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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
SNPS SYNOPSYS INC.
NMFC NEW MOUNTAIN FINANCE CORPORATION
NGL NGL ENERGY PARTNERS LP
MTDR MATADOR RESOURCES COMPANY
FRPT FRESHPET INC
BUSE FIRST BUSEY CORPORATION
ASA ASA
CELC CELCUITY
MBIN MERCHANTS BANCORP
AROC ARCHROCK INC.
CCEL CRYO-CELL INTERNATIONAL
GRX THE GABELLI HEALTHCARE & WELLNESSRX TRUST
ALXO ALX ONCOLOGY HOLDINGS
DLHC DALEIGH HOLDINGS CORP
AMR ALPHA METALLURGICAL RESOURCES INC
OPEN OPENDOOR TECHNOLOGIES INC.
CTO CONSOLIDATED-TOMOKA LAND CO
PFBX PEOPLES FINANCIAL CORP. (MISSISSIPPI)
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RYAN RYAN SPECIALTY GROUP HLDGS INC
KMPH KEMPHARM INC
BUKS BUTLER NATIONAL CORP
OBLG OBLONG INC
VANI VIVANI MEDICAL INC
RH RESTORATION HARDWARE HOLDINGS INC
SMRT SMARTRENT INC
NBBK NB BANCORP INC.
NCDL NUVEEN CHURCHILL DIRECT LENDING CORP
BHRB BURKE HERBERT FINANCIAL SERVICES CORP
CAMP CAMP4 THERAPEUTICS CORPORATION
SI SHOULDER INNOVATIONS INC
MSTR MICROSTRATEGY INCORPORATED
- Jonathan Moreland
MTDR MATADOR RESOURCES COMPANY
ASA ASA
PBHC PATHFINDER BANCORP INC.
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CELC CELCUITY
FGBI FIRST GUARANTY BANCSHARES
GRX THE GABELLI HEALTHCARE & WELLNESSRX TRUST
OPEN OPENDOOR TECHNOLOGIES INC.
PFBX PEOPLES FINANCIAL CORP. (MISSISSIPPI)
RYAN RYAN SPECIALTY GROUP HLDGS INC
KMPH KEMPHARM INC
NBBK NB BANCORP INC.
BHRB BURKE HERBERT FINANCIAL SERVICES CORP
CAMP CAMP4 THERAPEUTICS CORPORATION
SI SHOULDER INNOVATIONS INC
- Jonathan Moreland
SHEN SHENANDOAH TELECOMMUNICATIONS COMPANY
SFNC SIMMONS FIRST NATIONAL CORPORATION CLASS A
SBH SALLY BEAUTY HOLDINGS INC.
RGEN REPLIGEN CORPORATION
PSX PHILLIPS 66
PNFP PINNACLE FINANCIAL PARTNERS INC.
LLY ELI LILLY AND COMPANY
HRTX HERON THERAPEUTICS INC
CROX CROCS INC.
CNC CENTENE CORPORATION
CHD CHURCH & DWIGHT CO. INC.
CBZ CBIZ INC.
AKAM AKAMAI TECHNOLOGIES INC.
ASA ASA
WY WEYERHAEUSER COMPANY
KODK EASTMAN KODAK CO
MXCT MAXCYTE INC
AAOI APPLIED OPTOELECTRONICS INC.
ADC AGREE REALTY CORPORATION
PETS PETMED EXPRESS INC.
SGMS SCIENTIFIC GAMES CORPORATION
GBLI GLOBAL INDEMNITY PLC
AMBC AMBAC FINANCIAL GROUP INC.
CYRX CRYOPORT INC.
ICHR ICHOR HOLDINGS LTD.
UA UNDER ARMOUR
SMRT INC.
BHC SMARTSPACE SOFTWARE
SONO BAUSCH HEALTH COMPANIES INC.
ESTA SONOS
TROX ESTABLISHMENT LABS HOLDINGS
AMPY TRONOX HOLDINGS PLC
PINE AMPLIFY ENERGY
FOUR ALPINE INCOME PROPERTY TRUST
ASAN SHIFT4 PAYMENTS
DLHC INC.
LUMN ASANA
GRNT DALEIGH HOLDINGS CORP
PRCT LUMEN TECHNOLOGIES INC.
ENVX GRANIT SKOPKE
PTLO PROCEPT BIOROBOTICS CORP
BRCC ENOVIX CORP
BRBR PORTILLOS INC
MSDL BRC INC
INSG BELLRING BRANDS INC
SUNS MORGAN STANLEY DIRECT LENDING
INSEEGO CORP.
SUNRISE REALTY TRUST
- Jonathan Moreland
TLYS TILLYS
SHEN SHENANDOAH TELECOMMUNICATIONS COMPANY
RGEN REPLIGEN CORPORATION
PENN PENN NATIONAL GAMING INC.
NMFC NEW MOUNTAIN FINANCE CORPORATION
LLY ELI LILLY AND COMPANY
HRTX HERON THERAPEUTICS INC
CHD CHURCH & DWIGHT CO. INC.
