Cerebras Stock Looks Like a Buy Due to an OpenAI Relationship and Surging Revenue
After Cerebras Systems (NASDAQ: CBRS) reported its second-quarter results after the close on Aug. 12, its shares sank…
Cerebras raises annual targets on strong AI chip demand
By Anhata Rooprai and Max A. Cherney Aug 12 (Reuters) – Cerebras Systems raised its annual revenue and…
Cloudflare Inc (NET) (Q2 2026) Earnings Call Highlights: Record Customer Growth and Agentic AI …
This article first appeared on GuruFocus. Revenue: Total revenue for Q2 2026 was $696.1 million, up 36% year-over-year.…
Micron’s AI Repricing Is Real — But the Market Still Isn’t Sure It Can Last
Micron Technology, Inc. (NASDAQ:MU)’s recent earnings growth has been so rapid that it nearly appears to be a…
SanDisk vs Seagate: Two Divergent Paths Through the AI Storage Boom, One Winner
Quick Read SanDisk (SNDK) surged 251% in revenue to $5.95B as Seagate (STX) nearly quadrupled free cash flow…
OpenAI, Cerebras deal was supposed to be good news
Cerebras Systems (CBRS) posted its first earnings report as a public company on Tuesday, and the numbers pulled…
Micron Just Guided for a Staggering $50 Billion in Fiscal Q4 Revenue. Here’s What It Means for the AI Trade.
Shares of memory specialist Micron Technology (NASDAQ: MU) jumped about 16% in after-hours trading on Wednesday, climbing from…
Micron Just Broke the Mold for Artificial Intelligence (AI) and Its Stock is Soaring
After years of being the wallflower, Micron Technology (NASDAQ:MU) has taken center stage. The company’s flash memory and…
The Billionaire Who Called the 2008 Bubble Just Dumped Google to Buy These 5 AI Hardware Stocks
Quick Read Druckenmiller dumped Alphabet and rotated into AI hardware plays SNDK and MU, which surged 4,586% and…
BofA’s Vivek Arya Sees Nvidia at $350 as Agentic AI Drives an “Unprecedented” Chip Cycle
Quick Read Nvidia (NVDA) trades around $215 with Bank of America’s $350 price target based on 85% revenue…
1 Artificial Intelligence (AI) Stock to Buy After Its Post-Earnings Sell-Off
Key Points This company provides best-in-class networking equipment for data centers. Supply chain issues weighed on its gross…
If I Could Only Buy 1 Artificial Intelligence Stock for the Rest of 2026, This Would Be It
If the rule were a single artificial intelligence (AI) stock for the remainder of 2026, the temptation is…