Twilio Inc（TWLO）資訊與事件TWLOTwilio Inc

Akamai Signs $11.6B Agreement with Anthropic

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.AGREEMENT WITH ANTHROPIC:Akamai Technologiesannounced a significantly expanded relationship with Anthropic for $11.6B of contractual commitment over seven years. The multi-year commitment will support Anthropic's accelerating CPU workload demands by leveraging Akamai Cloud's distributed AI infrastructure and software. The deal adds to the more than $2.8B in multi-year Cloud Infrastructure Services commitments across Akamai's customer base previously announced this year. These agreements underscore a growing demand for Akamai to enable customers to build, deploy and operate AI workloads at scale. As part of the increased strategic alignment between Akamai and Anthropic, Akamai has issued a warrant to Anthropic for the purchase of non-voting convertible Series B Preferred Stock representing 7.7M shares of Akamai's common stock on an as-converted basis, or up to approximately 5% of Akamai's common stock outstanding, at an exercise price of $111.33 per share of common stock. A portion of the warrant representing approximately 2% of Akamai's common stock outstanding is expected to vest in connection with today's announced $11.6B commitment. The remaining approximately 3% would vest throughout the successful expansion of the commitment up to an additional $9B within the seven-year term of the warrant. Each additional $3B purchase of cloud services, at mutually agreed upon terms, will result in the vesting of approximately 1% of Akamai's common stock outstanding.SAFETY VULNERABILITY:Meta Platformsis adding a clearer safety warning within Muse after a security researcher discovered a vulnerability in the AI agent that could let an attacker access a user's sensitive personal information, The Information's Jyoti Mann. The security flaw, which was flagged by an outside researcher through Meta's bug bounty program and which hasn't been previously reported, could have allowed an attacker to gain access to a user's dedicated virtual machine, an individualized cloud-based account that contains data including emails and files, according to an internal Meta incident report that was seen by The Information.COPILOT CAPABILITIES:In a post to its blog, Microsoftstated, "We're reimagining Microsoft Copilot to enable work as it evolves and to help expand what every individual and every organization can accomplish in the flow of human ambition. Today we're introducing the new Copilot to connect the tools people rely on with the next generation of capabilities they'll need to build, customize and scale AI across work. The Copilot app now has three new capabilities: Home is your new starting point, where Chat and Cowork come together - and with Office in Copilot, the full power of Word, Excel and PowerPoint is now built into the experience. Code lets everyone build their own solutions with the tools to run them safely, and it's powered by the same underlying technology as GitHub Copilot. And Autopilot is a persistent, proactive and personal agent that keeps working even when you're not. Home and Code will start rolling out in our Frontier program in the coming weeks and Autopilot is expanding to private preview at the end of the month. We're also excited to share new FinOps for AI capabilities to help you manage spend and get the most value from Copilot and agents."SELL TWILIO:HSBC downgraded Twilioto Reduce from Hold with a $211 price target. The firm cites valuation for the downgrade with the shares up 30% since Metalaunched Muse on September 8. The market is increasingly pricing Twilio as the communications infrastructure for Meta's "fast-growing" Muse agent and the broader consumer agent ecosystem, the firm tells investors in a research note. HSBC agrees with the industry logic that AI agents will expand communications volumes such as calls, messages, and authentications. However, it thinks Meta's own AI voice stack limits Twilio's ability to capture the highest value share of each Muse interaction. The market overestimates how much of that incremental value accrues to Twilio, contends the firm.

Major Averages Rise as Oil Prices Retreat

The major averages were higher near midday as easing oil prices and retreating Treasury yields provided relief at the end of a volatile week. Oil and fuel prices pulled back during the session following news that the U.S. and Iran moved closer to an agreement that would lift naval blockades on tankers in the Persian Gulf and ease economic measures against Tehran. Of note, Meta looks set to close the week up nearly 15% as it followed up on its recent Muse AI agent launch with a series of hardware releases.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Akamaiannounced a $11.6B multi-year agreement with AnthropicCostcoreported upbeat Q4 earnings, with CEO Ron Vachris saying he sees "strong pipeline" for new warehouses internationallyThe Federal Reserve is working on a plan to raise the asset thresholds that trigger stricter oversight of big bank, Reuters reportsBASFconfirmed "exploratory work" with the RAG Foundation and Evonik Industries AGon a possible acquisition of EvonikScotts Miracle-Groagreed to acquire the Black Kow brand and provided guidance for FY26 and FY272. WALL STREET CALLS:Nikedowngraded to Underperform at BofA as turnaround takes longerBarclays upgraded Humanaon confidence in star ratings boostHSBC downgraded Twilioto Reduce after Muse-driven rallyHSBC upgraded Synopsysto Buy on business model transformationKeyBanc downgraded Comcastto Underweight on deteriorating metrics3. AROUND THE WEB:A rumor regarding PayPalas highlighted in Ben Harrington's M&A-focused Betaville blog, contacts tell The FlyAnthropic is asking shareholders to approve a Palantir-stylestructure granting its seven co-founders 50.1% of voting power if three retain minimum stakes, The Information saysTeslais beginning first customer deliveries of its long-delayed Semi, marking its entry into the commercial trucking market and expanding its addressable market beyond passenger vehicles amid elevated U.S. diesel prices, Reuters saysYouTubeCEO Neal Mohan has rejected the idea of joining Meta'smultistate settlement agreement related to child safety, CNN reportsFollowing People's Incorporated'sdecision to withdraw its bid for MGM Resortsyesterday, MGM is now in discussions to make a bid for People Incorporated, WSJ says4. MOVERS:Atlas Energygains after its subsidiaries executed separate cost reimbursement agreement with a frontier AI labGenius Sportsincreases in New York after JPMorgan initiated coverage of the stockTwiliodeclines after HSBC downgraded the stock to Reduce from HoldKodiak AIfalls after announcing plans to launch its unsupervised long-haul driverless service on the Dallas-Houston freight lane by the end of 2026Zscalerlower after appointing Ross Tackett as Chief Revenue Officer5. EARNINGS/GUIDANCE:Astrotechreported FY26 resultsScholasticreported Q1 results and backed its outlook for FY27Legacy Educationreported Q4 results, with EPS higher year-over-yearRezolutereported Q4 results, with EPS missing consensusCarnivalto report Q3 results on September 29INDEXES:Near 12:30 pm ET, the Dow was up 482.29, or 0.94%, to 51,832.27, the Nasdaq was up 169.39, or 0.63%, to 27,108.76, and the S&P 500 was up 42.00, or 0.55%, to 7,746.13.