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AKAM — 3 entries on this page, 0 of them a change of direction.

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Schwab NetworkPublished 2026-09-25
“AKAM & Anthropic Ink $11.6B, 7-Year AI Deal: What it Signals to Tech Trade”
$AKAMBullish
AKAM's $11.6B Anthropic deal is a pivotal turning point supporting long-term upside and revenue re-acceleration; immediate market response was weaker than pre-market.

We're back with " Morning Trade Live" to focus on the annual chart for "Akamai Technologies". The stock reached record highs last May that it had n't seen in more than 25 years, but has since fallen by more than 30% .

We are currently trading up 7.5 percent . Looking at the year's progress, we are still up by more than 50% since the beginning of the year. We are up by approximately 40%. So, it's not a bad performance despite our retreat from the peaks,

Chip Stock InvestorPublished 2026-08-20
“What Is Cloudflare's Biggest Risk? Hyperscaler Vertical Integration -- CSI Supply / Value Chain Demo”
$AKAMNo side taken
Akamai is entrenched in the customer base, but faces headwinds from hyperscaler vertical integration; a financial recovery is needed.

Let's just continue with where we left off, talking about the CDN market, Cloudflare, Akamai, and Fastly, which, if you haven't watched that, check out the video.

Fastly competes against much larger Cloudflare and Akamai,

It's because the big guys have actually built their own CDNs and have progressively cut legacy providers like Akamai out of the mix.

Older record
Chip Stock InvestorPublished 2026-08-18
“Why We're Considering Trimming Cloudflare (NET Stock), Not Buying More”
$AKAMBearish
Speaker avoids AKAM due to distressed/underperforming status and high net debt; potential value only if growth accelerates via acquisitions.

Here's a look at the one from Akamai. They have these edge POPs, points of presence, their core network as well. Akamai also provides some actual cloud services.

Akamai has largely built these extra products and services via acquisition.

So I started with Cloudflare, then Akamai, and then Fastly, and here they are. We've got some financial breakdowns of each, and this is pretty wild. Cloudflare now trading at over $110 billion market cap, compared to the far older, more mature, and frankly much larger by revenue company, Akamai, at just under $18 billion, and then the small upstart at under $5 billion, Fastly.

That's the earliest record
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