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Clinical Signals, Real Profits, and Maybe Your Next Health-Tech Crush

Author

Noah Zelvis
October 10, 2025

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The next leg of AI isn’t only cloud racks and GPUs. It’s diagnostics approval cycles, hospital workflows, and reimbursement.

One health-tech climber just checked those boxes and looks set up for another run if execution keeps compounding.

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Hardware

From Struggle to Silicon Swagger, Intel’s Back in the Game

Intel’s (NASDAQ: INTC) new Panther Lake processor has officially arrived, built on its long-awaited 18A semiconductor process.

This is the tech world’s version of a fresh start, which is faster, cooler, and ready for AI-heavy workloads that eat standard CPUs for breakfast.

The chip’s rolling out of Arizona’s Fab 52, a sign that U.S. manufacturing is back in the silicon game. For Intel, this isn’t just production, it’s redemption wrapped in a wafer.

Power Moves and Pixel Pushers

Panther Lake leads the next generation of Intel Core Ultra processors, built to juggle multitasking, gaming, and AI training without breaking a sweat.

Efficiency is the headline, but speed’s the subplot. This thing’s tuned to fly through compute-heavy chaos.

Even better, it’s designed to sip less energy while delivering more muscle. Think less heat, fewer fans, and maybe fewer laptop burns during Zoom calls.

The Bigger Silicon Story

Alongside Panther Lake, Intel teased Clearwater Forest, an 18A-based Xeon 6+ server chip dropping in 2026.

Together, they form Intel’s best shot at taking back data centers and AI farms alike.

Panther Lake is Intel’s reboot button. If this chip lives up to its growl, the silicon jungle’s about to get loud again.

Streaming

Grab Your Phone, It’s Game Night on Netflix

Netflix’s (NASDAQ: NFLX) next big move isn’t another crime doc or fantasy hit; it’s games.

The streaming giant is officially letting subscribers play directly on their TVs, shifting from binge sessions to button-smashing marathons.

The rollout lets you hop into the Games tab on your Netflix TV app, pick a title, and use your phone as the controller.

No console, no setup stress, just you, your Wi-Fi, and maybe a little friendly trash talk.

Party Mode Activated

The debut lineup leans hard into social chaos with LEGO Party!, Pictionary: Game Night, Boggle Party, and Tetris Time Warp.

These games are built for laughs and group mayhem, giving you a reason to invite friends over instead of just sharing passwords.

Every round keeps users engaged and Netflix right at the center of the action.

Streaming Meets Gaming

By stepping into TV-based gaming, Netflix is aiming straight for living rooms once dominated by consoles.

It’s a natural evolution that keeps people playing even when they’re not watching.

If this lands, Netflix might not just own your watchlist, and it might own your game night, too.

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Delivery

From Dashers to Droids: DoorDash’s Next Delivery Era

DoorDash’s (NASDAQ: DASH) delivery network just got a robotic upgrade.

The company is teaming up with Serve Robotics to unleash an army of cute, sidewalk-surfing delivery bots across Los Angeles.

These machines will handle food runs for select stores and restaurants before expanding to more U.S. cities in the coming months.

For Serve, the deal is a major expansion beyond its Uber Eats roots, giving its robots access to DoorDash’s massive customer base.

The partnership sent Serve’s stock soaring over 25% as investors cheered the idea of burritos on autopilot.

Droids on the Move

Serve’s bots can zip along sidewalks, dodge pedestrians, and deliver hot meals without needing tips or bathroom breaks.

Each robot is equipped with cameras and sensors to navigate city chaos and get your order to your doorstep faster than traffic-bound cars.

The goal is simple: faster deliveries, lower costs, and fewer headaches for human drivers.

For DoorDash, this partnership means automation at scale, something every delivery company is chasing.

The Future on Four Wheels

DoorDash has been on a tech tear lately, rolling out its own delivery robot, Dot, and even testing drone deliveries with Alphabet’s Wing.

The Serve partnership is the next logical step in that mission.

If it all clicks, your next burger might roll up quietly, smiling through LED eyes instead of honking from the street.