CBZ CBIZ INC.
AKAM AKAMAI TECHNOLOGIES INC.
ASA ASA
CC CHEMOURS CO.
SSSS SUTTER ROCK CAPITAL CORP.
LFST LIFESTANCE HEALTH GROUP
ENVX INC.
BRBR ENOVIX CORP
GRNT BELLRING BRANDS INC
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MNR SMARTRENT INC
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NB BANCORP INC.
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
INTC INTEL CORPORATION
CDNS CADENCE DESIGN SYSTEMS INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
5803 FUJIKURA LTD
6702 FUJITSU LIMITED
5801 FURUKAWA ELECTRIC CO. LTD.
AMD ADVANCED MICRO DEVICES INC.
AVGO BROADCOM INC.
6526 SOCIONEXT INC
ALAB ASTERA LABS INC
- Dave Nicoski
- Ross LaDuke
DXCM DEXCOM INC.
XRAY DENTSPLY SIRONA INC.
WING WINGSTOP INC.
VRTS VIRTUS INVESTMENT PARTNERS INC.
UHS UNIVERSAL HEALTH SERVICES INC. CLASS B
STKS ONE GROUP HOSPITALITY
SNPS SYNOPSYS INC.
SMG SCOTTS MIRACLE-GRO COMPANY CLASS A
SFST SOUTHERN FIRST BANCSHARES
RGNX REGENXBIO INC.
RCKY ROCKY BRANDS
PRGO PERRIGO CO. PLC
MPWR MONOLITHIC POWER SYSTEMS INC.
JRVR JAMES RIVER GROUP HOLDINGS LTD
IRM IRON MOUNTAIN INC.
GPC GENUINE PARTS COMPANY
GD GENERAL DYNAMICS CORPORATION
DLTR DOLLAR TREE INC.
DG DOLLAR GENERAL CORPORATION
CROX CROCS INC.
CAL CALERES INC.
BKE BUCKLE INC.
ASC ARDMORE SHIPPING
AMOT ALLIED MOTION TECHNOLOGIES
ACAD ACADIA PHARMACEUTICALS INC.
SBL SAFE BULKERS INC.
LPG DORIAN LPG
MEG. MEG ENERGY CORP.
MDU MDU RESOURCES GROUP INC
NAT NORDIC AMERICAN TANKERS LIMITED
EVTC EVERTEC INC.
FSLR FIRST SOLAR INC.
IONS IONIS PHARMACEUTICALS INC.
NMIH NMI HOLDINGS INC. CLASS A
AGYS AGILYSYS INC.
SJM J.M. SMUCKER COMPANY
FIZZ NATIONAL BEVERAGE CORP.
NHC NATIONAL HEALTHCARE CORP.
INSW INTERNATIONAL SEAWAYS INC.
FLGT FULGENT GENETICS
DK DELEK US HOLDINGS INC
CELH CELSIUS HOLDINGS INC.
AMD ADVANCED MICRO DEVICES INC.
TTEC TTEC HOLDINGS INC.
AVGO BROADCOM INC.
ST SENSATA TECHNOLOGIES HOLDING PLC
ELAN ELANCO ANIMAL HEALTH INC.
MEC MAYVILLE ENGINEERING
DELL DELL TECHNOLOGIES INC CLASS C
CSTM CONSTELLIUM SE CLASS A
OI O-I GLASS INC
BWMN BOWMAN CONSULTING GROUP LTD
DINO HOLLYFRONTIER CORP
EVEX EVE HOLDING INC
SPXC SPX TECHNOLOGIES INC
WEST WESTROCK COFFEE COMPANY LLC
ADCT ADC THERAPEUTICS SA
SVV SAVERS VALUE VILLAGE INC
GUTS FRACTYL HEALTH INC
AGEN AGENUS INC.
ARDT ARDENT HEALTH PARTNERS INC
PCT PROVIDENT CAP TR II SKIS 8.75%29
MKTW MARKETWISE INC
- 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.
- Pierre FerraguÊ
- Jonathan Moreland
WWW WOLVERINE WORLD WIDE INC.
SM SM ENERGY COMPANY
SIGI SELECTIVE INSURANCE GROUP INC.
PDFS PDF SOLUTIONS INC.
PAHC PHIBRO ANIMAL HEALTH CORPORATION CLASS A
OSUR ORASURE TECHNOLOGIES INC.
OPK OPKO HEALTH INC.
MTDR MATADOR RESOURCES COMPANY
ITCI INTRA-CELLULAR THERAPIES INC.
HII HUNTINGTON INGALLS INDUSTRIES INC.
FRPT FRESHPET INC
FFIN FIRST FINANCIAL BANKSHARES INC
DGII DIGI INTERNATIONAL INC.
CPS COOPER-STANDARD HOLDINGS INC.
CLRO CLEARONE
CINF CINCINNATI FINANCIAL CORPORATION
AKAM AKAMAI TECHNOLOGIES INC.
AFG AMERICAN FINANCIAL GROUP INC.
