BNP Paribas praised Cerebras Systems' Supernova Day event, highlighting new partnerships with OpenAI, AWS, and AMD, and the high-performance CS-4 system. Analyst Karl Ackerman noted strong demand for low-latency inference and admired Cerebras' roadmap. Meanwhile, Mizuho Securities speculated Meta could become a customer soon. Following Mizuho's note, Cerebras shares dropped over 4%.