Cerebras Systems Inc. - Class A Common Stock (CBRS)

Today, Nov. 13, 2026, Cerebras Systems rallied hard after a surprise profit, with Microsoft now among its customers.

Cerebras avoids the high-bandwidth memory shortage that squeezes rivals, so its chip costs depend less on memory prices.

Cerebras turned core profitable for the first time and plans to triple revenue.

Cerebras Systems (NASDAQ:CBRS) raised its 2026 financial outlook after reporting record third-quarter core revenue and announcing a cloud agreement with Microsoft, while executives said data center delays have put portions of its OpenAI contract behind schedule. Chief Executive Officer Andrew Feldm

Cerebras bets on giant wafer-scale chips while Nebius sells a full-lifecycle AI cloud, but one valuation gap and a cash flow twist could tip the 2027 verdict.

One of these AI stocks is growing fast but burning cash, while the other is already profitable and cheaper on sales and forward earnings.

It's an inauspicious start to November for this AI infrastructure specialist.

Oracle's investor day revealed a path to positive free cash flow by fiscal 2028, capped financing, and declining CapEx, with analysts citing about 60% upside despite a wait-and-see stance.

Is Intel's guidance miss really bad news for Cerebras?

The company announced a groundbreaking partnership.

Cerebras and Marvell are chasing AI growth in very different ways. Here's how each could challenge AMD, and the risks investors should weigh.

These three AI chip leaders have competitive advantages that could keep paying off for decades.

A look at Harvard Management Company's latest public filings reveals a massive concentration in tech and AI leaders such as SpaceX, TSMC, Cerebras, Amazon, and Alphabet.

These five stocks are worth buying during the current sell-off in the semiconductor space.

This risky bet could pay off well if analysts are right and management can execute.

Nvidia has been the “go-to” AI stock for many investors.

Cerebras has tripled revenue in two years while SoundHound's growth remains modest, widening a gap that may signal divergent market trajectories.

One trades at a premium valuation but just turned profitable with 75% revenue growth; the other faces governance headwinds and shrinking sales.

These companies are delivering record revenue.

This under-the-radar AI chipmaker just landed a multi-year OpenAI deal, and investors are taking notice.

The AI chipmaker is about the size Nvidia's data center business was nearly a decade ago. Can it grow the same way?

One is building diversified quantum computing traction with a strong cash position. The other has cutting-edge chip technology but a falling stock and mounting competitive concerns.