Cerebras sells like hot chips

Wall Street Breakfast
AI chipmaker Cerebras Systems (CBRS) secures $5.55B in the year’s largest IPO. (00:13) Cisco (CSCO) announces layoffs with Q3 results. (01:04) Netflix (NFLX) brings back fan favorites, more NFL games, and Quasimodo at the 2026 Upfront event. (02:22)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: CSCO, DOCS, and more
US clears Nvidia H200 sales to Alibaba, Tencent, ByteDance, and others, Reuters reports
Xi asks Trump if U.S. and China can avoid ‘Thucydides Trap’ at high-stakes summit
Ford soars amid growing confidence that hyperscalers may use its energy storage business

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