Feed Deep Dive Matrix Subscribe About
182 articles
Trending Companies
NVIDIA52 TSMC28 AMD18 Intel15 SK Hynix11 Microsoft11 Micron Technology10 Samsung10 Micron10 Samsung Electronics9 Meta Platforms8 Applied Materials8 Apple8 Synopsys7 ASML6
Trending Technologies
EUV53 3nm45 AI15 GPU14 HBM10 DRAM9 AI chips7 2nm7 DDR56 EPYC6 AI chip5 semiconductor5 Zen 65 HBM44 AI accelerators4
2026-05-16
Cerebras: What you need to know about the Nvidia competitor after wild IPO - MSN
0.85
www.msn.com 2026-05-16 MSN
__fail__
2026-05-16
Cerebras Shines in Nasdaq Debut: Can Nvidia's New Rival Keep the Pace? - Moomoo
0.85
www.moomoo.com 2026-05-16 Moomoo
__fail__
2026-05-16
What you need to know about Nvidia competitor Cerebras after wild IPO - CNBC
0.75
www.cnbc.com 2026-05-16 CNBC
__fail__
2026-05-16
18 days. That's all it takes for a Samsung strike to crash the global AI chip market, and the whole world - The Economic Times
0.95
economictimes.indiatimes.com 2026-05-16 The Economic Times
__fail__
2026-05-15
Cerebras IPO in focus as Nvidia earnings loom - Yahoo Finance
0.85
finance.yahoo.com 2026-05-15 Yahoo Finance
__fail__
2026-05-15
Stock market today: Dow falls as oil prices, yields jump; Applied Materials, Nvidia, Cerebras slide (live coverage) - MSN
0.85
www.msn.com 2026-05-15 MSN
__fail__
2026-05-15
Cerebras Isn't Just Challenging Nvidia — It's Challenging How AI Computing Works - Benzinga
0.9
www.benzinga.com 2026-05-15 Benzinga
__fail__
2026-05-15
These Stocks Are Today’s Movers: Cerebras, Figma, Microsoft, Xanadu, Coinbase, Applied Materials, and More - Barron's
0.85
www.barrons.com 2026-05-15 Barron's
__fail__
2026-05-15
The Blockbuster Cerebras IPO Is a Huge Bet on Nvidia Fatigue - WSJ
0.75
www.wsj.com 2026-05-15 WSJ
__fail__
2026-05-15
The blockbuster Cerebras IPO is a huge bet on Nvidia fatigue - MSN
0.78
www.msn.com 2026-05-15 MSN
__fail__
2026-05-15
The Blockbuster Cerebras IPO Is a Huge Bet on Nvidia Fatigue - WSJ
0.92
www.wsj.com 2026-05-15 WSJ
__fail__
2026-05-15
Infineon's AI-Infrastructure Transformation Drives Shares to a 25-Year Peak - AD HOC NEWS
0.92
www.ad-hoc-news.de 2026-05-15 AD HOC NEWS
__fail__
2026-05-15
Cerebras vs Nvidia: Wafer Scale Engine vs GPU for AI Training - Gotrade
0.92
www.heygotrade.com 2026-05-15 Gotrade
__empty__
2026-05-15
Assessing Applied Materials (AMAT) Valuation After Record Results And Upgraded AI Infrastructure Outlook - Yahoo Finance
0.75
finance.yahoo.com 2026-05-15 Yahoo Finance
__fail__
2026-05-15
Cerebras Systems Stock Soars 68% in Blockbuster IPO: What Investors Should Know - The Motley Fool
0.92
www.fool.com 2026-05-15 The Motley Fool
On Thursday,Cerebras Systems(CBRS+5.87%)soared 68.2% in its debut on the Nasdaq stock exchange. The artificial intelligence (AI) chipmaker'sinitial public offeringwas the largest IPO in 2026 so far. That title, however, may be lost if Elon Musk's SpaceX goes public this year, as widely expected.Here's what investors should know.Cerebras' wafer-scale AI chip. Image source: Cerebras Systems.Cerebras
AI chipIPOSemiconductorArtificial IntelligenceCerebras SystemsNVIDIASpaceXMarket valuation
2026-05-15
Cathie Wood’s ARK trims Taiwan Semiconductor stock, adds Cerebras - Investing.com
0.85
www.investing.com 2026-05-15 Investing.com
__fail__
2026-05-15
Applied Materials posts 25-year margin high as agentic AI drives equipment boom
0.92
digitimes.com 2026-05-15
Applied Materials delivered record revenue and earnings in its second fiscal quarter of fiscal 2026, signaling a robust expansion in the semiconductor equipment market driven by the global build-out of artificial intelligence (AI) infrastructure.
2026-05-15
Cerebras IPO Revives AI Chip Startup Fever
0.92
eetimes.com 2026-05-15 Sally Ward-Foxton
A soaring valuation validates investor appetite for non-GPU AI hardware, but customer concentration, technical scaling limits and fierce competition loom ahead.
AI ChipIPOSemiconductorArtificial IntelligenceData CenterChip DesignInvestment MarketStartup
2026-05-15
Faster AI servers drive a shift to advanced PCB technologies
0.92
digitimes.com 2026-05-15
The global buildout of artificial intelligence data centers is driving a new wave of demand for high-speed networking infrastructure, as the efficiency of communication between servers becomes increasingly critical.
2026-05-15
Applied Materials scales manufacturing and innovation to meet AI demand
0.92
digitimes.com 2026-05-15
Following record second-quarter 2026 financial results, Applied Materials has detailed an extensive strategy to scale its global manufacturing capacity and accelerate technology commercialization through new collaborative platforms. As the semiconductor industry pivots toward artificial intelligence (AI) infrastructure, the company is leveraging improved customer visibility to prepare its supply c