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.
Featuring
Anthropic
Meta
People Inc.Listen to the full episode and explore every guest, topic, and moment on PodLume.