Aug 13, 2026 · 29 min
Strong orders fail to lift Cisco and Cerebras shares
Cisco & Cerebras Orders up, Stocks Down
The episode examines what investors may be missing when solid demand and AI exposure fail to translate into stock gains.
- 1Cisco’s hardware momentum contrasts with weaker software performance, complicating the case for its AI opportunity.
- 2Cerebras’s unusual reporting and specialized chip design raise questions about how it can challenge NVIDIA.
- 3The lightning round turns to overlooked businesses including Xometry, Marqeta, and BBB Foods.
Don't miss
The hosts unpack how Cerebras’s unusual reporting and specialized large-chip design could position it against NVIDIA.
The brief
Tyler Crowe, Matt Frankel, and Jon Quast open on an earnings season where strong beats often fail to reward shareholders, using Cisco’s results to examine valuation, AI exposure, and remaining obligations.
Cisco’s hardware strength stands against weaker software performance, while its stock reaction invites comparison with Dell and raises a broader question about what investors now reward.
Cerebras brings a different challenge: its unusual reporting, large AI chips, manufacturing growth, and guidance frame a specialized alternative to NVIDIA’s approach to AI computing.
The discussion closes with a hidden-gems lightning round on Xometry’s manufacturing marketplace, Marqeta’s payment infrastructure and Block concentration, and BBB Foods’ discount-grocery model.
Featuring
Cisco Systems, Inc.
Cerebras Systems
Nvidia Corporation
Dell TechnologiesListen to the full episode and explore every guest, topic, and moment on PodLume.