Akamai Technologies Inc. (AKAM)
AKAM vs. ANET: Which AI Infrastructure Stock is the Better Buy Now?
Akamai and Arista are tapping into the AI infrastructure boom, but differences in growth prospects, profitability and valuation could shape which stock has the edge.
Can Akamai's Expanding Cloud Business Boost Its Competitive Edge?
AKAM is expanding its cloud computing business as AI demand grows, with specialized GPU infrastructure and cloud-native services attracting enterprise customers across industries.
Akamai Technologies (AKAM) Falls More Steeply Than Broader Market: What Investors Need to Know
Akamai Technologies (AKAM) closed the most recent trading day at $99.93, moving 1.69% from the previous trading session.
Akamai Technologies (AKAM) Registers a Bigger Fall Than the Market: Important Facts to Note
In the most recent trading session, Akamai Technologies (AKAM) closed at $104.61, indicating a -3.69% shift from the previous trading day.
Should You Stay Cautious About AKAM Stock Despite AI Cloud Momentum?
Akamai's AI cloud momentum and security growth brighten long-term prospects, but margin pressure, delivery weakness and heavy capex warrant caution.
AI is a boon for 3 internet traffic cop stocks. Cramer says only 1 is a buy right now
AI agents are driving a surge in web traffic, creating new growth opportunities for internet infrastructure companies Cloudflare, Akamai and Fastly. Cramer says Akamai is the only one he'd buy right now, citing its low valuation and $11.6 billion Anthropic commitment.
Why Akamai Technologies (AKAM) Dipped More Than Broader Market Today
Akamai Technologies (AKAM) reached $106.35 at the closing of the latest trading day, reflecting a -1.94% change compared to its last close.
Akamai's Anthropic Deal Puts $5.5 Billion Behind Its Edge AI Pivot
Akamai Technologies TodayAKAMAkamai Technologies$110.45 -3.49 (-3.06%) As of 10:55 AM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$70.82▼$165.45P/E Ratio39.73Price Target$149.29Add to WatchlistAkamai Technologies NASDAQ: AKAM recently secured a $11.6 billion cloud infrastructure commitment from AI developer Anthropic.
Akamai's Anthropic Deal Changes Everything, But The Real Opportunity Is Overlooked
Akamai Technologies, Inc. is transforming from a CDN provider to a distributed cloud and AI infrastructure leader, recently securing a landmark $11.6B+ deal with Anthropic. AKAM's CIS segment is driving future growth, with 39% YoY growth in Q2'26 and all GPU capacity sold out; significant revenue acceleration is expected from FY27. Margins and FCF are under pressure due to heavy CapEx (32% of revenue in Q2'26, expected 40% for FY26), but long-term profitability is anticipated to rise.
Anthropic to pay Akamai $11.6 billion over seven years in cloud deal
Anthropic will spend $11.6 billion over seven years on Akamai's cloud infrastructure, Akamai said Thursday. That's more than six times the size of a $1.8 billion deal between the two companies that Bloomberg reported in May.
Akamai Stock Soars on $11.6 Billion Deal With Anthropic
Shares of Akamai are surging after the cloud computing and cybersecurity firm signed a new seven-year deal with Anthropic.
Akamai signs $11.6 billion cloud deal with Anthropic
Akamai Technologies Inc (NASDAQ:AKAM, XETRA:AK3), the cloud computing and cybersecurity company, has agreed to an $11.6 billion, seven-year commitment with Anthropic, the artificial intelligence company, to support CPU workloads on Akamai Cloud. The agreement is the largest in Akamai's history.
