Sep 25, 2026 · 6 min
Akamai lands Anthropic deal as market movers split
Akamai Soars; People Inc. Gains; Costco Sales Steady
The episode shows how an AI infrastructure contract, takeover speculation, and consumer resilience are shaping individual stocks.
- 1Akamai surged after signing a $7.6 billion, seven-year computing agreement with Anthropic involving CPU access and share warrants.
- 2Meta gained 36% in September as investor enthusiasm around Muse pushed its market value near $2 trillion.
- 3People Inc. rose on possible MGM interest while Costco beat estimates despite slower membership growth and tariff-related support.
Don't miss
Akamai’s sharp rise after announcing its $7.6 billion, seven-year computing agreement with Anthropic.
The brief
Akamai led the market action after announcing a $7.6 billion, seven-year computing agreement with Anthropic, including CPU access and a warrant for nearly eight million Class B shares.
Meta posted a 36% September gain, its strongest month since 2013, as enthusiasm around Muse lifted the company toward a nearly $2 trillion market value.
People Inc. shares rose after reports that MGM Resorts was discussing a purchase, putting fresh attention on People’s roughly $2.4 billion stake in MGM.
Costco delivered better-than-expected quarterly results, with strong gas performance and its low-priced hot dogs reinforcing its value appeal even as membership growth slowed.
What was said on this episode
8 statements · 5 positive · 2 negative · 1 neutral
The Anthropic contract is Akamai’s largest ever
“this contract is the largest in the company's history”
Listen at 1:34
Meta shares gained 36% in September, their strongest month since 2013
“It's up 36% this month. That makes it the best month since 2013”
Listen at 1:50
Market enthusiasm for Muse drove Meta’s September rally
“It's all on the back of the Muse, uh, enthusiasm that's just taken over the market”
Listen at 1:54
Meta’s market capitalization is nearly $2 trillion
“It's now worth nearly $2 trillion by that measure”
Listen at 2:03
Mark Zuckerberg ranks fourth with $274 billion net worth
“He's now in number 4 with a net value of $274 billion”
Listen at 2:15
People Inc.’s MGM stake is worth about $2.4 billion
“People owns a 27% stake in MGM worth about $2.4 billion”
Listen at 3:02
Costco membership growth slowed for eight consecutive quarters
“Membership growth has slowed for 8 straight quarters”
Listen at 3:55
Walmart shares fell about 3%
“Walmart is down by about 3%”
Listen at 4:07
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.