Cisco, CoreWeave, Nebius Headline Parade Of AI Infrastructure Earnings Reports

Group 1 - The stock market is experiencing volatility as the earnings season concludes, with notable selling pressure on Palantir Technologies and Robinhood Markets despite their strong earnings results [2] - Cisco Systems has faced selling pressure after reaching new highs, indicating a potential shift in investor sentiment [2] - Upcoming earnings reports from Rocket Lab, Nu Holdings, and Cisco are anticipated, which may influence market dynamics [3] Group 2 - Palantir's stock has fallen below a critical trading level, raising questions about its investment viability amidst a broader pullback in AI stocks [5] - Cisco has been upgraded based on expectations that AI orders will enhance fiscal 2026 sales performance [5] - CoreWeave has terminated its deal with Core Scientific after shareholders rejected the offer, highlighting ongoing challenges in the sector [5]