Sharemaestro company-news research for Cerebras Systems Inc. Class A Common Stock (CBRS), showing current tone, evidence confidence, direct company coverage, sector and industry context, completed price response and the source headlines used on the page. Scores describe published news evidence. Confidence describes the amount, freshness, source breadth and direct company relevance of that evidence. Price context is shown separately.
NASDAQ
United States
Measured evidence
Company news sentiment
CBRS news sentiment
Cerebras Systems Inc. Class A Common Stock
Company headlines compared by relevance, subject, source independence, tone and the market's completed price response.
Weighted tone54Neutral is 50
Balanced news tone
85/100 evidence confidence
100% direct company focus
20 current stories across 4 publishers
Current company news
Price moving ahead of tone
Balanced news tone is drawn from 20 fresh independent stories, including 20 company-specific items across 4 publishers.
Latest source headline Cerebras Systems Reports Solid Earnings. The Stock Is Plunging. finance.yahoo.com · 12 Aug 2026 21:20What supports the read
20 current stories are mapped specifically to CBRS.
The read spans 4 publishers rather than depending on one outlet.
Cross-story agreement is 79/100, indicating a comparatively coherent tape.
What tempers the read
Price is moving more forcefully than the current news tone suggests.
54/100
Weighted toneBalanced news tone
85/100
Evidence confidencehigh confidence
100%/100
Company focus20 direct stories
79/100
Evidence agreement21/100 dispersion
News history
Tone and story flow over 21 days
24 Jul03 Aug13 Aug
Weighted toneStory volumeNeutral 50
Evidence confidence
What supports the score
Confidence rises through sample depth, independent publishers, direct company relevance, freshness and agreement. A high or low tone score is not itself evidence of reliability.
Sample depth100
17.13 effective storiesSource breadth80
4 independent publishersDirect relevance100
company-specific evidence shareFreshness81
recency-weighted evidenceAgreement79
cross-story consistencySource independence40
lower publisher concentrationPrice context
Sentiment against the 26-week price path
Price is moving more forcefully than the current news tone suggests.
15 May26 Jun07 Aug
Weekly close, indexedSentiment score
News subjects
What is shaping the score
Earnings5515 stories · 75%
Macro sensitivity513 stories · 15%
Analyst action642 stories · 10%
Source mix
Where the evidence comes from
finance.yahoo.com5715 stories · 75%
seekingalpha.com553 stories · 15%
cnbc.com361 stories · 5%
nasdaq.com591 stories · 5%
Recurring subjects
Subjects appearing most often
Earnings14AI7Tech4Semiconductors4Price Target4Inflation4Data Centers4IPO3Fed3Earnings Report3
Earlier readings
How the score has changed
ConstructiveBalanced or withheldCautious
Source headlines
The news behind the score
Every row shows the public evidence used to understand the read. Direct company stories carry more weight than industry or sector context; duplicate coverage is consolidated before scoring.
#131Tone
finance.yahoo.comDirect company coverage
Cerebras Systems Reports Solid Earnings. The Stock Is Plunging.
Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report. Continue Reading
EarningsEarnings Report
- Published
- 12 Aug 2026 21:20
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#236Tone
cnbc.comDirect company coverage
Stocks making the biggest moves after hours: Cisco, Jack in the Box, Cerebras, StubHub & more
Check out the companies making the biggest moves after the bell: Jack in the Box — The fast food chain gained more than 1% on better-than-expected earnings for the company's fiscal third quarter. Jack in the Box earned 96 cents per share, topping a FactSet estimate of 88 cents per share. Red Robin Gourmet Burgers — The restaurant chain posted second-quarter results that beat analyst expectations, sending shares higher by nearly 2%. Red Robin earned 12 cents per share, excluding certain items, on revenue of $277.6 million. Analysts expected the company to break even on revenue of $265.8 million
After Hours MovAfter Hours Movers 12 Aug 26Breaking News MBreaking News MarketsBusinessCerebras System
- Published
- 12 Aug 2026 20:51
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#350Tone
seekingalpha.comDirect company coverage
Earnings Snapshot: Cerebras Q2 revenue misses estimates, but cloud revenue up 287%; outlook impresses
[Cerebras Q2 Earnings and FY26 Outlook] Earnings Snapshot (Seeking Alpha) MORE ON CEREBRAS SYSTEMS INC. * Cerebras Systems Long-Term View: Delivery Speed Is The Next Frontier Of AI [https://seekingalpha.com/article/4934280-cerebras-systems-long-term-view-delivery-speed-is-the-next-frontier-of-ai] * Cerebras Is Winning The Inference Race, Yet I'm Still Not Buying [https://seekingalpha.com/article/4923223-cerebras-is-winning-the-inference-race-yet-im-still-not-buying] * Cerebras: The Next Generation In The AI Arms Race [https://seekingalpha.com/article/4921962-cerebras-the-next-generation-in-the
Earnings News
- Published
- 12 Aug 2026 20:48
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#454Tone
finance.yahoo.comDirect company coverage
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 gross margin forecasts on Wednesday, buoyed by robust demand for its chips from companies ramping up data-center capacity to power AI services. Still, its shares were down more than 14% in extended trading after closing up 11.6% in the regular session. The stock has gained 15.5% week-to-date. The chip designer is banking on growing demand for inference, the data crunching that occurs when a user queries a chatbot, as it seeks to challenge Nvidia's dominance in the AI processor market. Cere
AICloud ComputingEarningsPrice IncreaseSemiconductors
- Published
- 12 Aug 2026 20:07
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#527Tone
finance.yahoo.comDirect company coverage
Cerebras Earnings Prediction Market Preview: What Will Andrew Feldman Say?
