Episode 185: Today, Ann dives into the demand for AI through the lens of the upcoming Cerebras IPO – on track to raise up to $4.8 billion at a valuation just shy of $50 billion. Then, we unpack earnings from Birkenstock and Alibaba – why one stock is falling while the other is on the rise. Also: Rent the Runway loses its founder and geothermal company Fervo Energy gets a warm welcome to the public market. Finally, we take a question from the audience and dive into Corning – and why its latest AI partnership may not be so out of the blue.  

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