Cerebras Systems Inc. - Class A Common Stock (CBRS)

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

Cerebras Systems' wafer-scale chips, hyperscale deals with AMD, Amazon and OpenAI, and a $25.4 billion backlog position it as a key player in the AI inference buildout.

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

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

Up to 10x more throughput per watt and 2x the speed of the industry-leading CS-3

Cerebras Systems Inc (NASDAQ:CBRS) shares are trading lower Tuesday as chip stocks slide broadly, with a jump in oil prices and bond yields reigniting inflation worries and separate weakness among memory chip names adding to the drag.

Cerebras Systems Inc (NASDAQ:CBRS) shares are trading higher Monday morning as investors continue to react to management’s upbeat 2027 demand commentary and a raised fiscal 2026 outlook. as well as a wave of major institutional position disclosures filed after Friday's market close.

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

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.

SUNNYVALE, Calif., Aug. 14, 2026 (GLOBE NEWSWIRE) --

Investors aren't happy with Cerebras's Q2 report, but there's a strong a silver lining.

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Cerebras powers OpenAI's most capable model at up to 14x the speed, giving frontier intelligence with no compromise on latency

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

SUNNYVALE, Calif., Aug. 12, 2026 (GLOBE NEWSWIRE) -- Cerebras Systems (NASDAQ: CBRS), maker of the world’s fastest AI infrastructure, today announced financial results for the second quarter ended June 30, 2026.

Nvidia, AMD, and Micron are three stocks to buy as AI infrastructure spending continues to surge.

Nvidia, Cerebras, and AMD could all be inference winners.

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Datadog, CrowdStrike, and Palo Alto Networks are among the most-upgraded tech stocks, but Datadog's post-earnings drop shows how stretched valuations raise the stakes for upcoming reports.

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Partnership brings industry-leading Cerebras inference to one of the world’s fast-growing AI software creation platforms, enabling more interactive software development experiences

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