Schwab NetworkPublished 2026-09-29
“The Big 3: IONQ, AKAM, STM”
$AKAMNo side taken
Not optimistic on AKAM; adopting a neutral wait-and-see approach via an Iron Condor strategy.
Okay. Now let's move on to your second choice here. You own Akamai Technologies. Looking at Akamai’s performance, we find that it concluded the Anthropic cloud deal worth $11.6 billion.
We have seen a significant increase in the share price following this transaction. But, Mike, how do you see Akamai's future performance? Are you optimistic?