
Akamai Stock Jumps 9% on Record $11.6B Anthropic Cloud Deal
Akamai (AKAM) wins its biggest contract ever: $11.6B cloud deal with Anthropic, including a 5% equity warrant.
Daily Digest
Daily Digest
Pomegra Briefs - Page 31 of 52
Short, sourced summaries of the biggest market stories - what happened, why it matters, the key numbers, and what to watch next

Akamai (AKAM) wins its biggest contract ever: $11.6B cloud deal with Anthropic, including a 5% equity warrant.

People Inc. (PPLI) rose 11.3% Friday as MGM Resorts reportedly weighs a bid for Diller's $2.7B media firm.
MongoDB (MDB) plunges as Desai bolts for Meta the day before investor day; FY27 guidance of ~$3B reaffirmed
Gold (XAU) tumbled to $4,146 as 65% Fed-hike odds and 5.2% yields eclipsed Iran crisis demand.

Costco (COST) posted $6.75 Q4 EPS, beating $6.54 consensus, but $0.15 of that beat came from tariff refunds.

Nvidia (NVDA) adds $150B to its repurchase plan, lifting the AI-funded total program to a record $235 billion.

S&P 500 (SPY) earnings are seen up 28.9% in Q3 as 30-year yields at 5.44% narrow the equity premium.

Bitcoin (BTC) ETFs added $134.5M Sept. 25 — day seven of a $2.98B inflow streak past the Bitget hack.

Mortgage rates hit 7.45% Thursday as Treasury yields topped 5.19%, the sharpest weekly rise in three years.
Jefferies (JEF) reports Q3 results today—analysts see $2.21B revenue and $1.04 EPS after the close.
Micron (MU) reports Q4 Wednesday; HBM3E pricing at peak as hyperscaler demand pushes estimates to $50.86B.

Meta (META) pulls back 3.3% from its 36% September run as TD Cowen and Canaccord raised targets to $865 and $950 on Friday.

Nike (NKE) faces analyst forecasts of a 10% EPS drop Thursday on China weakness and tariff-inflated costs.

S&P 500 (SPY) retreated as Xi's state visit yielded a $30 billion goods deal but no chip or Taiwan accord.

Vail Resorts (MTN) Q4 due tonight; $5.37 loss forecast as worst Rockies snow tests $8.88 dividend.
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