If You're Only Buying ONE AI Stock, This Should Be It Hosted by Bridget BennettAugust 16, 2026Add As Preferred SourceShareShareShare This VideoLink copied to clipboard. Play video for If You're Only Buying ONE AI Stock, This Should Be ItDetailsGuestsGet the FREE Report on 7 stocks that could be bigger than Tesla, Nvidia, and Google at https://www.marketbeat.com/y/yt963/If you could only buy one AI stock right now, could this be it? MarketBeat Analyst Thomas Hughes joins the show for a deep dive on a company that IPO'd earlier this year and just posted a rough earnings report... but Thomas explains why the sell-off is completely missing the bigger story.Thomas breaks down why this company plays a critical role in AI inference (the next major phase of the AI boom), how its chip technology sidesteps the memory bottlenecks plaguing the rest of the industry, and why its multi-billion dollar backlog suggests the growth story is just getting started. He also covers the risks, including the staggered lockup period and what it means for near-term volatility.View Bridget's Buys here: https://www.marketbeat.com/bridget📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks.Chapters: 0:00 Intro - A New Contender in the AI Hardware Race0:57 Earnings Misses and Market Volatility1:54 Navigating Staggered Lockup Periods4:28 The Role of Inference in AI13:05 Evaluating Valuation and Future GrowthDISCLAIMER: MarketBeat’s videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.Get the Offer Stocks Mentioned in This EpisodeCompanyMarketRank™Current PriceDividend YieldP/E RatioCBRSCerebras Systems2.6668 of 5 stars$252.36+15.2%N/AN/A Add This Stock to My Watchlist Bridget Bennett, HostDigital Media Producer, MarketBeatAlways the talker, Bridget Bennett turned her passion for people and sharing stories into a career in communications. She started working as a journalist in high school at her local county paper in Ellendale, North Dakota. After moving to Dallas for college at Southern Methodist University, she quickly fell in love with visual storytelling and started her career as a news anchor and reporter.Bridget brings her 12 years of experience in broadcast writing and video production to the MarketBeat content team. She's also an energetic, creative thinker and lifelong learner, so she's always bringing new ideas. Bridget is thrilled to be part of an innovative team that is constantly looking to create useful content people can connect with.When she's not working, Bridget is a busy mom of three and can be found at just about every activity or outing in town. She is also an adoption and foster care advocate and helps support foster children and families through her nonprofit volunteer work. She and her husband, Jason, grew up together and have spent their lives exploring the world through travel, hiking and ministry.Thomas Hughes, GuestMarketBeat Contributor, MarketBeatThomas got his start with the markets while working as a Chef. In 2005 a chance invitation to attend the seminar “How To Buy And Sell Your Own Stocks” altered his worldview. Soon trading and stocks consumed his every waking moment to the point of excluding all else. Thomas now enjoys a much different lifestyle engaged in his true passion, uncovering great investments.Previous VideoAll Videos Subscribe on YouTube Don't Miss a Video Subscribe to watch the latest stock market videos from MarketBeat. We empower investors to make better trading decisions by providing real-time financial data and objective market analysis. Subscribe on YouTube Listen to MarketBeat Other Platforms Recent VideosIf You're Only Buying ONE AI Stock, This Should Be ItMarketBeat TV | August 16, 2026Watch VideoGET READY! 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Hosted by Bridget BennettAugust 16, 2026Add As Preferred SourceShareShareShare This VideoLink copied to clipboard. Play video for If You're Only Buying ONE AI Stock, This Should Be ItDetailsGuestsGet the FREE Report on 7 stocks that could be bigger than Tesla, Nvidia, and Google at https://www.marketbeat.com/y/yt963/If you could only buy one AI stock right now, could this be it? MarketBeat Analyst Thomas Hughes joins the show for a deep dive on a company that IPO'd earlier this year and just posted a rough earnings report... but Thomas explains why the sell-off is completely missing the bigger story.Thomas breaks down why this company plays a critical role in AI inference (the next major phase of the AI boom), how its chip technology sidesteps the memory bottlenecks plaguing the rest of the industry, and why its multi-billion dollar backlog suggests the growth story is just getting started. He also covers the risks, including the staggered lockup period and what it means for near-term volatility.View Bridget's Buys here: https://www.marketbeat.com/bridget📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks.Chapters: 0:00 Intro - A New Contender in the AI Hardware Race0:57 Earnings Misses and Market Volatility1:54 Navigating Staggered Lockup Periods4:28 The Role of Inference in AI13:05 Evaluating Valuation and Future GrowthDISCLAIMER: MarketBeat’s videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.Get the Offer Stocks Mentioned in This EpisodeCompanyMarketRank™Current PriceDividend YieldP/E RatioCBRSCerebras Systems2.6668 of 5 stars$252.36+15.2%N/AN/A Add This Stock to My Watchlist Bridget Bennett, HostDigital Media Producer, MarketBeatAlways the talker, Bridget Bennett turned her passion for people and sharing stories into a career in communications. She started working as a journalist in high school at her local county paper in Ellendale, North Dakota. After moving to Dallas for college at Southern Methodist University, she quickly fell in love with visual storytelling and started her career as a news anchor and reporter.Bridget brings her 12 years of experience in broadcast writing and video production to the MarketBeat content team. She's also an energetic, creative thinker and lifelong learner, so she's always bringing new ideas. Bridget is thrilled to be part of an innovative team that is constantly looking to create useful content people can connect with.When she's not working, Bridget is a busy mom of three and can be found at just about every activity or outing in town. She is also an adoption and foster care advocate and helps support foster children and families through her nonprofit volunteer work. She and her husband, Jason, grew up together and have spent their lives exploring the world through travel, hiking and ministry.Thomas Hughes, GuestMarketBeat Contributor, MarketBeatThomas got his start with the markets while working as a Chef. In 2005 a chance invitation to attend the seminar “How To Buy And Sell Your Own Stocks” altered his worldview. Soon trading and stocks consumed his every waking moment to the point of excluding all else. Thomas now enjoys a much different lifestyle engaged in his true passion, uncovering great investments.Previous VideoAll Videos Subscribe on YouTube Don't Miss a Video Subscribe to watch the latest stock market videos from MarketBeat. We empower investors to make better trading decisions by providing real-time financial data and objective market analysis. Subscribe on YouTube
