Cerebras executives’ lock-up remains in effect until November, with the tax-related sales permitted under the lock-up.

Coatue Management started a new AMD stock position worth $55.8 million in Q2, joining a wave of fresh AI bets from the hedge fund giant.

Cathie Wood's ARK Invest launched a new autocallable ETF that tracks the firm's other funds, which hold stocks like Tesla, Palantir and AMD.

At Mayfield, Singh will focus on semiconductor, cybersecurity, and physical AI investments.

The latest trades reveal where Wood sees fresh upside

Tiger Global substantially increased its Intel stake during Q2, adding another institutional vote of confidence as Intel's AI, data center, and foundry businesses gain momentum.

Tiger Global's Chase Coleman was busy buying Cerebras and Intel stock in Q2.

Wood’s ARK Invest purchased $20 million shares of Broadcom on Wednesday.

It’s virtually impossible for U.S. investors to buy into Chinese IPOs, though some U.S. ETFs own shares.

Philippe Laffont aggressively added to his positions in semiconductor stocks in the second quarter.

The performance gap could reshape AI infrastructure economics

Fractile, a startup developing chips tailored for artificial intelligence use that has a deal to supply Anthropic PBC, is in advanced talks to notch a valuation more than six times higher than the price it landed in May.

Tiger Global added a new position in Cerebras during Q2. The AI infrastructure company appears set to grow for the foreseeable future.

Advanced Micro Devices (AMD) has just completed a multi tranche debt offering of almost US$5b to fund its push into AI and data center markets. This new capital is already tied to partnerships with Microsoft and Cerebras, along with launches like Instinct Coder and potential work with Google on custom AI hardware. See our latest analysis for Advanced Micro Devices. The fresh bond deal has arrived during a mixed stretch for Advanced Micro Devices shares. The stock has pulled back about 4% over...

ARK is betting on the AI-chip newcomer.

Cerebras Stock in Focus After Cathie Wood's $8.8 Million AI Chip Bet

FLEX is deepening its AI infrastructure push with power and cooling investments, positioning its integrated platform for long-term growth.

Brad Gerstner just placed some of his biggest bets of the year during one of the choppiest quarters for tech stocks, and his picks reveal exactly where Altimeter Capital thinks the AI trade heads next.

Harvard Management Co. disclosed a $2.2 billion stake in Space Exploration Technologies Corp., an early investment in Elon Musk‘s rocket company whose value became public for the first time following SpaceX’s blockbuster Nasdaq debut in June. A Bigger Bet Than...

Cerebras Systems Inc. (NASDAQ:CBRS) unveiled a new AI system Tuesday that it says can generate answers up to 30 times faster than GPU-based alternatives, taking another shot at Nvidia Corp. (NASDAQ:NVDA) in the fast-growing market for AI inference. The new...

Cerebras Launches Next-Gen CS-4 as AI Inference Race Heats Up

SpaceX is now the largest single stock holding in the university endowment fund.

Cerebras Systems has introduced the CS-4, a significant advancement in AI chips, claiming it to be the fastest AI accelerator available today. Built on the new Wafer Scale Engine 3 Turbo, the CS-4 offers up to 30 times more speed and 10 times more throughput per watt compared to GPU-based solutions, significantly enhancing data center efficiency. This new development sets a benchmark for AI inference speed and enables support for models with over 50 trillion parameters. The CS-4, part of a...

The upstart chipmaker recently reported strong second-quarter revenue growth and issued an upbeat outlook.

Wood said soaring memory prices will encourage engineers to develop cheaper alternatives and attract additional supply.

Cerebras investors appeared to book profits on Tuesday after the company’s sharp rally the previous day.

Cerebras Systems (NASDAQ:CBRS) outlined a product roadmap centered on faster AI inference, expanded data-center capacity and new partnerships with OpenAI, Arista Networks and Advanced Micro Devices during a company event led by CEO and Co-Founder Andrew Feldman. Feldman said the company recently we

Cerebras Systems late Tuesday introduced what it described as “the fastest AI accelerator in the industry.”

Cerebras debuts a new rackscale system it says is the fastest AI accelerator in the industry.

AI hardware stocks are bleeding out hours before Cerebras' most anticipated product reveal yet, and the reasons go well beyond one company's event.

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.

The Morning Bull - US Market Morning Update Tuesday, Aug, 18 2026 US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors weigh weaker US retail spending against stubborn inflation expectations and rising global bond yields. July retail sales fell 0.6%, with core sales down 0.2%. That signals households are pulling back a bit, which can pressure company revenues. At the same time, a key consumer survey shows year ahead inflation...

Investors would now tune into Cerebras’ flagship event Supernova 2026, which kicks off on Tuesday.

Cerebras Systems (NasdaqGS: CBRS) hardware is powering the new Ultrafast mode in OpenAI's GPT-5.6 Sol API, with OpenAI reporting inference speeds up to 14x faster than standard processing. The Ultrafast mode uses Cerebras' wafer-scale architecture to address conventional hardware bottlenecks for latency sensitive AI workloads. This integration expands Cerebras' role in OpenAI's generative AI infrastructure and positions its technology more directly in mainstream AI application...

Company projects $190 billion to $200 billion for 2028, against a $47 billion run rate in May

AI upstart Cerebras Systems is still early in its ramp of production of processors and infrastructure for artificial intelligence. AI companies are seeing the benefits of the Cerebras Wafer-Scale Engine for fast inference, Cerebras Chief Executive Andrew Feldman said in an interview with Investor's Business Daily.

Cerebras Systems Inc. (NASDAQ:CBRS) snapped a two-day losing streak on Monday, surging by as much as 19.2 percent in intraday trading to $261.08, as investors took heart from optimistic analyst coverage that highlighted growth prospects from its ongoing deal with OpenAI. Wedbush said in a market note on the same day that it sees progression […]

Wedbush Spots Fresh Momentum for Cerebras as OpenAI Deepens $20B Deal

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?

A Wedbush note linking Cerebras to OpenAI's fastest inference tier sent shares surging after last week's brutal selloff, and the 13F filings landing Monday reveal exactly which major funds are quietly betting billions on the AI chip race.

With CrowdStrike shares trading above analyst targets, DataDog, Qualys, and Guidewire offer AI cybersecurity exposure with strong earnings, guidance increases, and analyst support.

The mean of analysts' price targets for Cerebras (CBRS) points to a 29.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Nebius and CoreWeave Could Ride a New AI Pricing Surge, Wedbush Says

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.