A Founder's $10 Million Bet and Two Tech Names Worth a Second Look

A founder buys big, a software name raises its outlook, and a chip name hits a 12-month low.

November 06, 2026

Galaxy Digital's founder just put close to $10 million of his own money into the stock.

Procore beat and raised while investors dumped software, and Mobileye lifted its outlook even as its shares hit a 12-month low. Plus, a bitcoin miner whose AI cloud business now drives almost all of its revenue.

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Social Media 

Meta Launches a Desktop Video Editor for Instagram Creators

Meta Platforms (NASDAQ: META) has launched a macOS version of Instagram Edits, moving its short-form video editor from phones to desktop computers. The Mac app is designed for larger projects that require more clips, detailed cuts, and greater control.

Creators can transfer saved audio and text styles from the mobile app to the desktop version. Videos can also be published directly to Instagram with tags and location information already included.

Desktop Tools Add Greater Control

Edits includes a full multi-track timeline, keyframes for transitions, audio waveforms, automatic captions, color controls, and customizable keyboard shortcuts.

Users can also import personal fonts and work with both horizontal and vertical video formats.

Finished projects can be exported in 4K without an Edits watermark, allowing videos to be shared outside Instagram. The desktop app includes licensed music, royalty-free tracks, sound effects, and video effects.

AI Agents Can Assemble the First Cut

Meta is allowing AI agents connected through MCP to work with Edits and assemble an initial video cut. An agent such as Muse can organize clips and prepare a rough version before the creator takes over manually.

The desktop release puts Edits into more direct competition with CapCut and traditional video software. Meta is turning Instagram's editing app into a broader production platform for creators working across phones and computers.

Supercomputing

IBM Links Its Most Powerful Quantum Chip to a Supercomputer

IBM (NYSE: IBM) has launched a platform that connects its quantum computers with high-performance classical computing hardware.

The system is designed to help researchers detect and correct the errors that prevent quantum computers from handling longer calculations.

The platform combines IBM's 120-qubit Quantum Nighthawk processor with Oak Ridge National Laboratory's Umbra supercomputer.

Umbra runs on AMD Instinct MI355X graphics processors and 5th-generation EPYC CPUs.

Classical Hardware Watches the Qubits

Quantum information is extremely sensitive to noise, which can cause qubits to produce incorrect results. Error-correction software must read measurements, identify mistakes, and calculate the required corrections while the quantum processor continues working.

Placing the classical hardware beside IBM's quantum system reduces the time needed to move information between the machines.

AMD processors can handle the heavy decoding work while Nighthawk runs the quantum calculations.

Researchers Gain a Shared Testing System

The platform gives research teams access to quantum processors, graphics hardware, software tools, and raw measurement signals in one environment.

Teams can compare error-correction methods and measure how much computing power, time, and hardware each approach requires.

Current experiments have reached 70 protected logical qubits and 438 difficult operations. IBM is using the platform to close a roughly 230-fold gap between current results and the U.S. target for a scientifically useful quantum computer.

December Eight Matters (Sponsored)

One analyst believes Elon Musk is preparing to launch the biggest project of his career — and says the key date is December 8.

Why December 8

He claims the clues are already buried in government filings, along with one investment move he believes is worth considering before December 9.

See the filings

His full case is laid out in a free masterclass.

See What Elon Filed Before December 8

Gaming

NVIDIA Uses AI to Rebuild Lighting and Materials Inside Games

NVIDIA (NASDAQ: NVDA) has added DLSS 5 with 3D-Guided Neural Rendering to Hogwarts Legacy. The technology uses artificial intelligence to add greater detail to lighting, shadows, reflections, characters, and materials.

DLSS 5 works as the final stage of the graphics process rather than replacing the original game. Existing geometry, textures, motion data, and lighting remain the foundation for every image produced.

Developers Control What the Model Changes

Game developers receive controls that determine where neural rendering is applied and how strongly it affects a scene.

Avalanche Software used those controls to protect the game's established visual style while adding more detail to its environments and characters.

NVIDIA says the latest DLSS 5 model runs twice as fast as its earlier version. The model also has 24% fewer parameters and uses 20% less video memory when processing games at 4K resolution.

RTX Hardware Handles the New Workload

DLSS 5 is available in Hogwarts Legacy on GeForce RTX 50 Series graphics cards, RTX Spark computers, and GeForce NOW Ultimate.

Players can activate Neural Rendering through the game's graphics settings after installing the latest update.

The system can run alongside Ray Reconstruction, Multi Frame Generation, NVIDIA Reflex, and ray tracing.

NVIDIA is moving DLSS beyond producing extra frames and turning it into a tool for generating visual details that previously required more manual work from game studios.

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Recent Tech Movers

Galaxy Digital (NASDAQ: GLXY)
CEO Just Wrote a $10M Check

CEO and 10% owner Michael Novogratz bought 760,000 Class A shares on November 5, a purchase worth about $9.9 million, according to his Form 4. By then, the stock was down roughly 41% from its early October close.

Novogratz says the shares are disconnected from what the business is worth, and the Helios AI data center campus, not the trading desk, is the forward story.

You get the next read with fourth-quarter results, likely in February.

Procore Technologies (NYSE: PCOR)
Beat, Raise, and a Fresh Buyback

Procore reported third-quarter revenue of $402 million on November 3, up 19% and above the top of its guidance, then raised its full-year outlook to about $1.56 billion.

The board also approved a new $300 million buyback.

You're getting the leading construction software platform, which just made its AI digital coworkers generally available and is guiding to a 25% non-GAAP operating margin in 2027.

Your next test is the fourth-quarter report, expected in February.

Mobileye Global (NASDAQ: MBLY)
Guide Goes Up While the Stock Hits a Low

Mobileye hit a new 12-month low on November 5, a week after its third-quarter revenue of $492 million beat estimates. Management also narrowed its 2026 revenue outlook to $1.995 billion to $2.02 billion and nudged the midpoint higher.

You're buying the driver-assist leader at about 12 times forward earnings. The risk is a heavier mix of Chinese automakers, which carries less software content and lower pricing.

Your next check is the fourth-quarter report, expected around January 20.

Power Grid Monopoly (Sponsored)

Wall Street is bracing for the biggest wave of AI IPOs yet, with OpenAI and Anthropic among the names investors are watching.

Get me the power stock

Money like that does not stay in software.

Whatever AI needs in order to run gets a share, and electricity heads that list.

Send me the ticker by text

One American energy company is already serving that demand.

The window closes when the spotlight lands.

Show me the name now

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The Bitcoin Miner Completing Its Pivot Into AI Compute

IREN Limited (NASDAQ: IREN)

IREN Limited (NASDAQ: IREN) reported fiscal first-quarter results on November 5, and AI Cloud revenue nearly tripled from the prior quarter to $200 million out of $228 million in total.

Since quarter end, it has signed a five-year contract at about $22 million per megawatt, with the customer prepaying 90% of the GPU cost.

That prepay means you aren't relying on IREN's own balance sheet to fund the whole build. The risk is Texas, where Governor-elect Gina Hinojosa wants to pause new data center approvals, which clouds expansion at its Childress campus.

Everything Else

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