Akamai Surges 21.3% on $11.6 Billion Anthropic Cloud Deal

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Summary · why it matters

Akamai Technologies surged 21.3% in premarket trading after announcing a seven-year, $11.6 billion cloud services commitment from AI company Anthropic, designed to support Anthropic's growing CPU workload demands across Akamai Cloud's distributed infrastructure. The deal includes provisions allowing the relationship to expand by up to an additional $9 billion, potentially taking the total commitment to about $20 billion, and Akamai also disclosed a hardware supply agreement with Lenovo and authorized contract manufacturer Jabil to procure about $1.7 billion in memory components. People Incorporated rose 6.5% in premarket trading after The Wall Street Journal reported that MGM Resorts International is weighing a potential takeover bid for Barry Diller's media conglomerate, with an offer potentially coming within days, just one day after People Incorporated withdrew its own $48.30-per-share cash proposal to acquire MGM's remaining public shares. Select Water Solutions rose 5.5% after announcing a definitive agreement to acquire Pilot Water Solutions for $700 million, plus up to $15 million in potential contingent consideration, in a transaction including $600 million in cash and $100 million in Class A common stock. Prime Medicine climbed 11.7% in after-hours trading to $3.49 after the U.S. Food and Drug Administration cleared its Investigational New Drug application for PM647, an investigational in vivo Prime Editor designed to correct the E342K mutation in the SERPINA1 gene, the root cause of Alpha-1 Antitrypsin Deficiency, paving the way for a global first-in-human Phase 1/2 clinical trial. On the downside, Comcast slipped 1.6% in premarket trading to $21.77 after KeyBanc downgraded the stock to Underweight from Sector Weight with an $18 price target, Twilio fell 3.7% after HSBC downgraded it to Reduce from Hold with a $211 price target, Zscaler fell 3.6% after naming Ross Tackett Chief Revenue Officer effective Oct. 1, succeeding Mike Rich, and Scholastic tumbled 11% after reporting fiscal first-quarter 2027 results that missed expectations, with revenue down 3.9% year over year to $216.8 million and an adjusted loss per share of $3.63.

Impact on assets 6

Cloud & Digital Infrastructure± Mixed · 3 stocks
Akamai Technologies Inc
AKAM
▲ PositiveDemandrelevance

Akamai announced a seven-year, $11.6 billion cloud services commitment from Anthropic, potentially expanding to ~$20 billion.

Comcast Corp
CMCSA
▼ NegativeCapitalrelevance

KeyBanc downgraded Comcast to Underweight with an $18 price target.

Twilio Inc
TWLO
▼ Negativerelevance

Twilio fell 3.7% in premarket trading, but the article gives no stated cause for the move.

Consumer Discretionary▲ · 1 stocks
MGM Resorts International
MGM
± Mixedrelevance

MGM is reportedly weighing a takeover bid for People Incorporated, but no impact on MGM's own business is stated.

Financials▲ · 1 stocks
Communication Services▲ · 1 stocks

Theme Impact 7

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