2026-10-13 → 10-14 Capital Bear
CBRS Hits New Low, CEO Pushes Back on AI Doom CEO rebuts AI doom at Disrupt, but pre-market -3.5% amid unlock pressure
D1 +1.7% · since -14.7%
› 3 waves of this story2026-10-13 Shares fell to $146.98, more than 20% below May IPO price of $185 and 62% below first-day high2026-10-13 About 19.4M shares become eligible for sale on Oct 14, adding selling pressure; stock down over 20% from IPO price.2026-10-14 CEO rebuts AI doom at Disrupt, but pre-market -3.5% amid unlock pressure2026-10-10 Company Bear
OpenAI Annualized Revenue Misses Reports, Pressuring CBRS and AI Stocks FT reports OpenAI annualized revenue ~$50B vs $70B, triggering AI selloff; CBRS -5.89%
D1 -10.7% · since -13.2%
2026-10-07 Product Bull
CS-4 Launch: Doubles Wafer Performance, Inference Up to 30x Faster Than GPUs New architecture boosts performance and deployment speed, potentially accelerating conversion of ~$25B backlog
D1 -1.2% · +5d -19.2%
2026-10-04 → 10-06 Capital Bull
Altman Reaffirms Close Partnership, CBRS Keeps Gaining Attention OpenAI chief's latest remarks reinforce partnership narrative, shares rise intraday
D1 +9.1% · +5d -19.2%
› 4 waves of this story2026-10-04 ARK net bought ~$44.9M; OpenAI CEO calls CBRS a close partner2026-10-05 OpenAI CEO's comments boost sentiment, shares rebound2026-10-06 OpenAI CEO's latest remarks reinforce partnership narrative, market continues to favor2026-10-06 OpenAI chief's latest remarks reinforce partnership narrative, shares rise intraday2026-10-05 Analyst Bull
Jefferies Upgrades to Outperform Analyst optimism drives shares up 8.8%
D1 +9.1% · +5d -19.2%
2026-10-02 Analyst
Freedom Capital Markets upgrades to Buy D1 -1.8% · +5d -1.4%
2026-10-02 Product Bear
OpenAI picks NVIDIA for ultrafast model, casting doubt on Cerebras inference edge Key customer chooses rival, undermining Cerebras's core pitch, pressuring stock
D1 -1.8% · +5d -1.4%
2026-10-01 Capital Bear
CFO Sells Shares, Stock Dips Below IPO Price CFO sale coincides with stock falling below IPO price, drawing market attention
D1 -4.6% · +5d -0.9%
2026-09-29 Insider selling
Insider selling $87.4M (2) D1 -0.9% · +5d -9.2%
2026-09-28 Company Bull
Cerebras Partners with Gimlet Labs for AI Cloud Deployment Supplies ~100MW AI chips/hardware to power Gimlet's cloud, boosting inference throughput
D1 -4.8% · +5d -7.7%
2026-09-25 Insider selling
Insider selling $25.1M (1) D1 +0.2% · +5d -19.5%
2026-09-04 Insider selling
Insider selling $29.6M (3) D1 +10.3% · +5d -13.7%
2026-09-01 Company Bull
Cerebras and Compute Nordic to Build 165MW AI Data Centre in Finland Backed by 7-year contracts, €1.0-1.7B regional investment, first 50MW under construction
D1 -6.3% · +5d +13.7%
2026-08-30 Other Bear
CBRS Hits 52-Week Low, Market Attention Rises Stock at 52-week low amid institutional discussion and bull/bear debate
D1 +2.9% · +5d +8.4%
2026-08-29 Other
Diverging Views: Trader Exits CBRS, Over $1.1M in Call Options Bet Bullish Two independent retail accounts show opposing sentiment: one sells out, another places large call bets
D1 +2.9% · +5d +8.4%
2026-08-26 → 08-27 Capital
Cathie Wood Adds ~$13M CBRS ARK Invest buys more on Wednesday, extending recent accumulation
D1 -1.0% · +5d +1.3%
› 2 waves of this story2026-08-26 Ark Invest buys ~$17M, showing institutional confidence2026-08-27 ARK Invest buys more on Wednesday, extending recent accumulation2026-08-26 Company Bear
OpenAI may shift away, Broadcom Jalapeño competition intensifies Concerns over workload loss as Broadcom chip outperforms
D1 -1.0% · +5d +1.3%
2026-08-21 Insider selling
Insider selling $50.8M (2) D1 -6.5% · +5d -8.7%
2026-08-20 Capital Bull
Tiger Global Adds CBRS in Q2, Trims Nvidia Stake Chase Coleman's Tiger Global initiated CBRS position, signaling institutional confidence
D1 -2.7% · +5d -11.0%
2026-08-20 Insider selling
Insider selling $147.6M (1) D1 -2.7% · +5d -11.0%
2026-08-19 Product Bull
Cerebras Unveils CS-4 Accelerator, Up to 30x Faster Inference Than GPUs New chip targets inference speed; analysts reiterate Buy, seen as key post-IPO product
D1 -2.0% · +5d -15.6%
2026-08-18 Insider selling
Insider selling $19.7M (4) D1 -12.7% · +5d -16.4%
2026-08-17 Insider selling
Insider selling $15.7M (1) D1 +15.1% · +5d -26.4%
2026-08-17 Company Bull
Reported Exclusive OpenAI Compute Deal Drives CBRS Up 15% Wedbush notes CBRS as exclusive compute backbone for OpenAI GPT-5.6 Sol Ultrafast, with 750MW capacity deal
D1 +15.1% · +5d -26.4%
2026-08-17 Capital Bull
Atreides Management Q2 adds CBRS, position reaches $687M Prominent hedge fund Gavin Baker builds large position, showing institutional confidence
D1 +15.1% · +5d -26.4%
2026-08-14 Company Bull
CBRS CEO Says Demand for AMD Joint Product Is Huge CEO cites enormous demand for AMD partnership product, potentially bolstering growth.
D1 -5.2% · +5d -10.4%
2026-08-14 Insider selling
Insider selling $10.9M (1) D1 -5.2% · +5d -10.4%
2026-08-12 → 08-13 Other Bear
CBRS Q2 Misses Estimates, Cloud Surges but Hardware Weak, Shares Slump Multiple sources confirm mixed Q2 results: revenue miss, cloud revenue up 287%, full-year guidance raised.
D1 +11.6% · +5d -17.7%
› 3 waves of this story2026-08-12 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 guidance2026-08-13 Multiple sources confirm mixed Q2 results: revenue miss, cloud revenue up 287%, full-year guidance raised.
