내부자 매도
내부자 매도 2510만 달러 (내부자 1명)
첫날 +0.2% · 현재까지 -18.0%
내부자 매도
내부자 매도 2960만 달러 (내부자 3명)
첫날 +10.3% · 5일 후 -13.7%
기업호재
Cerebras and Compute Nordic to Build 165MW AI Data Centre in Finland영어 원문
Backed by 7-year contracts, €1.0-1.7B regional investment, first 50MW under construction
첫날 -6.3% · 5일 후 +13.7%
기타악재
CBRS Hits 52-Week Low, Market Attention Rises영어 원문
Stock at 52-week low amid institutional discussion and bull/bear debate
첫날 +2.9% · 5일 후 +8.4%
기타
Diverging Views: Trader Exits CBRS, Over $1.1M in Call Options Bet Bullish영어 원문
Two independent retail accounts show opposing sentiment: one sells out, another places large call bets
첫날 +2.9% · 5일 후 +8.4%
M&A·자금조달
Cathie Wood Adds ~$13M CBRS영어 원문
ARK Invest buys more on Wednesday, extending recent accumulation
첫날 -1.0% · 5일 후 +1.3%
›전개 과정 2회
- 2026-08-26 Ark Invest buys ~$17M, showing institutional confidence
- 2026-08-27 ARK Invest buys more on Wednesday, extending recent accumulation
기업악재
OpenAI may shift away, Broadcom Jalapeño competition intensifies영어 원문
Concerns over workload loss as Broadcom chip outperforms
첫날 -1.0% · 5일 후 +1.3%
내부자 매도
내부자 매도 5080만 달러 (내부자 2명)
첫날 -6.5% · 5일 후 -8.7%
내부자 매도
내부자 매도 1.5억 달러 (내부자 1명)
첫날 -2.7% · 5일 후 -11.0%
M&A·자금조달호재
Tiger Global Adds CBRS in Q2, Trims Nvidia Stake영어 원문
Chase Coleman's Tiger Global initiated CBRS position, signaling institutional confidence
첫날 -2.7% · 5일 후 -11.0%
제품호재
Cerebras Unveils CS-4 Accelerator, Up to 30x Faster Inference Than GPUs영어 원문
New chip targets inference speed; analysts reiterate Buy, seen as key post-IPO product
첫날 -2.0% · 5일 후 -15.6%
내부자 매도
내부자 매도 1970만 달러 (내부자 4명)
첫날 -12.7% · 5일 후 -16.4%
기업호재
Reported Exclusive OpenAI Compute Deal Drives CBRS Up 15%영어 원문
Wedbush notes CBRS as exclusive compute backbone for OpenAI GPT-5.6 Sol Ultrafast, with 750MW capacity deal
첫날 +15.1% · 5일 후 -26.4%
내부자 매도
내부자 매도 1570만 달러 (내부자 1명)
첫날 +15.1% · 5일 후 -26.4%
M&A·자금조달호재
Atreides Management Q2 adds CBRS, position reaches $687M영어 원문
Prominent hedge fund Gavin Baker builds large position, showing institutional confidence
첫날 +15.1% · 5일 후 -26.4%
기업호재
CBRS CEO Says Demand for AMD Joint Product Is Huge영어 원문
CEO cites enormous demand for AMD partnership product, potentially bolstering growth.
첫날 -5.2% · 5일 후 -10.4%
내부자 매도
내부자 매도 1090만 달러 (내부자 1명)
첫날 -5.2% · 5일 후 -10.4%
8-K 공시
8-K: 실적 공시
첫날 -11.8% · 5일 후 -9.2%
기타악재
CBRS Q2 Misses Estimates, Cloud Surges but Hardware Weak, Shares Slump영어 원문
Multiple sources confirm mixed Q2 results: revenue miss, cloud revenue up 287%, full-year guidance raised.
첫날 +11.6% · 5일 후 -17.7%
›전개 과정 3회
- 2026-08-12 Implied move 13% pre-earnings, options spreads wide, retail attention high, market tense.
- 2026-08-13 Revenue and EPS miss, but company raises full-year guidance
- 2026-08-13 Multiple sources confirm mixed Q2 results: revenue miss, cloud revenue up 287%, full-year guidance raised.
실적
실적 발표
첫날 +11.6% · 5일 후 -17.7%
실적호재
CBRS Earnings Ahead; Wedbush Sees Upside from AMD and CrowdStrike Partnerships영어 원문
Wedbush sees AMD deal combining WSE with Helios, and Supernova may launch WSE-4, boosting performance and pricing power.
첫날 +7.3% · 5일 후 -3.4%
›전개 과정 5회
- 2026-08-07 Multiple independent sources confirm CBRS earnings due week of Aug 10
- 2026-08-09 Multiple sources confirm earnings date; pre-earnings call sweeps signal elevated options activity
- 2026-08-11 Multiple sources confirm this week's report; Zacks cites 88% core revenue growth expectation and margin pressures
- 2026-08-11 Wedbush says CBRS avoids HBM/CoWoS bottlenecks; Supernova may launch WSE-4, aiding pricing
- 2026-08-11 Wedbush sees AMD deal combining WSE with Helios, and Supernova may launch WSE-4, boosting performance and pricing power.
실적
실적 발표
첫날 +2.1% · 5일 후 -6.3%
실적
CBRS Earnings Due Aug 12, Market Attention Builds영어 원문
Multiple independent sources confirm earnings date, with notable call sweeps indicating heightened interest
첫날 +1.4% · 5일 후 +9.6%
›전개 과정 3회
- 2026-08-09 Multiple independent accounts and analysts flag CBRS pre-earnings; call sweeps at $240/$330 noted
- 2026-08-09 Multiple sources confirm earnings date, mention options activity and technical levels, but no new facts, just repetition.
- 2026-08-09 Multiple independent sources confirm earnings date, with notable call sweeps indicating heightened interest
기업호재
Cerebras Partners with Lovable to Accelerate AI Software Creation영어 원문
Partnership leverages Cerebras' fastest inference platform to enhance Lovable's software creation
첫날 -5.7% · 5일 후 +22.3%
제품호재
AMD, Cerebras to Offer Combined AI Inference Platform영어 원문
Partnership details confirmed by multiple sources, including performance gains and market impact
첫날 -9.5% · 5일 후 -0.2%
›전개 과정 2회
- 2026-07-24 Partnership splits inference workloads; solution available via Cerebras Cloud in H2 2026
- 2026-07-24 Partnership details confirmed by multiple sources, including performance gains and market impact
실적
Cerebras Sets Q2 2026 Earnings Date영어 원문
Company to release Q2 results after market close on August 12.
첫날 +0.6% · 5일 후 -19.3%
기업호재
Cerebras and CrowdStrike Partner for AI Security영어 원문
Cerebras inference to power Falcon AI detection and response, accelerating real-time threat detection.
첫날 +0.6% · 5일 후 -19.3%
기타호재
Cerebras Shares Climb 5% on Key Bullish Power Inflow Signal영어 원문
Trading signal and price move corroborate, but no new fundamental facts
첫날 -4.2% · 5일 후 +15.2%