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Cerebras Systems Inc.(NASDAQ:CBRS) reports second-quarter earnings after the bell today, its second report as a public company. Analysts expect a loss of roughly 17 cents per share, while Cerebras has guided to core revenue of about 194 million dollars, up 88% from a year ago. On Kalshi, traders are betting on which words CEO Andrew Feldman and his team will say on the call. What Kalshi Predicts Cerebras Will Say "AMD" leads the board at 96%, with "Disaggregated" at 90% and "Helios" close behin
AIData CentersEarningsTech
- Published
- 12 Aug 2026 15:41
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#687Tone
finance.yahoo.comDirect company coverage
Cerebras Systems (CBRS) Is Uniquely Positioned to Own the Fast Inference Market
Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Opportunity Fund". A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the first half of 2026, the Fund rose by 15.79% against the Benchmark's 5.88% and the S&P 500's 10.21%. The rally was primarily driven by AI-related growth, despite uncertainty from geopolitical conflicts and inflation. A select group of s
AIIPOSemiconductorsTech
- Published
- 12 Aug 2026 15:07
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#764Tone
finance.yahoo.comDirect company coverage
Stock market today: Dow and S&P 500 futures muted ahead of CPI data, Nasdaq rises
US stock futures were little changed in premarket trading on Wednesday as investors braced for fresh Consumer Price Index (CPI) data, which could alter the Fed's interest rate calculus. Futures on the Dow Jones Industrial Average (YM=F) traded flat, while those on the S&P 500 (ES=F) edged up 0.2%. Contracts for the Nasdaq-100 (NQ=F) rose 0.6% in what is a relatively quiet week in markets beyond the tail end of earnings season. Wednesday's inflation print will be closely watched following the softer-than-expected July jobs report. Economists expect the Consumer Price Index to rise at a slower a
EarningsInflationRatesTreasuries
- Published
- 12 Aug 2026 09:15
- Catalyst
- Macro sensitivity
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#859Tone
nasdaq.comDirect company coverage
Wall Street Analyst Predicts a $1.4 Trillion AI Boom in 2027: 3 Stocks to Buy Now
Key Points As the AI chip leader, Nvidia is a great stock to play booming AI capex. AMD is riding two powerful AI trends that are just getting started. Micron could be one of the biggest beneficiaries from higher-than-expected AI infrastructure spending. 10 stocks we like better than Nvidia › Artificial intelligence (AI) capital expenditures are on the rise, and Morgan Stanley thinks the final number could come in even stronger than expected. The market is currently forecasting AI infrastructure spending to reach $1.2 trillion next year, but the investment firm thinks that figure may be too lo
AI InfrastructureChipsData CentersInferenceMarketsMemory
- Published
- 12 Aug 2026 08:35
- Catalyst
- Analyst action
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#962Tone
finance.yahoo.comDirect company coverage
Cerebras Set to Report Earnings as AI Chips Enter a New Era
Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era. Continue Reading
- Published
- 12 Aug 2026 06:30
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1070Tone
finance.yahoo.comDirect company coverage
Cerebras Stock Gets a Boost. Wedbush Sees More Upside Ahead of Earnings
This article first appeared on GuruFocus. Cerebras Systems (NASDAQ:CBRS) is heading into its quarterly results with Wedbush maintaining a positive view, while investors also await potential product news at the company's Supernova event next week. Wedbush kept its Outperform rating and $280 price target. Analyst Matt Bryson said data-center capacity remains a key limitation for Cerebras, which has secured about 215 megawatts for 2026 but still relies on rented infrastructure to meet some OpenAI demand. Warning! GuruFocus has detected 3 Warning Signs with CBRS. Is CBRS fairly valued? Test your t
