Plus, Sam Altman looks poised for a legal win over Elon Musk & General Catalyst's strange ad campaign draws a16z's ire

Cerebras Systems’ $5.5 billion IPO and soaring semiconductor stocks underscore how investor attention has shifted from bitcoin to artificial intelligence in 2026.

Over the last decade, there were times when Cerebras investors could be forgiven for losing hope. The company, which was attempting the difficult and expensive task of developing…