Cerebras (CBRS) debuted with a valuation exceeding $100 billion, driven by hype despite having only two paying customers in the UAE. The stock quickly dropped nearly 28%, trading at 134 times trailing revenue, far above Nvidia's multiple, amid concerns over heavy customer concentration and unproven large-scale production. Its backlog is heavily front-loaded with exclusivity and delay risks, with only 15% of revenue expected in the next two years and key deals not yet fully in production. This volatility in the chip sector has prompted caution in the bond market, with recommendations to raise cash and monitor market risks closely.
Intel's stock surged nearly 495% over the past year after the US government, including Commerce Secretary Howard Lutnick and former President Trump, actively encouraged Apple to partner with Intel for chip manufacturing. This intervention, seen as th...
Nvidia is expanding its AI strategy beyond GPUs by investing heavily in AI infrastructure companies, notably CoreWeave. The company increased its stake in CoreWeave to 11%, valued at about $3.66 billion, tying its future to AI cloud infrastructure gr...
Intel's stock, after a strong rally of nearly 200% in 2026, is predicted by an AI model to trade between $115 and $130 by the end of Q2 2026, with a bullish scenario reaching $140-$150 if the company expands AI chip adoption and foundry partnerships....
Nvidia reported a significant increase in its investment portfolio to $18.37 billion as of March 31, 2026, up from $13.1 billion at the end of 2025. The portfolio is heavily concentrated in companies related to AI infrastructure, semiconductor manufa...
US stock markets declined on Friday due to rising oil prices and a bond market sell-off, which increased fears of interest rate hikes by the Federal Reserve. The 10-year Treasury yield hit its highest level in a year, and traders now expect no rate c...
