Akamai and NVIDIA have announced an integrated solution combining Akamai Guardicore Segmentation with NVIDIA BlueField DPUs to provide agentless cybersecurity for critical infrastructure in energy, manufacturing, and transportation sectors. The solution enables Zero Trust segmentation without requiring software agents on legacy or fragile systems, addressing a long-standing challenge in protecting operational technology and industrial control systems. The joint solution is expected to be available globally in Q2 2026.

Ten large-cap stocks were top performers during the week of February 9-13, 2026. Magna International led with a 26.81% gain following better-than-expected Q4 results and raised FY26 guidance. Other notable gainers included Generac Holdings (22.25%), Rivian Automotive (20.20%), BorgWarner (20.15%), and Akamai Technologies (17.64%), all driven by strong earnings reports and analyst upgrades.

Fastly surged 13.87% on Friday following record Q4 earnings and stronger 2026 guidance, driven by growing AI cloud partnerships and agentic AI workloads. The company reported 23% YoY revenue growth to $172.6M and positive adjusted EPS of $0.12. Peers Cloudflare and Akamai Technologies also gained as investors recognize AI-driven edge traffic opportunities in the infrastructure sector.

Akamai Technologies stock surged nearly 4% on Monday following a rare double upgrade from Morgan Stanley analyst Sanjit Singh, who raised his price target from $83 to $115 per share and changed his recommendation from underweight to overweight. Singh believes the company is undervalued given its strategic pivot from content delivery to cybersecurity and cloud computing, though the author remains cautious until the company demonstrates meaningful revenue and profitability growth.

Miggo Security's study reveals significant vulnerabilities in Web Application Firewalls (WAFs), highlighting that 52% of exploits bypass default security rules. The research emphasizes the need for AI-powered, runtime-intelligent security solutions to mitigate emerging cyber threats.

KeyBanc analyst Jackson Ader upgraded Fastly and Akamai, highlighting their potential for growth in security and compute services, with positive outlook for 2026.

The DDoS protection market is projected to grow from USD 5.84 billion in 2025 to USD 17.15 billion by 2033, driven by increasing cyberattack complexity and the expansion of internet-connected devices across various industries.

Akamai Technologies has acquired Fermyon, a serverless WebAssembly company, to enhance its edge computing and cloud-native application capabilities. The acquisition aims to improve developer tools for building lightweight, high-performance applications at the internet's edge.

The managed DDoS protection market is projected to grow from USD 297.8 Million in 2024 to USD 1093.4 Million by 2032, driven by increasing cyber threats, digital transformation, and demand for cloud-based security solutions.

Corero Network Security announced its SmartWall ONE solution can now be deployed in Akamai Compute, enabling faster and more flexible cloud-native DDoS protection with instant global deployment capabilities.

The Application Gateway Market is expected to grow significantly, driven by the increasing demand for AI-powered cybersecurity solutions and cloud integration. The market is poised to reach USD 5.62 billion by 2032, with a CAGR of 10.2% from 2024 to 2032.

The Web Performance Market is growing rapidly due to increasing demand for fast, seamless websites driven by e-commerce, mobile use, and cloud apps. The market is expected to reach USD 12.70 billion by 2032, with the U.S. market anticipated to reach USD 3.46 billion by the same year.