Notícias

(Bloomberg) -- Wall Street bankers are on a high after record-setting offerings from SpaceX and Google parent Alphabet Inc., lifting expectations for deal activity in the rest of 2026.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS and Iran Agree to Halt Attacking Each Other Ahead of TalksOil Trades Near Four-Month Low as US and Iran Halt Fresh AttacksAramco Helicopter Crash in Ras Tanura Kills All 14 on BoardPrabowo Risks Prompt Global Banks to Pull Cas

Cerebras Systems Inc. (NASDAQ:CBRS) is one of the 10 Best New Stocks to Buy Other Than SpaceX. On June 24, 2026, Morgan Stanley raised its price target on Cerebras Systems Inc. (NASDAQ:CBRS) to $273 from $250 and kept an Overweight rating following what the firm called “a strong first quarter out of the gates.” Morgan […]

Investors were expecting OpenAI to launch an IPO this year.

Investors are right to scrutinize Cerebras and some AI companies right now.

Vicor Corporation (NASDAQ:VICR) is one of the best electrical equipment stocks to buy according to analysts. On June 22, Needham maintained a Buy rating on the stock and raised its price target to $400 from $350 after Vicor’s 2026 annual meeting. The note pointed to a larger long-term financial model, with management lifting its revenue […]

Investors hit the sell button after earnings, but Morgan Stanley hit the upgrade button. Should panic sellers think twice?

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.

Ark Invest bought three stocks that fell at least 5% on Thursday.

NVIDIA (NASDAQ: NVDA) and Cerebras Systems (NASDAQ: CBRS) just delivered earnings that frame the same question from opposite ends. Nvidia posted another blowout quarter built on its CUDA software stack. Cerebras, fresh off its May IPO, showed jaw-dropping inference speed yet guided full-year operating margins negative. The moat is developer gravity. One Sells Platforms. The ... Why Cerebras’ Mind-Boggling LLM Raw Speed Is Still Falling Into Nvidia’s Massive Software Trap

The stock market was mixed, but the S&P 500 and Nasdaq are below their 50-day lines. Micron earnings soared on memory prices, which hit Apple.

Cerebras soared 68% on its first day of trading.

With market capitalization of $51.54 billion, Cerebras Systems Inc. (NASDAQ:CBRS) is among the 10 Stocks That Could Double Over the Next 2 Years. On June 9, Craig-Hallum initiated coverage of Cerebras Systems Inc. (NASDAQ:CBRS) with a Buy rating and a $325 price target, citing the company’s leadership in high-speed artificial intelligence inference computing. The firm emphasized that […]

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.

IPOs are the new meme stocks, surging to record highs before crashing below their debut prices in a matter of days.

Cathie Wood Buys the Dip as This AI Stock Crashes Nearly 20%

Cerebras is on track to dominate in the inference industy but there are some hurdles to overcome: Analysts are optimistic and see value for investors.

The Morning Bull - US Market Morning Update Thursday, Jun, 25 2026 US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors weigh cooler bond yields against mixed signals on growth and inflation. US Treasury yields have edged lower after progress in US–Iran talks, which matters because cheaper government borrowing can ease pressure on mortgage rates and business loans. At the same time, the S&P Global US Manufacturing PMI at 55.7 and the...

Cerebras Systems has released its first quarterly results since its blockbuster IPO, reporting Q1 2026 revenue of about US$193.41 million and a narrower net loss of roughly US$14.01 million, while unveiling multi-year AI infrastructure partnerships with OpenAI and Amazon Web Services worth over US$20 billion. The company’s guidance for lower gross margins, partly tied to renting back data center capacity as it shifts toward an AI cloud model, raised questions about how its capital-intensive...

In its first earnings report since going public, the AI chipmaker forecast a narrower gross margin in its core business, scaring investors.

Today, June 24, 2026, the Dow edged upwards as falling crude prices helped offset tech valuation worries.

TODAY'S MARKETS Oil prices on Wednesday fell toward prewar levels, while tech stocks struggled to shake off AI-bubble fears. Brent crude dropped 4.3% to $73.74 a barrel, only slightly above its last closing price just before the Iran war started.

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 posted its debut earnings Wednesday, then watched shares drop 20% after guiding full-year margins lower. But don’t count out OpenAI’s chip designer yet.

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 ...

Yahoo Finance's Josh Lipton takes a closer look at some of Wednesday's trending tickers and stories, including Broadcom's (AVGO) partnership with OpenAI (OPAI.PVT), Cerebras's (CBRS) first quarterly earnings report, and Wendy's (WEN) meme stock status.

Tech stocks declined late Wednesday afternoon, with the State Street Technology Select Sector SPDR E

After a blockbuster IPO, investor expectations were running high, and even great wasn't good enough.

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.