Wall Street Breakfast
Cerebras sells like hot chips
7 min•14 maj 2026
Om avsnittet
AI chipmaker Cerebras Systems (CBRS) secures $5.55B in the year’s largest IPO. (00:13) Cisco (CSCO) announces layoffs with Q3 results. (01:04) Netflix (NFLX) brings back fan favorites, more NFL games, and Quasimodo at the 2026 Upfront event. (02:22)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: CSCO, DOCS, and more
US clears Nvidia H200 sales to Alibaba, Tencent, ByteDance, and others, Reuters reports
Xi asks Trump if U.S. and China can avoid ‘Thucydides Trap’ at high-stakes summit
Ford soars amid growing confidence that hyperscalers may use its energy storage business
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: CSCO, DOCS, and more
US clears Nvidia H200 sales to Alibaba, Tencent, ByteDance, and others, Reuters reports
Xi asks Trump if U.S. and China can avoid ‘Thucydides Trap’ at high-stakes summit
Ford soars amid growing confidence that hyperscalers may use its energy storage business
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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