Cerebras IPO Valuation Update: OpenAI Deal Powers AI Decacorn Toward ~$2.5B Revenue in 2027.
Cerebras Systems has once again filed their S-1 to go public. Given their $20B contract with OpenAI, hyper-growth profile and solid balance sheet,...
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Quiddity Leaderboard STAR 50/100 Jun26: Discretionary Powers and Borderline Eligibility Issues
There are two large cap ADDs that could be fast-tracked into the index but the index provider could use discretionary powers to overrule them....
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Knowledge Atlas (2513 HK) & MiniMax Group (100 HK): Comparison, Debuts and Implications
​Debut of Knowledge Atlas is lukewarm, trading close to fair value at 37.8x P/S for FY27, while MiniMax's B2C focus and strong revenue growth...
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