Akamai (AKAM) News

Cybersecurity Stocks Mistakenly Hit by AI? Morgan Stanley Sees a $2.2 Trillion Opportunity

The narrative about AI's impact on the cybersecurity sector is being reassessed. Over the past few weeks, Anthropic's release of Claude Code Security and the announcement that its Mythos AI model achieved a perfect score in proprietary cybersecurity benchmarks triggered market panic over AI potentially disrupting the cybersecurity industry, causing related stocks to fall by approximately 25% cumulatively. However, Morgan Stanley stated in its latest report that this sell-off reflects a structural misjudgment by the market regarding the threat posed by AI, rather than an actual deterioration in fundamentals. Investors underestimated the expansion of defensive demand driven by AI while overestimating its impact on existing vendors.

wallstreetcnApr 21 18:33

Morgan Stanley Maintains Akamai(AKAM.US) With Buy Rating, Maintains Target Price $120

Futu NewsApr 20 18:31 · Ratings

Analysts Offer Insights on Technology Companies: Intuit (INTU), Akamai (AKAM) and Apple (AAPL)

TipRanksApr 20 18:20 · Ratings

Software Stock Dogs Have Joined Market Rally. There's a Classic Investing Lesson in the Rebound

CNBCApr 19 23:52

MediaMelon Joins Akamai Qualified Compute Partner Program to Deliver Real-Time Streaming Analytics at Global Scale

Akamai TechnologiesApr 17 12:00

Will the cybersecurity sector face renewed disruptions? Anthropic to launch Mythos model for UK banking next week.

Anthropic PBC plans to release its highly anticipated Mythos artificial intelligence model to UK financial institutions next week.

Zhitong FinanceApr 16 20:36

Express News | OpenAI Releases Cybersecurity Model to Limited Audience, Competing with Mythos

BreakingsApr 15 04:05

Akamai Technologies Is Maintained at Outperform by Evercore ISI Group

Dow JonesApr 14 23:07 · Ratings

Evercore Initiates Akamai(AKAM.US) With Buy Rating, Announces Target Price $130

Futu NewsApr 14 18:31 · Ratings

Shares of Companies Offering Software-as-a-service Are Trading Higher as the Industry Rebounds From a Recent Selloff Stemming From AI-related Concerns.

BenzingaApr 14 03:24

Palo Alto (PANW), CrowdStrike (CRWD), and Akamai (AKAM) Slide After Anthropic Sparks New Cyber Fears

TipRanksApr 13 16:39

Cloudflare, ServiceNow, And Guardant Health Are Among Top 10 Large-Cap Losers Last Week (April 6-April 10): Are the Others in Your Portfolio?

BenzingaApr 12 22:33

Trending Stocks This Week as Ceasefire Hopes Lift Sentiment Amid U.S.-Israel-Iran Tensions

Seeking AlphaApr 11 22:40

AI network risks raise concerns as the White House urges Wall Street to urgently test the Anthropic model, with Hassett emphasizing the urgency.

Reports indicate that Bessent and Powell convened a meeting with senior executives from several major banks this week to discuss potential cyber threats posed by Anthropic's Mythos model. JPMorgan was specifically requested to participate in internal testing of the model, while Goldman Sachs, Citi, Bank of America, and Morgan Stanley will also conduct tests. White House economic advisor Hassett stated that there is “absolutely a sense of urgency” within the government regarding this model.

wallstreetcnApr 11 05:50

Unusual Options Activity: BSX, FCX and Others Attract Market Bets, BSX V/OI Ratio Reaches 156.3

EST Apr 10th Closing Delivery - In the last three hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options

Futu NewsApr 11 04:30

Akamai Technologies Down Over 15%, on Pace for Largest Percent Decrease Since February 2025 -- Data Talk

Dow JonesApr 11 01:59

12 Information Technology Stocks Moving In Friday's Intraday Session

BenzingaApr 11 01:05

Fastly, Along With Akamai and Cloudflare, Tumbles After Anthropic Launches Managed Agents

Seeking AlphaApr 11 00:41

Trending Stocks Today | Smart Powerr Surges 119.46%

April 10th - US stocks trending in regular trading hours.Gainers: $Smart Powerr(CREG.US)$ shoots up 119.46% to $0.75 with a turnover of $228.68 million. $Erayak Power Solution Group(RAYA.US)$ surges 9

Futu NewsApr 10 23:15

Women in CyberSecurity (WiCyS) Opens Registration for WiCyS Virtual 2026: Live From Everywhere

PR NewswireApr 10 01:17