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AI hardware is pulling global trade forward, with Samsung and TSMC reporting record chip demand that keeps capital flowing into the broader technology sector. When headlines focus on the giants, quietly cheaper US tech stocks can slip thro…
Cerebras Systems (CBRS) is back in focus after Gimlet Labs agreed to use its wafer-scale chips inside a new disaggregated inference cloud, targeting ultrafast agentic and real-time AI workloads for paying customers. The fresh Gimlet Labs d…
In the Loop Host Ejaaz Ahamadeen explains how Cerebras (CBRS) chips differ from traditional AI chips and why faster inference could be a key advantage as the AI race increasingly comes down to speed. Video Transcript 00:00 Speaker A Now, w…
In the Loop host Ejaaz Ahamadeen discusses the implications of OpenAI (OPAI.PVT) 6.1 Ultrafast running on Nvidia (NVDA) chips rather than Cerebras (CBRS) chips. Video Transcript 00:00 Speaker A it was revealed by this post from semi analys…
The next golden opportunity in AI might not be a smarter model, but a faster one. Host Ejaaz Ahamadeen breaks down the race between Nvidia, Cerebras and the Wall Street firms turning milliseconds into millions. Video Transcript 0:00 spk_0…
The Morning Bull - US Market Morning Update Tuesday, Oct, 6 2026 US market futures are a touch softer this morning, with E-mini S&P 500 contracts down about 0.1%, as investors weigh a cooler US jobs report against stubborn factory sluggish…
PTC Inc. (PTC) shares surged 33.5% following Schneider Electric's agreement to acquire the company in a $22.6 billion all-cash transaction. RXO, Inc. (RXO) shares jumped 22.5% as C.H. Robinson Worldwide, Inc. (CHRW) agreed to acquire the c…
As Anthropic (ANTH.PVT) moves forward with plans to IPO in November, what could going public reveal about the financials of the broader AI ecosystem? Today's Market Hang panel consists of Business Insider Today executive editor Dan DeFranc…
The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss the latest updates with Nvidia (NVDA), Cerebras (CBRS), and SpaceX (SPCX) stocks. Video Transcript 00:00 Speaker A Nvidia, um, looks like it is going to open at a record…
The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss the latest updates with Nvidia (NVDA), Foxconn (2354.TW), and Cerebras (CBRS) stocks. Video Transcript 00:00 Speaker A Nvidia, um, looks like it is going to open at a re…
Intel takes a Musk hit, Nvidia chases a record high, stock market jobs rally fades, and more things to know today. Continue Reading
Cerebras stock was rising on Monday following comments by OpenAI CEO Sam Altman. Continue Reading
[Low and abstract view of skyscrapers in London banking district at dusk] Gary Yeowell/DigitalVision via Getty Images Stock index futures were lower on Monday as interest rates remained in focus while Treasury yields seemed to take a breat…
[Computer Chip illuminated with Blue Light in Industrial Environment. Microchip on Conveyor Line during Production and Packaging Process on Semiconductor Fab. Processor at Engineering Laboratory] SweetBunFactory * Cerebras Systems (CBRS [h…
Three new AI models dropped this week, and they're smarter and cheaper than the versions before them. But is that necessarily a good thing? Host Ejaaz Ahamadeen lays out his theory that the top labs are gatekeeping their most powerful AI,…
The Morning Bull - US Market Morning Update Thursday, Oct, 1 2026 US stock futures are pointing slightly higher this morning, with the S&P 500 mini contract up about 0.2% and the Nasdaq-100 mini edging 0.1% stronger, as investors weigh fre…
Flow Engineering, a startup that offers AI tools for hardware design, has raised a $50 million Series B round at a $750 million valuation from some big-name investors, the company announced on Wednesday. The round was co-led by Antonio Gra…
Cerebras Systems (CBRS) sells AI hardware and rents out computing power through its own cloud. The shares trade 37.3% below their 52-week high, even though management raised its 2026 revenue forecast in August. Cerebras still reports a los…
