#fastly
8 stories

Akamai Technologies Drops 5.2% Amid Sector-Wide Selling
Akamai Technologies stock falls 5.2% as infrastructure software peers tumble together.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m

Fastly Reports 43% Security Growth
Fastly's security revenue surged 43% as AI traffic drives edge computing opportunities.
Yahoo Finance · 1m

Fastly Stock Drops 7% After Investor Day
Fastly shares fall 7% as investor day meets profit taking, while Cloudflare and Akamai rise.
24/7 Wall St. · 1m

Akamai and Anthropic's $11.6B AI Edge Deal
Akamai's $11.6 billion seven-year deal with Anthropic to run AI workloads at the edge could reshape cloud infrastructure.
Futuriom · 2m

GoDaddy drops 5.7% in sector-wide software selloff
GoDaddy and infrastructure software peers plunged Wednesday as traders dumped the group indiscriminately, signaling a broad rotation away from the sector.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m

Fastly hits profitability inflection in Q2
Edge cloud platform company beats earnings and raises guidance, but customer concentration and capex spending raise questions.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 2m

GoDaddy surges 6.4% in software sector rally
GoDaddy and peers jump as investors rotate into infrastructure stocks with no clear catalyst.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m

Akamai jumps 6.5% in software sector rally
Akamai Technologies and peers surge on broad investor rotation into software infrastructure stocks.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m