---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42222377.md"
description: "Inference chip dark horse under pressure for correction; AI sector sentiment cooling drives profit-taking$Cerebras Systems Inc.(CBRS.US) fell 7% for two consecutive trading days. Even though investment banks raised their target price and maintained a bullish view, the stock price still couldn't escape the pressure from sector-wide correction.The divergence between investment banks and the marketAnalysts just raised the target priceMaintained a bullish rating unchangedBut the stock price fell under pressure insteadThe real killer: AI sector sentiment coolingIt's not that $Cerebras Systems Inc.(CBRS.US)'s fundamentals have problemsBut that the entire AI sector has entered a profit-taking cycleFunds taking profits at certain stages are suppressing valuationsThe nature of the correctionA short-term sentiment-driven adjustmentThe long-term logic remains completely unchangedThe architectural advantage of inference chips breaking the memory wall still holdsThe cost-effectiveness per Token still existsThe two-sided nature of the marketStocks with fast gains and high expectations get hit firstInvestment banks' bullishness has instead become a target for arbitrageThis is the pattern of rapid rotation in the AI sectorConsecutive declines are instead a signal to buy the dipFundamentals aren't broken, it's just short-term sentiment coolingThe story of the inference era isn't over, it's just entered a consolidation phase"
datetime: "2026-06-26T02:39:33.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42222377.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42222377.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42222377.md)
author: "[辰逸](https://longbridge.com/en/profiles/16318663.md)"
---

# Inference chip dark horse under pressure for corre…