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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.
Advanced Micro Devices on Thursday launched a four-part debt offering that could raise between $4 billion and $5 billion, according to terms reviewed by Reuters, as the chipmaker looks to fund general corporate purposes and potentially repay existing debt. The offering includes senior unsecured notes due in 2029, 2031, 2033 and 2036. Initial price discussions were set at about 70 basis points over U.S. Treasuries for the 3-year notes, 90 basis points for the 5-year tranche, 100 basis points for the 7-year notes and 115 basis points for the 10-year debt.
Advanced Micro Devices Inc. is planning to raise as much $5 billion in what could be the chipmaker’s biggest-ever investment-grade bond sale, adding to a wave of debt tied to the artificial intelligence boom.
Cerebras Systems (NASDAQ:CBRS) reported record second-quarter core revenue and raised its full-year outlook, as the AI infrastructure company said it is expanding data-center capacity, manufacturing output and customer deployments to support anticipated growth beginning in 2027. Chief Executive Off
Cerebras Systems Inc. (NASDAQ:CBRS) reports second-quarter earnings after the bell today, its second report as a public company. Analysts expect a loss of roughly 17 cents per share, while Cerebras has guided to core revenue of about 194 million dollars,...
Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era.
Data center revenue doubled, driving record profitability and raised guidance.
Cerebras Stock Gets a Fresh Boost as Wedbush Eyes $280 Target
Rackspace Technology (NASDAQ:RXT) reported second-quarter revenue of $670 million, up 1% from a year earlier, as the company outlined an expanded enterprise AI infrastructure strategy built around managed compute, inference and sovereign AI deployments. Chief Executive Officer Gajen Kandiah said th
Anthropic’s $965 billion IPO path rests on the aggressive, multi-layered industrialization of compute. The company has transformed access from a variable cost into a structural moat by diversifying hardware and energy supply across three continents through seven distinct funding mechanisms — effectively decoupling its growth from the supply-chain bottlenecks that throttle competitors tethered to single-cloud […]
(Bloomberg) -- Anthropic PBC has struck a $9.1 billion deal with Riot Platforms Inc., a Bitcoin mining company that recently began selling AI data center capacity, people familiar with the matter said, underscoring the Claude maker’s efforts to secure enough computing to meet its customers’ demand.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman
Advanced Micro Devices just got a fresh vote of confidence from one of Wall Street's most accurate stock pickers, even as the chip giant's shares took a beating after earnings. JPMorgan analyst Harlan Sur raised his price target on AMD (AMD) to $550 from $385 recently, according to a research note ...
Advanced Micro Devices (AMD) has spent 2026 proving it can compete with Nvidia in the artificial intelligence race. Its stock has more than doubled this year, and its data center business is growing fast. Now AMD is trying something different. The company just bought a small Toronto startup ...
Homegrown companies continue to struggle to access capital and move from research to commercialization
The Toronto-based startup, founded in 2023, has raised $219 million and builds chips hardwired for specific AI models
(Bloomberg) -- China’s AI chip designers are expecting bumper sales this earnings season off the back of Beijing’s push to get local firms to use homegrown components and reduce their reliance on American tech.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIshbia’s Mortgage Firm Suffers Record Drop on Dividend HaltWhy Do Data Centers Use
Twenty years ago, Advanced Micro Devices Inc. (AMD) spent the better part of a decade selling processors into a market Intel dominated, waiting for the moment Intel could not keep pace with demand on its own. That moment eventually arrived, and AMD converted patience into real share of the server ...
Advanced Micro Devices said on Thursday it would buy chip startup Taalas for an undisclosed amount, strengthening its technology as it taps into the rapidly growing market for AI inference workloads. Toronto-based Taalas develops specialized silicon designed to reduce computing and memory bottlenecks in AI inference, the process of running trained AI models to generate responses or predictions. Specialized inference chips have become a critical focus for semiconductor makers as AI shifts from training to real-time, high-volume deployment, and companies race to cut computing costs.
SpaceX stock closed down 14% after Musk said the company will build AI infrastructure exclusively on Nvidia chips.
Aug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace deal, while Nasdaq futures slipped as
U. S. stock index futures traded with little direction on Thursday as investors monitored diplomatic developments involving Iran, assessed another round of corporate earnings and looked ahead to key labour market data due later this week.
A look at the day ahead in European and global markets from Satoshi Sugiyama In "Learning to Fly", Tom Petty sang that what goes up must come down.
Everyone racing to own AI chip stocks may be buying into the wrong part of the supply chain. The real toll booth sits one step behind the GPUs, and one company collects on every wafer that makes next-gen AI hardware possible.
Find insight on AMD, SpaceX, Disney and more in the latest Market Talks covering technology, media and telecom.
Analysts raised price targets after earnings, while bullish retail traders said AMD could climb as high as $800 on AI-driven growth.
SpaceX's first quarterly report since its IPO sent shockwaves through the AI chip trade, rewarding one ETF with a 21% single-session surge while punishing a chipmaker that just posted record revenue. The winner and loser share the same catalyst.
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