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Cerebras raises $5.5B, then stock pops $108%, in the first huge tech IPO of 2026

TechCrunch AI · 2026-05-14 Cached

Cerebras Systems raised $5.5B in its IPO, with shares surging 108% on the first day, valuing the company at $66 billion. The AI chip maker, a competitor to Nvidia, overcame regulatory hurdles and reported strong financials.

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@CryptoNobler: BREAKING U.S. JUST APPROVED CHINESE COMPANIES TO BUY NVIDIA CHIPS! INSIDERS REPORT THEY WILL OFFICIALLY LIFT ALL EXPORT…

X AI KOLs Timeline · 2026-05-14 Cached

The U.S. has reportedly approved Chinese companies to buy NVIDIA chips and is poised to lift all export restrictions and trading bans, a move that could significantly impact global AI hardware supply.

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Cerebras to raise IPO price range to $150-$160 as demand surges, sources say

Reddit r/ArtificialInteligence · 2026-05-11

Cerebras Systems is raising its initial public offering price range to $150-$160 amid reports of surging investor demand.

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#stock-market

@WinForKakei: Let me use Tencent as an example. Tencent's 2025 capex is even lower than guidance. As clearly stated in last year's earnings call, this is because they couldn't buy NVIDIA GPUs (due to AI chip supply constraints) and were unwilling to buy domestic chips. Of course, they compromised this year and have started ordering Kunlun chips. Actually, Pony Ma is not as Zen or content with being a latecomer as people say...

X AI KOLs Following · 2026-05-09

The article discusses Tencent's AI capex constraints due to NVIDIA chip shortages and its recent shift to using Kunlun chips, analyzing the company's valuation and strategic positioning in the AI landscape.

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@baispx: BREAKING: Michael Burry — the Big Short who predicted the 2008 crash — opens $1 billion short position betting on AI bubble collapse, with bets on $PLTR at $912M and $NVDA at $187M. Last time he went this big was the 2008 global financial crisis, and he was right. …

X AI KOLs Timeline · 2026-05-09 Cached

Famed short seller Michael Burry has reportedly established approximately $1 billion in short positions betting on an AI bubble collapse, targeting primarily Palantir ($912M) and NVIDIA ($187M). This is his largest short play since the 2008 financial crisis.

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TradingAgents: Multi-Agents LLM Financial Trading Framework

Papers with Code Trending · 2024-12-28 Cached

This paper introduces TradingAgents, a multi-agent LLM framework that simulates real-world trading firms to improve stock trading performance. It utilizes specialized agents for analysis and risk management, demonstrating superior results in cumulative returns and Sharpe ratio compared to baselines.

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Open-Dev-Society/OpenStock

GitHub Trending (daily) · 2026-05-26 Cached

OpenStock is an open-source stock market platform that provides real-time price tracking, personalized alerts, and company insights, built with Next.js and TypeScript.

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@TMFStockAdvisor: Is This The Next Trillion-Dollar Stock? CEO Says This Could Be Worth 18 Nvidias

X AI KOLs Following · 2026-04-21 Cached

Promotional article from The Motley Fool advertising their Stock Advisor service by hyping AI as the next major investment opportunity worth trillions, without disclosing specific companies or technical details.

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