These S&P 500 stocks have soared the most during the AI-driven May rally

Even stocks in the beleaguered software industry have been on fire.

Market Watch • May 29, 2026

Markets show software companies partnered with AI giants are in favor

CNBC's Seema Mody reports on the latest developments regarding the software sector.

CNBC Television • May 28, 2026

Financial Services at Risk: DDoS Attacks Are Bigger, Longer, and More Complex, Akamai Research Finds

Pro-Iran hacktivism and AI bots are amplifying cyberattacks targeting online banking, payments, and applications Pro-Iran hacktivism and AI bots are amplifying cyberattacks targeting online banking, payments, and applications

GlobeNewsWire • May 20, 2026

Akamai AI Brand Presence Optimizes Content and Raises Visibility in Agentic Search

Optimizing brand content for AI search and agentic traffic As its own first customer, Akamai increased citations by 85% and brand presence by 364% AI bot traffic grew more than 300% year over year CAMBRIDGE, Mass., May 19, 2026 (GLOBE NEWSWIRE) -- As more people turn to AI to search and navigate the internet, Akamai (NASDAQ: AKAM) today introduced AI Brand Presence to help organizations optimize their content for AI search and traffic.

GlobeNewsWire • May 19, 2026

Akamai Announces Pricing of Upsized Offering of Convertible Senior Notes

CAMBRIDGE, Mass., May 19, 2026 (GLOBE NEWSWIRE) -- Akamai Technologies, Inc. (NASDAQ: AKAM) (“Akamai”), the cybersecurity and cloud computing company that powers and protects business online, today announced that it has priced its private offering of $1.5 billion in aggregate principal amount of 0% convertible senior notes due 2030 (the “2030 Notes”) and $1.5 billion in aggregate principal amount of 0% convertible senior notes due 2032 (the “2032 Notes” and, together with the 2030 Notes, the “notes”).

GlobeNewsWire • May 20, 2026

Akamai Announces Proposed Offering of Convertible Senior Notes

Akamai proposes to offer, subject to market factors and other conditions, $1.3B in aggregate principal amount of 0% convertible senior notes due 2030.

GlobeNewsWire • May 18, 2026

Diamond Hill Long-Short Strategy Q1 2026 Portfolio Movers: Gains, Drags, And Trades

Diamond Hill's long positions in software businesses, including Microsoft , Salesforce and Adobe, were among the most notable detractors in the quarter. Exploration and production companies Chevron and Diamondback Energy saw shares rise as the sharp increase in oil prices drove a broad rally across US-based oil producers. Diamond Hill initiated a position in Gartner as concerns around slowing revenue growth and potential disruption from AI created an opportunity to invest at an attractive valuation.

Seeking Alpha • May 19, 2026

Experian Expands Agent Trust Partner Ecosystem with Akamai to Advance Trusted AI Driven Commerce

COSTA MESA, Calif.--(BUSINESS WIRE)--Experian today announced that Akamai Technologies has joined its growing partner ecosystem, designed to further advance secure, trusted AI driven commerce through the Experian Agent Trust™ framework, alongside partner Skyfire supporting emerging payment innovation. As AI agents begin to search, decide, and transact autonomously, they introduce a fundamental challenge for businesses: how to trust an action when it is no longer directly initiated by a human. W.

Business Wire • May 15, 2026

Cloud Company Akamai Hits Asia Revenue Milestone as It Ramps Up Investment, M&A

Nasdaq-listed Akamai will increase spending on AI and cloud infrastructure in Asia, including on advanced chips, and deepen its partnership with Nvidia.

WSJ • May 14, 2026

Akamai Technologies Announces Intent to Acquire LayerX, Advancing Its Workforce Security Strategy with AI Usage Control

CAMBRIDGE, Mass., May 14, 2026 (GLOBE NEWSWIRE) -- Akamai Technologies, Inc. (NASDAQ: AKAM), announces that it has entered into a definitive agreement to acquire  LayerX , a leading provider of browser-based AI usage control and secure enterprise browser (SEB) technology.

GlobeNewsWire • May 14, 2026