Wall Street Breakfast

AI chipmaker Cerebras Systems (CBRS) secures $5.55B in the year’s largest IPO. (00:13) Cisco (CSCO) announces layoffs with Q3 results. (01:04) Netflix (NFLX) brings back fan favorites, more NFL games, and Quasimodo at the 2026 Upfront event. (02:22)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: CSCO, DOCS, and moreUS clears Nvidia H200 sales to Alibaba, Tencent, ByteDance, and others, Reuters reportsXi asks Trump if U.S. and China can avoid ‘Thucydides Trap’ at high-stakes summitFord soars amid growing confidence that hyperscalers may use its energy storage businessSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.