DGICA DONEGAL GROUP INC. CL A
CECE CECO ENVIRONMENTAL CORP.
OESX ORION ENERGY SYSTEMS INC.
NHC NATIONAL HEALTHCARE CORP.
PLBC PLUMAS BANCORP
JFR NUVEEN FLOATING RATE INCOME FUND
JELD JELD-WEN HOLDING INC.
CLF CLIFFS NATURAL RESOURCES INC.
VRNA VERONA PHARMA ADS
OCSL OAKTREE SPECIALTY LENDING CORPORATION
SNBR SLEEP NUMBER CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
QNBC QNB CORP.
PCG PG &E CORPORATION
RCUS ARCUS BIOSCIENCES
REZI RESIDEO TECHNOLOGIES
CXDO INC.
CMTV CREXENDO
PRG COMMUNITY BANCORP INC. VT
VMEO PROG HOLDINGS
ETO INC.
ECAT VIMEO INC
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PFHC BLACKROCK ESG CAP ALLOCATION TR
ETG MAIA BIOTECHNOLOGY INC
EVT PROFRAC HLDG CORP
SSII EATON VANCE TAX ADV GLB DIN INC
ADVM EATON VANCE TAX ADVANTAGED DIVID IN
ISPO SS INNOVATIONS INTERNATIONAL INC
EVM ADVERUM BIOTECHNOLOGIES INC.
INSPIRATO INCORPORATED
EATON VANCE INSD CALIF MUN BD FD
- Jonathan Moreland
WWW WOLVERINE WORLD WIDE INC.
SM SM ENERGY COMPANY
SIGI SELECTIVE INSURANCE GROUP INC.
PDFS PDF SOLUTIONS INC.
OXBR OXBRIDGE RE HOLDINGS
OSUR ORASURE TECHNOLOGIES INC.
OPK OPKO HEALTH INC.
NGL NGL ENERGY PARTNERS LP
MTDR MATADOR RESOURCES COMPANY
HMC HARMONIC
EL ESTEE LAUDER COMPANIES INC. CLASS A
DGII DIGI INTERNATIONAL INC.
CPS COOPER-STANDARD HOLDINGS INC.
BZH BEAZER HOMES USA INC.
BMY BRISTOL-MYERS SQUIBB COMPANY
AKAM AKAMAI TECHNOLOGIES INC.
OLN OLIN CORPORATION
CMCO COLUMBUS MCKINNON CORPORATION
HP HELMERICH & PAYNE INC.
HI HILLENBRAND INC.
PLBC PLUMAS BANCORP
MRUS MERUS B V
QNBC QNB CORP.
MPB MID PENN BANCORP INC.
RCUS ARCUS BIOSCIENCES
EAF GRAFTECH INTERNATIONAL
AMCR AMCOR PLC
CXDO CREXENDO
IDYA IDEAYA BIOSCIENCES
MTCH MATCH GROUP INC.
IMNM IMMUNOME
PFX PHENIXFIN CORP
VMEO VIMEO INC
FLNC FLUENCE ENERGY INC
ECBK ECB BANCORP INC.
TLSI TRISALUS LIFE SCIENCES INC
TKO TKO GROUP HOLDINGS
SSII INC.
AEI SS INNOVATIONS INTERNATIONAL INC
OCX ALSET INC.
ISPO ONCOCYTE CORPORATION
INSPIRATO INCORPORATED
- Jonathan Moreland
SIGI SELECTIVE INSURANCE GROUP INC.
PBF PBF ENERGY INC. CLASS A
OSUR ORASURE TECHNOLOGIES INC.
MTDR MATADOR RESOURCES COMPANY
HII HUNTINGTON INGALLS INDUSTRIES INC.
BUSE FIRST BUSEY CORPORATION
AKAM AKAMAI TECHNOLOGIES INC.
DGICA DONEGAL GROUP INC. CL A
CECE CECO ENVIRONMENTAL CORP.
JFR NUVEEN FLOATING RATE INCOME FUND
PCG PG &E CORPORATION
RCUS ARCUS BIOSCIENCES
CXDO CREXENDO
PCB PACIFIC CITY FINANCIAL CORP
PRG PROG HOLDINGS
ETO INC.
ECAT EATON VANCE TAX ADV GBL DIV OPPTY
BHRB BLACKROCK ESG CAP ALLOCATION TR
PFHC BURKE & HERBERT BANK & TR/VA
EVT PROFRAC HLDG CORP
EATON VANCE TAX ADVANTAGED DIVID IN
- Valens Research
Valens Equity Weekly Insights - 2023 11 21
Akamai Technologies (AKAM) has been rapidly growing its high-margin cybersecurity and edge computing businesses. Uniform Accounting highlights the company's profitability potential as it grows these businesses, a trend the market seems to be missing, indicating equity upside is warranted. While Akamai's legacy CDN business is viewed by the market as a saturated utility, the company has been pivoting towards higher margin businesses like cybersecurity and edge computing, giving it the ability to...
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