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Recent Tech Movers

Palantir (NASDAQ: PLTR)
AI, Contracts, and a Valuation That Needs Its Own Oxygen Tank
Palantir is up ~147% YTD and flirting with highs as investors digest blockbuster wins (a 10-year U.S. Army consolidation, a U.K. MoD deal) and a guidance raise after topping $1B in quarterly revenue for the first time.

Momentum is undeniable, as U.S. commercial hit a $1B run-rate and U.S. government grew 45% YoY last quarter. 

Bears will point to the skyscraper multiple (forward P/E in the 200s+) and recent trimming from big holders.

Bulls counter with accelerating growth, mission-critical deployments, and a balance sheet that can fund the sprint. That means it’s a fabulous trend, but you should have a tight risk leash.

Roblox (NYSE: RBLX)
Creators Print Content, Citi Sees Upside
Analysts at Citi expect a Q3 bookings and EBITDA beat and a higher full-year outlook, bumping their target to $155 as usage data point north.

The focus into the print: ads, brand tie-ins, and platform safety. 

Shares are up ~115% YTD as the company leans into its creator economy, better ad tools, and broader engagement.

Valuation isn’t shy, but if bookings and payers re-accelerate into holiday, this can keep legs.

CRISPR Therapeutics (NASDAQ: CRSP)
Volatility is the Feature, Not the Bug
The stock ripped ~9–10% after mixed but improving signals: a narrower-than-feared loss, 72% YoY revenue growth (off a small base), and fresh “Overweight” coverage from a major bank offset by a smattering of Holds and a Sell. 

Insider buying earlier in the summer helped sentiment.

Gene editing remains a catalysts-and-clinical-timelines sport; if partnerships and readouts line up into 2026, the risk/reward stays spicy. Position sizing > hero trades.

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The Health AI Upstart Hitting New Highs

Tempus AI (NASDAQ: TEM)

Why This Matters For You Now
You want AI that actually ships product. Tempus just unlocked two fresh FDA 510(k) clearances: its RNA-based xR in-vitro diagnostic for tumor gene rearrangements and an updated Pixel cardiac imaging platform.

That’s real, revenue-trackable functionality landing inside clinical workflows.

The Scorecard

  • Stock: up ~190% YTD, recently printing all-time highs with rising volume.

  • Traction: LTM revenue growth near 60% as the platform expands from oncology into cardiology and population-risk tools.

  • Beachhead: Hospitals and biopharma lean on Tempus for companion diagnostics, trial enrollment, and AI-assisted imaging, the boring, profitable plumbing of precision medicine.

How The Model Works
Tempus monetizes across diagnostics, software, and life-sciences services, with data flywheels improving model accuracy and clinical utility.

Each new FDA clearance unlocks addressable use cases and strengthens payer conversations.

The cardiac imaging push expands TAM beyond oncology where budgets can be episodic.

Why The Tape Likes It

  • Multiple growth vectors (oncology Dx, imaging AI, pharma services) lower single-product risk.

  • Regulatory momentum signals maturity and raises the barrier for would-be entrants.

  • Coverage is drifting higher, with targets clustering around the high-90s to $100. Momentum begets more momentum when numbers back it up.

What Could Trip It Up

  • Reimbursement friction can delay ramp timelines.

  • Hospital budget cycles are lumpy and subject to macro.

  • Insider sales (one 10b5-1 trade from an exec’s household) can spook momentum tourists even when routine.

The Setup
Into year-end, watch: 1) Dx volume growth and pharma bookings, 2) imaging attach rates, and 3) any incremental regulatory green lights.

If management keeps stacking clearances and wins, the multiple can stay elevated while earnings catch up, the classic high-growth healthcare compounding playbook.

Everything Else

  • 🚗 U.S. regulators widened a safety probe into Tesla FSD after fresh rear-end crash reports, adding scrutiny just as autonomy narratives heat up again.

  • 🎬 Talent agency CAA struck a pact with OpenAI’s Sora to manage copyrights and payments for AI-generated video using clients’ likenesses.

  • ⚠️ Former Google CEO Eric Schmidt warned that frontier AI models can be hacked and even learn harmful behavior without tighter safeguards.

  • 🖥️ Thousands reported Microsoft 365 outages, reminding everyone that cloud reliability still has a Tuesday afternoon.

  • 🔋 Ferrari pulled back the curtain on its maiden electric car tech, blending battery innovation with that very Italian horsepower swagger.

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