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August 13, 2026

Thursday, August 13, 2026: Cisco CSCO Q4 FY2026: AI Orders Hit $9.3B, Network Infrastructure Cycle Deepens

The Daily Briefing · Thursday, August 13, 2026
Cisco CSCO Q4 FY2026: AI Orders Hit $9.3B, Network Infrastructure Cycle Deepens
Cisco CSCO Q4 FY2026: AI Orders Hit $9.3B, Network Infrastructure Cycle Deepens
Cisco Q4 FY2026 revenue rose 18% year-over-year to $17.3B; non-GAAP EPS of $1.22 beat guidance by a wide margin.
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Also today
Japan Yields at Multi-Decade Highs as USD/JPY Holds 159.30
Japan Yields at Multi-Decade Highs as USD/JPY Holds 159.30
Japan's 10-year JGB yield hit 2.880%, a 29-year peak; the 30-year reached 3.99% on August 12.
Oil Climbs as Hormuz Talks Stall and Bab al-Mandab Strait Turns Deadly
Oil Climbs as Hormuz Talks Stall and Bab al-Mandab Strait Turns Deadly
Houthis killed six crew members aboard the Egyptian cargo ship Tihamah in the Bab al-Mandab Strait on August 12, the region's deadliest shipping attack since the U.S.-Israel war on Iran began.
U.S. CPI-U Holds at 3.4% Annual Rate in July 2026
U.S. CPI-U Holds at 3.4% Annual Rate in July 2026
CPI-U rose 3.4% over the 12 months through July 2026, not seasonally adjusted, with the index unchanged month-over-month.
Fed's July CPI Test: Hold Signal or False Calm?
Fed's July CPI Test: Hold Signal or False Calm?
July CPI rose 0.1% month-on-month and 3.4% year-on-year, matching consensus and down from June's 3.5%
Nebius Q2 2026: Revenue Surges 454%, EBITDA Turns Positive
Nebius Q2 2026: Revenue Surges 454%, EBITDA Turns Positive
Nebius Group posted $582 million in Q2 2026 revenue and its first meaningful positive adjusted EBITDA as the AI infrastructure provider scales GPU capacity toward a $50-billion contracted backlog.
CoreWeave Tops Q2 Estimates; Cerebras Finds Post-IPO Floor
CoreWeave Tops Q2 Estimates; Cerebras Finds Post-IPO Floor
CoreWeave Q2 2026 revenue rose 112% year-over-year to $2.58B; full-year guidance raised to $12.4B–$13.2B.
More headlines
Kospi Surges 4.8%, Samsung Chips and SK Hynix Lead $2B Foreign Bid
Kospi surged as much as 4.8% intraday, closing up 3.68% at 6,579.04, its biggest single-session gain in weeks.
Super Micro Books $60B Backlog on SpaceX-xAI Build
Super Micro received more than $60 billion in new orders in Q4 fiscal 2026, pushing FY2027 revenue guidance to $65 billion–$72 billion.
Video of the day
What Is Deleveraging?
What Is Deleveraging?
The Daily Briefing from Pomegra. AI-curated market news, educational content only. Nothing here is investment advice.
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← Newer Friday, August 14, 2026: Iran: Hormuz Strait Stays Closed Until Demands Met Older → Wednesday, August 12, 2026: TTD Q3 2026: Revenue Guidance Down 12%, Margins Crater
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