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Cerebras is scheduled to report its fiscal Q2 earnings on Aug. 12. Here’s how the data suggests you should play CBRS shares at current levels.

Two newly public quantum computing companies are about to report earnings. Their results will test the appetite for the budding technology that has captivated some corners of Wall Street.

Cerebras Stock Heads Into Earnings. AI Demand Is Surging, but Margins Are the Risk

CBRS heads into Q2 earnings with 88% core revenue growth expected, AI inference momentum and OpenAI gains, but margin pressures remain.

A sharp July jobs miss could ease rate-hike fears, while Palantir, SpaceX, Cerebras and NVIDIA show signs of AI stock stabilization.

Cerebras Systems (CBRS) is back in focus after announcing a partnership with Lovable to power its software creation platform using Cerebras hardware tailored for low latency AI inference. See our latest analysis for Cerebras Systems. The partnership news landed alongside a sharp 1-day share price return of 7.30%, yet Cerebras Systems still has a year to date share price return that is down 27.11%. Together with earlier data center agreements, the recent 30-day share price return of 5.42%...

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

While the negative jobs number is bad news for the economy, it is positive for stocks because it means the Fed is unlikely to raise interest rates.

Its five-year correlation to the market is low, and that buys a different kind of risk rather than less of it.

Investors will be watching for the latest print from Cerebras Systems for its Q2 results in the next few days.

(Bloomberg) -- The University of North Carolina’s endowment management company made an initial investment in SpaceX more than 15 years ago.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s Mortgage Firm Suffers Record Drop on Dividend HaltEarly wagers through venture capital

A high-momentum chip stock with a real business engine just hit a speed bump, forcing investors to decide if the pullback is a pit stop or the end of the race.

As artificial intelligence shifts from training toward inference, Cerebras Systems is uniquely positioned to capture significant market share.

The company's stock took quite a body blow after it reported first-quarter earnings.

Flex expands its AI infrastructure role as demand for power, cooling and data center solutions drives growth and lifts fiscal 2027 outlook.

The Morning Bull - US Market Morning Update Thursday, Jul, 30 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.3%, as investors weigh interest rate risks against mixed economic signals. The 10 year US Treasury yield is holding near 4.62%, and markets see roughly a 1 in 3 chance of a rate hike at the upcoming Federal Reserve meeting, with odds for September even higher. That keeps borrowing costs and the value of future profits in sharp...

Jim Cramer just told a caller with a compelling Cerebras bull case that he liked their logic, then put his money somewhere else entirely. The stock he chose surprises almost everyone betting on pure-play AI inference winners right now.

Bending Spoons, the newly public owner of AOL, has outperformed SpaceX since its IPO. But some analysts say isn’t a surefire long-term winner.

Wedbush expects stronger CPU and GPU revenue as new AI partnerships support demand.

(Bloomberg) -- China’s biggest IPO in more than a decade became the first major Asian test for crypto’s emerging pre-IPO futures — and the blockchain market largely delivered.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks, Bonds Rise in Relief Rally as Oil Tumbles: Markets Wrap

Donald Trump Jr.’s investment firm 1789 Capital has reportedly generated returns of roughly 200%, driven partly by an early bet on prediction market platform Polymarket. The firm’s main fund posted the gains as of June 30, according to a New...

As AMD expands its AI ecosystem through a strategic partnership with Anthropic, investors have another reason to keep the stock on their radar.

AMD and Cerebras Systems have unveiled a disaggregated inference architecture separating prompt processing from token generation, aiming to boost efficiency and capture enterprise AI demand from Microsoft Azure and Anthropic.

CBRS teams up with AMD on a disaggregated AI inference platform targeting ultra-low latency, high throughput and up to 5X better efficiency.

CrowdStrike partners with Cerebras Systems to boost Falcon AIDR inference speed, but CRWD stock dipped as investors weigh valuation ahead of its Sept. 1 earnings report.

Cerebras stock inches higher on a strategic partnership with AMD. Here’s what the announced deal means for CBRS shares and AMD stock.

AMD and Cerebras Systems have unveiled a collaboration aimed at enhancing AI inference infrastructure through a new disaggregated solution. This partnership integrates AMD’s Helios™ rackscale solutions with Cerebras’ Wafer-Scale Engine, promising ultra-low latency and high throughput for AI applications. The joint solution, which will be available via Cerebras Cloud in late 2026, optimizes the workflow by independently enhancing throughput with AMD’s technology and accelerating token...

Cerebras Systems (NasdaqGS:CBRS) and CrowdStrike announced a partnership to combine Cerebras AI accelerator hardware with the CrowdStrike Falcon AI cybersecurity platform. The alliance includes CrowdStrike using Cerebras chips for its core security offering, while Cerebras adopts Falcon AI to protect its own infrastructure. The collaboration focuses on real-time, AI-driven enterprise security, targeting growing demand in cybersecurity workloads. Cerebras Systems enters this partnership with...

Advanced Micro Devices and Cerebras Systems have partnered to launch an AI inference architecture that pairs AMD's Helios rackscale solutions with the Cerebras Wafer-Scale Engine.

AMD says its chips are superior to Nvidia, Intel, and Arm offerings. It’s out-of-character bravado for the firm.