Episode Details

Both Cisco Systems and Cerebras earnings reports showed two companies with bulging order books, but even that couldn’t satiate the markets appetite. Jon, Matt, and Tyler break down their respective earnings reports and look at some of the major challenges these companies will face and the challenges they present to investors. Plus, a lightning round of earnings reports on our favorite under-the-radar stocks.
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Tyler Crowe, Matt Frankel, and Jon Quast discuss:

• Cisco earnings. Strong hardware, weak software
• Cerebras, making sense of its confusing earnings
• Can innovations like Cerebras threaten the AI incumbants?
• Hidden Gems earnings lightning round

Companies discussed: CSCO, ANET, DELL, CRBS, NVDA, XMTR, MQ, TBBB
Host: Tyler Crowe
Guests: Matt Frankel, Jon Quast
Engineer: Bart Shannon

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