South Korea's stock market is facing a particularly uncomfortable combination: foreign investors are withdrawing capital while SK Hynix, one of the country's most important semiconductor companies and a principal beneficiary of the artificial intelligence boom, is coming under selling pressure. On October 12, 2026, the KOSPI fell approximately 2.1% in early trading, extending a … [Read more...] about Foreign Investors Are Selling South Korea, and SK Hynix Is at the Center of the KOSPI Decline
Memory Stocks Are Pricing a Peak While 2027 HBM Prices Are Set to More Than Double
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