EPISODE · Aug 15, 2026 · 11 MIN
CBRS Volatile IPO: Addressing NVDA Competition, Supply Constraints & Partnerships
from Schwab Network · host Schwab Network
This week's Tech Corner turns to a recent entry into the public trading space: Cerebras (CBRS). Rick Ducat turns to the various headwinds and tailwinds facing the company as it seeks to become a worthy competitor to Nvidia (NVDA). Partnerships with other chipmakers like AMD Inc. (AMD) give it plenty of muscle but reliance on chip development from TSMC (TSM) raise investor concerns. Rick also turns to technical analysis of the Cerebras' post-IPO stock and options activity. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
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CBRS Volatile IPO: Addressing NVDA Competition, Supply Constraints & Partnerships
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