Cerebras Systems Inc（CBRS）のニュースとイベントCBRSCerebras Systems Inc

Major Averages Rise as Investors Await Fed Interest Rate Decision

The major averages were higher as investors brace for the Federal Reserve's interest-rate decision and a busy slate of corporate earnings.The Federal Reserve begins its two-day policy meeting with an interest-rate decision due Wednesday. Markets broadly expect policymakers to hold rates steady, although persistent inflation and elevated energy prices have raised expectations for additional tightening next year. Investors will focus on Fed Chair Kevin Warsh's comments for clues about the policy outlook as the central bank balances inflation risks against economic growth.Also of note, the Conference Board Consumer Confidence Index rose by 7.5 points to 91.7 in October, up from 84.2 in September, which the group attributed primarily to improved perceptions of current and expected business conditions.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Nvidiaand AMDwill invest $3B and $1B, respectively, in Meta'sequity offeringCoca-Colaprovided a "beat and raise" report in Q3Boeingreported lower-than-expected Q3 revenue and eased expectations for 737 plane deliveries this yearUPSreported upbeat Q3 results and raised its outlookS&P Globalprovided a "beat and raise" report for Q3 and said it is weighing a spinoff of Capital IQ2. WALL STREET CALLS:Modernadowngraded to Market Perform at William BlairBroadcomupgraded to Buy at DA Davidson after Anthropic S1HubSpotdowngraded to Neutral from Buy at UBSCiti upgraded MercadoLibreto Buy after recent share pullbackAbbottcut to Hold at Argus amid reimbursement uncertainty, competitive pressure3. AROUND THE WEB:General Motorsplans to offer hybrid SUVs as part of a strategic pivot, Reuters reportsJetBlueis not considering debt restructuring, Reuters saysAnthropicis aiming to go public the week of November 16, WSJ saysBleecker Street Research is short Roblox, saying "it has become the prisoner of its failings"A U.S. federal judge granted Alibaba'srequest for a preliminary injunction, ordering the US government to not deny Pentagon contracts to companies engaging in lobbying activities for Alibaba, Reuters says4. MOVERS:MidCap Financialgained after entering into a merger agreement to be acquired by Ares Capital for $2.6BJetBlueincreased after reporting Q3 results and providing guidance for Q4, FY26, and FY27Oraclewas higher after announcing cloud infrastructure partnerships with multiple major companies, including OpenAI, Cerebras, and IntelXylemwas lower after reporting Q3 results and cutting its guidance for FY26Cintasfell after Semafor reported the FTC told Cintas-Unifirstthey will sue to block their $5B deal5. EARNINGS/GUIDANCE:Itronreported Q3 results, provided guidance for Q4, and raised its outlook for FY26Ecolabreported Q3 results, with EPS beating consensusHubbellreported Q3 results, with CEO Gerben Bakker noting the company delivered "strong financial performance"Repligenreported Q3 results and narrowed its outlook for FY26PayPalreported Q3 results, provided guidance for Q4, and raised its outlook for FY26INDEXES:The Dow rose 15.99, or 0.03%, to 52,377.57, the Nasdaq gained 308.43, or 1.18%, to 26,477.81, and the S&P 500 advanced 45.83, or 0.60%, to 7,722.60.

Cerebras Partners with Oracle to Provide Fast Inference Services

Cerebras Systems (CBRS) and Oracle (ORCL) announced plans to make Cerebras' fast inference available on Oracle Cloud Infrastructure for AI labs, enterprises, and developers building interactive, intelligent applications. The partnership builds on Oracle's existing infrastructure and AI inference capabilities, which include Dedicated AI Clusters in OCI Enterprise AI. As AI applications take on more complex, multi-step work, inference speed becomes critical to the user experience. Each additional AI model call adds latency, which can slow agentic workflows that reason and act across multiple steps. Faster inference enables developers to build agents and applications that remain responsive, even as they execute more sophisticated tasks. Designed for high-speed AI inference, the Cerebras Wafer-Scale Engine integrates compute and memory on a single wafer-scale processor. By reducing data movement and inter-chip communication, this design supports rapid token generation for long reasoning sequences and multi-step agentic workflows.

Cerebras Systems Shares Down to $109.80, Mixed Options Sentiment

Cboe data shows mixed options sentiment in Cerebras Systems Inc (CBRS), with shares down $1.02 near $109.80. Options volume roughly in line with average with 31k contracts traded and puts leading calls for a put/call ratio of 1.21, compared to a typical level near 0.82. Implied volatility (IV30) dropped 0.13 near 91.34,and below the 52wk median, suggesting an expected daily move of $6.32. Put-call skew flattened, suggesting a modestly bullish tone.Looking ahead: Cerebras Systems Inc (CBRS) will report earnings after the close on None.Option markets are pricing in a 50% probability of a move greater than 0.0% or $0.00.