Jim Cramer highlights how AI agents are causing a surge in web traffic, benefiting internet infrastructure companies like Cloudflare, Akamai, and Fastly. These firms manage digital traffic to keep websites fast and reliable, a role growing in importance with AI's rise. While Cloudflare and Fastly stocks have surged, Cramer favors Akamai due to its low valuation and a significant $11.6 billion deal with Anthropic for AI computing capacity. He recommends buying Akamai now but suggests waiting for better entry points for the others.
Following Jim Cramer's spotlight on AI boosting internet traffic cop stocks, Cloudflare (NET) trades at USD 352.17 with a 1.44% gain, while Akamai (AKAM) is priced at USD 107.66, up 1.23%, as of Oct 02, 2026 06:22 WIB on Pluang. Fastly (FSLY) shows the strongest daily rise at 3.19%, trading at USD 26.49. Pluang users hold Akamai for a shorter average period (43 days) compared to Cloudflare (61 days), reflecting varied investor interest amid AI-driven demand shifts.
Cloudflare's stock has risen nearly 79% this year due to strong demand for AI-related cybersecurity, driven by accelerating revenue growth and raised earnings guidance. However, the stock trades at a very high forward price-to-earnings ratio of 179, ...
Nebius Group's stock climbed 4% to $241.80 even as famed investor Michael Burry shifted from shorting its common stock to buying June put options, signaling a bearish outlook on AI stocks. Burry believes the AI bubble may burst soon and seeks more le...
