Anthropic launched Claude Managed Agents, a new AI-powered service that simplifies deploying production agents on its infrastructure, threatening traditional cloud and edge SaaS providers like Akamai, Cloudflare, and DigitalOcean. These companies saw their shares plunge 13-17% as investors feared the new AI service could reduce demand for their hosting and delivery platforms. Despite the sell-off, these firms still project solid revenue growth, and the sector is expected to evolve rather than collapse, favoring companies that integrate AI into their platforms or shift business models. Investors are advised to focus on software companies leveraging AI for growth instead of panicking over every AI update.
An Akamai Technologies executive sold 3,100 shares as the company shifts focus from its declining content delivery network business to high-growth cloud infrastructure and cybersecurity services. This strategic pivot is supported by a $1.8 billion, s...
Akamai's 2026 security report reveals commerce is now the most targeted industry by cybercriminals due to rising AI bot traffic, which makes up nearly 48% of commerce network activity. The report highlights increasing Layer 7 DDoS attacks, sophistica...
Akamai Technologies is transitioning from its declining content delivery business to focus on cloud infrastructure and security, supported by a $1.8 billion, seven-year cloud contract. The company expects its Cloud Infrastructure Services to grow at ...
