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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, Inc. stock outlook: shift to distributed cloud & AI infra, $11.6B Anthropic deal, CIS growth vs CapEx pressure. Click for more on AKAM.

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.

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...

Akamai (AKAM) hold rating reaffirmed: AI & security tailwinds vs leverage, EPS, and cash flow risks. Read here for a detailed analysis.

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 […]

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

Anthropic has committed $11.6 billion over seven years to Akamai's cloud infrastructure, a bet on CPUs that could grow to about $20 billion, and in an unusual arrangement, Akamai is giving Anthropic a potential stake of up to 5% of its stock that grows as Anthropic spends more.

CrowdStrike Holdings shares are dipping Friday as cybersecurity stocks decline following Akamai's $11.6 billion cloud deal with Anthropic.

Akamai Technologies secured a transformative $11.6B, 7-yr contract with Anthropic, potentially reaching $20B & accelerating revenue growth. More on AKAM stock.

Dow, Nasdaq, and S&P 500 all gain ground despite climbing bond yields, with AI stocks leading the charge, today, Sept. 25, 2026.

Stocks traded mixed at midday Friday as oil fell, yields neared 19-year highs, and Akamai jumped on a huge Anthropic deal.

All three major US stock indexes were edging higher in midday trading Friday as Treasury yields rema

Akamai secures a transformative 7-year, $11.6B cloud infrastructure deal with Anthropic, potentially expanding to $20B. Click here to read more on AKAM stock.

The $11.6 billion agreement for computing power has an option to get boosted to $20 billion.

U.S. stocks rose Friday; Akamai jumped 8.1% on an $11.6B Anthropic cloud deal, while Atlas Energy, Almonty and others posted strong gains.

Akamai Technologies' (AKAM) up to $20 billion cloud infrastructure deal with Anthropic likely expand

Shares of Akamai are surging after the cloud computing and cybersecurity firm signed a new seven-year deal with Anthropic.

Akamai stock surged on a big AI infrastructure deal with Anthropic that will use AI accelerators called "CPUs," not Nvidia-made GPUs.

BofA said the Anthropic-Akamai infrastructure deal “further supports CPU importance in the agentic era.”

According to TheFly, Piper Sandler believes that Anthropic’s commitment could drastically alter Akamai’s financial profile, with Cloud Infrastructure Services potentially surpassing Security by late 2028.

Gainers Akamai Technologies (NASDAQ:AKAM) stock increased by 18.4% to $130.69 during Friday's pre-market session. The company's market cap stands at $15.8 billion. Infobird Co (NASDAQ:IFBD) shares increased by

The market, especially the Nasdaq has shown resilience. Is that enough?

Akamai (AKAM) stock jumps 21% premarket on an $11.6B cloud deal with Anthropic. See details on cap-ex plans & analyst forecasts.

Akamai (AKAM) signs Lenovo MPSA & Jabil build request, boosting cloud infrastructure capacity; shares jump on Anthropic deal.

Akamai’s $11.6B Anthropic deal spotlights rising CPU demand for AI on Nvidia Vera.

These are the stocks posting the largest moves premarket.