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The Latest Breaking News from Cerebras

Cathie Wood's ARK Is Quietly Building an AI Picks-and-Shovels Portfolio

Cathie Wood’s ARK Invest is increasingly shifting its AI exposure away from application-layer software and toward the infrastructure required to power artificial intelligence at scale.

Benzinga

An OpenAI Deal Could Be a Game Changer for Cerebras Stock After a Brutal Selloff

Cerebras shares tumbled after a Q2 revenue miss, but its new OpenAI deployment could give investors a fresh reason to reconsider the beaten-down AI chip stock.

Barchart

Renaissance Technologies Has Taken a New Position in CrowdStrike. What This Means for CRWD Stock.

Renaissance Technologies opened a new $572 million position in CrowdStrike in its Q2 2026 filing, adding a notable institutional vote of confidence as cloud and AI-driven cyber threats continue to rise.

Barchart

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How to Play Cerebras Stock Here as Cloud Revenue Surges 287%

Cerebras’ explosive 287% growth in core cloud and services revenue is giving investors a compelling reason to look beyond the Q2 revenue miss. What should be your move?

Barchart

Cerebras Stock Sinks 12% on Q2 Revenue Miss. How to Play CBRS Stock After the Plunge.

Cerebras stock fell 12% after Q2 revenue missed estimates, even as the AI chipmaker raised its full-year guidance and reported a smaller loss.

Barchart

Cerebras Sells Off After Earnings: Is This a Market Disconnection?

Cerebras shares fell after Q2 results, but strong RPO growth past $25 billion, analyst Moderate Buy ratings, and expanding inference demand suggest the pullback may be overdone.

MarketBeat

Cathie Wood Sells Palantir Stock After Blowout Earnings, Ark Invest Doubles Down on Cerebras Systems

On Thursday, Cathie Wood-led Ark Invest executed significant trades involving Palantir Technologies Inc. (NASDAQ:PLTR) and Cerebras Systems Inc. (NASDAQ:CBRS).

Benzinga

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US stocks: Cerebras slumps 12% as mixed quarterly results test AI growth narrative

Cerebras Systems experienced a notable drop in its shares after falling short of key financial projections. Although its cloud revenue saw a remarkable increase, hardware sales faced a downturn, sparking concerns regarding the competitive edge of its AI chip sector. Analysts pointed out difficulties in scaling operations effectively to satisfy…

The Economic Times

Cerebras shares plunge nearly 20% after missing earnings expectations — hardware sales drop but AI cloud revenue climbs 281%

Cerebras keeps growing, but misses forecast as hardware sales dip amid explosive increase of AI cloud revenue.

Tom’s Hardware

Cisco, SpaceX, Cerebras, Infleqtion and Coherent: Why These 5 Stocks Are on Investors' Radars Today

Major U.S. indices closed mixed on Wednesday, with the Dow Jones Industrial Average slipping 0.04% to 53,770.27, while the S&P 500 gained 0.26% to 7,748.50 and the Nasdaq advanced 0.54% to 26,588.48

Benzinga

Dear Cerebras Stock Fans, Mark Your Calendars for August 18

Wedbush analysts are bullish on Cerebras prior to its Supernova event on Aug. 18.

Barchart

Cerebras Earnings Prediction Market Preview: What Will Andrew Feldman Say?

Cerebras Systems Inc. (NASDAQ:CBRS) reports second-quarter earnings after the bell today, its second report as a public company.

Benzinga

Ahead of Cerebras Earnings, Here's What Barchart Data Says Comes Next for CBRS Stock

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.

Barchart

CEO of $49 billion AI company says it’s ‘mind-boggling’ that people think you can work 38 hours a week, have work-life balance, and be successful

Cerebras cofounder Andrew Feldman warned aspiring entrepreneurs they need to be working “every waking minute,” echoing the likes of Zoom CEO Eric Yuan and LinkedIn’s Reid Hoffman.

Fortune

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Barchart

AMD Just Reported Its Data Center Revenue More Than Doubled Year-Over-Year. What Comes Next.

AMD’s data center revenue hit $6.7 billion in Q2 of 2026, accounting for 58% of total company sales, as demand accelerates for EPYC CPUs and Instinct GPUs.

Barchart

Dear Cerebras Stock Fans, Mark Your Calendars for August 12

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

Barchart

This Micro-Cap Penny Stock Just Locked in a Massive AI Data Center Deal

CleanCore Solutions just signed a 10-year deal with Cerebras Systems worth up to $3 billion, fueling its AI data center push.

Barchart

Wedbush Sees AMD’s Data Center Business Growing Ahead of Expectations. What That Means for Investors Here.

Wedbush raised its AMD price target to $600, citing new Microsoft and Anthropic partnerships as the start of a sharp AI ramp for the data center business.

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TechRadar

Nvidia paid $20 billion for SRAM decode - AMD just partnered for it instead

AMD and Cerebras are claiming 5x higher tokens per watt from their new disaggregated inference tie-up.

MarketBeat

CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test

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.

Barchart

CBRS Stock Alert: What to Know as Cerebras Teams Up With AMD

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

The Economic Times

AMD says its newest AI server is in full production, will ship in months

The Helios servers will contain AMD's latest MI455X AI accelerator with its new Venice central processor, both of which are made by Taiwan Semiconductor Manufacturing Co. During Su's keynote address at an event in San Francisco, OpenAI's top computing executive joined Su to say that the ChatGPT creator plans to…

Tom’s Hardware

AMD and Cerebras partner on low-latency, high-throughput AI inference — EPYC processors in Helios rack-scale infrastructure paired with Cerebras' Wafer-Scale Engine (WSE) solutions

When AMD's Helios meets giant wafers from Cerebras, it is not like when Odysseus meets with the Laestrygonian Giants, they collaborate to build an ultimate data center solution.

Benzinga

CrowdStrike Partners With Cerebras to Boost AI Cybersecurity

CrowdStrike Holdings Inc. (NASDAQ:CRWD) and Cerebras Systems Inc. (NASDAQ:CBRS) announced a strategic partnership Wednesday to strengthen artificial intelligence-powered cybersecurity.

Barchart

Cerebras Stock Sends Massive Expansion Signal at Paris Summit

The giant semiconductor and AI infrastructure company plans to build European data centers by 2027, including OpenAI workloads, as the newly public chipmaker chases faster-growing AI demand abroad.

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