Jim Cramer: This Tech Stock Is ‘Terrific’, Home Depot Takes Beating
Jim Cramer praises Akamai after strong results, rejects Builders FirstSource, and urges focus on profitable companies like Applied Digital.
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Cramer likes Vistra and Constellation, but not NextEra. Recursion and Fastly reported weak earnings, Huntington raised sales guidance.
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Jim Cramer praises Akamai after strong results, rejects Builders FirstSource, and urges focus on profitable companies like Applied Digital.
Expanded bidirectional integration connects Akamai API Security intelligence with Agent Fabric, extending governance across APIs, agents, and MCP serversHelps organizations discover, understand, and govern APIs and MCP
ITV deployed Akamai TrafficPeak powered by Hydrolix to help safeguard its ITVX live-streaming architecture during the World Cup.Subsecond log ingestion eliminated 5- to 15-minute telemetry delays, enabling instant issue
Brent crude pushes above $100 a barrel for the first time since July as US-Iran strikes escalated, equities slip broadly.
Constellation Energy and Vistra are both capitalizing on AI-driven electricity demand, with stocks up 137% and 330% respectively over three years. Constellation focuses on nuclear power (22 GW capacity), while Vistra is more diversified with natural gas (62% of capacity) and smaller nuclear operations (15%). The analyst recommends Vistra as the better buy due to its lower valuation (9x 2026 EBITDA vs. Constellation's 21x P/E), greater diversification, and stronger exposure to natural gas, which powers most U.S. data centers.
A U.S. senator has added small cap stock ETFs to his portfolio ahead of a potential Federal Reserve rate hike. Here's why the timing matters.