Cerebras stock retreated as its blockbuster debut triggered massive profit-taking. But long-term investors should consider buying CBRS shares on this dip.
Cerebras stock retreated as its blockbuster debut triggered massive profit-taking. But long-term investors should consider buying CBRS shares on this dip.
FIFA's official 2026 World Cup song is "Dai Dai" from Shakira and Burna Boy. There are a number of factors that shape which songs define a tournament — and endure beyond it.
FIFA's official 2026 World Cup song is "Dai Dai" from Shakira and Burna Boy. There are a number of factors that shape which songs define a tournament — and endure beyond it.
(RTTNews) - Following the moderate rebound seen in the previous session, treasuries showed a substantial move back to the downside during trading on Friday.
(RTTNews) - Following the moderate rebound seen in the previous session, treasuries showed a substantial move back to the downside during trading on Friday.
bgwalker/iStock Unreleased via Getty Images I know that many of Walmart Inc.'s ( WMT ) shareholders won't like my opinion. But it's fine. Everyone has a right to own opinions. But I'm here to reiterate my strong sell rating for Walmart. I don't think the price is justified given the quite slow growth prospects. I used to be Walmart's shareholder, but I sold my shares in January 2026. I wrote about...
bgwalker/iStock Unreleased via Getty Images I know that many of Walmart Inc.'s ( WMT ) shareholders won't like my opinion. But it's fine. Everyone has a right to own opinions. But I'm here to reiterate my strong sell rating for Walmart. I don't think the price is justified given the quite slow growth prospects. I used to be Walmart's shareholder, but I sold my shares in January 2026. I wrote about it then; here's the link to the article . Since then, its stock price has gone even further. I see it's 10% higher. So sure, WMT's shareholders who stayed now have an opportunity to sell at a better price. Seeking Alpha I don't have a crystal orb. But I don't feel comfortable holding or especially buying WMT at these prices. I will explain to you why. I'd also like to provide you with an earnings preview. Yes, these numbers will be quite impressive. But still, I don't think they justify WMT's valuation. WMT's Earnings Preview: I Think It's Impressive By WMT's Standards, But Not From The Perspective Of A Broad Market I see that WMT will publish its Q1 earnings next week . I see that 27 Wall St. Analysts cover Walmart and prepare revenue expectations. I summarized them in two charts (quarterly basis) I pasted below. Naturally, there's some seasonality in WMT's revenue. And the scale is overwhelming. But what I'd like you to pay the closest attention to is growth. CFV based on Seeking Alpha The market expects WMT to increase its quarterly revenue by 6.6%. But Walmart shared meaningfully lower expectations. Look at the page below from their last Investor Presentation . WMT's Investor Presentation Walmart is expected to grow at a 3.5-4.5% rate. Even the higher-end of that range is over 200bps lower than the market's expectations I showed above. So WMT expects to reach ~$170.6B at the midpoint. But the market expects from $172.3B to $176.5B. Where's that difference coming from? Here's how the management commented on their guidance : In Q1, we expect constant currency growth in s...
Two stocks both labeled “delivery” have produced opposite results this year. DoorDash (NASDAQ:DASH) stock is down 30% year to date (YTD), while Amazon (NASDAQ:AMZN) stock is up 14% YTD. The gap is real and persistent. Over the past year, DoorDash stock is down 20%, while Amazon stock is up 28%. So, what’s behind the delivery-stock ... Delivery Divergence: Why DoorDash Is Down 30% This Year but Ama...
Two stocks both labeled “delivery” have produced opposite results this year. DoorDash (NASDAQ:DASH) stock is down 30% year to date (YTD), while Amazon (NASDAQ:AMZN) stock is up 14% YTD. The gap is real and persistent. Over the past year, DoorDash stock is down 20%, while Amazon stock is up 28%. So, what’s behind the delivery-stock ... Delivery Divergence: Why DoorDash Is Down 30% This Year but Amazon Is Up 14%
The world's leading space powers desperately want to know what the others are up to high above the equator. For more than a decade, the US military has operated a fleet of "inspector" satellites designed to sidle up to other spacecraft in geosynchronous orbit and take pictures. China started launching its satellites for a similar mission in 2018. Ars has written about these activities in geosynchr...
The world's leading space powers desperately want to know what the others are up to high above the equator. For more than a decade, the US military has operated a fleet of "inspector" satellites designed to sidle up to other spacecraft in geosynchronous orbit and take pictures. China started launching its satellites for a similar mission in 2018. Ars has written about these activities in geosynchronous orbit (GEO) before, but the last few months have seen a couple of interesting developments. First, Russia has now joined the fray with the recent arrival of its own suspected inspector (or attack) satellite in GEO. Second, the US Space Force is poised to order more—perhaps many more—reconnaissance satellites of its own to send into the geosynchronous belt. GEO is special. The laws of orbital mechanics mean a satellite in this type of orbit, some 22,000 miles (36,000 kilometers) over the equator, moves around the Earth at the same rate as the planet's rotation, causing it to hover over the same location. Commercial and military-owned geosynchronous satellites typically spend years in the same location, or slot, to provide communications services to users. Read full article Comments
In this article NVDA CBRS Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 2:57 02:57 Cerebras: What you need to know about the Nvidia competitor after wild IPO Tech Cerebras Systems ' monster debut on Thursday didn't just place it among tech's biggest-ever IPOs — it was a crystal clear signal of unstoppable demand for chips to power AI, as tech giants scramble to find alternatives ...