AIData CentersEarningsPrice TargetQuarterly ResultsTech
- Published
- 11 Aug 2026 19:18
- Catalyst
- Analyst action
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1151Tone
finance.yahoo.comDirect company coverage
U.S. Home Sales Defy Affordability Crunch
This article first appeared on GuruFocus. U.S. existing-home sales fell less than expected in July, offering another sign that the housing market is stabilizing even as record prices and elevated mortgage rates continue to squeeze affordability. Sales slipped 1.7% month over month to a seasonally adjusted annual rate of 4.06 million, narrowly beating the 4.05 million consensus estimate and remaining 0.7% above year-ago levels. Warning! GuruFocus has detected 3 Warning Signs with CBRS. Is QQQ fairly valued? Test your thesis with our free DCF calculator. The median existing-home price climbed 2%
Consensus EstimateFedHome SalesHousing MarketMortgage Rates
- Published
- 11 Aug 2026 19:17
- Catalyst
- Macro sensitivity
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1259Tone
finance.yahoo.comDirect company coverage
Quantum trade moves beyond science fiction: AlphaCheck
Good morning. Stocks wavered on Tuesday. Reports of progress on Middle East peace talks remained top of mind, as investors watched for swings in oil prices, which remained subdued in the first hour of trading. Here's a check of the markets in early trading, as of 11:00 a.m. ET, based on a heat map powered by Yahoo Finance AlphaSpace data. Industrial (XLI) stocks climbed, leading the major S&P 500 sectors, while consumer staples (XLP) were on the back foot. Within tech, semiconductor hardware companies continued to rally. Here are the top stocks Yahoo Finance readers viewed this morning: Oracle
Balance SheetEarningsIPOQuantum ComputingSemiconductorsTech
- Published
- 11 Aug 2026 15:24
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1342Tone
finance.yahoo.comDirect company coverage
Cerebras Q2 Earnings Loom: Buy or Sell CBRS Stock Ahead of Results?
Cerebras Systems CBRS is set to release its second-quarter 2026 results on Aug. 12. The company anticipates second-quarter 2026 core revenues of $194 million, implying 88% year-over-year growth. The Zacks Consensus Estimate for revenues is pegged at $194.16 million. Cerebras reported revenues of $193.4 million in the first quarter of 2026. The consensus mark for loss has been steady at 21 cents per share over the past 30 days. Cerebras reported a loss of 4 cents per share in the first quarter of 2026, 71.43% narrower than the Zacks Consensus Estimate of a loss of 14 cents. Consensus Estimate T
AI InferenceCloud ComputingEarningsEarnings ReleasePrice TargetRevenue Growth
- Published
- 10 Aug 2026 16:07
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1427Tone
finance.yahoo.comDirect company coverage
Zacks Investment Ideas feature highlights: Palantir, SpaceX, Cerebras and NVIDIA
For Immediate Release Chicago, IL – August 10, 2026 – Today, Zacks Investment Ideas feature highlights Palantir PLTR, SpaceX SPCX, Cerebras CBRS and NVIDIA NVDA. Why Bad Jobs News Is Good News for Equities U.S. Jobs Number Disappoints Friday morning, the Bureau of Labor Statistics (BLS) released the July 2026 Employment Situation Report. Nonfarm payrolls plunged 23,000 versus Wall Street estimates of +80,000. The payroll miss was one of the largest on record and represented a 5-sigma miss. For context, a 5-sigma miss is the equivalent of 1 in 3.5 million. Said differently, at one job report pe
AIEarningsFedInterest RatesJobs Report
- Published
- 10 Aug 2026 15:14
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1587Tone
finance.yahoo.comDirect company coverage
What Makes Cerebras Systems (CBRS) a Bullish Bet?
Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for AI infrastructure. Information technology led the advance, with semiconductor and hardware companies accounting for most of the index's rise. The fund returned 26.9% (net) in the second quarter of 2026. The port
AIEarningsInvestment StrategySemiconductorsStrong Buy
- Published
- 10 Aug 2026 13:39
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1633Tone
finance.yahoo.comDirect company coverage
Stock market today: Dow, S&P 500, Nasdaq futures little changed in wait for key inflation data
US stock futures were muted to kick off a week of earnings and inflation data, with the major indexes within reach of all-time highs. Futures on the Dow Jones Industrial Average (YM=F) edged lower by 0.1%, while those on the S&P 500 (ES=F) and Nasdaq-100 (NQ=F) gained slightly after a winning week for the major indexes. Investors are in wait-and-see mode after Iran teased that an elusive deal to open the Strait of Hormuz is "very close." Oil prices were slightly higher on Monday, with global benchmark Brent crude futures (BZ=F) trading at $84 per barrel after plenty of will-they, won't-they sp
EarningsInflationRates
- Published
- 10 Aug 2026 10:43
- Catalyst
- Macro sensitivity
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1781Tone
seekingalpha.comDirect company coverage
Earnings Week Ahead: SMCI, CSCO, JD, PLUG, and more
[Business Person Reviewing Quarterly Report During Meeting in Office Setting] The second full week of August features a diverse earnings slate spanning AI infrastructure, semiconductors, space technology, healthcare, financials, and consumer names, with Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]), Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]), Cisco Systems (CSCO [https://seekingalpha.com/symbol/CSCO]), CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]), Applied Materials (AMAT [https://seekingalpha.com/symbol/AMAT]), and Lumentum (LITE [https://seekingalpha.
AI InfrastructureEarningsEarnings NewsEarnings ReportFinancialsHealthcare
- Published
- 09 Aug 2026 12:07
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1866Tone
finance.yahoo.comDirect company coverage
2 key checks on AI infrastructure and inflation: What to watch this week
The stock market's first week after the Big Tech earnings extravaganza went about as well as any investor could have hoped. The initial mixed bag of earnings gave way to general bullishness as AI's spending worries receded somewhat. And with Friday's jobs report surprise, Fed rate bets were recalculated, sending stocks to the weekend on a high note. The S&P 500 (^GSPC) closed out Friday up 0.6%, putting the index back into record-high territory. As we putter through the back nine of this quarter's earnings season, our focus will continue to be split between the drip of more companies opening t
AIEarningsFedInflationRate HikesSplit
- Published
- 09 Aug 2026 10:00
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1985Tone
finance.yahoo.comDirect company coverage
AMD Just Reported Its Data Center Revenue More Than Doubled Year-Over-Year. What Comes Next.
Advanced Micro Devices' (AMD) data center business just delivered one of the clearest structural shifts in the company's modern history. In the second quarter of 2026, AMD reported data center revenue of $6.7 billion. That's more than double the $3.2 billion recorded a year earlier. The segment now accounts for 58% of total company revenue, up from roughly 42% in the year-ago period. More News from Barchart Billionaire Jensen Huang Says That When America Goes to War He Would Rather Not Be Asked About His Own Technology: 'I Would Really Appreciate Not Getting a Phone Call…' SanDisk Just Unveile
AI InfrastructureData CentersEarningsEarnings ReportPrice TargetPrice Target
- Published
- 08 Aug 2026 13:45
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#2035Tone
seekingalpha.comDirect company coverage
Catalyst Watch: Inflation reads, AMAT earnings, Google Pixel event, and MLB on Netflix
[Lower Manhattan Cityscape] Art Wager/E+ via Getty Images Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Read more about the events that may impact stock prices next week. MONDAY - AUGUST 10 * VOLATILITY WATCH - SpaceX (SPCX [https://seekingalpha.com/symbol/SPCX]) and Rocket Lab (RKLB [https://seekingalpha.com/symbol/RKLB]) have seen options volatility increase over the last week. The most overbought stocks per their 14-day relative strength index include SMJ International (SMJF [https://seekingalpha.com/symbol/SMJF]), Chime Fin
DividendsEarningsInflationIPOM ARatings
- Published
- 07 Aug 2026 19:00
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
How the page works
How to read the score
It describes the weighted balance of qualifying headlines. A score of 50 can mean a balanced tape or that direction has been withheld for insufficient evidence; the status label distinguishes them.
Confidence measures depth, source breadth, direct relevance, freshness and agreement. It does not rise merely because the tone is extreme.
Weekly price response, trend and fair-value position test whether the market is accepting or rejecting the news. They never rewrite the news score.
The page describes completed evidence available at the stated time. It is research context, not a forecast, recommendation, target or execution instruction.