| The Healthcare Piggy Bank That Keeps Getting Heavier |
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| Growth doesn't always come from hype cycles. One healthcare savings giant is quietly racking up assets, boosting earnings, and building a long runway of compounding power. |
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| | Names Worth Holding (Sponsored) | | | Some investors chase headlines.
Smart investors chase safety.
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One utility has delivered uninterrupted dividends for nearly a century, while others on the list thrive even during recessions and inflation spikes.
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| | | | Cloud | Meta Taps CoreWeave for Billions in Cloud Power — Bubble or Boom? | | CoreWeave (NASDAQ: CRWV) is cashing in again, this time with a $14.2 billion agreement to supply computing power to Meta (NASDAQ: META) through 2031. | Shares of the cloud provider jumped 15% on the news, a clear sign that investors see CoreWeave as one of the few companies actually minting money in the AI rush. | Meta will get access to Nvidia's newest GB300 systems inside CoreWeave's data centers, fueling everything from AI research to its Ray-Ban smart glasses project. | For CoreWeave, the deal diversifies its customer base beyond Microsoft and OpenAI, which have already signed their own billion-dollar contracts. | Cloud Giants or Bubble Trouble? | These mega-deals highlight just how fast demand for GPU horsepower is exploding. | But analysts warn that when the same circle of companies are funding, buying from, and investing in one another, it starts to look like AI's version of musical chairs. | Still, the market is spreading beyond just the Magnificent Seven, which lowers the odds of everything popping at once. For now, the growth story is still the louder headline. | Meta's Mega Appetite | Smart glasses, new AI tools, endless experiments. Meta burns through compute like it's kindling. | This deal guarantees it won't run out of fuel, even if the bubble talk keeps circling. |
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| | Apps | CapCut, Meet Your New Rival: Adobe Premiere Hits iOS | | Adobe (NASDAQ: ADBE) has brought Premiere to the iPhone, providing creators with a pocket-sized version of its professional editing suite. | The free app features a multi-track timeline, 4K HDR support, auto captions, and color tweaks —tools that are typically reserved for desktop use. | If you film on your phone, background noise won't ruin your clip anymore. Premiere lets you boost dialog and smooth out sound with a simple slider, something you'll actually use | mid-edit instead of waiting until you're home. | AI Gets in the Edit Bay | Adobe sprinkled Firefly AI across the app — you can generate background sounds from a text prompt or even hum into your mic and let AI turn it into an effect. | Feeling extra? Spin up stickers, images, or even short transition videos without ever leaving the app. | Of course, the AI magic runs on credits, so the free ride only goes so far. But the integration makes Premiere feel less like a port and more like a mobile-native tool built for creators on the go. | A New Rival in Your Pocket | Projects started on iPhone sync seamlessly to the desktop via Adobe Cloud (although you can't yet go from desktop to mobile). | That flexibility puts Adobe in direct competition with CapCut, Meta's Edits, and a swarm of editing startups. | For you, it means pro editing is no longer tied to a desk. Now the studio lives in your pocket, and all you need is a clip worth cutting. |
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| | | | Food | DoorDash Turns Dinner Into Content With Creator Program | | DoorDash (NASDAQ: DASH) is expanding beyond delivery with a new creator program that pays users to post short-form videos directly within the app. | The idea is part food discovery, part TikTok clone — local creators in 20 U.S. cities can now apply to film their meals, with expansion planned for the end of the year. | It's a direct shot at Uber Eats, which started testing its own video feed last year. | For restaurants, it's free marketing. For diners, it's a way to see what the pad thai actually looks like before hitting "order." | Dining Comes With Perks | The company is also rolling out "Going Out," a dine-in program that gives DashPass members (and temporarily everyone else) in-store rewards at thousands of restaurants. | Early tests show diners saved about $9 an order just by using offers — not bad for eating where you were already headed. | Reservations are now part of the app, thanks to a SevenRooms integration, making DoorDash a full-fledged dining hub, not just a delivery app. | Smarter Menus, Smarter Carts | DoorDash's new AI features scan menus, photos, and reviews to auto-tag dishes as gluten-free, high-protein, or spicy. | Add personalized recommendations and a "Complement Your Cart" section at checkout, and the app aims to nudge every order closer to perfection. | DoorDash isn't just delivering food anymore — it's trying to own every part of the meal, from how you discover it to how you share it. |
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| | Trivia: Which company was the first to reach $500 billion market cap? | | | Recent Tech Movers | SoundHound AI (NASDAQ: SOUN)
Voice bots with table service
SoundHound got a nice buzz after inking a deal with Red Lobster to roll out AI phone ordering across all locations, routing calls straight into POS and freeing staff to focus on guests. | That sits on top of 14,000-plus restaurants already live on its stack and a ramp to enterprise-grade agents via Amelia 7.0.
