Cerebras Opens at 185 on 86 Percent UAE Concentration and the Public Market Now Votes
The biggest US IPO of the year prices $25 above the top of its raised range, and the customer-concentration line in the S-1 is now a public number.
Theo Kaplan
Bureau: San Francisco
April CPI Was 3.8 Percent and Stagflation Became Wall Streets Baseline Word
Energy drove 40% of the April gain, real wages turned negative, and three big shops put stagflation on their letterheads in the same news cycle.
Closing Arguments in Musk Versus Altman, the Jury Is Advisory and the Judge Decides
Thursday morning closings in Oakland end the trial, but the nine-person jury's verdict is non-binding and the judge issues the actual ruling on her own clock.
Vercel Confirms a Second Wave of Compromised Accounts and Flags an Architecture Problem
The KB bulletin update names additional compromised accounts and a separate, earlier set, and the architectural disclosure is that non-sensitive environment variables were stored in plaintext at rest.
Meta's MCI Tool Tracks Google, LinkedIn, GitHub, Slack and Wikipedia Keystrokes
The internal memo names the third-party sites Meta will log to train AI agents, and the US-employees-only scope is the GDPR tell.
Huang Flew to Beijing After Trump Called Him Tuesday
Nvidia's CEO was added to the Trump delegation hours after he was left off and the H200 sale that approval was supposed to enable still has not happened.
Berkshire 13F Lands Friday Not Thursday and the May 2 10-Q Already Named the Banks Line
The 45-day rule from March 31 puts the first Abel-era 13F at Friday's closing bell, not Thursday's, and the 10-Q already telegraphed the financials trim.
Apple Sits Inside Berkshire's 13F, the Glasswing Launch and the Trump Delegation This Week
One company occupies three different paper stories this week — the most-trimmed Berkshire holding, a Glasswing launch partner, and Tim Cook in Beijing with Trump.
Waymo Recall Is 3,791 Vehicles and the Disclosure Is the Fleet Number Itself
The NHTSA recall filing inadvertently published Waymo's first hard fleet count, nearly doubling the September 2025 number, while the OTA fix is still in development.
The First Cerebras Note That Names UAE Concentration Wins the Day-One Coverage
Book-runners are in a 25-day quiet period, so the first analytical floor for CBRS will be set by Needham, Wedbush, TD Cowen or Rosenblatt — and the test is whether MBZUAI gets named.
The Warsh Fed Takes Over Friday and the FOMC Clock Now Runs Against 3.8 Percent CPI
Kevin Warsh becomes Fed chair Friday on a 54-45 vote with Powell staying on the Board, and the first FOMC under Warsh meets against April CPI at 3.8 percent and a Brent war premium.
Vercel Customers Now Include OpenAI, Cursor and Pinterest and the Blast Radius Is Named
Vercel's public customer roster includes OpenAI, Cursor, Pinterest and Bose, and the OAuth supply-chain attack puts each inside the blast radius of an AI productivity tool a single employee adopted.