Semiconductor stocks fell broadly on October 12, extending a retreat that has begun to test investors’ confidence in the AI trade. During morning trading, the Philadelphia Semiconductor Index was down approximately 2.3%, with all 30 constituents losing ground and its cumulative decline over four sessions reaching roughly 7%. Nvidia fell around 1.7%, while earlier readings … [Read more...] about Semiconductor Stocks Slide as AI Financing Worries and Rising Oil Weigh on Investors
Briefing
Foreign Investors Are Selling South Korea, and SK Hynix Is at the Center of the KOSPI Decline
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