CBRS trimmed its gains to 2.5% on July 22, according to market data from BIT (bit.com), after climbing more than 18% at one point earlier in the session. The move came after Cerebras Systems announced a partnership with cybersecurity firm CrowdStrike. Under the deal, CrowdStrike will use Cerebras’ inference infrastructure to power the Falcon AI model and support AI detection and response on its inference platform. The companies did not disclose the contract value. The stock has been referred to in the report as an "Nvidia challenger."

Cerebras (CBRS), often described in the market as an Nvidia challenger, rose sharply during U.S. trading on July 22, with shares reaching an intraday high of $242 and the gain widening to 23%, according to monitoring data cited by BlockBeats. The move pushed CBRS back above its $185 IPO price. The day’s catalyst was a strategic partnership between Cerebras and CrowdStrike, with CrowdStrike set to use Cerebras inference infrastructure to power its Falcon AI Detection and Response model. The two companies did not disclose the contract value. CBRS had previously fallen below its IPO price after its first earnings report, when full-year core gross margin guidance came in below expectations. Hyperinsight data also showed that a so-called smart-money address beginning with 0xc262 opened a leveraged long position in CBRS on July 18 at an average price of $173.6. When CBRS on Hyperliquid rose to about $239.64 intraday, the 10x isolated-margin position briefly delivered a 380% return before easing back by press time.

CBRS fell 10% in a short-term move and was last trading at $215, according to data from MSX.COM cited by Odaily. The price move came after earlier news that cybersecurity company CrowdStrike had entered a partnership with AI chip company Cerebras Systems. Under the agreement, the two companies plan to bring AI-based detection and response capabilities to Cerebras’ high-speed AI inference platform. The collaboration is also intended to use Cerebras’ high-performance computing infrastructure to speed up inference for CrowdStrike’s artificial intelligence security products. The report did not provide more details on the price decline beyond the MSX.COM market data and the previously disclosed cooperation between the two companies.

According to data cited by Odaily and provided by MSX.COM, CBRS rose more than 24% shortly after the U.S. stock market opened and was quoted at $243 at the time of the update. The brief market note only disclosed the intraday move and the latest quoted price. It did not include additional details such as trading volume, earlier price levels, or broader market context. The report was published as a short market update, with the key focus on the size of the move and the latest price shown by the platform.

Binance Stocks has launched spot trading for Strategy's STRC perpetual preferred stock. Meanwhile, Strategy sold 3,588 BTC for $216 million to fund Digital Credit dividend payments, retaining 843,775 BTC and $2.55 billion in cash. STRC and MSTR rose in premarket trading.

More than a month after Binance launched its stock trading business on June 1, early usage data suggests the product has found real demand, though not broad-based adoption. Out of more than 7,000 tradable U.S. stocks and ETFs, over 700 have seen trading activity. As of the week ended July 1, Binance stock users added $193.3 million in net equity exposure, marking the second consecutive week above $190 million. The flow profile is highly concentrated. Emerging-market users accounted for 81% of net inflows, while technology absorbed 83% of weekly net inflows, led by AI memory and semiconductor names such as MU, MUU, SNDK, AMAT, and INTC. The data points to catalyst-driven, narrative-heavy behavior rather than long-term portfolio allocation, with users rotating quickly across themes including AI infrastructure, quantum computing, SpaceX, and defense. On the tokenized equities side, Binance’s bStocks appears to be finding product-market fit in off-hours trading. According to Binance Research, 44% of bStocks volume occurred outside regular U.S. market hours, and weekend trading still averaged roughly $346,000 per hour. However, while demand for on-chain tokenized stock exposure appears validated, a large share of that activity on BNB Chain is still flowing through third-party ecosystems such as Ondo, leaving bStocks’ standalone market share unclear.

More than a month after Binance launched its stock trading business on June 1, early data suggest the product has found real demand, though that demand is concentrated rather than broad-based. Out of more than 7,000 tradable U.S. stocks and ETFs, over 700 had seen trading within the first month, implying roughly 10% instrument participation. For the week ending July 1, users added $193.3 million in net stock exposure, marking the second straight week above $190 million, after $227.3 million the prior week. Binance Research said 81% of net inflows came from emerging markets, while nearly 93% of stock-trading users were from those regions. Flows were heavily tilted toward technology. In the same week, tech absorbed $159 million, or 83% of total net inflows, with AI memory and semiconductors leading after Micron’s earnings. On the tokenized side, bStocks, launched on June 11, showed a distinct use case in off-hours U.S. equity trading: 44% of volume occurred outside regular U.S. market hours, and weekend activity averaged about $346,000 per hour. Still, Binance’s market share in tokenized equities remains uncertain as much of the broader on-chain activity appears to be captured by third-party issuers such as Ondo.

Binance said it will add 10 bStocks tokenized securities as eligible collateral assets for Cross Margin, Multi-Asset Mode, and Portfolio Margin Pro starting at 21:30 (UTC+8) on July 7, 2026. At the same time, margin trading will be enabled for the corresponding bStocks pairs. The newly added instruments include Alphabet (GOOGLB), Qualcomm (QCOMB), Coinbase (COINB), State Street SPDR S&P 500 ETF Trust (SPYB), Western Digital (WDCB), Corning (GLWB), Nebius (NBISB), Semicon Bull 3X ETF (SOXLB), Roundhill Memory ETF (DRAMB), and Cerebras (CBRSB). According to the announcement, eligible users will be able to use these bStocks tokens as margin collateral, expanding the range of assets available for margin-backed trading on the platform.