Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration
Published . Updated .
Cerebras shares hit an all-time low due to pressure from chip giant Nvidia, plus a post-lockup selloff.
Directly affected
- NVDA Nvidia
Named in this report.
Indirectly affected
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- SOXX iShares Semiconductor
A fund of semiconductor companies
- QQQ Invesco QQQ
Big tech moves with chip-supply risk
- AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS
GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
Cerebras shares hit an all-time low due to pressure from chip giant Nvidia, plus a post-lockup selloff.
Source: CNBC Top
Nvidia (NVDA) since this story, compared with the market
Since the first closing price after “Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration,” Nvidia (NVDA) is -9.21%. The S&P 500 fund (SPY) is -1.08% over the same days, a -8.13% difference versus the market.
Filings that name Nvidia (NVDA) around 2 Oct 2026
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 4 days before publication, inside 30 days. The filing is listed beside the story “Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration.”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 9 days before publication, inside 30 days. The filing is listed beside the story “Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration.”
- Rohit Khanna buy Nvidia (NVDA) ($1,001 - $15,000). That is 9 days before publication, inside 30 days. The filing is listed beside the story “Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration.”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 10 days before publication, inside 30 days. The filing is listed beside the story “Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration.”
- Rohit Khanna sell Nvidia (NVDA) ($1,001 - $15,000). That is 28 days before publication, inside 30 days. The filing is listed beside the story “Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration.”
- Daniel Meuser sell Nvidia (NVDA) ($1,001 - $15,000). That is 32 days before publication, inside 60 days. The filing is listed beside the story “Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration.”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 38 days before publication, inside 60 days. The filing is listed beside the story “Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration.”
- Gilbert Cisneros sell Nvidia (NVDA) ($1,001 - $15,000). That is 45 days before publication, inside 60 days. The filing is listed beside the story “Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Nvidia (NVDA)
Companies tied to this story
- NVDA Nvidia
For “Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration,” Nvidia (NVDA) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names NVIDIA CORPORATION in the headline; GA resolved that company to NVDA
- AOSL Alpha & Omega Semiconductor
For “Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- GCTS GCT Semiconductor Holding
For “Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration,” GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- NVTS Navitas Semiconductor
For “Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration,” Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ON On Semiconductor
On Semiconductor (ON) is linked, with no stored direction, medium confidence in the 2 Oct 2026 story “Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration.” Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSEM Tower Semiconductor
For “Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration,” Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSM Taiwan Semiconductor Manufacturing
In “Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Nvidia (NVDA)
On 2 Oct 2026, “Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration” is the story that connects Nvidia (NVDA) to this story.
For Nvidia (NVDA), the reason on file says The reported development directly names NVIDIA CORPORATION in the headline; GA resolved that company to NVDA
Also listed, Alpha & Omega Semiconductor (AOSL): GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates in the story, and the Nvidia (NVDA) price range
AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. GCTS traded between 1.51 and 2.26 across 20 sessions. The latest close on file is 1.51. NVDA traded between 212.87 and 243.34 across 20 sessions. The latest close on file is 217.09.
A simple score for Nvidia (NVDA)
46 out of 100
“Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.