Cerebras Systems, Inc. Class A CBRS

Cerebras Systems has seen its share price fall sharply this year, which puts fresh attention on whether the current market value still lines up with what its balance sheet supports. With sentiment swinging around new AI partnerships and fast-changing expectations, the question is how much of Cerebras Systems' book value story is already in the price. The stock is down 42.9% year to date. This puts recent selling pressure directly up against what the company’s underlying net assets can...

Moderna falls after Citi downgrades shares to Sell from Hold, saying its recent rally has gone too far.

Flow Engineering, which is bringing AI agents to hardware design, also landed Roelof Botha as an angel investor and board member.

Cerebras Systems (CBRS) sells AI hardware and rents out computing power through its own cloud. The shares trade 37.3% below their 52-week high, even though management raised its 2026 revenue forecast in August. Cerebras still reports a loss. Anyone buying the shares today is paying for growth still to come. So how much of that growth has Cerebras already signed.

The stock has fallen sharply from the highs reached after its initial public offering and OpenAI could contribute to a further fall.

OpenAI (OPAI.PVT) made several announcements at its Dev Day on Tuesday, including its new "Ultrafast" mode. In The Loop host Ejaaz Ahamadeen explains everything you need to know in the video above.

Investing.com -- Shares of Cerebras Systems tumbled 7% following industry speculation that OpenAI bypassed the startup’s specialized AI hardware to power its newly announced high-speed AI tier, GPT-6.1 Sol Ultrafast.

OpenAI just unveiled Dots: an always-on AI assistant with 4,000+ tools that might just be the closest thing yet to Tony Stark's "Jarvis." In The Loop host Ejaaz Ahamadeen explains how Dots stacks up against Meta's Muse and Elon Musk's Grok Bot, and how OpenAI's other Dev Day launches fit together with the new, 24/7 agent. If you want to know where AI assistants are headed, start here.

NVIDIA's new AI safety platform could boost demand for inference infrastructure, with analyst Luke Lango pointing to Marvell, Arm Holdings and Lumentum as key beneficiaries.

Zone Frontier Inc. (NYSE American: ZONE) (the "Company" or "Zone Frontier") today announced that a subsidiary has entered into a long-term ground lease covering approximately 4,077 acres in Potter County, Texas. The lease secures the land, water and development rights for Zone's previously announced West Texas data center campus, which is being developed in partnership with HST Technologies, Inc., the AI infrastructure platform provider behind Cue®.

Cerebras Systems (NASDAQ:CBRS) plans to supply AI chips and computing systems with capacity to consume approximately 100 megawatts of power to cloud computing startup Gimlet Labs, the companies said on Monday. Gimlet plans to use the Cerebras hardware to provide computing capacity for artificial intelligence inference, the process through which AI models generate responses to user requests.

Deployment Combines Cerebras Wafer-Scale Compute with Gimlet’s Inference Cloud to Deliver Up to 3,000 Tokens per SecondSAN FRANCISCO and SUNNYVALE, Calif., Sept. 28, 2026 (GLOBE NEWSWIRE) -- Gimlet Labs and Cerebras Systems (NASDAQ: CBRS) today announced a collaboration to deliver a new class of ultrafast AI inference at massive scale. The collaboration brings together Cerebras’ wafer-scale compute with the Gimlet Cloud to deliver a purpose-built disaggregated inference cloud spanning datacenter

Bond markets are getting close to flashing a classic warning signal as the gap between 10 year and 2 year US Treasury yields narrows. When growth fears rise and credit gets more expensive, investors often look for businesses where insiders have real skin in the game and where management and analysts still see room for expansion. This article highlights three such fast growing, high conviction stocks from our insider backed screener. The three stocks in focus below are just a starter set from...

An investment in Elon Musk’s rocket company almost a decade ago helped add more than $2 billion in value to Washington University’s endowment, turning a relatively small bet into one of the biggest contributors to the school’s investment gains this year.