# Cerebras Targets $34B IPO Valuation, Hims Shares Tank on EPS Miss Page: https://stenobird.com/podcast/the-rundown-6758831/cerebras-targets-34b-ipo-valuation-hims-shares-tank-on-eps-miss Text version: https://stenobird.com/podcast/the-rundown-6758831/cerebras-targets-34b-ipo-valuation-hims-shares-tank-on-eps-miss.md Podcast: [The Rundown](https://stenobird.com/podcast/the-rundown-6758831) Published: 2026-05-12T16:08:07+00:00 Episode link: https://podcasters.spotify.com/pod/show/the-rundown6/episodes/Cerebras-Targets-34B-IPO-Valuation--Hims-Shares-Tank-on-EPS-Miss-e3j93e2 Audio file: https://traffic.megaphone.fm/APO7816534115.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/cerebras-targets-34b-ipo-valuation-hims-shares-tank-on-eps-miss Duration seconds: 650 ## Resource Market update for Tuesday May 12, 2026 Check out the Public app for incredible investing tools and to support the show ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: April CPI coming in hot at 3.8%, the highest inflation reading since May 2023 eBay rejecting GameStop’s $55B+ takeover offer Cerebras raising its IPO price range as AI chip demand heats up Wendy’s stock surging on reports Nelson Peltz may pursue a take-private bid Hims & Hers shares falling after its GLP-1 pivot comes with higher costs Netflix revealing it spent $135B on films and TV shows over the past decade ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/cerebras-targets-34b-ipo-valuation-hims-shares-tank-on-eps-miss/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-rundown-6758831/cerebras-targets-34b-ipo-valuation-hims-shares-tank-on-eps-miss.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.