semiconductors
An AI Agent Broke Out. NVIDIA Wants to Build the Guardrails.
The July Hugging Face intrusion exposed the risk of agents crossing security boundaries. NVIDIA's September 28 safety platform makes the case for secure AI infrastructure, but the proof is still ahead.
Micron Has a High Beta. What Does That Actually Tell You?
A SWE Capital Dossier on 15 familiar stocks, the difference between market sensitivity and volatility, and using beta to build a portfolio you can live with.