--- title: "☕️ [Task Coins Giveaway] Daily Market Talk — Akamai Jumps 21% on Anthropic" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/100000000913764.md" description: "Anthropic's $11.6B compute deal sent Akamai up ~21% after hours, even as the 30-year yield hit a 2004 high of 5.5% and Williams called another hike "reasonable" — AI keeps spending while money gets pricier." datetime: "2026-09-25T03:44:39.000Z" locales: - [en](https://longbridge.com/en/topics/100000000913764.md) - [zh-CN](https://longbridge.com/zh-CN/topics/100000000913764.md) - [zh-HK](https://longbridge.com/zh-HK/topics/100000000913764.md) author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)" generator: "portal-rs" --- # ☕️ [Task Coins Giveaway] Daily Market Talk — Akamai Jumps 21% on Anthropic Anthropic signed an **$11.6 billion** compute deal with Akamai and the stock jumped about **21%** after hours. Meanwhile the 30-year Treasury hit **5.5%**, its highest since 2004, and the Fed's Williams called another hike "reasonable". AI is still spending while money gets more expensive. Let's dig in 👇 **💬 Hike odds near 78%, AI deals still growing — buying compute, cutting REIT duration, or holding cash until PCE?** ## 📊 Quick Recap — What Moved & Why ### 🇺🇸 US — Flat Tape, Loud Bond Market **🔑 Key Event: S&P 500** **-0.02%**, **Nasdaq** **+0.01%**, **Dow** **-0.31%** — but the 30-year yield touched 5.50%, a 2004 high, as oil climbed and NY Fed's Williams called another hike this year "reasonable". October odds jumped to 77.5% from ~53%. **👀 Other to Watch** - $Akamai Tech(AKAM.US) -6.8% in the session, then about **+21%** after hours → Anthropic committed **$11.6B over seven years**, expandable to roughly **$20B**, and gets a warrant for up to 5% of Akamai. A CDN name just got re-rated as AI infrastructure. - $Meta Platforms(META.US) +4.5% to **$777.59** → Muse keeps pulling in users. Meta is on track for its best month since 2013 and sits about 1% below a **$2 trillion** market cap. - $Oracle(ORCL.US) -3.5% → sent a force majeure notice on Project Jupiter, its New Mexico data centre campus, over possible construction delays. Oracle says it is not walking away from the project. $Arm(ARM.US) -7.9% sold off alongside it. - **Neoclouds** → $Nebius(NBIS.US) +7.4%, $Coreweave(CRWV.US) +3.7%. Anthropic's deal says compute demand is still spilling beyond the hyperscalers. - **Memory cooled** → $Western Digital(WDC.US) -4.9%, $Sandisk(SNDK.US) -3.5%, while $Intel(INTC.US) +3.9% and $AMD(AMD.US) +2.4% held the chip board up. - $Costco Wholesale(COST.US) → EPS **$6.75** beat, but **$0.15** of that came from a one-off tariff refund. Shares barely moved after hours. > @LazyCat**:** cautious on Meta, expects the Muse optimism to fade once a counter narrative on security concerns shows up. ### 🇸🇬 Singapore — Yields Tax The Income Names **🔑 Key Event: STI** **-0.47%** **to 5,683.37** as oil and US yields rose; a 5.5% long bond hurts local yield plays. $Keppel Reit(K71U.SG) sold Seoul's T Tower at a 37.2% premium and flagged a S$25M buyback, but units fell ~2% — the lost income mattered more than the gain. **👀 Other to Watch** - $CSE Global(544.SG) → won two US electrification contracts worth **US$150M**, one for an LNG expansion in Louisiana and one follow-on order for a data centre power hub. - $Far East Orchard(O10.SG) → its UK joint venture is buying King's Place in London for **£60M**, planned as a **444-bed** student housing block due in 2029. - $Multi-Chem(AWZ.SG) -16% → a key vendor suspended all orders to its subsidiary. Those products were 5% to 10% of first-half revenue. > @TheInvestingIguana**:** pointed out that Singapore inflation has now ticked up for three straight months and the STI barely noticed. ### 🇭🇰 HK/China — Summit Pageantry, Thin Substance **🔑 Key Event: Hang Seng** **-0.29%** on Thursday, and down about **-1.6%** this morning, Tech off nearly 2%, as the US bond rout spread. The Trump-Xi talks pushed the trade truce out two months to 10 January and opened the first formal US-China AI talks — but no big tariff deal. Visit wraps tonight SGT. > @TheCollector**:** called