Cerebras Systems is preparing to release its first earnings report as a public company, with Wedbush analysts highlighting execution as the key factor rather than demand, which is deemed nearly certain due to deals with OpenAI and Amazon. Optimism is driven by expected modest increases in wafer output from TSMC in 2026 and 2027, potentially boosting system sales. Additional positives include industry-wide memory supply constraints that affect competitors more than Cerebras, and anticipation of the next-generation WSE-4 chip launch around late 2026 or early 2027, expected to improve margins and revenue. Wedbush maintains a Buy rating with a $270 price target, focusing on Cerebras's long-term growth in the expanding AI accelerator market and meaningful scale expected by 2028.
Bitcoin miners are experiencing declining revenue as the network's hash rate and mining difficulty fall, reflecting a shift of miners into AI infrastructure. Despite this stress, miners are accumulating Bitcoin, with reserves increasing by 1%, signal...
Lululemon invested in Syntetica's $30 million Series A funding to support its innovative recycling of Nylon 6 and Nylon 6,6, materials difficult to separate and reuse in textile waste. This move aligns with growing industry demand for sustainable, co...
Ethereum futures long positions among top traders increased by over 3 percentage points across both USDT- and coin-margined markets, indicating a broad-based shift in short-term sentiment. This rise suggests heightened attention on ETH compared to ot...
NVIDIA announced that leading Japanese companies in robotics and manufacturing are adopting its Cosmos, Isaac, Metropolis, and Jetson platforms to accelerate AI-powered intelligent machines across industries. The new Cosmos 3 Edge model enables real-...
Oil prices are rising sharply due to renewed US naval blockades on Iranian shipping and increased tensions in the Strait of Hormuz, a critical oil transit route. Brent crude is holding above $85 and WTI above $80, with forecasts suggesting WTI could ...
