Crypto Pulse

Overview A company reported gross margin above its own prior guidance range, raised full-year revenue and margin guidance, and its stock fell roughly 16%. Understanding that outcome requires starting with its valuation multiple. Cerebras Systems reported second quarter 2026 results after the US close on August 12. Per Investing.com's earnings call summary, the stock finished the regular session at $261.76, up 11.5%, before falling 15.66% after hours to $221.01. Different sources put the decline

Overview Revenue beat, earnings beat, next-year guidance came in well above consensus, and the stock fell roughly 4.66% after hours. The combination looks contradictory, and the answer sits inside the same guidance. Cisco reported fiscal fourth quarter and full-year 2026 results after the US close on August 12. Per SiliconANGLE, fourth quarter earnings before certain costs came to $1.22 per share against an analyst consensus of $1.17, revenue reached $17.25 billion, up 18% year over year and ahe

Overview A company raised its full-year capital expenditure guidance by roughly 12% while lifting its revenue guidance by roughly 2.4%, and its stock rose 19%. In most circumstances that mismatch between spending and revenue gets punished. This time the market priced it as a demand signal. CoreWeave reported second quarter results after the close on August 11 and the stock moved sharply higher on August 12. Per CNBC's report, shares popped 19% on Wednesday after the company reported second quart

Overview Revenue beat consensus by roughly 1.7%. The stock rose 34.14%. The gap between those two numbers is where this analysis has to start. Nebius Group reported second quarter 2026 results before the US open on August 12 and closed at $259.20, up 34.14%. Per Benzinga's coverage, revenue surged 454% year over year to $582.3 million against a Street estimate of $572.75 million, adjusted loss per share came in at 12 cents against a consensus loss of 62 cents, and the company said it has more th

Key TakeawaysLumentum Q4 FY2026 revenue rose 109% YoY to $1.01B, while non-GAAP operating margin reached 36.6%.Q1 FY2027 revenue guidance of $1.225B–$1.275B suggests AI optical demand is still accelerating.Management highlighted 1.6T transceivers, NPO, CPO lasers and ELS modules as emerging growth drivers.The bigger AI infrastructure story is shifting from GPUs alone toward networking, optics, power efficiency and in-rack connectivity.Lumentum's latest earnings provide another piece of evidence

Key TakeawaysCoreWeave Q2 revenue rose 112% YoY to $2.58B, while revenue backlog reached about $104B.Nebius revenue jumped 454% YoY to $582.3M, with customer commitments exceeding $40B.Both companies are rapidly expanding GPU and power capacity, suggesting AI compute demand is still running ahead of available supply.The next test for NeoCloud stocks is whether backlog and commitments can convert into revenue, margins and cash flow.CoreWeave and Nebius have delivered one of the clearest recent si

OverviewRobinhood Chain, the Ethereum Layer-2 network built on Arbitrum technology, has become the highest-revenue L2 in the Ethereum ecosystem less than two months after launch. Robinhood launched the public mainnet on July 1, 2026 at a London event, alongside Stock Tokens, agentic trading, and a broader DeFi product suite. In July, its first full month of operation, the network generated approximately $3.6 million in revenue according to Blockworks Research data, placing it ahead of Polygon Po

OverviewStrategy (NASDAQ: MSTR), the Michael Saylor-chaired firm formerly known as MicroStrategy, has now gone seven weeks without buying Bitcoin. Its last disclosed purchase was 520 BTC on June 22, 2026. In the weeks since, the company has done the opposite of accumulate: an August 10 Form 8-K filed with the U.S. Securities and Exchange Commission shows Strategy sold 1,690 BTC between August 3 and August 9 for $108.6 million net, at an average price of $64,262 per coin, well below its $75,385 a

OverviewEthereum co-founder Vitalik Buterin published a post on X overlaying his 2023 roadmap, the one organized around the Merge, the Surge, the Scourge, the Verge, the Purge and the Splurge, onto the Ethereum Foundation's Strawmap, the living technical reference maintained at strawmap.org and last revised on August 4. His summary was that a lot of overlap remains, but that priorities have been reshuffled, several long-standing projects have been deprioritized outright, and others have been rep

dappOS is a Web3 AI Operating System that allows users to create and deploy customized Web3 applications or complete tasks through simple chat prompts. dappOS positions xBubble as its flagship AI product, helping turn simple user intentions into real-world outcomes, while DOS serves as the project's native token across the broader ecosystem. Key Takeaways:- dappOS is positioned as an AI operating system for Web3, focused on turning user requests into real actions on the blockchain.- xBubble AI i