin guidance after shares fell more than 17% following the company's first earnings report since going public.

In a market jittery about anything AI-related, it’s little wonder that Cerebras’s projection of narrower profit margins in its financial results Tuesday caused a scare. Another is whether it can capitalize on the fact that the way its AI processors are produced means it doesn’t need memory chips that are in short supply. Cerebras said in listing documents that about 86% of its revenue last year came from customers in the United Arab Emirates who have tapped it to set up AI infrastructure for them.

Cerebras shares plunged Wednesday following the AI chipmaker's first quarterly results as a public company.

Cerebras shares tumbled about 14% before the bell on Wednesday after the chip designer warned that annual profit margins ‌would undershoot first-quarter figures in its debut earnings following a ‌blockbuster initial public offering. Cerebras forecast adjusted gross margins of 38% to 41% for 2026, compared with the 47% it reported ‌for the first quarter. The ⁠projection is far below those of rivals such as Nvidia's mid-70% range and Advanced Micro Devices' mid-50%, even as it ⁠came above analysts' estimates of 29.58%.

Nasdaq futures were up after the selloff halted a boom in AI-related stocks. Micron Technology earnings after the close will be closely watched.

Cerebras Systems said it expects to keep operating at a loss through year-end, pointing to the heavy costs to build out artificial intelligence. The company projected full-year core operating margins, which exclude certain items, of between negative 28% and negative 32%.

(Bloomberg) -- Cerebras Systems Inc., a newly public chipmaker aiming to compete with Nvidia Corp. in AI computer components, gave an annual sales forecast that disappointed investors looking for the company to take a bigger slice of the market.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some RolesSpaceX Falls for Third Day, Erases $600 Billion in Market ValueKorean Stocks Tumble 10% as Extreme Volati

The firm maintained its "Outperform" rating on CBRS stock.

Cerebras is set to report earnings Tuesday for the first time since its IPO, with traders anticipating a big move in the AI chipmaker's stock.

Cerebras Systems (NASDAQ:CBRS) is approaching its first earnings report as a public company with execution rather than demand as the key variable to watch, according to Wedbush analysts. Demand risk is "almost zero," according to Wedbush, given Cerebras's existing deals with OpenAI and...

This AI Infrastructure Stock Could Be Poised for Another Breakout

US equity investors will focus this week on quarterly earnings from Micron Technology (MU) and infla

Cerebras stock soared 68% on IPO day.

(Bloomberg) -- A series of unusual multibillion-dollar flows has rippled through the exchange-traded fund market in the past week, suggesting some major investors used a contentious method to get exposure to the initial public offering of SpaceX. At least one fund manager placed temporary restrictions on its product in a bid to curb the practice.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingIran’s Deputy

Astera Labs, up almost 300% year to date, and Reddit both experienced significant post-IPO volatility before long-term success.

Astera Labs, up almost 300% year to date, and Reddit both experienced significant post-IPO volatility before long-term success.

(Bloomberg) -- Investors will soon have a sense of how SpaceX shares will perform after the largest initial public offering ever — but they may need to wait several hours to get in on the trading action.Most Read from BloombergSpaceX IPO Raises $75 Billion in Biggest Debut of All TimeXbox Plans Significant Layoffs as New CEO Plans OverhaulTrump Insists Iran Deal Is Close After Scrapping New StrikesTrump Vows New Attacks on Iran, Threatens Key Energy TargetsUAE and Iran Meet Face-to-Face to Try t

Needham sees more room for Cerebras to climb as its AI chip edge, and high-profile partnerships strengthen the growth story.

With the post-IPO quiet period behind it, Wall Street is finally weighing in on Cerebras, and a wave of bullish analyst calls is giving investors fresh reasons to pay attention to CRBS stock.

IPOs have had juicy first-day gains this year, but it doesn’t take long for the pullback to start. And that is particularly true for mega IPOs.

For weeks after Cerebras Systems (CBRS) went public on May 14, Wall Street analysts largely stayed silent. That changed this week, which started June 7, when the post-IPO quiet period ended, unleashing a wave of coverage from several brokerages, including Morgan Stanley, which issued its first-ever ...

Multiple brokerages initiated coverage on the stock with a bullish view, citing Cerebras’ first-mover advantage in the fast inference market.

Cerebras is partnering with Amazon and OpenAI while excluding Nvidia from its supplier strategy.