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FollowingU.S. stocks closed higher on Friday, as AI craze overwhelmed pressure on long-term bond yields.
On Friday, U.S. stocks closed higher across the board. Although the pressure from long-term government bond yields remaining above 5%, a new round of artificial intelligence (AI) enthusiasm finally gained the upper hand and pushed the market higher.
The Dow Jones Industrial Average rose 0.93% to close at 51,828.62; the Standard & Poor's 500 Index rose 0.51% to close at 7,743.41; and the Nasdaq Composite Index rose about 0.48%.
Akamai: Transformation into AI infrastructure stocks
The most eye-catching performance in individual stocks came from Akamai. The company announced a formal $11.6 billion, seven-year agreement with Anthropic to provide CPU computing resources through the Akamai Cloud. In addition, the amount of the agreement can be increased by another US$9 billion, bringing the total commitment amount close to US$20 billion.
Akamai's share price soared more than 20% after the announcement. The deal changes the framework for investors 'perception of Akamai. While the company is still known for its content distribution and cybersecurity businesses, Anthropic is investing billions of dollars into Akamai's distributed cloud infrastructure to support AI workloads. Under the terms of the agreement, Anthropic will also receive warrants that could eventually be converted into up to 5% of Akamai's common stock if the relationship deepens further.
此举使Akamai直接融入了当前的AI基础设施投资热潮中，这与云服务和数据中心公司此前获得的巨额融资趋势不谋而合。近期市场数据显示，即便在5.2%的国债收益率环境下，AI概念股依然表现坚挺，而Akamai的动态进一步强化了这一分化格局。
Marvell：持续受益于AI数据中心需求
Marvell同样在周五录得上涨，涨幅为1.15%，报收于261.94美元。相较于Akamais的大幅暴涨，Marvell的走势看似温和，但它本月一直是表现强劲的AI基础设施股之一。自9月初约207美元的低点以来，其股价已攀升至260美元以上，这主要得益于数据中心内部网络、光互连及定制芯片需求的强劲增长。
该公司近期公布的季度营收创纪录地达到27.4亿美元，同比增长37%，其中数据中心需求仍是核心增长引擎。因此，Marvell的市场定位正逐渐从一家多元化的半导体公司，转变为纯粹的AI基础设施标的。
分析指出，投资者正将资金集中配置于有望捕获AI支出的企业，即便市场中对利率敏感的部分板块仍在挣扎，这一趋势依然明显。
