EXPLAINED: Cerebras | Vintage Vibes

OpenAI CEO Sam Altman Called Cerebras a 'Close Partner.' Its Stock Surged.

The stock rose as much as 9.5% during Monday trading, rebounding from a sharp selloff last week.

International Business Times · 6h ago

Sam Altman Just Gave Cerebras Stock a Big Boost

Cerebras stock rallies as OpenAI’s top boss Sam Altman calls the company a close partner. Wall Street remains bullish as ever on CBRS shares for the remainder of 2026.

Barchart · 6h ago

Cerebras to supply AI systems to cloud computing startup Gimlet Labs

By Max A.- Cerebras Systems plans to supply AI chips and hardware with capacity to consume roughly 100 megawatts to startup Gimlet Labs to help run its cloud computing business, the companies said on Monday.

The Economic Times · Sep 28

Cerebras Positioned for Robust Growth on Manufacturing Expansion and Swelling RPO

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

Barchart · Aug 19

Speed Sells: Cerebras Cracks the Silicon Ceiling

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.

MarketBeat · Aug 19

Cerebras launches new server chip and system designed to speed AI chatbots

Cerebras makes AI hardware and chips that compete with Nvidia and targets the portion of AI called inference, the computing process of generating an answer ‌in a chatbot ⁠such ⁠as Anthropic's Claude.

The Economic Times · Aug 19

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 · Aug 18

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 · Aug 18

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 · Aug 18

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 · Aug 17