Actualités

Cerebras Systems's first-quarter revenue nearly doubled, its ‌first financial update since going ‌public showed on Tuesday, as it benefited ​from robust enterprise demand for its specialized AI chips. Cerebras is poised to benefit from rising demand ‌for high-speed ⁠processing to train AI models and particularly for AI ⁠inference, or the process of running the models in real time. The ​chip designer ​is focused ​on inference, the ‌process by which AI systems respond to user queries, and has tied much of its growth to OpenAI, including a $20 billion multi-year ‌deal under which ​the ChatGPT creator ​will deploy ​750 megawatts of Cerebras ‌chips.

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

Cerebras Systems, an AI chip maker, anticipates first-quarter sales of $181 million, an 82% increase year-over-year.

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

Both offer exposure to the AI infrastructure build-out, but investors need to understand the very different risks behind each stock.

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

SpaceX’s shares are set to begin trading on the Nasdaq on Friday, with the company having raised $75 billion at a valuation of $1.77 trillion.

It's important to consider your comfort with risk before diving in.

These companies are both promising players in the AI space.

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.

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 ...

Wall Street analysts began coverage of recent initial public offering stock Cerebras Systems on Monday with buy ratings.

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

Investing.com -- Shares of Cerebras Systems (NASDAQ: CBRS) jumped 4% on Monday, driven by a massive wave of bullish sentiment from Wall Street. As the company’s post-IPO quiet period officially expired, nine major brokerages initiated coverage on the AI chipmaker—all issuing the equivalent of a "Buy" rating. Analysts across the board are hailing Cerebras as the most formidable and uniquely positioned challenger to NVIDIA’s market dominance, pointing to its radical "wafer-scale" architecture and

The early momentum for Cerebras fizzled out quickly after it went public.

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

The forthcoming mega-IPOs could signal something very important about the stock market.

Anthropic just confidentially filed its S-1 with the Securities and Exchange Commission.

(Bloomberg) -- Cerebras Systems Inc. plans to cooperate with a wide variety of suppliers of AI data center components, opening the way for further partnerships that mirror its agreement with Amazon.com Inc.Most Read from BloombergTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtRussia Finance Officials Tell Putin War Spending Is UnaffordableTikTok Billionaire Overtakes M

Anthropic has confidentially filed its S-1 with the Securities and Exchange Commission.