Cerebras Asks Whether AI Scarcity Clears at 160 Dollars
Cerebras is asking public investors to buy AI scarcity at a higher price while OpenAI sits on both sides of the story.
Theo Kaplan
Bureau: San Francisco
Apple's Capital Return Puts Discipline on the Page
Apple's dividend calendar and capital-return filing give investors a concrete discipline story without needing succession tea leaves.
Apple's Buyback Starts After the Dividend Record Date
Apple has moved from announcing capital return to executing it as investors debate discipline versus defense.
SpaceX Filing Window Opens Beside Tesla's Related Party Revenue
A SpaceX prospectus would not arrive alone because Tesla has already put Musk-entity revenue on the page.
Brockman Testimony Puts OpenAI Partnerships on the Docket
OpenAI's partner web is no longer only a slide deck because trial testimony has moved it into investor diligence.
Cloudflare Cuts Staff While Selling Agentic AI
Cloudflare's layoff lands differently because the company is not selling retreat, it is selling AI operating leverage.
Pfizer's No Buyback Year Keeps Capital Discipline Clear
Pfizer is telling investors to look at dividends, debt and drug launches before repurchases return.