Feeds, Feels, and a Platform That Prints Purchase Orders

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Noah Zelvis
November 04, 2025

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AI isn’t a concept; it’s a budget line, especially when your buyer wears a badge.

One company keeps converting proof-of-concepts into real contracts while everyone else argues about model sizes.

If that theme keeps spinning, there’s plenty more room to grow before the air gets thin.

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Tech Expansion

Microsoft Goes Desert Mode with a $15 Billion AI Splash

Microsoft (NASDAQ: MSFT) is transforming the UAE into its next central AI hub, with plans to invest a substantial $15 billion in the country by 2029.

The tech giant isn’t just building data centers, it’s creating a digital oasis where sand meets silicon.

The investment will expand high-performance AI infrastructure across the region, powering everything from predictive energy systems to next-gen enterprise tools.

Chips, Checkpoints, and Supercharged Servers

The company has secured new U.S. export approvals to import Nvidia’s top GPUs — including the powerful A100s and GB300s — into the UAE.

Those chips will fuel the region’s AI boom, helping Microsoft spin up hyperscale computing clusters faster than a desert storm.

The new licenses greenlight tens of thousands of chips that could make Abu Dhabi one of the most advanced AI hubs outside the U.S.

Building the Future, Byte by Byte

This move marks a turning point for the Middle East’s tech ambitions, positioning the UAE as a data titan rather than just an oil giant.

For Microsoft, it’s a power play that ties AI growth, geopolitics, and cloud dominance together. The desert is heating up, and this time, it’s not just the weather.

Robotaxi

Buckle Up: The Future of Getting Around Just Got More Autonomous

Waymo, a subsidiary of Alphabet (NASDAQ: GOOGL), is expanding its self-driving fleet to Detroit, Las Vegas, and San Diego, accelerating its growth.

After years of testing in Phoenix and San Francisco, this next wave marks Waymo’s evolution from cutting-edge experiment to full-scale commercial player.

If you live in one of these cities, you might soon see a sleek robotaxi gliding past without a driver in sight.

How to Train Your Robotaxi

Every rollout starts with humans behind the wheel, mapping the streets and collecting data before the AI takes over.

Then come driverless tests, internal rides, and finally, public access.

Think of each city as a sandbox for smarter navigation, where every turn, detour, and crosswalk helps the system get sharper.

The result? A smoother, safer, and increasingly independent ride that just might change how you get around town.

Vegas Lights, Detroit Snow, and San Diego Sun

Waymo’s fleet is stepping into three cities that couldn’t be more different—snow in Detroit, heat in Vegas, and beach traffic in San Diego.

This diverse terrain will put its AI system to the test.

Whether you’re heading to the Strip or braving a Midwest snowstorm, one thing’s clear: Waymo is driving closer to a world where your next ride doesn’t need a driver at all.

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Edge Computing

Forget the Cloud — Cisco Wants AI to Live Right Next to You

Cisco Systems (NASDAQ: CSCO) is done waiting for the cloud to catch up.

Its new Unified Edge device is designed to run artificial intelligence right where the action happens — in stores, hospitals, and factories. 

Instead of sending every command to faraway data centers, this system crunches numbers locally, cutting latency and making AI tools feel instant.

Smarter Machines at the Source

The Unified Edge features an Intel processor designed for intensive AI workloads, enabling businesses to process information as soon as it’s created. 

A robot arm on the assembly line, a scanner in a hospital, or even a checkout camera at your local store, all of it can now think faster without calling home to a data center.

That means fewer delays, faster insights, and a serious efficiency boost for industries that run on real-time data.

The Future Is Happening in Your Neighborhood

AI is officially leaving the server room. With edge computing like this, intelligence starts living inside the places where people actually work and shop. 

Cisco’s move signals a shift toward a world where every factory, retail outlet, and stadium becomes its own mini data center and the network edge becomes the new frontier for innovation.

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Recent Tech Movers

Amazon (NASDAQ: AMZN)
Cloud King Signs a Mega Tenant

Amazon popped after landing a whopper, OpenAI booking $38B of AWS capacity.

That means more GPUs to feed, more data centers to build, and a nice reminder that AI infrastructure is a revenue stream, not just a keynote.

