NVIDIA Vera BlueField-4 STX Brings Agentic AI Storage Processing With In-Silicon Security

NVIDIA announced new security innovations for Vera BlueField-4 STX, introducing enhanced DOCA Vault, Argus, and Flow capabilities designed to protect agentic AI systems. The platform delivers runtime threat detection up to 1,000x faster than existing solutions while enforcing network and file access policies at speeds up to 800Gb/s. Multiple cybersecurity and storage partners are integrating with the platform, with availability expected in H2 2026.

05/31/2026, 11:47 PM • GlobeNewswire

Akamai Announces Pricing of Upsized Offering of Convertible Senior Notes

Akamai Technologies announced the pricing of $1.5 billion in 0% convertible senior notes due 2030 and $1.5 billion due 2032, with an option for initial purchasers to buy an additional $500 million. The company plans to use net proceeds of approximately $2.96 billion (or $3.45 billion with full option exercise) to fund Cloud Infrastructure Services capital expenditures and general corporate purposes, including a $350 million share repurchase program.

05/19/2026, 11:11 PM • GlobeNewswire

Stock Market Today: Dow Jones, S&P 500 Futures Decline As Inflation Fears Grip Wall Street— XP, Atmos Energy, GE Aerospace In Focus (UPDATED)

U.S. stock futures declined on Tuesday as inflation concerns weighed on markets. The S&P 500 and Nasdaq 100 fell slightly, with the 10-year Treasury yield at 4.60%. Key movers included XP Inc. dropping 6% on weak earnings, Atmos Energy surging 10% after strong Q2 results and dividend increase, and GE Aerospace gaining on a Japan Airlines maintenance deal. Analysts warn the Fed may shift to a tightening bias if inflation pressures persist.

05/19/2026, 8:33 AM • Benzinga

Stock Market Today: S&P 500, Nasdaq 100 Futures Slip As Inflation Fears Grip Wall Street—XP, Atmos Energy, GE Aerospace In Focus

U.S. stock futures declined on Tuesday as inflation concerns weighed on markets. The S&P 500 and Nasdaq 100 fell slightly, with the 10-year Treasury yield at 4.60%. Key movers included XP Inc. dropping 6% on weak earnings, Atmos Energy surging 10% after strong Q2 results and dividend increase, and GE Aerospace gaining on a Japan Airlines maintenance deal. Analysts warn the Fed may shift to a tightening bias if inflation pressures persist.

05/19/2026, 5:15 AM • Benzinga

Why Are Akamai Shares Trading Higher On Wednesday?

Akamai Technologies shares rose 4.95% following strong Q1 earnings that beat analyst expectations and a BofA Securities upgrade from Neutral to Buy with a $175 price target. The analyst highlighted the company's transformation into an AI infrastructure platform, driven by a major $1.8 billion seven-year contract and 40% year-over-year growth in Cloud Infrastructure Services. The company projects revenue growth to accelerate from 7% in 2026 to 11% in 2027.

05/13/2026, 1:31 PM • Benzinga

DigitalOcean, Micron, And Rocket Lab Are Among Top 10 Large-Cap Gainers Last Week (May 4-May 8): Are the Others in Your Portfolio?

Wall Street's momentum trade accelerated last week as earnings beats and AI-fueled optimism drove massive rallies across tech and infrastructure stocks. Ten large-cap stocks emerged as top performers, with gains ranging from 32% to 57%, driven by better-than-expected earnings, raised guidance, and major partnerships in cloud computing, semiconductors, and space technology.

05/10/2026, 9:10 AM • Benzinga

Weekend Round-Up: Palantir Shatters Expectations, Disney Surprises And Samsung Joins The Trillion Dollar Club

Major tech and entertainment companies delivered strong quarterly earnings this week. Palantir Technologies exceeded Q1 estimates with 104% U.S. revenue growth, Disney beat earnings expectations with $1.57 EPS, Arm surpassed estimates, and Samsung Electronics reached $1 trillion market cap. Additionally, Anthropic signed an $1.8 billion cloud deal with Akamai, and Baidu's AI chip arm is preparing for a Hong Kong IPO.

