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Cisco & Cerebras Orders Up, Stocks Down | The Motley Fool

Cisco & Cerebras Orders Up, Stocks Down | The Motley Fool

By Motley Fool Staff
Publication Date: 2026-08-23 00:13:00

In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors 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 incumbents?
  • Hidden Gems earnings lightning round.

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A full transcript is below.

This podcast was recorded on Aug. 13, 2026.

Tyler Crowe: The wild ups and downs of earnings season continues. Motley Fool Hidden Gems Investing starts now. Welcome to Motley Fool Hidden Gems Investing. I’m your host, Tyler Crowe, and today I’m joined by longtime Fool contributors, Jon Quast and Matt Frankel. Guys, it has been a wild up and down of the second quarter. Look, we could go into the several reasons, and maybe once the earning season dies down, we’ll really do a…

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