Cerebras Systems, Securitize, Stubhub Holdings And Other Big Stocks Moving Lower In Thursday’s Pre-Market Session

Shares of semiconductor and chip companies are trading lower amid rising oil prices and bond yields, prompting inflation concerns. Also, declining memory chip companies may weigh on the broader industry.

B. Riley Securities Maintains Neutral on Alpha & Omega, Lowers Price Target to $34

B. Riley Securities analyst Craig Ellis maintains Alpha & Omega (NASDAQ:AOSL) with a Neutral and lowers the price target from $38 to $34.

Alpha and Omega Semiconductor shares are trading lower after the company reported Q4 financial results. Also, Needham lowered its price target from $50 to $45.

CBRS vs. AMD: Which Stock Leads the AI Infrastructure Boom?

Cerebras Systems and Advanced Micro Devices are both benefiting from AI infrastructure growth. While AMD offers greater scale, profitability and diversification with Data Center revenues more than doubling, Cerebras appears to have an edge with faster growth expectations, $25.4B in remaining performance obligations, and strong partnerships with OpenAI and AWS. Cerebras expects core revenues to more than triple in 2027, though it remains unprofitable with customer concentration risks.

Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought

Cathie Wood's Ark Invest added to positions in Broadcom, Cerebras Systems, and Cloudflare on Wednesday, taking advantage of market pullbacks. All three stocks have declined 14-53% from recent all-time highs but show strong revenue growth and business fundamentals, with Broadcom expected to report 85% revenue growth and Cerebras showing 74% growth despite customer concentration concerns.

CrowdStrike Posts Best Quarter Ever, but Cathie Wood's Ark Sells Shares Amid Cloudflare, Cerebras Buys

On Wednesday, Aug. 26, 2026, Ark Invest sold CrowdStrike and AMD shares after CrowdStrike's record quarter.