Geopolitics Alpha

Akamai 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———————

Akamai has agreed to supply cloud computing services to Anthropic.

Source: MarketWatch

How far American Battery Technology (ABAT) has moved since 25 Sep 2026

Since the first closing price after “Akamai 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

Official trades in American Battery Technology (ABAT) around 25 Sep 2026

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 carried with this story

  • ABAT American Battery Technology

    For “Akamai 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

    Aecom (ACM) is linked, with no stored direction, medium confidence in the 25 Sep 2026 story “Akamai stock is surging. A $12 billion Anthropic deal reveals its powerful edge over cloud providers..” 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

    For “Akamai 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 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

    In “Akamai 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

    In “Akamai 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)

The 25 Sep 2026 story “Akamai stock is surging. A $12 billion Anthropic deal reveals its powerful edge over cloud providers.” names American Battery Technology (ABAT) because of this story.

What ties American Battery Technology (ABAT) to the headline is this: 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

Also listed, Aecom (ACM): 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

Dates and price levels for American Battery Technology (ABAT)

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.

A simple score for American Battery Technology (ABAT)

46 out of 100

“Akamai stock is surging. A $12 billion Anthropic deal reveals its powerful edge over cloud providers.” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.