the Xi visit "more symbolic than substance" before the talks, and so far that call looks right. ### 🌍 Other - **Oil** → **Brent** **+3.4%** **to $106.60**, after spiking to **$108.23** when Houthi missiles were fired at Saudi forces. It gave back part of that on the report that Washington and Tehran are discussing a phased reopening of Hormuz. Nothing is agreed yet. - **Gold** eased as higher yields and a firmer dollar raised the cost of holding bullion. ## 📅 Key Events | **When (SGT)** | **What** | | --------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Today, Fri 25 Sep** | 🇺🇸 Fed's **Williams** speaks again, 17:15 **Durable goods**, 20:30 (consensus -0.4%) **UMich sentiment** final, 22:00 **Trump-Xi** visit wraps up tonight | | **Wed 30 Sep** | 🇺🇸 **August PCE**, 20:30. The next big input for an October hike | | **Fri 2 Oct** | 🇺🇸 **September jobs report**, 20:30 (consensus 100k) | 👇 Drop your take (20+ words) & click "Repost" to earn 288 Task Coins ✨ 🚫 No duplicates · ⏰ Deadline: September 25, 2026, 11:59 PM SGT 📝 **Help us make Daily Market Talk better!** Take our quick survey and earn **500 Task Coins** once you complete it: [https://forms.gle/npmPXYXHmQ7oFLME8](https://docs.google.com/forms/d/e/1FAIpQLScgNLcqOBBBvLXvBPh-EQ6MM2JDBqz7aALqSZI2KTgsf9d1Tw/viewform?usp=header) Not investment advice, just market talk 🙏 ### Related Stocks - [O10.SG](https://longbridge.com/en/quote/O10.SG.md) - [00HSI.HK](https://longbridge.com/en/quote/00HSI.HK.md) - [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md) - [STI.SG](https://longbridge.com/en/quote/STI.SG.md) - [AWX.SG](https://longbridge.com/en/quote/AWX.SG.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [04335.HK](https://longbridge.com/en/quote/04335.HK.md) - [COST.US](https://longbridge.com/en/quote/COST.US.md) - [AWZ.SG](https://longbridge.com/en/quote/AWZ.SG.md) - [AKAM.US](https://longbridge.com/en/quote/AKAM.US.md) ## Comments (40) - **Fattycat · 2026-09-26T03:28:53.000Z**: Trump has just rejected Iran’s 7-day ceasefire proposal which offered to reopen the Strait of Hormuz and resume nuclear talks in exchange for lifting the U.S. port blockade.Trump reportedly expects to launch a renewed U.S. bombing campaign after the November midterms, extending the 209-day conflict. - **NewUser_zS0M8w · 2026-09-25T14:27:47.000Z**: I think this market weakness will spillover to October. Singapore's inflation is now over the annual 2% target and unemployment period is also getting longer, a potential warning for the foreseeable future. - **NewUser_ThinkSwim · 2026-09-25T13:57:41.000Z**: Markets movements will be clearer as we come to the end of the month. Unsure if it is directional bearish or bullish but if the macro problems are persistent I do not think we will have big rallies but might have sudden drop. DCA slowly into stocks to participate in the market and chill over the wee - **Dacai · 2026-09-25T11:46:05.000Z**: The electrification contracts won by CSE are much needed good news for a stock that has been range bound for some months. - **NewUser_CkrdqW · 2026-09-25T07:34:40.000Z**: Reports of a Trump deal with Iran to reopen Strait of Hormuz last night sent the market into recovery mode, with the main indexes closing relatively flat and even slightly up in after hours. Though I remain cautious as it's Friday and anything can happen over the weekend when markets are closed. - **Captain Leo** (2026-09-25T09:30:09.000Z): Staying cautious into a Friday close after one Hormuz headline is a line most people only draw on Monday. - **LazyCat · 2026-09-25T06:49:46.000Z**: REIT player need to monitor the bond market closely and not rush to complete your position. The oil and inflation issues are still clear and present issues and chances for rate cut in the foreseeable future is basically out of the window. - **koolgal · 2026-09-25T06:47:57.000Z**: PCE Doomsday or AI Discount? Navigating the 5.5% Bond Shock🌟🌟🌟The latest PCE report arrives at a time when there is a full scale bond market meltdown. The 10 year US Treasury yield has just reached 5.5% yield, carving out a fresh multi decade