NET — candidate.roundup
Update
NET — candidate.roundup
Reason: AKAM whipsawed hardest: the desk's own Thursday brief reports it fell 6.78% in the regular session on September 24, then Anthropic announced an $11.6 billion, seven-year compute deal with the company after the close that same day. AKAM's cushion above its 200-day thinned to +2.5% (from +6.8%) even after the news. DDOG (+16.62% week) is now the group's biggest mover. NET (+7.86%) and DOCN (+7.38%) both extended. Roster unchanged.
Price/RSI Table
| Stock | Price | 7D | 30D | 52wkHi | 1Y | vs 200-day | RSI | Status | Action |
|---|---|---|---|---|---|---|---|---|---|
| DDOG | $268.13 | +16.62% | +17.77% | -8.4% | +96.29% | +47.6% | 67 | 🟢 Pullback in trend | 📈 Accumulate |
| NET | $349.02 | +7.86% | +22.51% | -5.01% | +59.95% | +50.7% | 62.2 | 🟢 Pullback in trend | 🔒 Hold |
| DOCN | $139.75 | +7.38% | +21.53% | -25.47% | +297.81% | +35.4% | 58.7 | 🟢 Pullback in trend | 📈 Accumulate |
| AKAM | $113.94 | +9.01% | +5.44% | -31.13% | +51.15% | +2.5% | 53.4 | 🟢 Pullback in trend | 📈 Accumulate |
Status reads the 200-day trend first and RSI second; Action is a trend-hold lens — an extended name is never an entry, and a name below its 200-day with a negative year is not a dip.
What Changed Since 2026-09-23
- AKAM: the desk's own Thursday, September 24 brief reports Akamai closed down 6.78% on 2.06x volume during the regular session, then announced a record $11.6 billion, seven-year Anthropic compute deal after the bell that same day — a real, dated cause for a real reversal. AKAM's cushion above its 200-day narrowed to +2.5% from +6.8% even with the news; the week is still +9.01%.
- DDOG: +16.62% week, now the group's biggest mover, +47.6% against its 200-day; its pull remains stale since September 11 — no news pulled for this week's move.
- NET: +7.86% week, +50.7% against its 200-day, -5.01% off its high. Its pull (refreshed September 25) returns only a September 19 item describing an intraday reversal — no new dated cause for this week's gain.
- DOCN: +7.38% week, +35.4% against its 200-day, +297.81% year; its pull remains stale since September 22 — no news pulled for this week's move specifically.
- Roster unchanged since September 23: no entrants, no dropouts.
Sources
- Tape data (price, RSI, returns, one-year change and alpha, distance to the 200-day): pre-computed summaries as of the 2026-09-25 close — web-cloud (Schwab).
- Prior edition (format and roster only): 2026-09-23-web-cloud.
- AKAM's Thursday reversal and Anthropic deal: 2026-09-24-market-brief.
- News checks: latest (pulled 2026-09-25),
.../AKAM/news/latest.json(pulled 2026-09-25),.../DOCN/news/latest.json(pulled 2026-09-22),.../DDOG/news/latest.json(pulled 2026-09-11, stale).
Related
9 events DateTypeEvent
Sep 25 ScanInsider Activity Scan Sep 23 UpdateNET — candidate.roundup Sep 23 ScanInsider Activity Scan Sep 18 UpdateNET — candidate.roundup Oct 2 UpdateNET — candidate.roundup Sep 18 ScanInsider Activity Scan Oct 2 ScanInsider Activity Scan Oct 9 UpdateNET — candidate.roundup Sep 11 UpdateNET — candidate.roundup No direct external sources are attached to this read.