AI Challenger Cerebras Picks Morgan Stanley to Lead $2 Billion IPO Comeback
AI chipmaker Cerebras picks Morgan Stanley to lead its renewed IPO push, aiming to raise ~$2B as soon as April amid booming AI demand and a $23B valuation.
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Beyond the Dip: Oppenheimer's $140 Target Highlights CoreWeave's Long-Term Premium
Oppenheimer gives CoreWeave (CRWV) an Outperform rating with a $140 price target, betting on long-term AI cloud dominance and 25%+ free cash flow margins by 2035.
Samsara Crushes Q4 Earnings with Big Beats on Revenue & EPS, Raises Strong 2027 Outlook
Samsara reported strong Q4 results with EPS and revenue beating Wall Street forecasts. Guidance for Q1 and full-year 2027 also tops expectations.
Marvell Technology Jumps as AI Bookings 'On Fire' Boost Q1 Forecast
Marvell Technology beats Q4 estimates slightly and issues upbeat Q1 outlook of $2.4B revenue, topping expectations. AI demand fuels surge as shares rise up to 10% after hours.
Bernstein Warns: CoreWeave's AI Cloud Moat May Not Hold Against Big Tech Giants
Bernstein starts CoreWeave coverage with Underperform rating and $56 target, warning hyperscalers like AWS, Azure, and Google will compete aggressively in GPU cloud and erode CoreWeave’s edge.
StubHub Takes a Hit in Q4 but Bets Big on AI Ticketing Future
StubHub posts $535M Q4 loss and misses forecasts as revenue falls to $449M. Shares drop after weak outlook despite AI strategy.