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Cathie Wood's ARK Invest is betting against the current AI memory boom, arguing that companies like Cerebras and Groq can reduce or eliminate the need for high-bandwidth memory (HBM) in AI inference workloads. Wood sees the soaring HBM prices as a signal of inefficiency and an incentive for engineer

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Cerebras Says Its New Computer Boosts AI Speed Advantage Over Nvidia - Bloomberg.com

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news.google.com 2026-08-19

Cerebras' CS-4 rack combines three wafer-scale processors, claims 2x gain over CS-3

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digitimes.com 2026-08-19

Cerebras says latest offering is 'fastest AI accelerator in the industry' as it takes aim at Nvidia - Yahoo Finance

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news.google.com 2026-08-19

Cerebras: Can It Challenge The Data Center Chip Market? - Seeking Alpha

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news.google.com 2026-08-19

Sandisk, Cisco, Micron, Ondas, Coherent, Cerebras, and More Stocks That Explain Today’s Market - Barron's

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news.google.com 2026-08-14

Nvidia rival Cerebras stock plunges as company swings to quarterly loss - Yahoo Finance UK

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uk.finance.yahoo.com 2026-08-13

Nvidia rival Cerebras stock plunges as company swings to quarterly loss - Yahoo Finance

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finance.yahoo.com 2026-08-13

Cerebras shares plunge nearly 20% after missing earnings expectations

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tomshardware.com 2026-08-13

Cerebras reported strong revenue growth in Q2 2026, but missed analyst expectations, causing its stock to drop nearly 20% in after-hours trading. While cloud services revenue surged by 281%, hardware sales fell 23% year-over-year, signaling a shift in customer preference toward cloud-based compute r

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CBRS Stock Tanks 15% After-Hours — Touted As Nvidia Rival, Cerebras’ Wafer Tech Finds Fewer Buyers - Stocktwits

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stocktwits.com 2026-08-13

Zacks Investment Ideas feature highlights: Palantir, SpaceX, Cerebras and NVIDIA - Zacks Investment Research

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news.google.com 2026-08-10

Zacks Investment Ideas feature highlights: Palantir, SpaceX, Cerebras and NVIDIA - Yahoo Finance

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finance.yahoo.com 2026-08-10

Zacks Investment Ideas highlights Palantir, SpaceX, Cerebras, and NVIDIA, all of which are prominent players in the semiconductor and AI sectors. Amid a challenging macroeconomic environment and disappointing U.S. employment data, these stocks are drawing attention for their resilience and growth po

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Weekly earnings calendar: Cisco, Adyen, Cerebras and Applied Materials to announce - marketscreener.com

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news.google.com 2026-08-10

Challenging GPUs, Bypassing HBM, Deep Dive into Cerebras: The Story Behind History's Largest Chip - 36 Kr

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news.google.com 2026-08-10

Cerebras Systems: A Leading AI Semiconductor Company - Zacks Investment Research

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www.zacks.com 2026-08-04

AMD and Cerebras join forces against Nvidia’s Groq LPUs - The Register

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www.theregister.com 2026-07-24

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