05/10/2026, 9:01 AM • Benzinga

Stock Market Today, May 8: Rackspace Surges on AMD AI Cloud Agreement

Rackspace Technology surged 55.97% after announcing a memorandum of understanding with AMD to develop governed Enterprise AI Cloud infrastructure for regulated customers. The company also reported improved Q1 results with 2% revenue growth to $678 million and a return to profitability. The key challenge ahead is converting this framework agreement into actual customer workloads and recurring managed-cloud revenue.

05/08/2026, 6:19 PM • The Motley Fool

Nasdaq Tops 29,000 Records, Micron Soars 13%: Stock Market Today

U.S. equities reached fresh record highs on Friday, with the Nasdaq 100 jumping 1.6% above 29,000 and the S&P 500 climbing 0.8% to near 7,400. A strong April jobs report (115,000 jobs added) and a semiconductor rally led gains, with Micron Technology surging 13.5% for its best week since 2008. However, mixed earnings results saw software stocks stumble, with Cloudflare and HubSpot falling over 20% on weak guidance.

05/08/2026, 1:36 PM • Benzinga

Stock Market Today, May 7: Fastly Shares Plunge After Record Q1 Results Fail to Ease Growth Concerns

Fastly stock plunged 38.23% to $19.50 despite posting record Q1 results with 20% sales growth and raised 2026 guidance. The sell-off was driven by concerns about slowing core networking services growth (11% vs. market expectations), though the company's Security and Compute segments showed strong growth of 67% and 47% respectively. The stock trades at 71x forward earnings after tripling over the past year.

05/07/2026, 5:29 PM • The Motley Fool

Forget the Chips? Cloud Stocks Are the New Hardware

As AI deployment shifts from hardware training to real-world autonomous agents, cloud infrastructure companies are positioned for significant growth. Cloudflare and Akamai are highlighted as key beneficiaries, offering deployment speed and security respectively. Cloudflare shows 33.6% YOY revenue growth with analyst targets at $232.62, while Akamai provides stability with low volatility and a $2 billion buyback program. Investors may consider rotating capital from semiconductor stocks into these foundational cloud networking platforms.

04/17/2026, 11:50 AM • Investing

Stock Market Today, April 16: Markets Nudge Upwards, Setting New Records

Major U.S. stock indices reached new records on April 16, 2026, driven by solid earnings reports, falling jobless claims, and optimism about a potential U.S.-Iran conflict resolution. The S&P 500 rose 0.26%, Nasdaq gained 0.36%, and the Dow added 0.24%. However, volatility persists due to ongoing energy disruptions and restricted Strait of Hormuz traffic.

04/16/2026, 5:10 PM • The Motley Fool

Powell Warns Oil Shock Could Test The Fed: These 7 Stocks Tumbled

Federal Reserve Chair Jerome Powell warned that the escalating Middle East conflict will push U.S. inflation higher in the near term, though he ruled out stagflation and described the economy as resilient. The Fed held rates unchanged at 3.50%-3.75%. Powell noted that while higher oil prices would boost domestic drilling and corporate profits, there would still be downward pressure on spending and employment. Markets reacted negatively, with equities falling and several large-cap stocks declining significantly.

03/18/2026, 3:46 PM • Benzinga

Akamai Secures Critical Infrastructure with Agentless Zero Trust Segmentation Powered by NVIDIA

Akamai and NVIDIA have announced an integrated solution combining Akamai Guardicore Segmentation with NVIDIA BlueField DPUs to provide agentless cybersecurity for critical infrastructure in energy, manufacturing, and transportation sectors. The solution enables Zero Trust segmentation without requiring software agents on legacy or fragile systems, addressing a long-standing challenge in protecting operational technology and industrial control systems. The joint solution is expected to be available globally in Q2 2026.

02/23/2026, 11:00 AM • GlobeNewswire

Rivian, Magna International, And Akamai Are Among the Top 10 Large-Cap Gainers Last Week (Feb. 9-Feb. 13): Are the Others in Your Portfolio?

Ten large-cap stocks were top performers during the week of February 9-13, 2026. Magna International led with a 26.81% gain following better-than-expected Q4 results and raised FY26 guidance. Other notable gainers included Generac Holdings (22.25%), Rivian Automotive (20.20%), BorgWarner (20.15%), and Akamai Technologies (17.64%), all driven by strong earnings reports and analyst upgrades.

02/15/2026, 9:32 AM • Benzinga