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But we saved everything 🙂.
Deirdre Bosa covers the largest IPO of the year, highlighting live interviews with the Cerebras CFO on the company’s first day as a public stock.
Additional commentary includes insights from Octahedron Capital’s analyst on the trade’s viability and perspectives from SambaNova’s CEO.
Bosa has recently reported on a surge in AI-focused dealmaking, including Long Lake’s take-private of Amex GBT and Anthropic’s agreement with SpaceX for compute capacity (link). She also covered executive remarks on how rapid capex expansion is challenging free cash flow as companies wait for revenue growth to catch up (link). These updates reflect ongoing themes in her reporting on technology and capital markets.