Business

Cerebras and CoreWeave Report Earnings

Updated 2026-08-12 20:25 UTC 1 source Positive

Cerebras Systems raised its full-year outlook after a better-than-expected second-quarter revenue report. Meanwhile, CoreWeave is seeing strong demand for six-year-old Nvidia chips, justifying current AI capital expenditures.

Coverage timeline — 2 articles

CNBC

CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks

CoreWeave is seeing strong demand for six-year-old Nvidia chips, helping justify all the current AI capex.

2026-08-12 20:16 UTC

CNBC

Cerebras raises full-year outlook, but stock drops after second earnings report following IPO

Cerebras Systems reported better-than-expected second-quarter revenue and and raised its full-year guidance.

2026-08-12 20:19 UTC