Market Movers: Nvidia (NVDA), Cisco (CSCO), Cerebras, AST SpaceMobile (ASTS), and Ondas (ONDS) Lead Today’s Headlines

Executive Summary

• Nvidia receives U.S. approval to sell H200 chips to approximately 10 Chinese companies, though deliveries remain pending
• Cisco exceeds Q3 expectations, upgrades full-year guidance, and discloses $5.3 billion in AI-related orders for the current fiscal year
• Cerebras launches IPO at $185 per share, securing $5.55 billion in 2026’s biggest U.S. public offering
• AST SpaceMobile shares climb as AT&T, T-Mobile, and Verizon unveil collaborative satellite initiative
• Ondas Holdings delivers Q1 2026 revenue surge exceeding 1,000% compared to the prior year

Nvidia Receives Authorization for H200 Chip Exports to Chinese Firms

According to Reuters, U.S. officials have authorized approximately 10 Chinese enterprises to acquire Nvidia’s advanced H200 artificial intelligence processors.

The approved entities reportedly consist of Alibaba, Tencent, ByteDance, and JD.com.

Actual deliveries have not yet commenced. Regulatory export controls, U.S. stipulations, and China’s reluctance to depend on international semiconductor sources are creating delays.

Historically, China has represented a crucial revenue stream for Nvidia’s AI chip division. Any indication of restored market access typically influences investor perception rapidly.

Nvidia’s CEO Jensen Huang is allegedly advocating for advancement on this matter during current U.S.-China commercial negotiations. The central uncertainty revolves around whether Nvidia can reclaim substantial Chinese market presence without provoking additional regulatory constraints.

Cisco Surpasses Earnings Projections and Elevates Annual Guidance

Cisco disclosed third-quarter revenues totaling $15.84 billion, surpassing Wall Street projections.

The networking giant elevated its annual revenue projection to a range of $62.8 billion to $63 billion, representing an increase from the previous estimate of $61.2 billion to $61.7 billion.

Cisco revealed it has secured $5.3 billion in AI infrastructure contracts during the current fiscal period and anticipates reaching $9 billion before year-end.

Networking equipment orders surged over 50% year-over-year. Data-center switching demand increased by more than 40%.

Cisco simultaneously disclosed workforce reductions affecting nearly 4,000 positions as it reallocates investments toward AI capabilities, silicon development, optical technology, and cybersecurity solutions. Market participants concentrated on the robust order momentum rather than personnel cuts, driving shares upward.

Cerebras Launches IPO at $185, Securing $5.55 Billion

Cerebras Systems established its U.S. initial public offering price at $185 per share, generating $5.55 billion through the sale of 30 million shares.

This positions it as 2026’s largest U.S. IPO to date. The offering assigned Cerebras an estimated fully diluted valuation of approximately $56.43 billion.

Investor appetite reportedly surpassed available equity by over 20-fold. Cerebras manufactures purpose-built processors for AI model execution and is regarded by market observers as a potential competitor to Nvidia.

AST SpaceMobile Advances on Major Carrier Satellite Partnership

AST SpaceMobile experienced upward momentum following its endorsement of a proposed satellite collaboration among AT&T, T-Mobile, and Verizon.

The three telecommunications providers are constructing satellite-enabled direct-to-device capabilities designed to expand mobile network coverage and eliminate connectivity gaps nationwide.

This development aligns precisely with AST SpaceMobile’s satellite-to-cellular business strategy. Market participants are monitoring deployment schedules, telecom collaborations, and revenue projections.

Ondas Holdings Delivers Explosive Revenue Expansion Exceeding 1,000%

Ondas Holdings announced Q1 2026 revenues of $50.1 million, representing growth exceeding 1,000% year-over-year.

The expansion resulted from strategic acquisitions, international market penetration, and heightened demand throughout its autonomous systems and private wireless infrastructure segments.

The company disclosed a contract backlog totaling $457 million and increased its 2026 revenue projection to a minimum of $390 million. Ondas maintains operations spanning unmanned aerial systems, defense applications, autonomous technologies, and industrial wireless networking solutions.

The post Market Movers: Nvidia (NVDA), Cisco (CSCO), Cerebras, AST SpaceMobile (ASTS), and Ondas (ONDS) Lead Today’s Headlines appeared first on Blockonomi.