---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000913795.md"
description: "For me, the Anthropic-Akamai deal is another reminder that AI infrastructure spending is still expanding even as the cost of capital rises. I am still constructive on the long-term AI story, especially semiconductors and compute infrastructure, but I am becoming more selective about valuation and leverage. A 5.5% 30-year Treasury yield changes the opportunity cost significantly, so I would rather accumulate quality AI names gradually on pullbacks than chase a strong move after the headlines.I am also watching PCE and the jobs report closely because higher-for-longer rates could create more volatility for growth stocks and REITs. I would not rush to make a major portfolio shift based on one rate move. My approach remains simple: keep some cash available, continue DCA into companies I understand, and use weakness to build positions instead of FOMO buying strength. AI demand can remain strong while multiples still compress, so I think both the growth story and the cost of money need to be respected."
datetime: "2026-09-25T03:53:03.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000913795.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000913795.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000913795.md)
author: "[Shyon](https://longbridge.com/en/profiles/2074437424523595776.md)"
generator: "portal-rs"
---

# For me, the Anthropic-Akamai deal is another remin…


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