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Summary by ByteBrief

Cerebras Signs Microsoft AI Chip Deal

Cerebras Signs Microsoft as Cloud Customer

Cloudflare reports Q3 revenue up 39% YoY to $782.5M, above $737.2M est., a $34.1M net loss, and lifts its FY 2026 guidance; NET jumps 14%+ after hours (Elias Schisgall/Wall Street Journal)