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

The Rundown

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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 business empire

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

The Rundown

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