Yes, the stock's been a roller coaster this year, but the story is getting stickier as real-world deployments pile up. | If voice-first agents are the next UI, SoundHound is already taking orders. | D-Wave Quantum (NYSE: QBTS)
Optimization over everything
While most quantum names chase universal machines, D-Wave's betting on annealing to ace specific problems like logistics and scheduling. | That narrower focus is translating into commercial use cases in optimization and sampling, where "good enough" answers fast can save real money. | With shares ripping this year and gross margins north of 80% in recent reports, the market's starting to price in a lane where D-Wave doesn't have to be everything to everyone, just the best at the jobs that matter. | Opendoor Technologies (NASDAQ: OPEN)
From delisting fears to meme-fueled revival
OPEN has been the comeback kid. A retail swarm, a leadership reset, and now Shopify's former COO in the big chair have flipped the script. | The bull case near term is simple: easing mortgage rates, tighter ops, and a still-amped "$OPEN Army" with short interest to squeeze. | It is high risk and the fundamentals still need to catch up, but with the platform now open in all 50 states and founders back on the board, the swing-for-the-fences playbook is back in print. | | Best AI Stocks (Sponsored) | | | Imagine starting the year with more than $23 billion in orders already secured.
That's the reality for a warehouse automation company featured in our report: 10 Best AI Stocks to Own in 2025.
Their AI-powered systems are now being rolled out across 47 Walmart distribution centers—with Target, Albertsons, and even a global venture backed by Softbank lined up next. This isn't hype.
It's a decade-long growth pipeline in one of the fastest-growing sectors of AI: automation.
With contracts locked in, revenue visibility is unlike anything we've seen from most AI plays fighting for attention.
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| | The HSA Middleman That Quietly Compounds | HealthEquity (NASDAQ: HQY) | If you like businesses that collect a small toll every time someone saves or spends pre-tax healthcare dollars, HealthEquity is your kind of boring. | The company is the pipes behind HSAs, FSAs, HRAs, COBRA, commuter benefits, and more. | Translation: recurring admin fees, payment rails, and investment add-ons that scale with employment and healthcare inflation, not just the stock market's mood swings. | The setup right now looks solid. HQY has street models pointing to roughly 20% EPS growth this year on high single-digit revenue gains, helped by cross-selling into that big installed base. | Cash flow is the tell: year-over-year growth north of 25% and a multiyear CAGR around 19% signal operating leverage is kicking in as balances and accounts rise. | What keeps this engine humming is the flywheel. More employers onboard means more members. More members mean higher HSA balances. | Higher balances unlock investment tiers and advisory fees, which are high-margin and sticky. | Layer in the admin of COBRA and commuter benefits and you get a diversified fee stack that does not need heroics to grow. | It just needs time, payroll cycles, and a nudge toward tax-advantaged saving. | Risks are there. A softer labor market can slow account growth. Pricing pressure from competitors is always a thing in benefits admin. | And at ~57x trailing earnings, execution needs to stay tight to keep multiples from compressing. | But HQY's playbook is disciplined: steady account adds, wallet share per member, and cross-sell into adjacent benefits that ride the same rails. | This is a great growth story that you won't want to miss out on. | If you want a healthcare-adjacent name with recurring revenue, rising cash generation, and a business model that benefits when more people save for care they are going to spend anyway, HealthEquity is worth a spot on the short list. | | | Everything Else | 💸 AI finance startup Light raised fresh funding from Balderton, best known for backing Revolut, as it looks to scale its banking tools. 🚗 Xiaomi plans to launch its sleek new EVs, the YU7 and SU7, in Europe by 2027 with local showrooms and manufacturing in the pipeline. 💰 Nvidia's huge OpenAI investment is mostly flowing back into its own pockets, with OpenAI spending the cash on leasing Nvidia chips. 💻 Qualcomm unveiled a new PC chip aimed squarely at the business market, touting enterprise-grade AI features. ✈️ Travel platform WeTravel pulled in $92M to expand its AI capabilities and accelerate global growth.
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| | That's our coverage for today; thanks for reading! Reply to this email with feedback or any tech stocks you want me to check out. | Best Regards,
—Noah Zelvis
Tech Stock Insider |
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