The Brutalist Report

MarketWatch

• Therese Poletti's Tech Tales: Startup Cerebras stands out in the high-risk AI chip arena: ‘No one has built a chip this big’ [1003d]
• : As AI matures, Nvidia won’t be the only pick-and-shovel company to thrive, BofA analysts say [1003d]
• The Ratings Game: Amazon faces a near-term cloud — but this analyst sees far sunnier days ahead [1003d]
• Earnings Results: Victoria’s Secret’s stock rallies on more upbeat third-quarter forecast, but retailer says its products don’t stand out enough [1003d]
• Banking: Goldman Sachs sheds GreenSky lending platform but still faces lack of low-cost deposits, analyst says [1003d]