Cerebras CEO Warns US Chip Manufacturing Catch-Up Could Take 15 Years

Nvidia rival Cerebras (CBRS) goes public at $185/share. CEO Andrew Feldman says the IPO will fund the next phase of massive AI expansion.

Cerebras IPO: The Market Is Already Mispricing The Real Risk

Cerebras IPO trades today at $185/share. Here's what the $56.4 billion valuation gets wrong and what CBRS investors must watch now.

The AI Power Infrastructure Trade Has Never Been Stronger, But One Space Race Could Change That

Hut 8's $9.8B lease and Fluence's hyperscaler deals prove the AI power trade is primary. But Google's orbital ambition introduces a new risk.

RBC Capital Reiterates Outperform on NVIDIA, Maintains $250 Price Target

RBC Capital analyst Srini Pajjuri reiterates NVIDIA (NASDAQ:NVDA) with a Outperform and maintains $250 price target.

Live On CNBC, Bill Baruch Announces Trimmed Nvidia Position

What Is Going On With Marvell Tech Stock On Thursday?

Marvell (MRVL) stock jumps 6% on a high-profile custom AI chip alliance with Google and a massive $200 price target raise from BofA. Discover how this partnership challenges NVIDIA's hardware dominance.

Recent Report Shows That Rep. John McGuire Bought Up to $45K Worth of Apple Stock

Trump Touts US-China Relations, But This Senator Says China 'Never Lived Up To One Contract'—And Prediction Markets Agree

Sen. Rick Scott doubts China will honor any agreements with US, citing their history of lying and cheating. Prediction markets don't expect major concessions, only commercial deals.

Arm Holdings Tech Rally Takes Breather As Investors Weigh Supply Chain Risks

Arm Holdings (ARM) stock price dips as China revenue and high profit expectations are being evaluated against the latest global trade news.

Micron Rallied 90% In A Month — These 10 Small‑Cap Stocks Blew Past It

Micron's 90% one-month rally has been the loudest story of the AI memory cycle. Ten Russell 2000 stocks just blew past it, with one up 381%.