{
  "id": 7087298,
  "title": "Jim Cramer Calls Akamai (AKAM) “Terrific” and Cloudflare (NET) One of His Favorites",
  "url": "https://urgent.news/2026/09/12/jim-cramer-calls-akamai-akam-terrific-and-cloudflare-net-one-of-his",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-12T09:03:49.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-calls-akamai-akam-090349309.html"
  },
  "original_language": "en",
  "account": "Jim Cramer praised Akamai Technologies (AKAM) as \"terrific\" during an episode of Mad Money on September 9, while also naming Cloudflare (NET) as one of his favorite stocks. Both companies are benefiting from the rising demand for cybersecurity and cloud infrastructure, but their financial profiles differ significantly. Akamai, a cybersecurity company, reported a 5% year-over-year increase in revenue to $1.1 billion in its second quarter, while Cloudflare reported a 36% increase in revenue to $696.1 million. However, Akamai's non-GAAP operating income declined 12% to $271 million, while Cloudflare's non-GAAP operating income was $96.1 million, or 14% of revenue. Akamai's capital expenditures rose by over $130 million year-over-year, while Cloudflare's non-GAAP operating income remained positive. Despite Akamai's impressive revenue growth, its capital-intensive cloud expansion and rising power and space constraints pose a challenge for near-term growth. On the other hand, Cloudflare faces valuation concerns, with a P/E ratio of 246x for the next year's earnings, indicating that its shares require continued strong growth and progress toward GAAP profitability to support that valuation. Hedge fund interest in both companies is notable, with Akamai seeing a decrease in holdings and Cloudflare experiencing an increase.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}