Mon Aug-31 19:06:01
times in Europe/Lisbon
🚨 Alert #2499 Wed Aug-12 21:20:36
Cerebras Systems Fast Inference Cloud Business Nearly Quadruples in Second Quarter 2026 | Taiwan News | Aug. 13, 2026 04:05
Cerebras Systems reported strong Q2 2026 earnings and highlighted strategic partnerships with AMD and AWS for AI inference infrastructure.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary AMD | ▲ bullish | REPRICING | +1.68% | +0.10% | 477.04 | 491.04 | |
| META | · unclear | PRICED | -3.41% | -0.32% | 578.33 | 602.08 | |
| peer NVDA | ▼ bearish | PRICED | +2.64% | +0.17% | 219.15 | 224.84 | |
| MSFT | · unclear | PRICED | -2.41% | -0.43% | 488.82 | 501.46 | |
| AMZN | ▲ bullish | REPRICING | -1.73% | -0.22% | 267.14 | 273.99 | |
| GOOGL | · unclear | FRESH | -0.17% | -0.22% | 341.04 | 346.61 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | AMD | ○ skip | — | verdict REPRICING, direction bullish -> long AMD (earnings: Cerebras Systems reported strong Q2 2026 earnings and highlighted strategic partnerships with AMD and AWS for AI inference infrastructure.) [skipped: post-close — wanted long AMD after the 2026-08-12 session close; same-day exit window gone] → close -0.01% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | verdict PRICED — Δ prev close +2.64% · Δ 30m +0.17% · px 223.24 (prev 217.50) → close +0.04% |
| S4 | AMD | ○ skip | — | overnight drift: long AMD at close, exit next close (earnings: Cerebras Systems reported strong Q2 2026 earnings and highlighted strategic partnerships with AMD and AWS for AI inference infrastructure.) [skipped: post-close — wanted long AMD after the 2026-08-12 session close; close-entry window gone] |
📈 Trades
no trades spawned
📖 Glossary
- S1 primary — trades the alert's primary ticker in the direction the article itself indicates; exits at the same day's close.
- S2 counterparty — trades the inferred counterparty ticker (weakest signal, LLM-inferred sympathy); exits at the same day's close.
- S3 peer — trades an inferred peer ticker (also LLM-inferred sympathy); exits at the same day's close.
- S4 overnight — holds the primary ticker from today's close to the NEXT day's close.
- Verdicts are decided top-to-bottom, first match wins; REPRICING is also the fallback when nothing else matches (2026-08-08 #220).
- UNKNOWN — a needed price input (move since close or move in the last 30m) is missing.
- PRICED — |move since previous close| ≥ 2.0%: already reflected in price.
- REPRICING — |move in the last 30m| ≥ 0.5%: the tape is actively moving on it. Also covers a quieter move — |move since previous close| in [1.0, 2.0) with a quiet last-30m tape: still developing, not yet priced.
- FRESH — |move since previous close| < 1.0%: a genuinely new move.
- materiality — how market-moving the story was judged, 0-100 — alerts require materiality ≥ 60.