In this article NVDA CBRS Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 2:57 02:57 Cerebras: What you need to know about the Nvidia competitor after wild IPO Tech Cerebras Systems ' monster debut on Thursday didn't just place it among tech's biggest-ever IPOs — it was a crystal clear signal of unstoppable demand for chips to power AI, as tech giants scramble to find alternatives to the costly, sold-out graphics processing units made by Nvidia . Cerebras closed its first day trading on Wall Street with a market cap just below $100 billion, putting it near the few companies to close above that mark, such as Facebook-parent Meta and Alibaba . The stock traded lower on Friday , its first full day of trading. Here's what you need to know about this hot Nvidia competitor. Cerebras makes a different type of chip than the classic Nvidia GPU, and it's the size of a dinner plate. "We build the biggest chips in the semiconductor industry," Cerebras CEO and Co-Founder Andrew Feldman told CNBC on Squawk Box Thursday. "Big chips process more information in less time and deliver results more quickly." Until now, Nvidia has been winning the AI chip race because its GPUs serve as general-purpose workhorses, excelling at the parallel math necessary for training large models. But we've now arrived at the era of agentic AI, where inference is key. While training teaches the AI model to learn from patterns in large amounts of data, inference uses the AI to make decisions based on new information. Read more CNBC tech news Cerebras soars in Nasdaq debut, topping $100 billion market cap after blockbuster IPO Xi tells Musk, Tim Cook and other CEOs on Trump's trip: China will 'open wider' Chinese companies are ramping up homegrown AI chips, even if Nvidia is coming back Microsoft feared being too dependent on OpenAI, Musk-Altman trial testimony reveals Inference can happen on less powerful chips programmed for more specific tasks, such as Cerebras' WSE-3 . It falls into a c...
Walter Cicchetti SpaceX ( SPACE ) is expected to schedule its initial public offering for as soon as June 11 and has picked Nasdaq for where the company will trade. Elon Musk's rocket and satellite maker could file its IPO prospectus as soon as Wednesday, according to a Reuters report on Friday, which cited people familiar with the matter. SpaceX ( SPACE ) is targeting June 4 for launching its roa...
Walter Cicchetti SpaceX ( SPACE ) is expected to schedule its initial public offering for as soon as June 11 and has picked Nasdaq for where the company will trade. Elon Musk's rocket and satellite maker could file its IPO prospectus as soon as Wednesday, according to a Reuters report on Friday, which cited people familiar with the matter. SpaceX ( SPACE ) is targeting June 4 for launching its roadshow and June 12 for its first day of trading. The stock will trader under the ticker symbol "SPCX." SpaceX did not immediately respond to Reuters requests for comment. Nasdaq declined to comment. SpaceX is reported to have confidentially filed for its IPO last month, seeking to raise as much as $75 billion, making it the biggest IPO in history. SpaceX ( SPACE ) is said to be considering a valuation above $2 trillion, which will instantly make it one of the world's biggest companies. More on SpaceX SpaceX IPO: Accelerated S&P 500 Inclusion Could Create A Liquidity Vacuum To A Trillion(s) Dollars And Beyond: A SpaceX IPO Odyssey SpaceX: $1.75T IPO And 220x EV/EBITDA Could Trigger Surge In Aerospace And Defense SpaceXAI unveils new coding agent Grok Build Brookfield Corp. invests in SpaceX, other AI firms
UCLA Medical School Accused Of Racial Discrimination In Defiance Of Supreme Court Authored by Jonathan Turley, We previously discussed a disturbing account of how medical students at the David Geffen School of Medicine at the University of California, Los Angeles (UCLA) were subjected to a bizarre class where one of the university’s “activists-in-residence” showered them with anti-Semitic postings...
UCLA Medical School Accused Of Racial Discrimination In Defiance Of Supreme Court Authored by Jonathan Turley, We previously discussed a disturbing account of how medical students at the David Geffen School of Medicine at the University of California, Los Angeles (UCLA) were subjected to a bizarre class where one of the university’s “activists-in-residence” showered them with anti-Semitic postings and racist rhetoric . Now, the Justice Department has found that the university engaged in systemic racial discrimination in the admission of medical students. Given the university’s history, it is hardly surprising, but it remains unclear how the university will respond to the findings. The DOJ’s Civil Rights Division announced that the medical school violated Title VI of the 1964 Civil Rights Act by giving preferential treatment to black and Hispanic applicants. The investigation followed the Supreme Court’s 2023 ruling in Students for Fair Admissions v. Harvard , which barred race-based admissions. In the DOJ’s “Findings” letter , black and Hispanic admits in some years averaged MCAT scores in the 66th to 72nd percentile, while Asian and white students averaged scores in the mid-to-high 80th percentiles. Assistant Attorney General Harmeet Dhillon indicated that the Justice Department found that UCLA medical school leadership discussed how to achieve “diversity goals” and other strategies after the Supreme Court ruling. After the historic ruling in the Harvard and North Carolina cases barring the use of racial criteria in admissions, administrators and academics admitted what they had long denied : that race was having a major role in admissions. In anticipation of the rulings, many schools, including the California system, eliminated standardized testing. Without objective scores, there is less ability to identify the use of non-scholastic criteria for admissions. By eliminating or devaluing standardized testing, admissions offices can use the more subjective essays to ...