WS #13954

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Cisco, Cerebras, Coherent, CoreWeave, Nebius report mixed results; CoreWeave surges on strong backlog, Cerebras plunges on revenue miss. US July CPI at 3.4% YoY, 0.1% MoM, in line with estimates, easing Fed hike fears and supporting tech/growth stocks.

AI infrastructure earnings season

Cisco, Cerebras, Coherent, CoreWeave, Nebius report mixed results; CoreWeave surges on strong backlog, Cerebras plunges on revenue miss.

US July CPI at 3.4% YoY, 0.1% MoM, in line with estimates, easing Fed hike fears and supporting tech/growth stocks.

Full world state #13954

AI infrastructure earnings season — World state #13954 · River