Cisco is becoming a bigger beneficiary of the AI buildout as demand for networking equipment accelerates, while Super Micro raised expectations for another huge year of server growth. Goldman Sachs also made a multibillion-dollar push into active ETFs as Wall Street looks for new ways to capture investor demand.
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Futures at a Glance📈
Futures are edging higher as cooling consumer inflation keeps rate-hike fears in check. Traders are now turning to Thursday’s producer-price report for the next Fed clue, while U.S.-Iran uncertainty around the Strait of Hormuz keeps oil and geopolitics in the background.
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What to Watch
Earnings (Premarket):
· Brookfield Corporation [BN]
· JD.com, Inc. [JD]
· Bending Spoons S.p.A. [BSP]
· Tapestry, Inc. [TPR]
· Ascendis Pharma A/S [ASND]
Earnings (Aftermarket):
· Applied Materials, Inc. [AMAT]
· Nu Holdings Ltd. [NU]
· Credicorp Ltd. [BAP]
· QXO, Inc. [QXO]
Economic Reports:
· Cleveland Fed President Beth Hammack speech: 8:15 am
· Initial jobless claims: 8:30 am
· Producer price index (July): 8:30 am
· Core PPI (July): 8:30 am
· PPI year over year: 8:30 am
· Core PPI year over year: 8:30 am
· Richmond Fed President Tom Barkin speech: 8:40 am
Elite Trade Club Insider
$123.5 Million Sold After An Earnings Surge While A Biotech Fund Bought $34.9 Million At IPO
You’re looking at one software stock fresh off a huge post-earnings rally and one biotech that only started trading last week. Elite Trade Club Insider readers are seeing the distinction behind the dollar signs: an activist-linked fund just sold $123.5 million after the market aggressively rerated its winner, while a specialist healthcare investor committed $34.9 million at the IPO price before the first major late-stage trial reads out.
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Market Pulse
Inflation Gives the Fed More Room to Wait
July consumer prices came in relatively mild, strengthening the case for the Federal Reserve to leave rates unchanged at its September meeting. Combined with last week’s weak employment report, the data gives policymakers more reason to wait for additional evidence before tightening again.
AI Earnings Keep the Rally’s Engine Running
The S&P 500 and Nasdaq finished Wednesday higher as another round of strong AI infrastructure results reinforced confidence in the spending boom. CoreWeave, Super Micro Computer, Nebius, and several semiconductor names all benefited, showing that the market is still willing to reward companies that can connect AI investment with accelerating demand.
AI & Networking
Cisco’s AI Orders Are Becoming Too Big to Ignore
Cisco forecast fiscal 2027 revenue above Wall Street expectations as hyperscalers and enterprises continued spending heavily on the networking equipment needed to connect AI data centers. The company booked billions of dollars of AI infrastructure orders during the latest quarter, giving it a growing role in an investment cycle once dominated almost entirely by chipmakers.
Nebius Says Customers Are Fighting for AI Capacity
Nebius beat quarterly revenue expectations as the value of its AI cloud contracts nearly quadrupled. Management also raised its power-capacity target and said current demand is strong enough that its planned 2027 capacity could already be absorbed, another sign that computing supply remains tight despite enormous industry spending.
Servers & Optical Infrastructure
Super Micro Raises the Ceiling on AI Server Demand
Super Micro Computer issued a fiscal 2027 revenue forecast well above Wall Street estimates as customers continue building increasingly large AI clusters. Better-than-expected margins added to the optimism, suggesting the company may be able to pair rapid server growth with improving profitability rather than simply chasing volume.
Lumentum Shows Why AI Needs More Than Chips
Lumentum’s quarterly revenue more than doubled as demand surged for the optical components that move data between AI servers. The company also issued a much stronger outlook for the new quarter, underscoring how quickly the AI buildout is spilling into lasers, transceivers, and other networking hardware needed to keep massive computing clusters connected.
Wall Street’s Next IPO (Sponsored)
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Consumer & Travel
Nelson Peltz Wants to Take Wendy’s Private
Nelson Peltz’s Trian Fund Management is assembling a group of investors for a potential takeover of Wendy’s. The group could include one of the restaurant chain’s franchisees, turning a struggling public-market story into another example of private capital circling consumer brands whose valuations have fallen out of favor.
Air Canada Finds Value Hidden Inside Aeroplan
Air Canada shares jumped after the carrier sold a minority stake in its Aeroplan loyalty program, unlocking cash that can be used to reduce debt and fund share repurchases. Management also expects a strong fall travel season as corporate demand improves, showing how loyalty programs and premium customers are becoming increasingly important profit drivers for major airlines.
Deals & Capital
Shein’s IPO Is Running Into a Valuation Reality Check
Shein is preparing for its Hong Kong listing while slower growth tests investor appetite. The fast-fashion company is now targeting a valuation far below its private-market peak as higher costs, tougher regulation, and weaker growth force investors to reconsider whether it still deserves the premium once attached to its business model.
Goldman Sachs Makes a $2.3 Billion Bet on Active ETFs
Goldman Sachs agreed to acquire ETF manager Neos Investments for as much as $2.25 billion, expanding its presence in one of asset management’s fastest-growing areas. Neos manages roughly $30 billion across strategies that combine indexes with options, giving Goldman a bigger foothold as investors increasingly look beyond traditional passive ETFs for income and downside protection.
Trivia: Warren Buffett studied under Benjamin Graham at Columbia Business School. What distinction did Buffett reportedly earn in Graham's class?
- He was the only student who correctly identified all 10 of Graham's undervalued stocks
- He received the only A+ Graham ever gave in his Security Analysis course
- He wrote a thesis Graham later called "the best investment paper I have ever read"
- He finished the entire curriculum two years early by auditing additional sections
Movers and Shakers
Cerebras Systems [CBRS]: Premarket Move: −17%
Cerebras tumbled after quarterly results highlighted the cost of scaling its AI infrastructure business. Revenue came in at $180.1 million versus $194.2 million expected, while adjusted gross margin slipped to 40.6% from 46.5% as rented computing capacity raised costs, even as cloud-services demand continued to surge.
StubHub [STUB]: Premarket Move: −19%
StubHub plunged after record World Cup demand failed to translate cleanly into bottom-line growth. Revenue climbed 33% to $573.1 million and gross merchandise sales reached $3.1 billion, but higher costs, regulatory uncertainty, and a softer second-half setup overshadowed the record activity.
Cisco Systems [CSCO]: Premarket Move: −6%
Cisco fell despite record results from an AI-driven networking boom, with quarterly revenue rising 18% to $17.3 billion. Gross margin slipped to 66.3% from 68.4%, leaving the market focused on profitability pressure and the increasingly high bar Cisco has to clear as AI infrastructure demand accelerates.
Retirement Window Opening (Sponsored)
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Everything Else
🏗️ As hyperscalers pour billions into AI infrastructure, these 10 stocks are positioned across every layer of the buildout including chip fabrication, data storage, connectivity, and cooling solutions.
💳 Adyen surged after raising its outlook for 2026 revenue growth as recent acquisitions and continued expansion helped fuel a strong first half.
🚢 Maersk jumped after crushing profit forecasts and raising its full-year earnings guidance for the second time this year.
💻 Lenovo shares hit a record high after quarterly revenue surged 43% as booming AI hardware demand helped the PC maker beat forecasts.
📈 ASX posted its biggest one-day gain in six years after annual profit increased on stronger trading activity across volatile global markets.
🖥️ Black Box climbed after securing a $131 million order from a U.S. hyperscaler for data-center infrastructure services.
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