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