CBRS Cerebras Systems Inc.
Company Analysis
Latest News
🔴 Cerebras Systems is trading 4.13% down today amid surging oil prices after Saudi attacks
Cerebras Systems is trading -4.13% at $203.48 amid weaker U.S. equities and heightened risk aversion. - Broader pressure followed surging oil prices after...
Baron Asset Fund Initiates Position in Cerebras Systems, Citing AI Infrastructure Momentum
Baron Asset Fund initiated a new position in Cerebras Systems Inc. Cerebras Systems Inc. is a semiconductor company specializing in AI accelerators that...
Cerebras Bets the Farm on AI Infrastructure With a 279% CapEx Surge — Can a Company Spending More Than It Earns Outrun Its Own Ambition?
Shares surged 10% to $209.50 as Cerebras Systems disclosed a 279.4% year-over-year jump in capital expenditures, a spending blitz that puts CapEx at a...
🟢 Cerebras Systems is trading 10.01% up today after capital expenditures rose 279.4% year over year
Cerebras Systems is trading 10.01% up at $209.50 after reporting a 279.4% year-over-year increase in capital expenditures, signaling aggressive expansion of...
🟢 Cerebras Systems gains 5.1% after reporting significant 279% surge in capital expenditures
Cerebras Systems is trading 5.1% up at $200.23 today, following its report of a 279.4% year-over-year increase in capital expenditures, signaling aggressive AI...
🟢 Cerebras Systems is trading 4.14% up today — reversing part of its September 1 decline
Cerebras Systems is trading 4.14% up at $179.76, reversing part of its September 1 decline. - It declined 6.31% on September 1; no clear company-specific...
🔴 Cerebras Systems falls 4.8% — Semiconductor Stocks Fall as Surging Bond Yields Hit Valuations
With Chips / semis (SOXX) down 2.8%, this looks like a sector-led move rather than a company-specific surprise. The semiconductor sector is experiencing a...
Cerebras builds 165 MW Finnish AI hub, driving €1.7 billion investment
Cerebras Systems and Compute Nordic Finland are developing a new AI data center in Mikkeli, Finland. The facility will scale in phases to reach 165 MW of...
🔴 Cerebras Systems is trading 4.1% down today likely tied to Marvell Technology's disappointing AI-chip timeline
Cerebras Systems is trading 4.1% down at $179.08, with the most likely driver being semiconductor-sector pressure following Marvell Technology’s disappointing...
🟢 Cerebras Systems is trading 4.15% up in pre-market as Nvidia’s earnings beat boosted AI infrastructure confidence
Cerebras Systems is trading 4.15% up in pre-market at $189.70 after a broad semiconductor rally following Nvidia’s August 26, 2026 earnings beat. - Nvidia...
🔴 Cerebras Systems falls 5.1% — Semiconductor Stocks Tumble on Tech Sell-off and Samsung Disappointment
With Chips / semis (SOXX) down 3.4%, this looks like a sector-led move rather than a company-specific surprise. The semiconductor sector is experiencing a...
Brad Gerstner's Altimeter Capital discloses new $1.60B stake in AI chipmaker Cerebras
Brad Gerstner's Altimeter Capital has revealed a significant new investment in Cerebras Systems, an AI infrastructure company known for its massive wafer-scale...
Cerebras CTO sells $153 million in stock, as IPO lock-up eases
Cerebras Systems co-founder and CTO Sean Lie filed a Form 144 on August 20. The filing details a planned sale of 710,247 common shares. This transaction is...
🔴 Cerebras Systems is trading 5.2% down today after revenue miss and gross-margin deterioration
Cerebras Systems is trading 5.2% down at $198.89 after investors continued reacting to the August 12 earnings report, which missed quarterly revenue...
🔴 Cerebras Systems is trading 5.7% down today under pressure after earnings miss and margin decline
Cerebras Systems is trading 5.7% down at $197.82, amid continued pressure following its August 12 earnings reaction, although no new company-specific...
Coatue Discloses New $1.55B Stake in AI Chipmaker Cerebras Systems
Philippe Laffont's Coatue Management has established a significant new position in Cerebras Systems (CBRS), a company specializing in artificial intelligence...
🔴 Cerebras Systems is trading 4.6% down today after renewed Treasury-yield pressure
Cerebras Systems is trading 4.6% down at $205.77 after renewed Treasury-yield pressure triggered a broad semiconductor selloff. - SOXX is down 2.50%, while...
Chase Coleman's Tiger Global Discloses New $662.78M Stake in AI Chipmaker Cerebras Systems
In a recent 13F filing with the SEC, Chase Coleman's Tiger Global Management revealed a new significant investment in AI infrastructure company Cerebras...
🔴 Cerebras Systems is trading 6.36% down today as semiconductor stocks remain under pressure
Cerebras Systems is trading 6.36% down now at $206.01 as semiconductor stocks remain under pressure. - The Philadelphia Semiconductor Index fell 5% during the...
🔴 Cerebras Systems is trading 12% down today amid broad semiconductor selloff
Cerebras Systems is trading 11.90% down at $222 amid a broad semiconductor and growth-stock selloff driven by rising bond yields, higher oil prices, and...