Cerebras Priced Above $160 With Three-Quarters of Its Revenue in Two Gulf Entities
Cerebras priced its IPO above $160 Wednesday night, 20x oversubscribed — and 86% of its 2025 revenue came from two UAE entities the S-1 buried in a risk factor.
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Altman Said Musk Demanded 90 Percent — Closing Arguments Are Thursday
Sam Altman testified under oath that Musk demanded 90% of OpenAI equity at founding; two incompatible creation stories are now on record as the trial closes Thursday.
Lionsgate Lost $46 Million and Its Theatrical Revenue Went Up 35 Percent
Lionsgate's theatres returned while the books didn't — the Starz separation is complete but the turnaround isn't.
Amazon Bundled Apple TV Plus and Peacock — the Streaming Revolution Became Cable
Amazon is now selling Apple TV+ and Peacock inside Prime Video — the bundle that streaming was built to destroy has been rebuilt by streaming.
Berkshire 13F Is Due Thursday — Apple Is the Position to Watch
Berkshire Hathaway's Q1 2026 13F filing is due Thursday May 15, the first under Greg Abel's operational leadership.
Cerebras Prices Above $160 and Debuts as CBRS on Nasdaq Thursday
Cerebras priced its IPO above $160 on 20x oversubscription; CBRS starts trading on Nasdaq Thursday morning.
OpenAI Holds Warrants on 33 Million Cerebras Shares Under Its $10 Billion Compute Deal
The Cerebras S-1 discloses OpenAI warrants on 33 million-plus shares tied to a $10 billion multi-year compute agreement with termination clauses.
Closing Arguments in the Musk-Altman Trial Are Thursday Morning
Altman testified under oath that Musk demanded 90 percent of OpenAI at founding — closing arguments reach the jury Thursday morning.
Aramco's Sell-Side Has Not Adopted the 2027 Normalization Horizon
Two days after Nasser named 2027, no major bank or analyst has written a note that adopts his timeline — the sell-side is still speaking in volatility, not in years.
Berkshire Files Its 13F on Thursday — the Apple Position Is What Changes Abel's Story
Berkshire's Q1 2026 13F is due Thursday — Greg Abel's first as CEO — and the Apple stake is the number that will define how the market reads the post-Buffett portfolio.
Musk and Altman Both Testified Under Oath — Their Founding Stories Are Incompatible
Two men under oath described OpenAI's founding purpose in ways that cannot both be true — and one of them runs the company.