OpenAI (OPAI.PVT) made several announcements at its Dev Day on Tuesday, including its new "Ultrafast" mode. In The Loop host Ejaaz Ahamadeen explains everything you need to know in the video above. View Comments
Investing.com -- Shares of Cerebras Systems tumbled 7% following industry speculation that OpenAI bypassed the startup's specialized AI hardware to power its newly announced high-speed AI tier, GPT-6.1 Sol Ultrafast. Before you buy NVIDIA:…
Cerebras Systems CBRS is benefiting from a substantial backlog and improving operating economics, which are strengthening revenue visibility and supporting investments in artificial intelligence (AI) infrastructure. As of June 30, 2026, CB…
Bond markets are getting close to flashing a classic warning signal as the gap between 10 year and 2 year US Treasury yields narrows. When growth fears rise and credit gets more expensive, investors often look for businesses where insiders…
Global rivals are racing to control artificial intelligence, and the recent Trump Xi meeting underlined how critical AI leadership has become for economic and political power. When governments treat AI as a strategic priority, capital, tal…
Investors seeking exposure to the infrastructure powering the artificial intelligence revolution often find themselves choosing between Cerebras Systems (NASDAQ:CBRS) and Nebius Group N.V. (NASDAQ:NBIS) as both scale rapidly. Cerebras Syst…
Tiger Global Management is a New York investment firm run by Chase Coleman III, who trained under Julian Robertson at Tiger Management before launching his own fund. Tiger Global's latest 13F showed the fund opened nine new positions durin…
The technology services industry is mature, with demand for services in good shape. The global shift toward digitization creates opportunities in various markets, including 5G and artificial intelligence (AI). Companies are adopting genera…
Texas Instruments Incorporated TXN and Cerebras Systems Inc. CBRS give investors exposure to very different semiconductor opportunities. Texas Instruments is a mature chipmaker with a broad analog and embedded-chip portfolio serving indust…
Washington just put AI and defense infrastructure back under a spotlight, with plans for an "AI Force" and an AI tsar signaling fresh attention on chips, cloud capacity and contractors that can plug into federal demand. That shift could re…
On September 1, Cerebras Systems (NASDAQ:CBRS) announced a new AI data center in Mikkeli, Finland, built with partner Compute Nordic Finland. The site will grow in stages to 165 MW of contracted capacity, and construction on the first 50 M…
Artificial intelligence stocks continue to reshape the market in 2026 as investors hunt for long-term winners. Choosing between hardware powerhouse Cerebras Systems (NASDAQ:CBRS) and data specialist Innodata (NASDAQ:INOD) requires a look a…
Cerebras Systems CBRS shares have dropped 19% in the past three months as profitability, margin pressure, heavy customer concentration, increasing spend on rapid infrastructure expansion and stiff competition continue to spook investors. C…
IPOs get plenty of press, and rightly so. They are the lifeblood of the markets, bringing new opportunities and new capital into the stock ecosystem. But IPOs also bring hard choices and counter-intuitive results, and those deserve a close…
Cerebras Systems (NASDAQ:CBRS) has been cut in half. Shares of the artificial intelligence (AI) computing specialist peaked at $386.34 on their first day of trading in May, a day after the company priced its initial public offering (IPO) a…
As the artificial intelligence revolution shifts from experimentation to industrial scale, choosing between Cerebras Systems (NASDAQ:CBRS) and CoreWeave (NASDAQ:CRWV) presents a unique choice for investors seeking infrastructure growth in…
This article first appeared on GuruFocus. Cathie Wood's Ark Invest made a sharp rotation across technology and biotechnology stocks last week, buying roughly $28 million of Meta Platforms (NASDAQ:META) while selling a nearly identical doll…
In the investing world, all eyes have been on artificial intelligence (AI) stocks in recent years. These companies offer the potential to revolutionize business across industries, supercharge innovation, and more. And this has resulted in…