Semiconductor News & Analysis Feed
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2026-09-30
www.investing.com
2026-09-30
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www.theglobeandmail.com
2026-09-22
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www.theglobeandmail.com
2026-09-22
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finance.yahoo.com
2026-09-22
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www.tradingview.com
2026-09-22
2026-09-05
finance.yahoo.com
2026-09-05
2026-08-25
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finance.yahoo.com
2026-08-25
2026-08-19
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finance.yahoo.com
2026-08-19
2026-08-19
2026-08-19
www.tradingview.com
2026-08-19
Cathie Wood's ARK Invest is betting against the current AI memory boom, arguing that companies like Cerebras and Groq can reduce or eliminate the need for high-bandwidth memory (HBM) in AI inference workloads. Wood sees the soaring HBM prices as a signal of inefficiency and an incentive for engineer
2026-08-19
2026-08-19
news.google.com
2026-08-19
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2026-08-19
2026-08-14
news.google.com
2026-08-14
2026-08-13
finance.yahoo.com
2026-08-13
2026-08-13
uk.finance.yahoo.com
2026-08-13
2026-08-13
tomshardware.com
2026-08-13
Cerebras reported strong revenue growth in Q2 2026, but missed analyst expectations, causing its stock to drop nearly 20% in after-hours trading. While cloud services revenue surged by 281%, hardware sales fell 23% year-over-year, signaling a shift in customer preference toward cloud-based compute r