The near-term read is momentum for AWS and validation for Amazon’s strategy. If you’re trading it, think in thirds, add on red days, trim if the post-headline sugar rush fades.

Longer term, watch capex guidance and whether these commitments show up as recognizable revenue on schedule.

Nvidia (NASDAQ: NVDA)
Silicon Passport Stamped for the Gulf

Nvidia inched higher as Microsoft secured U.S. licenses to ship advanced NVDA chips to the UAE, think more GB300s in more racks.

It’s another proof point that demand is global and still outpacing supply, with policy as the gatekeeper. For positioning don’t overthink the daily wiggles.

Keep your eye on the November guide, any color on China resumption, and the cadence of next-gen shipments.

If you’re hilariously overweight, consider a trim into strength, otherwise, buy dips.

Reddit (NYSE: RDDT)
Meme Machines, Real Money

Reddit beat on the top and bottom line and guided up, with ad ARPU and data licensing (hello, AI partners) doing some heavy lifting.

The user growth mix is a little lumpy, but the business is clearly less hobbyist forum and more ad network with culture.

For traders, mind the volatility, as this one can move like a crypto chart on news days.

For investors, watch the pace of large-advertiser wins, international app installs, and how aggressively they scale the data business without spooking the community.

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The Contractor That Turns Pilots Into Programs

Palantir (NASDAQ: PLTR)

Palantir walked in, beat the quarter, and raised guidance, again, while reminding the street that its AI platform isn’t a science project.

Government revenue grew like it found pre-workout, and commercial deals in the U.S. more than doubled as pilots graduated into real deployments.

They’re selling software that sits in actual workflows where decisions (and dollars) happen daily.

Why This Works Right Now

  • Budgets, Not Buzz: Defense and public-sector buyers have funding, urgency, and a habit of sticking with tools that work. That means multi-year deals and expansion inside the same orgs once the first use case proves out.

  • From Slide Decks to SOPs: Commercial traction is tethered to outcomes like cost saved, time cut, and throughput up, which tends to survive CFO scrutiny.

  • Partner Gravity: Ties with hyperscalers and data platforms lower the friction to adopt. If you already run on a big cloud and your data lives in familiar warehouses, procurement moves faster and integration hurts less.

What Could Go Sideways

  • Valuation Nosebleed: The multiple assumes very few stumbles. Any growth wobble, procurement delay, or margin miss and you’ll hear the air hiss out fast.

  • Contract Timing: Government calendars can slip for reasons no earnings model predicts (shutdowns, politics). Quarter-to-quarter can still be choppy even if the annual story is intact.

  • Public Narrative Risk: Working with agencies invites scrutiny. It won’t kill the business, but headline cycles can whack sentiment.

The Tells to Watch Next

  • Backlog + Billings: Are the big wins converting into multi-year, take-or-pay style commitments?

  • Commercial Net Retention: Land-and-expand is the thesis, module attach and seat growth should stay spicy.

  • Cash Discipline: Free cash flow is now a character in this story. If it scales with revenue, the rerate case stays alive.

Actionable Take
Treat PLTR like a momentum compounder with training wheels. Build on weakness, avoid chasing breakouts, and size so you can stomach the occasional 15–20% oops day.

If backlog keeps climbing and commercial NRR stays hot, dips may continue to be gifts.

If growth cools and the narrative leans more story stock than systems provider, don’t be a hero, tighten stops and let it reset.

Bottom Line
This tape is rewarding companies that turn AI from a demo into a P&L. Amazon sells the base, Nvidia sells the super-shovels, Reddit is learning to monetize the crowd, and Palantir is quietly writing the playbook for AI that ships.

Keep leaning into the names with receipts.

Everything Else

  • 🕳️ Crypto took a spill as ether slid 9% after a multimillion-dollar DeFi hack rattled confidence.

  • 🤝 AI infra got another ally: Lambda joined forces with Microsoft and Nvidia to push more enterprise compute.

  • 👔 Corner-office shuffle: MongoDB’s Dev Ittycheria stepped down, with Cloudflare’s CJ Desai stepping in as CEO.

  • 🚀 Telecom meets cloud as Verizon and AWS expand their tie-up with new fiber to feed AI applications.

  • 📺 Election-night drama: Disney asked YouTube TV to restore ABC coverage, keeping cord-cutters on edge.

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