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Anthropic is pitching investors on a revenue number three years away to justify a $2 trillion IPO, and bankers are actually buying it. But the last three mega-IPOs tried the same logic, and every one of them handed early believers a painful lesson.
Core revenue surges 103% year-over-year to $209.9 million, with RPO reaching $25.4 billion and new AWS and AMD collaborations expanding market reach.
CBRS shares sink 12% after Q2 as muted Q3 growth and margin pressure overshadow surging revenues, while its $25.4B RPO supports long-term growth.
Cerebras stock fell 12% after Q2 revenue missed estimates, even as the AI chipmaker raised its full-year guidance and reported a smaller loss.
Cathie Wood’s ARK Invest bought 106,941 Cerebras shares worth $28.02 million after the AI chipmaker’s stock fell following its earnings report.
Cerebras Systems recently reported significant growth in its AI chip and cloud businesses, with its cloud revenue nearly quadrupling year-over-year in the second quarter of 2026. This growth highlights the increasing demand for fast AI inference, a pivotal development in the AI chip industry. In response to this demand, Cerebras is expanding its data center and manufacturing capacities significantly, aiming to scale its operations further. Additionally, strategic partnerships with industry...
The S&P 500 hit a new high amid lower oil prices. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.
Investors aren't happy with Cerebras's Q2 report, but there's a strong a silver lining.
OpenAI’s preview leaned on Cerebras wafers to hit 14x speed, betting latency matters more than benchmark bragging rights.
Cerebras shares hammered after $450 million loss and weak hardware sales
Cerebras stock crashes after earnings, but Wall Street sees long-term AI upside
Cerebras Systems beats Q2 estimates as core revenues jump 103%, fueled by a 287% surge in cloud services and rapid adoption of fast inference.
Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.
Strong AI growth fails to offset a sharp earnings miss.
Cerebras Systems Inc. (NASDAQ:CBRS) and Cisco Systems Inc. (NASDAQ:CSCO) were sinking Thursday despite both companies delivering fresh evidence that the AI infrastructure boom is alive and well. The problem may not be demand. It’s what investors now expect companies to...
Cerebras Systems (CBRS) is poised to see further growth as it adds data center capacity, expands new
Mizuho and UBS both see the post-earnings sell-off in Cerebras as a buying opportunity, despite taking different approaches to their price targets.
On this episode of Stock Movers: - StubHub (STUB) shares are dropping after the company reported earnings per share for the second quarter that missed the average analyst estimate. - Birkenstock (BIRK) is rallying after the footwear maker boosted its adjusted Ebitda forecast for the full year. The German company also reported better-than-expected sales for the second quarter. - Cerebras (CBRS) is lower after the company projected slower growth than some investors anticipated, causing its shares to fall in premarket trading.
Cerebras shares are sinking, despite solid results from the chipmaker in the second quarter since it went public earlier this year.
Cerebras Systems Inc (NASDAQ:CBRS) shares fell 11% Thursday after the AI chipmaker reported second-quarter revenue below Wall Street estimates, even as the company raised its full-year guidance. The company posted second-quarter revenue of $180.1 million, missing the $194 million analyst...
Cerebras Systems recently reported second‑quarter 2026 results showing revenue rising to US$180.11 million while moving from a US$309.51 million net income to a US$450.53 million net loss, alongside the closing of a large shelf registration for Class A and B shares. At the same time, Cerebras highlighted rapid growth in its cloud inference business and new partnerships such as Lovable, underscoring a shift from hardware sales toward higher‑speed AI services. We’ll now examine how this move...
CBRS is building data-center and manufacturing capacity to support 2027 growth as fast-inference demand strengthens and 2026 revenue guidance rises.
Stocks opened in the green on Thursday after another inflation reading led traders to pare back bets of a Federal Reserve rate hike in September.
Cerebras stock fell on Thursday after the chip maker's latest quarterly results failed to impress investors.
Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.
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