#Cerebras — Zipp

Cerebras Drops 11% as Q2 Core Gross Margin Guided to 36-38%

47d ago

Cerebras Drops 11% as Q2 Core Gross Margin Guided to 36-38%

Revenue nearly doubled and the adjusted net loss beat consensus, but a sharp step-down in core gross margin is the read investors are pricing in.

CoinDesk

Cerebras IPO Doubles on Debut as $5.5B AI-Chip Listing Sizzles

🔥BULLISH

87d ago

Cerebras IPO Doubles on Debut as $5.5B AI-Chip Listing Sizzles

The chipmaker priced above range and rocketed ~100% out of the gate, extending a 2024 IPO window that has rewarded pure-play AI compute names with scarcity premia.

CoinDesk

Cerebras IPO Prices at $5.5B, Hits $40B Valuation as AI Chips Surge

🩸BEARISH

88d ago

Cerebras IPO Prices at $5.5B, Hits $40B Valuation as AI Chips Surge

Bitcoin is down 12% YTD while the Philadelphia Semiconductor Index is up 66%; with OpenAI and SpaceX listings next, the capital rotation away from digital assets has more runway.

CoinDesk