WS #13951

20:06→20:32 UTC

From 497 msgs · 10 key-dev

Holding: newest synthesis is 84d 18h old

Cisco and Coherent beat on AI demand, while Cerebras missed on weak Q2, creating a split in AI hardware sentiment.

AI Hardware Earnings Divergence

Cisco and Coherent beat on AI demand, while Cerebras missed on weak Q2, creating a split in AI hardware sentiment.