Cerebras Systems Inc. is a leader in AI inference hardware, offering wafer scale engines (WSEs) that deliver significantly higher bandwidth than competitors like Nvidia. Their latest WSE-3 model provides 7,000 times the bandwidth of Nvidia's H100, enabling faster AI token generation and supporting major contracts with companies such as OpenAI, Amazon, and AMD. The company is focusing on expanding its cloud segment, expecting flat Q2 revenue of $194 million and gross margins between 36-38%, backed by a strong cash position of $2.2 billion. Despite risks from customer concentration and competition, Cerebras's patented, model-agnostic hardware positions it well in the growing AI compute market, where inference workloads are projected to increase substantially by 2026.
Advanced Micro Devices (AMD) continues to be rated a Buy due to its strong growth driven by artificial intelligence (AI) and solid execution. The stock trades at a 31x forward price-to-earnings ratio, reflecting a 29% premium over the sector median, ...
Americas Gold and Silver Corporation posted a 71% increase in consolidated net revenue to $46 million for Q2 2026, driven by higher silver prices and operational improvements at its Galena and Cosalá mines. Despite a minor electrical fire and extende...
Chainlink's price increased by 10% this week, reaching around $8.85, supported by an MVRV golden cross signal that historically preceded major rallies. Analyst Ali Charts highlighted this on-chain indicator, which appeared before significant price su...
Microsoft has closed at least 15 offices and joint ventures in China over five years, accelerating a partial retreat in 2026. The company is shifting hardware manufacturing out of China, closing physical retail stores, and cutting Azure cloud jobs am...
SanDisk revealed ambitious financial goals through 2030 during its Investor Day, including mid-to-high-teens revenue growth and around 80% gross margins, sparking a 14% surge in its stock price. Analysts from Evercore ISI and Mizuho Securities reaffi...
