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Cerebras's Reversal, Friday Stocks Retreat On Inflation, Stocks May Head Lower

By Seeking Alpha May 18, 2026 Bearish
Cerebras's Reversal, Friday Stocks Retreat On Inflation, Stocks May Head Lower
Cerebras debuted with extreme hype, surging to a $100B+ valuation on just two paying UAE customers, then swiftly dropped nearly 28%. CBRS trades at 134x trailing revenue—over five times Nvidia's multiple—despite heavy customer concentration and unproven large-scale production.
Cerebras debuted with extreme hype, surging to a $100B+ valuation on just two paying UAE customers, then swiftly dropped nearly 28%. CBRS trades at 134x trailing revenue—over five times Nvidia's multiple—despite heavy customer concentration and unproven large-scale production.