Investing

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Microsoft is Edging Into Overvalued Territory Now

Azure is growing at 43% and Microsoft just closed at its highest price of the year, yet the cash flow math behind that rally raises a question the stock price has not answered yet.

Alex Sirois · 8 hours ago

Anthropic IPO Warns Of “existential risks to humanity”

Anthropic’s S-1 (a document issued before IPOs that lays out a company’s financials and plans) always has a “risk factors” section. Securities lawyers make these very long to help prevent lawsuits after a company…

Douglas A. McIntyre · 9 hours ago

Nvidia’s Glass Packaging Push Could Reshape AI Chips

Glass could help Nvidia build larger AI chip packages with denser connections and room for more high-bandwidth memory. Rising HBM prices increase the economic stakes of every packaging decision. SCHMID is supplying equipment to…

Dr. Robert Castellano · 20 hours ago