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Artificial Intelligence

Which of four AI-linked stocks is most exposed: a chip IPO closing 8.87% lower, an outsourcer down 11%, a nuclear leader down 13% in six sessions or a power name 40% under its IPO price?

Cerebras Systems Inc. (NASDAQ:CBRS) fell from USD 194.95 to USD 177.65. A research firm said OpenAI's GPT-6.1 Sol Ultrafast tier, unveiled at DevDay on September 29, is running at low batch size on Nvidia hardware, near 300 tokens per second versus up to 750 …

Vinay Lochav | 01 October 2026

Why did a USD 185 AI chip IPO close 8.87% lower at USD 177.65 as 19.4 million shares unlocked and a rival's chips reportedly won OpenAI's newest tier?

Cerebras Systems Inc. (NASDAQ:CBRS) opened near USD 183.68 and fell to a low of USD 177.78 before closing at USD 177.65, from USD 194.95 the day before. Earlier intraday snapshots showed declines of 6% to 8%, so the final close is the more reliable …

Vinay Lochav | 01 October 2026

Host Digital (NYSE American:HOST) Stock: CEO Shareholder Letter Follows the Merger and Listing

Host Digital Inc. (NYSE American:HOST) furnished a letter to shareholders from its chief executive officer on September 29, 2026, giving a business update after the merger and public listing that the company completed earlier in September. The letter is Exhibit 99.1 to a Form …

Nitish Kishor | 30 September 2026

This NASDAQ AI Chip Stock Is Growing Fast in the Cloud While Posting a Large Statutory Loss

Cerebras Systems Inc. (NASDAQ:CBRS) went public in May 2026, and its second-quarter report, published on August 12, 2026, is the first full look at how a wafer-scale chip designer is turning into a cloud provider.

Nitish Kishor | 30 September 2026

Credo Technology (NASDAQ:CRDO) Stock: AI Connectivity Demand More Than Doubles Quarterly Revenue

Credo Technology Group Holding Ltd (NASDAQ:CRDO) reported first-quarter results for fiscal 2027 in early September 2026, covering the quarter that ended on August 1.

Nitish Kishor | 30 September 2026

CoreWeave (NASDAQ:CRWV) Stock: Rising Interest Costs Meet a Massive Contract Backlog

CoreWeave, Inc. (NASDAQ:CRWV) published second-quarter 2026 results on August 11, 2026, and two figures in the release frame the story: a revenue backlog of approximately $104 billion, and quarterly interest expense of $640 million.

Nitish Kishor | 30 September 2026

DigitalOcean (NYSE:DOCN) Stock: AI Customers Emerge as a Central Growth Driver

DigitalOcean (NYSE:DOCN) built its name on simple cloud servers for developers and small businesses, yet its second-quarter 2026 results, announced on August 4, 2026, put artificial intelligence at the center.

Nitish Kishor | 30 September 2026

IREN (NASDAQ:IREN) Stock: A Shift From Bitcoin Mining Toward AI Cloud Services

In its fiscal 2026 results, published on August 27, 2026 for the year ended June 30, 2026, the company reported total revenue of $707.0 million, up from $501.0 million, but the more telling line was AI cloud services revenue of $128.8 million, compared with …

Nitish Kishor | 30 September 2026

Nebius Group (NASDAQ:NBIS) Stock: Inside a Quarter of Heavy AI Infrastructure Spending

Nebius Group N.V. (NASDAQ:NBIS) reported second-quarter 2026 results on August 12, 2026, and the central fact is the scale of its investment relative to its sales. Revenue was $582.3 million, compared with $105.1 million a year earlier, an increase of 454% from a small …

Nitish Kishor | 30 September 2026

AMD (NASDAQ:AMD) Buys World Labs in an All-Stock Deal, Signaling the Next Phase of the AI Chip Race

● AMD agreed to buy World Labs in an $8.2 billion all-stock deal, paid with roughly 13 million new AMD shares.

Nitish Kishor | 30 September 2026
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