Cerebras Boosts 2026 Forecast Amid OpenAI and Hyperscaler Deals
Cerebras expects $940–960M in 2026 revenue as it expands capacity to support a $20B OpenAI contract and new hyperscaler agreements.
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#Earnings Movers↓
Cisco Beats Estimates, Lifts Full-Year Outlook and AI Revenue Target to $9B
Cisco shares rose after beating estimates with record revenue and raising its AI hyperscaler target to $9B while lifting full-year guidance.
Record Revenue, Positive Cash Flow, and $1.9 Billion Backlog Send Intuitive Machines Shares Higher
LUNR stock climbed on better-than-expected Q3 results: record $269M revenue, 26% gross margin, positive cash flow, and full-year guidance of $920–950M.
Fermi Announces $200M Hyperscaler Deals for Project Matador, Stock Advances Despite TensorWave Exit
Investment-grade hyperscaler commits major funding for Fermi’s Project Matador. TensorWave lease terminated; stock still advances.
Nebius Beats Revenue Estimates but Stock Falls on Delayed Capacity and Lowered Outlook
Nebius reported $981M revenue but shares slipped on lowered 2026 guidance and slower capacity deliveries, including New Jersey delays.
Rigetti Shares Fall After Q3 Revenue Miss and Soft Full-Year Outlook
Rigetti stock dropped after Q3 revenue of $1.4 million missed estimates and full-year guidance of about $20 million fell short of analyst expectations.