24H | Akamai Surges 21%, Fastly Gains 2%, Zscaler Declines More Than 3%

US Overnight09-25 08:07

Akamai surged 20.87% in overnight trading. The company announced an $11.6 billion, seven-year cloud infrastructure commitment with Anthropic to support CPU workloads on Akamai Cloud; the agreement includes a warrant for 7.7 million shares at $111.33 (up to about 5% of common stock), allows potential expansion of roughly $9 billion to a total near $20 billion, and entails approximately $5.5 billion of related capital expenditures including a $1.7 billion increase to 2026 capex, while the company maintained its 2026 revenue guidance.

Zscaler Inc. fell 3.66%. The firm appointed Ross Tackett as chief revenue officer effective Oct. 1, with Mike Rich stepping down for personal reasons and remaining a strategic adviser through Dec. 31.

Among other individual movers, Fastly, Inc. climbed 2%, Rocket Lab USA, Inc. rose 1.00%, Moderna, Inc. advanced 1.00%, and IONQ Inc. slipped 1.00%.

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The company announced an $11.6 billion, seven-year cloud infrastructure commitment with Anthropic to support CPU workloads on Akamai Cloud; the agreement includes a warrant for 7.7 million shares at $111.33 (up to about 5% of common stock), allows potential expansion of roughly $9 billion to a total near $20 billion, and entails approximately $5.5 billion of related capital expenditures including a $1.7 billion increase to 2026 capex, while the company maintained its 2026 revenue guidance.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5fe1ef45a4224b8a402490e6484356f\" data-align=\"center\" tg-width=\"540\" tg-height=\"186\"/><span></span></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ZS\">Zscaler Inc.</a> fell 3.66%. 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The company announced an $11.6 billion, seven-year cloud infrastructure commitment with Anthropic to support CPU workloads on Akamai Cloud; the agreement includes a warrant for 7.7 million shares at $111.33 (up to about 5% of common stock), allows potential expansion of roughly $9 billion to a total near $20 billion, and entails approximately $5.5 billion of related capital expenditures including a $1.7 billion increase to 2026 capex, while the company maintained its 2026 revenue guidance.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5fe1ef45a4224b8a402490e6484356f\" data-align=\"center\" tg-width=\"540\" tg-height=\"186\"/><span></span></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ZS\">Zscaler Inc.</a> fell 3.66%. 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