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Cerebras Stumbles After Earnings Report, Lakers Sell for Record $12.5 Billion

Market update for Thursday August 13, 2026

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In today’s episode, Zaid covers:

The comeback in the AI trade as CoreWeave, Super Micro, and other infrastructure names rally

Cerebras earnings and why the stock fell despite strong growth and raised guidance

Super Micro’s monster AI server forecast and Cisco’s disappointing AI outlook

The Lakers selling again for a record $12.5 billion amid scrutiny surrounding Mark Walter’s…

The skinny

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