AKAM Akamai Technologies, Inc.

Jabil has delivered very strong long term share returns, and recent headlines around large memory component orders have pushed the story further into focus for investors asking whether the current price lines up with the cash the business can generate over time. Over the past 5 years the stock has gained about 447.9%, which puts a lot of weight on whether those cash flows can support the market value now attached to the business. A new US$1.7b memory component purchase arrangement linked to...

Jabil Inc. (NYSE:JBL) was recently added to the FTSE All-World Index (USD), coinciding with growing attention on its upcoming Q4 earnings and AI-related manufacturing activity linked to Akamai Technologies. This combination of global index inclusion and an authorized AI infrastructure purchase tied to Akamai highlights Jabil’s expanding role in advanced technology supply chains. Next, we’ll examine how Jabil’s FTSE All-World inclusion and AI infrastructure alignment with Akamai affect the...

AMD just crossed a line no chip company has crossed before. Bank of America noticed.

Twilio (TWLO), a cloud communications provider, raised its 2026 growth forecast in August after a strong second quarter. A $10,000 holding in the stock bought a year ago is worth about $26,700 today. The same sum in the S&P 500 would be worth about $11,800. At today's valuation, you are largely pricing in future growth expectations rather than current fundamentals. To justify that multiple, you would need to see Twilio continue outpacing the market even as year-over-year comparisons become tough

What Happened?Anthropic’s spending is becoming large enough to materially change the outlook for public companies. Akamai Technologies (NASDAQ: AKAM) shares surged after Anthropic committed $11.

Akamai's $11.6 billion Anthropic cloud deal drives $5.5 billion in capex and equity dilution via warrants, pressuring margins as it pivots from CDN to AI compute.

Akamai Technologies (AKAM) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Companies In The News Are: COST, PPLI, MGM, AKAM, SCHL.

A major seven-year deal from Anthropic turns Akamai Technologies into a major AI infrastructure player.

Key Stats for AMD StockCurrent Price: $630. 63Target Price (Mid): ~$2,390Street Target: ~$619Potential Total Return: ~279%Annualized IRR: ~37% / yearWhat Happened?Advanced Micro Devices (AMD) got a $100 target raise from Bank of America on September 24, and this time the case centered on server CPUs.

Akamai Technologies, Inc. announced in September 2026 that Anthropic committed US$11.60 billion over seven years to use Akamai Cloud’s distributed AI infrastructure, with the agreement potentially expanding to about US$20.00 billion and accompanied by warrants for Anthropic to acquire up to roughly 5% of Akamai’s equity via non-voting convertible preferred shares. This long-term AI infrastructure partnership, alongside Akamai’s 2027 earnings guidance of approximately US$150 million to...

Shares of electronics manufacturing services provider Jabil (NYSE:JBL) jumped 4.8% in the afternoon session after Akamai authorized the company (Jabil) to buy approximately $1.7 billion of memory components on its(Akamai) behalf. Akamai Technologies said in a filing that it authorized Jabil to purchase about $1.7 billion of memory components, according to the company's press release. The same day, Akamai said it expanded its agreement with Anthropic to $11.6 billion of contractual commitment ove

Akamai Technologies, Inc. (NASDAQ:AKAM) said on September 24 that it has signed an $11.6 billion agreement with Anthropic, running for seven years. The deal can grow to roughly $20 billion. The shares had fallen 6.78% before the announcement. They opened 14% higher the next morning, then gave almost all of it back to close up […]

Shares of cloud technology company Akamai Technologies (NASDAQ:AKAM) jumped 15.1% in the pre-market session after the company announced a seven-year agreement with Anthropic featuring $11.6 billion in contractual commitments to provide cloud computing capacity.

The cloud platform operator struck a deal valued at up to $20 billion with an AI leader.

↗️ Akamai Technologies (AKAM): An $11.6 billion cloud-services deal with Anthropic sent shares in the company soaring 20% premarket, but enthusiasm faded throughout the day and shares closed only 3.2% higher.

(Updates with market moves at the end of the day, and other changes, if any.) The Dow Jones Indus

Akamai’s $11.6 billion, seven-year cloud infrastructure deal with Anthropic, announced September 24, 2026, signals a definitive shift in the AI ecosystem: infrastructure providers are no longer content to merely sell capacity. They are aggressively buying equity in the model layer they serve, effectively becoming venture-capital-backed landlords of the intelligence age. The deal, expandable to approximately […]

The stock market rallied to close mixed even as yields and oil prices kept rising. Taiwan Semi is a buy. A Tesla Semi event took place.

Akamai and AI model maker Anthropic announced an $11 billion agreement for computing infrastructure. Akamai stock surged on the deal.

Treasury yields resumed their march higher amid inflation concerns.

Akamai Technologies (NASDAQ:AKAM) said it has signed an $11.6 billion, seven-year commitment with artificial intelligence company Anthropic to provide cloud infrastructure services supporting Anthropic’s accelerating CPU workload demands. Chief Executive Officer and Co-Founder Tom Leighton called t

Akamai Technologies has signed a seven-year, $11.6 billion cloud infrastructure contract with AI research firm Anthropic.

↗️ Akamai Technologies (AKAM): Anthropic will pay the company at least $11.6 billion to use its cloud infrastructure and software over seven years in an expansion of the two companies’ partnership. Akamai shares soared 20% in postmarket trading.

In the latest trading session, Akamai Technologies (AKAM) closed at $110.41, marking a -6.78% move from the previous day.

