2026年10月23日 13:52 · CNBC 快讯

I warned against buying this AI chip stock. Now I think it could nearly double

FactGuard 0 原文 ↗

排队等待分析

Cerebras has lost roughly 72% of its value since its peak, but contrarian tech investor Paul Meeks says its AI technology and massive backlog could fuel a comeback.

相关报告

CNBC 快讯 10月13日 18:38

90年代重仓该科技股的大股东Paul Meeks因AI再度看多，Flex宣布2027年分拆AI基础设施子公司Axiom

I was one of the biggest shareholders in this tech stock in the 1990s. I'm bullish again because of AI

Flex plans to spin off Axiom, its AI infrastructure business, in 2027. Paul Meeks sees upside as data center power deman…

FG 100 读报告 →

CNBC 快讯 ◆ 50 10月14日 19:03

交易者涌入CoreWeave泡沫看跌期权，neocloud板块重挫

Traders pile into 'bubble puts' on CoreWeave as neocloud stocks plunge

As a key corner of the artificial intelligence trade takes a beating on Wednesday, traders are betting it could get even…

FG 100 读报告 →

CNBC 快讯 10月23日 11:02

SpaceX 因人工智能业务获上调评级至看涨，分析师预计上涨70%

SpaceX bear flips to big bull because of AI business. Analyst now sees 70% gain

PhillipCapital moved its rating on the Elon Musk giant to buy from sell, with the bullishness stemming from the company'…

FG 100 读报告 →

CoinDesk 加密 10月19日 11:05

科技期货在5.5%急跌后反弹，比特币触及83000美元后回落，芯片股领涨但本周AI财报仍是关键考验

Live updates: Bitcoin tags $83,000 and slips back as chip stocks lead a rebound

Tech futures bounced after last week’s 5.5% rout, and bitcoin followed them up before sellers knocked it back. Earnings…

FG 75 读报告 →

CNBC 快讯 10月13日 16:44

AI交易正在出现裂缝——获利之道

The AI trade is cracking. Here's how to profit

Despite the Magnificent Seven making record highs, the The AI trade is showing signs of cracks. But there may be an oppo…

FG 100 读报告 →

90年代重仓该科技股的大股东Paul Meeks因AI再度看多，Flex宣布2027年分拆AI基础设施子公司Axiom

I was one of the biggest shareholders in this tech stock in the 1990s. I&apos;m bullish again because of AI

交易者涌入CoreWeave泡沫看跌期权，neocloud板块重挫

Traders pile into &apos;bubble puts&apos; on CoreWeave as neocloud stocks plunge

SpaceX 因人工智能业务获上调评级至看涨，分析师预计上涨70%

SpaceX bear flips to big bull because of AI business. Analyst now sees 70% gain

科技期货在5.5%急跌后反弹，比特币触及83000美元后回落，芯片股领涨但本周AI财报仍是关键考验

Live updates: Bitcoin tags $83,000 and slips back as chip stocks lead a rebound

AI交易正在出现裂缝——获利之道

The AI trade is cracking. Here&apos;s how to profit

I was one of the biggest shareholders in this tech stock in the 1990s. I'm bullish again because of AI

Traders pile into 'bubble puts' on CoreWeave as neocloud stocks plunge

The AI trade is cracking. Here's how to profit