The S&P 500 closed above 7,800 for the first time on Tuesday. Memory went the other way. SK Hynix lost 3.7% in Seoul and Samsung Electronics 1.5%, foreign investors were net sellers of 1.75 trillion won of KOSPI shares, and Seoul extended the slide on Wednesday ahead of Samsung's preliminary third-quarter numbers on Thursday. Micron closed at $1,045.56, about 17% under its … [Read more...] about Memory Stocks Are Pricing a Peak While 2027 HBM Prices Are Set to More Than Double
Five Small Infrastructure Projects and the Markets Behind Them: Edge Databases, Agent Security, Usage Metering, Agent Environments, Reverse Proxies
Five early-stage infrastructure projects, each aimed at a different corner of the market: AltSql, VPN Works, Precomputing, Preconfiguration and BareProxy. All five are Alphas or 0.1 releases. All five have browser demos. They'll be presented at Cloudflare Connect 2026, October 19–21 in San Francisco. The common thread is a bet on small, inspectable tools in markets that keep … [Read more...] about Five Small Infrastructure Projects and the Markets Behind Them: Edge Databases, Agent Security, Usage Metering, Agent Environments, Reverse Proxies
Akamai’s 17% Jump on Anthropic’s $11.6B Deal Skips the 5% Warrant Anthropic Gets in Return
Akamai rose more than 17% after hours on an Anthropic commitment to spend $11.6B over seven years on its cloud services. Spread evenly, that is about $1.66B a year, somewhere near two-fifths of what Akamai books in revenue annually, landing on a company the market has priced for years as a slow-growing CDN and security vendor. The move is proportionate to the revenue. It is … [Read more...] about Akamai’s 17% Jump on Anthropic’s $11.6B Deal Skips the 5% Warrant Anthropic Gets in Return
Adobe Closes $340 Million Topaz Labs Deal With ADBE Trading at 10x Earnings
Adobe closed its purchase of Topaz Labs on September 23. The June announcement left out the price; the fiscal third-quarter 10-Q filled it in at about $340 million, mostly in cash and funded from cash on hand. ADBE ended the day near $240, a market value of roughly $95 billion. It's down about 31% for the year, while the S&P 500 is up 14% and the software sector is flat. That … [Read more...] about Adobe Closes $340 Million Topaz Labs Deal With ADBE Trading at 10x Earnings
Omdia’s Record $425 Billion Chip Quarter: Memory Took Roughly 80% of the New Revenue
Omdia puts global semiconductor revenue above $425 billion for the second quarter of 2026, up 31.4% on the first quarter. That beats the sequential record of 29.2% set only three months earlier. Across the 97 quarters Omdia has tracked since 2002, sequential growth above 10% has happened ten times. The last four quarters account for four of them. The headline describes one … [Read more...] about Omdia’s Record $425 Billion Chip Quarter: Memory Took Roughly 80% of the New Revenue