Artificial intelligence company Anthropic has made an $11.6 billion deal with cloud infrastructure firm Akamai for its computing services for the next seven years, Akamai announced, with an option to expand the deal by another $9 billion if more compute is needed. Akamai stock rose more than 18% to $130.83 in after-hours trading on the news. The deal will “support Anthropic’s accelerating CPU workload demands by leveraging Akamai Cloud’s distributed AI infrastructure and software,” Akamai said.

The deal provides for a potential $9 billion expansion, representing a total potential commitment of around $20 billion, Akamai said.

Cloudflare (NET) has returned about 61% in three months and trades at or near its three-year high. The question on holders' minds is plain: what happens if its growth cools? The company has guided revenue growth for the third quarter of 2026 to 31%, and its CFO says the way customers now pay makes each quarter harder to forecast.

Fastly held its long-awaited Investor Day at the Nasdaq MarketSite, yet shareholders responded by selling the stock hard while rivals Cloudflare and Akamai climbed. The divergence raises a pointed question about what the market heard that it did not like.

Akamai Technologies has been on a strong run, and the stock’s surge puts a fresh spotlight on one core issue: Are investors paying a price that is fully backed by the company’s current earnings power? The share price is up 53.1% over the past year, which raises the question of whether recent enthusiasm has moved ahead of what Akamai’s earnings can support. Recent coverage has highlighted faster growth in cloud infrastructure and higher capital spending needs, which can reshape how investors...

Akamai Technologies (AKAM) drew fresh investor attention after outlining two security focused client updates, including an expanded MuleSoft collaboration for API and AI governance and ITV’s use of TrafficPeak to protect high volume World Cup streaming. Akamai Technologies has ridden a sharp shift in sentiment, with a 1-day share price return of 12.33% and a year-to-date share price return of 37.97%, while the 1-year total shareholder return of 53.12% points to strong recent momentum after...

A number of stocks traded in opposite directions in the afternoon session after falling Treasury yields eased pressure on software stocks as signs of cooler U.S.–China tensions lifted risk appetite.

On September 10, Akamai Technologies (NASDAQ:AKAM) expanded its work with integration platform MuleSoft to help companies spot the hidden APIs and AI agent connections that leave data exposed. Akamai says 87% of surveyed organizations had an API security incident in 2025, so the pitch lands on a raw nerve. The bigger question is whether a […]

BEKE vs. AKAM: Which Stock Is the Better Value Option?

Cloudflare (NET) stock has gained about 45% in three months while the S&P 500 returned 2.8%, and sits at the top of its 52-week range. That price is paying for more than the growth: a business Cloudflare has only started to build, charging AI agents for the requests they send.

The latest trading day saw Akamai Technologies (AKAM) settling at $105.57, representing a -1.14% change from its previous close.

A 28-year-old internet company is rebuilding itself around AI, and Jim Cramer just endorsed the stock.

Jim Cramer praised one AI-adjacent name, dismissed a housing supplier on instinct, and rejected a data-center story on principle, but his cash-first filter may be the wrong tool for at least one of those calls.

Starting the lightning round of the September 9 episode of Mad Money, a caller asked for Jim Cramer’s opinion of Akamai Technologies, Inc. (NASDAQ:AKAM). He replied: Akamai, the cybersecurity company, I think it’s terrific. And by the way, I thought that Cloudflare, NET, that was one of my favorites. The two companies are benefiting from […]

AI is soaking up the headlines these days, but the cloud, while older news, remains a powerful force in the tech industry. Cloud services, such as AWS and Azure, are true giants, with many millions of subscribers and tens of billions in revenue. At the same time, the cloud, like AI, has been powering the rapid expansion of data centers. Some numbers tell the tale. In 2025, per Markets and Markets, the cloud computing sector was valued at nearly $1.295 trillion. That’s impressive, but it’s also g

Akamai Technologies (AKAM) shares are back in focus after the company announced an alliance with Deloitte Canada to support platform-based cyber resilience for large organizations across North America. The Akamai Technologies share price has eased recently, with a 1-day share price return that declined 1.99% and a 30-day share price return down 7.57%. However, the year-to-date share price return of 25.10% and 1-year total shareholder return of 38.30% indicate momentum that has built over the...

Akamai Technologies stock has delivered a strong 38.3% return over the past year, yet the broader valuation checks suggest it no longer looks obviously cheap. With the shares recently closing at US$106.46 and only one of six valuation checks pointing to value, investors are weighing whether the recent gains already reflect most of the upside. The 38.3% 1 year return signals that Akamai Technologies has had a solid run that raises the bar for what comes next. Ongoing execution in content...

Akamai Technologies (NasdaqGS:AKAM) announced a new alliance with Deloitte Canada to support proactive cyber resilience for organizations across North America. The collaboration combines Akamai security products with Deloitte cybersecurity advisory and managed services for enterprise clients. Deloitte, recently recognized as Akamai's North America Services Provider of the Year, plans to use Akamai technology to help simplify client cyber architectures. For readers looking to compare this...

Robinhood upgraded, Uber initiated: Wall Street's top analyst calls

Wall Street analysts reshuffled their ratings on September 1st with some dramatic target price swings, including one major utility stock getting its target slashed nearly in half while a red-hot language app saw its target doubled overnight.

Investors need to pay close attention to AKAM stock based on the movements in the options market lately.

Analysts say these S&P 500 stocks have at least 33% price upside over the next year or so.

Akamai's CIS segment increases 39% in Q2, fueled by AI workloads and GPU demand, but can its cloud infrastructure growth stay on track?

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Akamai (NASDAQ:AKAM) and its peers.