Chip Sector Whipsaws as Investors Await Micron Earnings
Micron Technology reports third quarter earnings Wednesday with analysts forecasting profit growth above 1,000% and revenue up nearly …
Nicholas Weiss5 min read
AI chips
Nicholas Weiss5 min read
Cerebras Shares Sink on Weak Margin Outlook
Cerebras shares dropped roughly 14% premarket after the company guided 2026 gross margins to 38-41%, well below Q1's …
Nicholas Weiss5 min read
Cerebras Stock Falls as Margins Trail AI Chip Rivals
Cerebras Systems posted its first earnings report as a public company and guided full-year 2026 gross margins to …
Alana Hill5 min read
Cerebras Earnings Beat But Stock Falls
Cerebras posted Q1 revenue of $193.4 million, a $10 million beat, yet shares plunged 15% after the company …
Alana Hill5 min read
China Black Market Nvidia AI Chip Prices Double
Nvidia AI chips are reportedly trading at more than double standard prices on China's black market. The steep …
Alana Hill4 min read