high.This sudden spike signals that institutional bond i - **Captain Leo** (2026-09-25T10:07:05.000Z): Writing the plan down the day before Core PCE, not after, is the part people talk about and rarely do. Looking forward to seeing whether the 3.4% print changes anything in the DCA or leaves it exactly - **koolgal** (2026-09-26T11:42:28.000Z): Thanks for sharing your valuable insights 😍😍🤩 - **dingdongbell · 2026-09-25T06:22:25.000Z · 👍 1**: When sentiments are bearish with so many narratives from oil to yields, etc., not putting a dent in the market while the bears keep blabbering, it reminds me that markets top on euphoria. Doesn’t look euphoric to me when there are so many bears around! - **Heroic Lifesaver · 2026-09-25T06:18:59.000Z · 👍 2**: Lol. They called for an AI slowdown and signed another deal. Talk about actions speaking louder than words! And looking at how sentiments are in the basement yet markets are resilient seems to indicate the trend is up. We might get a dip into mid-October or November but it looks like a rally is in t - **Vt3** (2026-09-25T06:35:13.000Z): From now to end Oct 🎢 - **Heroic Lifesaver** (2026-09-25T06:59:31.000Z): Haha….yah enjoy the ride don’t get giddy! - **Pardha · 2026-09-25T06:00:32.000Z**: Gold is under pressure - **Tiffany lover · 2026-09-25T05:14:48.000Z**: Brent crude rose 3.4% to $106.60, after spiking to $108.23 when the Houthis fired missiles at Saudi forces. Oil prices gave back some gains amid reports of Washington and Tehran discussing a phased reopening of the Strait of Hormuz.Oil prices stabilized, but gold faced pressure as U.S. Treasury yiel - **Fattycat · 2026-09-25T05:13:40.000Z · 👍 2**: Anyone buy spot gold at 4240-4250 and sell at 4290? 🤣. Gold is coming down again😂. Another opportunity or wait at 4K🙄😆….. - **The · 2026-09-25T05:08:48.000Z · 👍 1**: There is a slight increase for Nasdaq. Oil rise and NY Fed’s Williams calling lead to 30-year yield touched 5.50%.Akamai shares from -6.8% but after hours later to +21%. US Stocks rise for Meta Platforms, Nebius, Coreweave, Intel and AMD whereas the others lower. Oil and gold increase due to firing - **Fattycat · 2026-09-25T05:00:59.000Z · 👍 2**: S-REITs have been falling like nobody business and they are starting to look really attractive. 😍I feel the fear everywhere. If you guy got time take a look at CFA REITs and CLR 🤭. Have been dropping sharply too.Hang Seng Tech is following the same path. The market temperature is 29 degree now 🤭. N - **Valenxis · 2026-09-25T04:46:17.000Z · 👍 1**: oil price up, inflation up, col up, yield up, btc up. Market abit down. probably not nuch broad selling by investors - **HKP · 2026-09-25T04:39:08.000Z · 👍 1**: It's good to see the stock market is up - **FaithAnchor · 2026-09-25T04:37:51.000Z · 👍 1**: $SPDR Gold Shares(GLD.US)Gold under pressure. Rising yields, stronger dollar—two big headwinds at once. Is the golden run over, or is this just a reset before the next leg up? - **Fattycat** (2026-09-25T05:00:34.000Z): In my view, the global institutional funds are reallocating their resources to risk free 30 years treasury bill that give 5.47% returns.Be practical, what is the odds of stock market returns giving 5- - **relf · 2026-09-25T04:24:45.000Z · 👍 1**: More interested to watch the developments of US China meetings. Still lots of news coming out for Meta and Muse, looks promising, but stock price has priced in quite a fair bit. - **ShortWalk · 2026-09-25T04:23:44.000Z · 👍 1**: Expected to see Meta rising after meta connect. I think it may rise further if Muse launches globally and proves itself above its competitors. - **win win · 2026-09-25T04:21:20.000Z · 👍 1**: 30 year Treasury Bill top 5.5%, has been long never seen this high since 2004. will Federal Reserve be going to hike the interest rate in the upcoming meeting? - **Fattycat** (2026-09-25T05:03:59.000Z): I think “No”. US Midterm elections coming …traditionally Fed often prefers to remain inactive near elections to avoid perceived political bias. I may be wrong. Let’s see if I am correct. --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**