reports
Moody's Ratings affirms Baa1 rating for Synopsys, outlook changed to p...
Moody's Ratings (Moody's) affirmed the Baa1 long-term issuer and senior unsecured ratings of Synopsys, Inc. (Synopsys) and the outlook was revised to positive from stable. Accelerated debt repayment allows Synopsys to reduce debt balances ahead of our base case projections. Continued top line growth...
Akamai Is Recognized as a 2026 Gartner® Peer Insights™ Customers’ Choi...
Akamai Is Recognized as a 2026 Gartner® Peer Insights™ Customers’ Choice for Network Security Microsegmentation The Gartner® Peer Insights™ Customers’ Choice recognition is based on feedback and ratings from end-user professionals who have experience with the product or service CAMBRIDGE, Mass., Jan. 27, 2026 (GLOBE NEWSWIRE) -- (NASDAQ: AKAM), has been named a Customers’ Choice in the Akamai earned a 99% recommendation rate and was one of two vendors to receive this in the report. Network security microsegmentation tools allow organizations to create dynamic access policies between ...
Deutsche Telekom Security Expands Cybersecurity Offerings with Akamai
Deutsche Telekom Security Expands Cybersecurity Offerings with Akamai Deutsche Telekom Security is leveraging Akamai Security Certified Service Provider programs to deliver enhanced microsegmentation and API security support CAMBRIDGE, Mass., Jan. 21, 2026 (GLOBE NEWSWIRE) -- Akamai (NASDAQ: AKAM) today announced that Deutsche Telekom Security, an program member, is using Akamai’s Security Certified Service Provider initiative to deliver cybersecurity services to its customers across key industries, including finance, insurance, critical infrastructure, and the public sector. Using A...
Akamai Technologies To Hold Fourth Quarter and Full-Year 2025 Investor...
Akamai Technologies To Hold Fourth Quarter and Full-Year 2025 Investor Conference Call On Thursday, February 19, at 4:30 PM ET CAMBRIDGE, Mass., Jan. 15, 2026 (GLOBE NEWSWIRE) -- , Inc. (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers business online, announced today that the company will hold a conference call for investors on Thursday, February 19, 2026, at 4:30 p.m. ET. The call will include the company’s fourth quarter and full-year 2025 financial results and may include forward-looking financial guidance from management. The call will also be broadcast live v...
Akamai Launches Program to Accelerate Cloud Growth for Independent Sof...
Akamai Launches Program to Accelerate Cloud Growth for Independent Software Vendors New Referral-Based Program Offers ISVs Path to Growth on Akamai's Globally Distributed Cloud Platform CAMBRIDGE, Mass., Dec. 19, 2025 (GLOBE NEWSWIRE) -- Akamai Technologies, Inc. (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers and protects business online, today announced the launch of ISV Catalyst, a new partner program designed specifically for Independent Software Vendors (ISVs) to accelerate growth through strategic partnership. ISV Catalyst is a referral-based partner prog...
Akamai and Visa Join Forces to Secure the Next Era of Agentic Commerce
Akamai and Visa Join Forces to Secure the Next Era of Agentic Commerce Visa’s Trusted Agent Protocol to authenticate AI shopping agents and help prevent fraud across Akamai Cloud, strengthening the trust layer in agentic commerce CAMBRIDGE, Mass., Dec. 17, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers and protects business online, today announced a strategic collaboration with (NYSE: V) to bring stronger identity, user recognition, and security controls to the emerging world of agentic commerce. Through its integration of Visa’s Tru...
Akamai Cloud Achieves FedRAMP High Ready Status, Advancing Secure Clou...
Akamai Cloud Achieves FedRAMP High Ready Status, Advancing Secure Cloud Solutions for Federal Agencies Third-party assessment organization validates Akamai’s commitment to highest security standards for government cloud services CAMBRIDGE, Mass., Dec. 03, 2025 (GLOBE NEWSWIRE) -- . (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers and protects business online, today announced that an accredited third-party assessment organization (3PAO) confirmed achieved Federal Risk and Authorization Management Program (FedRAMP) High Ready status. This milestone demonstrates A...
Akamai Accelerates API Monetization for AccuWeather® with New Zuplo AP...
Akamai Accelerates API Monetization for AccuWeather® with New Zuplo API Gateway Partnership Streamlined workflows and enhanced developer experience drive revenue growth for the most trusted source of weather forecasts and warnings with proven Superior Accuracy™ CAMBRIDGE, Mass., Dec. 02, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers and protects business online, today announced a partnership with that is transforming how , the most trusted source of weather forecasts and warnings with proven Superior Accuracy™, delivers and monetize...
Akamai Technologies Announces Acquisition of Function-as-a-Service Com...
Akamai Technologies Announces Acquisition of Function-as-a-Service Company Fermyon Extends Akamai Cloud with a programmable platform that simplifies the deployment of AI and other functions at the edge CAMBRIDGE, Mass., Dec. 01, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers and protects business online, today announced that it has acquired Fermyon the serverless WebAssembly company. As artificial intelligence (AI) inference shifts to the edge, combining Fermyon’s cloud-native WebAssembly (Wasm) function-as-a-service (FaaS) with Akama...
- Antoine Chkaiban
- Pierre FerraguÊ
- Pierre FerraguÊ
Nvidia revenues to exceed consensus by at least 30% next year; raising...
With comments made at GTC Washington earlier this week, follow up conversations with the company and the tsunami of raises in capex outlook last night, we confidently step up our forecast for Nvidia. Follow the link for details summarized on a single slide.
- Jonathan Moreland
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- Jonathan Moreland
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- Jonathan Moreland
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Synopsys Inc: 1 director
A director at Synopsys Inc sold/sold after exercising options 9,010 shares at 471.215USD and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over...
- Pelham Smithers
SNPS SYNOPSYS INC.
QCOM QUALCOMM INC
NVDA NVIDIA CORPORATION
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- Dave Nicoski
- Ross LaDuke
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- Pierre FerraguÊ
GTC 2025 – Making sense of the AI bull case.
We attended GTC this week in San Jose and hosted our inaugural New Street GTC after-party (If you didn’t attend, make sure you get a ticket for next year, it is the hottest event of the conference!) It gave us the opportunity to catch-up at length with Nvidia executives and our most valuable contacts in the entire ecosystem. Please follow the link below for our updated thoughts.
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