---
title: "Tech Pivots to Cloud Mega-Deals as AI Momentum Spills Into Biopharma"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/293448493.md"
description: "Akamai's $1.8 billion cloud infrastructure contract and Jupiter Neurosciences' $100 million licensing pact highlight a landscape increasingly driven by high-conviction dealmaking and AI-integrated capital expenditures."
datetime: "2026-07-22T09:17:40.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293448493.md)
  - [en](https://longbridge.com/en/news/293448493.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293448493.md)
generator: "portal-rs"
---

# Tech Pivots to Cloud Mega-Deals as AI Momentum Spills Into Biopharma

Akamai Technologies (AKAM.US) is aggressively accelerating its pivot from legacy content delivery, securing a $1.8 billion cloud contract that signals a broader infrastructure shift. The Cambridge-based firm expects cloud services to jump at least 50% in 2026, a growth mandate bolstered by its recent $205 million acquisition of AI-security startup LayerX.

That AI momentum is rapidly spilling into life sciences. Generate Biomedicines Inc. (GENB.US), backed by Nvidia Corp., closed the first quarter of 2026 with $516 million in cash as it pushes its AI-designed monoclonal antibodies through late-stage clinical trials. The broader tech and growth proxy, mirrored by assets like MQQQ.US, continues to digest these massive, algorithm-driven capital expenditures.

In the biopharma space, dealmaking remains brisk. Jupiter Neurosciences Inc. (JUNS.US) inked a licensing pact worth up to $100 million for US rights to a next-generation MDMA therapy, diversifying its pipeline well beyond its Phase 2a Parkinson’s asset. Meanwhile, mega-cap players like Novartis AG (NVS.US) continue to anchor the global healthcare landscape, while life-sciences supplier Avantor Inc. (AVTR.US) reported first-quarter revenue of $1.58 billion, beating analyst estimates on improved execution in its biosciences unit.

Traditional infrastructure and yield plays are heavily tapping debt markets. Energy Transfer LP (ET.US) priced $1.75 billion in junior subordinated notes to fund capital projects, including the fully-subscribed expansion of its Nederland export terminal. Income-focused vehicles like the PIMCO Corporate & Income Opportunity Fund (PTY.US) are navigating this high-yield issuance environment to lock in capital.

In the materials sector, SES AI Corp. (SES.US) is facing capital market headwinds. Despite a recent inclusion in the Russell 3000 index, the lithium-metal battery maker received a NYSE non-compliance notice after its stock price languished below minimum bid requirements, overshadowing its 47% sequential revenue growth in the first quarter of 2026. Regional financial entities, including Phoenix Asia Holdings Limited (PHOE.US), round out a quarter marked by stark divergences between AI-fueled tech valuations and legacy operational restructuring.

### Related Stocks

- [AKAM.US](https://longbridge.com/en/quote/AKAM.US.md)
- [GENB.US](https://longbridge.com/en/quote/GENB.US.md)
- [JUNS.US](https://longbridge.com/en/quote/JUNS.US.md)
- [NVS.US](https://longbridge.com/en/quote/NVS.US.md)
- [SES.US](https://longbridge.com/en/quote/SES.US.md)
- [PHOE.US](https://longbridge.com/en/quote/PHOE.US.md)
- [ET.US](https://longbridge.com/en/quote/ET.US.md)
- [AVTR.US](https://longbridge.com/en/quote/AVTR.US.md)

## Related News & Research

- [Kahn Brothers Group Inc. Purchases New Position in Novartis AG $NVS](https://longbridge.com/en/news/297308070.md)
- [Algert Global LLC Has $7.58 Million Stake in Akamai Technologies, Inc. $AKAM](https://longbridge.com/en/news/297137162.md)
- [Is Akamai Technologies (AKAM) Undervalued Following Its Earnings Beat?](https://longbridge.com/en/news/296685101.md)
- [Is Novartis (SWX:NOVN) Fully Valued On Its 2026 ESC Congress Data Plans?](https://longbridge.com/en/news/296688848.md)
- [Beacon Pointe Advisors LLC Has $39.50 Million Position in Energy Transfer LP $ET](https://longbridge.com/en/news/297394247.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**