Akamai surged 20.87% in overnight trading. The company announced an $11.6 billion, seven-year cloud infrastructure commitment with Anthropic to support CPU workloads on Akamai Cloud; the agreement includes a warrant for 7.7 million shares at $111.33 (up to about 5% of common stock), allows potential expansion of roughly $9 billion to a total near $20 billion, and entails approximately $5.5 billion of related capital expenditures including a $1.7 billion increase to 2026 capex, while the company maintained its 2026 revenue guidance.
Zscaler Inc. fell 3.66%. The firm appointed Ross Tackett as chief revenue officer effective Oct. 1, with Mike Rich stepping down for personal reasons and remaining a strategic adviser through Dec. 31.
Among other individual movers, Fastly, Inc. climbed 2%, Rocket Lab USA, Inc. rose 1.00%, Moderna, Inc. advanced 1.00%, and IONQ Inc. slipped 1.00%.