Geopolitics Alpha

Akamai’s stock is surging. A $12 billion Anthropic deal reveals its powerful edge over cloud providers.

Published . Updated .

Akamai has agreed to supply cloud-computing services to Anthropic.

Directly affected

  • No company is named in this report.

Indirectly affected

  • ABAT AMERICAN BATTERY TECHNOLOGY

    GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • ACM AECOM TECHNOLOGY CORP

    GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • CCSI CONSENSUS CLOUD SOLUTIONS INC COM

    GA selected CCSI as a RELATED security because its canonical security name directly matches this event's themes: cloud. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • CGNT COGNYTE SOFTWARE LTD REGISTERED SHS ISIN IL0011691438

    GA selected CGNT as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • CRDO CREDO TECHNOLOGY GROUP HOLDING

    GA selected CRDO as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • DJT TRUMP MEDIA & TECHNOLOGY GROUP COM

    GA selected DJT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ABAT———————
ACM———————
CCSI———————
CGNT———————
CRDO———————
DJT———————

Price since this story was published: American Battery Technology (ABAT)

Since the first closing price after “Akamai’s stock is surging. A $12 billion Anthropic deal reveals its powerful edge over cloud providers.,” American Battery Technology (ABAT) is -36.56%. The S&P 500 fund (SPY) is +0.15% over the same days, a -36.71% difference versus the market.

ABAT
SPY

Who reported a American Battery Technology (ABAT) trade near this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around American Battery Technology (ABAT)

Companies tied to this story

  • ABAT American Battery Technology

    For “Akamai’s stock is surging. A $12 billion Anthropic deal reveals its powerful edge over cloud providers.,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ACM Aecom

    For “Akamai’s stock is surging. A $12 billion Anthropic deal reveals its powerful edge over cloud providers.,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CCSI Consensus Cloud Solutions

    In “Akamai’s stock is surging. A $12 billion Anthropic deal reveals its powerful edge over cloud providers.,” Consensus Cloud Solutions (CCSI) is linked, with no stored direction, medium confidence. Reason on file: GA selected CCSI as a RELATED security because its canonical security name directly matches this event's themes: cloud. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CGNT Cognyte Software

    For “Akamai’s stock is surging. A $12 billion Anthropic deal reveals its powerful edge over cloud providers.,” Cognyte Software (CGNT) is linked, with no stored direction, medium confidence. Reason on file: GA selected CGNT as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CRDO Credo Technology Group Holding

    For “Akamai’s stock is surging. A $12 billion Anthropic deal reveals its powerful edge over cloud providers.,” Credo Technology Group Holding (CRDO) is linked, with no stored direction, medium confidence. Reason on file: GA selected CRDO as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • DJT Trump Media & Technology Group

    For “Akamai’s stock is surging. A $12 billion Anthropic deal reveals its powerful edge over cloud providers.,” Trump Media & Technology Group (DJT) is linked, with no stored direction, medium confidence. Reason on file: GA selected DJT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

American Battery Technology (ABAT)

“Akamai’s stock is surging. A $12 billion Anthropic deal reveals its powerful edge over cloud providers.” (25 Sep 2026) reaches American Battery Technology (ABAT) through this story.

American Battery Technology (ABAT) is on the page because GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Aecom (ACM) is here too. Its reason reads: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

The price range for American Battery Technology (ABAT), and the dates in the story

ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. ACM traded between 56.41 and 63.73 across 20 sessions. The latest close on file is 57.99. CCSI traded between 33.43 and 37.88 across 20 sessions. The latest close on file is 35.85.

How strong the case is around American Battery Technology (ABAT)

100 out of 100

“Akamai’s stock is surging. A $12 billion Anthropic deal reveals its powerful edge over cloud providers.” scores 100 out of 100. The score uses 6 linked companies.