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Cerebras stock crashes after earnings, but Wall Street sees long-term AI upside

Super Micro Computer stock continued its post-earnings rally Thursday while Cisco Systems —another hardware maker that has gotten an artificial-intelligence boost—fell hard. Super Micro stock surged 8% on Thursday to $40.63. Super Micro reported fiscal fourth-quarter financial results after the stock market closed Tuesday.

The space stock's post-earnings pullback isn't too meaningful.

Record backlog and margin expansion signal strong aerospace and defense demand.

Revenue beat forecasts at $215.2 million as power and memory markets show recovery signs.

Lowe's Companies earnings call and community investment draw investor attention Lowe's Companies (LOW) has set its Second Quarter 2026 earnings conference call for Wednesday, Aug. 19, and has also completed a five year, $100m hometown revitalization commitment. For investors watching Lowe's Companies stock, the scheduled earnings call and recent $20m in Community Impact Program commitments provide additional context for assessing how the business and its broader brand efforts are...

GE Vernova (GEV) is back in focus after its strong second quarter 2026 report, where the company highlighted higher orders, revenue growth, improved margins and raised guidance for both revenue and free cash flow. See our latest analysis for GE Vernova. GE Vernova’s share price is now at $1,039.90, with the year to date share price return of 53.03% and a 1 year total shareholder return of 64.31%. The weaker 90 day share price return of a 4.64% decline suggests some of that momentum has cooled...

Gene therapy developer advances three Phase III programs toward 2028 regulatory filings.

Record bookings and 1.6:1 book-to-bill ratio signal strong demand across key markets.

Ondas (NASDAQ:ONDS) reported record second-quarter revenue of approximately $83.8 million, up 67% sequentially and more than 13 times the level reported a year earlier, as the company expanded deliveries across its autonomous defense and security portfolio. Chairman and CEO Eric Brock said the comp

Intuitive Machines (NASDAQ:LUNR) reported second-quarter revenue of $206 million, more than four times its prior-year result, as the company expanded its satellite manufacturing, lunar-services and national-security operations. Management reaffirmed full-year revenue guidance of $900 million to $1 b

Cerebras Systems beats Q2 estimates as core revenues jump 103%, fueled by a 287% surge in cloud services and rapid adoption of fast inference.

Record retail performance and progress toward interactive profitability drive momentum.

Super Micro shares jump as $60 billion AI backlog powers stock rally

Strategic revenue surged 38% as Vector hit $1B run rate ahead of schedule.

Both earnings and revenue growth were the highest since 2021.

Nvidia-backed CoreWeave (CRWV) stock entered another earnings season with Wall Street looking for another quarter marred by heavy CapEx and losses. Analysts were looking at $2.56 billion in sales with an adjusted loss of $1.41 per share. Instead, CoreWeave delivered another sizeable double beat, ...

Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.

BTBT's revenues surge on cloud growth and new contracts, but heavy impairments, digital asset losses and interest costs drive a wider Q2 loss.

Moby summary of Bit Digital, Inc.'s Q2 2026 earnings call

Moby summary of Brookfield Corporation's Q2 2026 earnings call

ROST is poised for Q2 growth as value-driven demand, store expansion and stronger execution support sales and earnings.

Two optics companies beat earnings estimates and watched their stocks crater while rivals selling into the exact same AI demand surge went flying in the opposite direction. The divergence comes down to something buried in the cash flow disclosures that most headlines missed.

Moby summary of Telesat Corporation's Q2 2026 earnings call

Over the past six months, McDonald’s stock price fell to $273.75. Shareholders have lost 15.3% of their capital, which is disappointing considering the S&P 500 has climbed by 11.7%. This might have investors contemplating their next move.

Legence LGN (NASDAQ:LGN) reported record second-quarter results as demand for mission-critical building systems remained strong, led by data centers and technology projects, while the company raised its full-year revenue and adjusted EBITDA outlook. Revenue for the second quarter of 2026 totaled $1

JD.com (NASDAQ:JD) reported a 2.9% year-over-year decline in second-quarter revenue to RMB 346 billion, as sales of electronics and home appliances faced comparisons against a high prior-year base and pressure from rising upstream component costs. Despite the revenue decline, the company reported st

Record $5.8M revenue surged 470% YoY as military contracts accelerated.

Moby summary of Advanced Flower Capital Inc.'s Q2 2026 earnings call

Moby summary of Applied Industrial Technologies, Inc.'s Q4 2026 earnings call