
Today’s earnings update is packed as we sift through Q2 earnings for CoreWeave, Nebius, and WhiteFiber. Plus, CoreWeave CDO Brannin McBee joins us to unpack the company’s banner Q2 beat.
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Today’s earnings update is packed as we sift through Q2 earnings for CoreWeave, Nebius, and WhiteFiber. Plus, CoreWeave CDO Brannin McBee joins us to unpack the company’s banner Q2 beat.

Securitize, the BlackRock-backed tokenization firm, said its second-quarter losses widened from a year ago, hit by a sharp downturn in the broader crypto market. Quarterly revenue fell 5% to $14.4 million from $15.3 million in the year-ago period. It made its public debut on the New York Stock Exchange last month after merging with a special-purpose acquisition company sponsored by Cantor Fitzgerald.

U.S. stocks were mixed as deadlock in the Middle East offset relatively benign consumer-inflation data and an artificial-intelligence earnings bonanza.

AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.

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By Jamie McGeever ORLANDO, Florida, Aug 12 (Reuters) - Upbeat tech earnings pushed the Nasdaq, S&P 500 and MSCI All Country indices to within a whisker of their all-time highs on Wednesday, while

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Investing.com -- Cerebras Systems Inc (NASDAQ:CBRS) shares fell 14% in after-hours trading Wednesday after the AI infrastructure company reported second quarter results that missed analyst expectations on both earnings and revenue.

Moby summary of Kornit Digital Ltd.'s Q2 2026 earnings call

Wall Street stocks mostly gained following slightly better US consumer pricing data but an uptick in Treasury bond yields suggested lingering unease about inflation.But yields on the 10- and 30-year US Treasury bonds climbed after the federal consumer price index (CPI) report, showing "market participants are still looking for inflation to continue," said Briefing.com analyst Patrick O'Hare.

Coherent beat earnings and revenue estimates and offered a stronger-than-expected outlook as demand for its optical-networking technology grows with AI infrastructure.
Coherent reported fourth-quarter results that exceeded analyst expectations, with adjusted earnings per share of $1.74 beating the consensus estimate of $1.62 by $0.12. Revenue reached $2.05 billion, surpassing the $1.98 billion estimate and marking a 34% increase YoY.

Cisco stock rose amid fiscal Q4 earnings and revenue that topped estimates while the company's fiscal 2027 sales outlook came in above views.

The company continued to receive billions of dollars in orders from artificial-intelligence hyperscalers.

Bending Spoons, an acquisitive digital media and software company, has enjoyed a strong stock market debut. Analysts expect it will report revenue of $683 million for the second quarter and earnings per share of 27 cents.

Cerebras Systems beat Wall Street's adjusted sales target for the second quarter and guided well above views for the full year.
More than $40 billion in customer commitments strengthened the case for Nebius's capital-intensive data-center expansion.

Investors can’t get enough of ETFs, which use derivatives to give stocklike returns or regular income while limiting the downside.
US equity indexes ended mixed Wednesday amid stock gains by some major technology stocks and a four-

Options pricing suggests Applied Materials shares will sink after Q2 earnings on Aug. 13. Here’s why the derivatives market recommends caution on AMAT stock.

A tame July CPI report lowered odds that the Fed will hike rates in September, while strong AI earnings boosted the broad market.

Cisco Systems forecast fiscal 2027 revenue above Wall Street expectations on Wednesday, signaling confidence that strong demand for its AI networking gear will continue to power growth. The networking giant expects annual revenue between $72.2 billion and $73.4 billion, compared with analysts' average estimate of $68.69 billion, according to data compiled by LSEG.

Cerebras Systems raised its annual revenue and gross margin forecasts on Wednesday, buoyed by robust demand for its chips from companies ramping up data-center capacity to power AI services. The chip designer is banking on growing demand for inference, the data crunching that occurs when a user queries a chatbot, as it seeks to challenge Nvidia's dominance in the AI processor market. Cerebras' flagship wafer-scale engine (WSE) is a single chip the size of a dinner plate containing trillions of transistors, a design that it says is more efficient than connecting thousands of smaller graphics processors together, as Nvidia does.

Constellation Software (TSE:CSU) used its second-quarter conference call to outline its approach to artificial intelligence, vertical-market organization and acquisitions, while executives addressed recent organic-growth pressure tied to several acquired businesses and comparison effects. President
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