Semiconductor News & Analysis Feed
66 articles
2026-07-07
www.klsescreener.com
2026-07-07
KLSE Screener
2026-07-07
theedgemalaysia.com
2026-07-07
The Edge Malaysia
2026-06-30
www.tradingkey.com
2026-06-30
TradingKey
Cerebras Systems shares surged over 19% on June 29, Eastern Time, following a strategic stake increase by Cathie Wood. Despite a 40% post-IPO decline driven by concerns over narrowing gross margins and negative operating guidance, institutional sentiment remains bullish. Analysts from Morgan Stanley, UBS, and Citi maintain "Buy" ratings, citing high upside potential. Cerebras’s unique wafer-scale
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) and Cerebras Systems (NASDAQ: CBRS) just delivered earnings that frame the same question from opposite ends. Nvidia posted another blowout quarter built on its CUDA software stack. Cerebras, fresh off its May IPO, showed jaw-dropping inference speed yet guided full-year operating margins negative. The moat is developer gravity.
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2026-06-24
www.cnbc.com
2026-06-24
CNBC
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2026-06-24
www.barrons.com
2026-06-24
Barron's
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2026-06-24
digitimes.com
2026-06-24
Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on the call to quantify how much revenue its biggest customers represent (deferring those concentration figures to its SEC filings).
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive capacity ramp (with new data centers coming online every quarter through the end of 2027) to meet demand, it says, outstrips supply.
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing customer (a move expected to cut cloud margins by 10 to 15 points) will pressure profitability over the next several quarters.
2026-06-23
www.tradingkey.com
2026-06-23
TradingKey
Cerebras Systems will report its inaugural quarterly earnings after market close on June 23, Eastern Time. Investors are focused on the company’s transition from IPO storytelling to operational verification amid a sector-wide pivot toward AI inference. Wedbush maintains an "Outperform" rating, citing the WSE-3 chip’s speed advantages and independence from HBM-related supply constraints. Key perfor
2026-06-23
news.futunn.com
2026-06-23
富途牛牛
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2026-06-23
www.cnbc.com
2026-06-23
CNBC
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© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company.
Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
This site is now part of
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
The past month or so has not been kind to many chip stocks. Investors have grown increasingly worried that some have become overvalued and may not be worth holding. That's sent the share prices of Nvidia (
NVDA
+0.18%
), Broadcom (
AVGO
1.20%
), and Cerebras (
CBRS
6.84%
) lower over the past several weeks.
But does this volatility among semiconductor stocks really mean you should get out of thes
2026-06-12
digitimes.com
2026-06-12
Breaking the inference barrier requires a rethink of the whole system architecture, not just faster compute. This was the key takeaway from a recent panel discussion at SuperAI Singapore, which brought chip makers and an AI model accelerator together to address how to overcome inference bottlenecks at a time when compute workloads are hitting up against physical limits.
2026-06-11
digitimes.com
2026-06-11
Andy Hock, chief strategy officer at Cerebras Systems, walked onto the Main Stage at SuperAI Singapore 2026 on Wednesday carrying the company's Wafer Scale Engine — the physical chip itself — and held it up for an audience of 10,000 before placing it next to a slide showing it to scale against Nvidia's latest B200 platform. The size difference was stark.
2026-06-05
news.google.com
2026-06-05
simplywall.st
2026-06-04
news.google.com
2026-06-04
TradingView
2026-06-04
www.gurufocus.com
2026-06-04
GuruFocus
Cerebras Systems (CBRS) is expanding relationships across the artificial intelligence infrastructure market and is open to additional collaborations similar to its existing arrangement with Amazon (AMZN), according to comments made Wednesday at the Bloomberg Tech conference.
Cerebras Chief Executive Andrew Feldman said the company is working with a broad range of technology suppliers involved in
2026-06-04
www.bloomberg.com
2026-06-04
Bloomberg.com
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2026-06-02
www.investing.com
2026-06-02
Investing.com
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