A cloud computing stock is soaring more than 25%. Here’s what’s driving the rally

The Akamai Technologies logo and lettering can be seen on the headquarters building at the company's German headquarters in Garching near Munich (Bavaria). Matthias Balk | Picture Alliance | Getty Images Akamai's stock jumped in early trading Friday after it announced a $1.8 billion deal with an AI company and posted first-quarter earnings that were in line with estimates. The stock was last up 25% in premarket trading, and shares are up 37% over the past 12 months. …