Cisco Beats Estimates, Cerebras Reports Declines | Closing Bell
Спикеры
Carol Massar
— Ведущий, Bloomberg
Romaine Bostick
— Ведущий, Bloomberg
Isabelle Lee
— Репортер, Bloomberg
The panel recapped a mixed U.S. close with the S&P 500 near record highs and technology leading. AI-linked names such as CoreWeave, Nebius, and optical equipment makers outperformed, while Vestas rallied on raised guidance and a buyback. Decliners included Home Depot, U.S. Antimony, and Trump Media, and after the close Cisco beat guidance while Cerebras fell on weak margins.
- S&P 500 finished just shy of a record high with tech leading; the Dow was slightly lower.
- CoreWeave and Nebius rallied on strong AI cloud demand and better results.
- Optical equipment names Lumentum, Fabrinet, and Corning outperformed after Lumentum's strong report.
- Vestas Wind Systems jumped after raising profit guidance and announcing a buyback.
- U.S. Antimony fell after cutting its revenue outlook; Home Depot declined on CEO medical leave.
- Cisco beat fiscal Q4 results and guided well above expectations.
- Cerebras dropped after a Q2 revenue miss and sharp gross margin contraction.
- Restaurant earnings from Red Robin and Jack in the Box were mostly better, with shares rising after hours.
Идеи
AI cloud demand remains very strong.
CoreWeave surged after AI spending drove faster-than-expected sales growth, with Q3 sales guided to $3.45B-$3.6B, a $104B backlog, and post-quarter customer commitments suggesting AI demand remains strong. Nebius also reported Q2 revenue that beat estimates and is up 193% year-to-date.
AI optical equipment earnings beat expectations.
AI optical equipment names outperformed after Lumentum Holdings reported fiscal Q4 results that beat expectations and gave an outlook above analyst consensus; analysts are positive on the maker of optical equipment, and the strength pushed other names such as Fabrinet and Corning higher.
Vestas raised guidance and announced buyback.
Vestas Wind Systems rallied after lifting its full-year profit guidance and announcing a share buyback following a jump in turbine orders; investors are rewarding the company's turnaround.
US Antimony cut outlook, lower prices.
U.S. Antimony fell sharply after the mining company cut its full-year outlook for gross revenue and reported lower antimony prices, pressuring the critical minerals name.
Cisco beat and guided above estimates.
Cisco beat fiscal Q4 adjusted EPS and revenue, and its current-quarter and full-year guidance came in well above Street expectations, sparking an upside knee-jerk reaction in the stock.
Cerebras missed revenue and gross margin.
Cerebras Systems fell after Q2 revenue missed estimates and gross margin came in at 14% versus the 26.3% expected, raising questions even as cloud revenue beat. The stock had been up sharply into the print and was priced for higher expectations.
Далее
This Bloomberg Markets video, published August 12, 2026, features Carol Massar, Isabelle Lee, Romaine Bostick discussing CoreWeave, NEBIUS, FN, GLW, LITE, VWDRY, UAMY, CSCO, CBRS. 6 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Carol Massar, Isabelle Lee, Romaine Bostick · Tickers: CoreWeave, NEBIUS, FN, GLW, LITE, VWDRY, UAMY, CSCO, CBRS