Four Tech Setups Worth Watching, From Restaurant AI To Quantum

Restaurant AI that is already earning, an edge network reborn as inference capacity, and a quantum name with a fresh DARPA check.

This week's movers span four very different corners of tech, each with a fresh catalyst you can actually point to on the calendar.

One is a speculative quantum name that just tripled revenue and landed another defense contract, and you'll want to hear how to size it.

Tax Strategy (Sponsored)

Capital gains taxes can take a bigger bite out of your profits than expected.

Fortunately, some deductions may help reduce the impact — including:

Because rules and eligibility vary, many investors turn to fiduciary financial advisors for guidance.

Find an Advisor Match.

Consumer Hardware

Google Builds Its Smartest Pixel Around AI

Alphabet (NASDAQ: GOOGL) is putting Gemini deeper inside the new Pixel 11 lineup, turning the AI assistant into a more proactive part of the phone.

Instead of waiting for every instruction, Gemini can surface useful information and assistance based on what is happening across the device.

The shift moves Google closer to an AI phone that understands context rather than simply responding to prompts. Pixel becomes the hardware layer where Gemini can connect apps, notifications, camera tools, and everyday tasks.

Tensor Gets More AI Muscle

Pixel 11 also brings Google’s latest Tensor processor, designed to handle more AI work directly on the device. Local processing can make features respond faster while reducing the need to send every task to cloud servers.

Google controls both the chip and the AI software running on top of it. That gives the company more room to tune Gemini features specifically for Pixel hardware instead of building around a generic smartphone processor.

The Phone Starts Thinking Ahead

Google is also expanding AI across photography, search, communication, and personal assistance. The bigger change is how these tools can work together instead of appearing as separate AI buttons scattered around the phone.

Pixel 11 gives Google a showcase for what Gemini looks like when it becomes part of the operating experience itself.

The smartphone is turning into an AI-powered companion that can understand, suggest, and act with fewer steps.

Social Media Tools

Meta Builds an AI Assistant for the Creator Economy

Meta Platforms (NASDAQ: META) has launched a standalone Facebook Creator Studio app with an AI assistant built directly into the experience. The app brings content management, audience activity, performance data, and creator tools into one dedicated workspace.

The assistant can study how posts are performing and highlight areas that need attention. Instead of digging through separate dashboards, creators can get recommendations based on their recent content and audience behavior.

Comments Get a Helping Hand

Meta’s AI can also help creators manage conversations by identifying comments that may need responses and suggesting replies.

The system can adapt those suggestions to match the creator’s usual tone rather than producing the same generic response every time.

Daily priorities can surface important posts, unanswered comments, and useful performance signals. The goal is to make managing a busy page feel less like spreadsheet work and more like having an assistant watching the account with you.

The Creator Dashboard Grows Up

Creator Studio is moving beyond analytics into active AI assistance. Meta can now connect content performance with recommendations, response tools, and day-to-day account management inside one app.

The bigger shift is how AI becomes part of the creator workflow instead of another separate feature. Meta is turning Creator Studio into a central control room for publishing, audience management, and AI-powered guidance.

Free ticker (Sponsored)

Whitney Tilson here.

I want to give you one stock ticker completely free.

This little-known company sits at the center of AI, energy, and defense—and one famous investor has put roughly HALF his fund into it.

I’ve made a short presentation revealing the name and ticker.

Get the Free Ticker

Software

Copilot Gets One Home Across Work and Life

Microsoft (NASDAQ: MSFT) is combining its consumer Copilot and Microsoft 365 Copilot experiences into one unified app.

Personal and work accounts will sit inside the same interface while keeping their conversations, files, permissions, and company data separated.

The change gives users one place to access AI chat, work tools, image creation, documents, and other Copilot features. Microsoft is simplifying an AI lineup that had become spread across several apps and account types.

Work Mode Meets Personal Mode

Users will be able to switch between personal and business environments without jumping between separate Copilot applications.

Microsoft will still keep enterprise security controls and workplace information isolated from personal activity.

That separation matters for companies using Copilot with sensitive documents and internal systems. The new design gives Microsoft a cleaner way to offer one AI experience without mixing the data behind different accounts.

The Super App Starts Taking Shape

The unified Copilot app will roll out across web and mobile first, followed by Windows and Mac. Microsoft sees the redesign as a step toward a broader Copilot super app that connects more AI tools through one interface.

Copilot is becoming the front door to Microsoft’s AI ecosystem rather than another standalone assistant.

The company is building one place where users can move between work, personal tasks, content creation, and AI assistance across devices.

Poll: Which large-cap tech company has the most underappreciated earnings growth runway?

Login or Subscribe to participate in polls.

Recent Tech Movers

Fintech
Sezzle Preps a Second Product Drop

Sezzle (NASDAQ: SEZL) reported Q2 2026 results on August 6 and confirmed the August launch of Sezzle Send, following June's SezzleCash rollout.

Two product launches in one quarter is aggressive for a BNPL name that used to be a one-trick pony. If Send picks up transaction volume, the "everyday financial life" pitch actually starts to make sense to you.

AI Infrastructure
CoreWeave Doubles Revenue Again

CoreWeave (NASDAQ: CRWV) posted Q2 2026 results after the close on August 11, with revenue doubling from a year ago and an adjusted operating income margin of 5%, exceeding expectations, versus a StreetAccount consensus estimate of 2.7%.

Rented GPU capacity is still a concentrated buyer base. But the read-through on sustained hyperscaler demand widens the setup for you once the next contract cohort books.

Cloud Infrastructure
DigitalOcean Prints Q2 Results

DigitalOcean (NYSE: DOCN) reported Q2 2026 numbers this month. The developer cloud has been the quiet workhorse of the mid-cap cloud group. If you want cloud exposure without paying the AWS-adjacent premium, DOCN is how you get it.

Elon’s Supply Chain (Sponsored)

Most people know Elon Musk for rockets, EVs, Neuralink, and tunnels.

But his newest move may be tied to something completely different.

This technology is already being rolled out in multiple states, demand is rising fast, and major AI players are racing to secure access.

A few little-known companies control the supply chain behind it.

That means anyone who wants in, including Musk, Sam Altman, or other AI leaders, may need to go through them first.

Click here to see the little-known stocks tied to Elon’s next big move.

*This ad is sent on behalf of Altimetry, 110 Cambridge Street, Cambridge, MA 02141. If you would like to optout from receiving offers from Altimetry please click here.

Speculative Play

IonQ (NYSE: IONQ) posted record second-quarter revenue of $80.1 million, up 287% from a year earlier, and raised full-year guidance to $280 million to $290 million while reiterating roughly 100% organic growth.

On August 6, it disclosed a $28 million DARPA contract extension under the It's About Time program, with an additional $30 million option attached.

Government money is the tell here. Quantum revenue is still tiny against the valuation, losses are widening, and the SkyWater acquisition adds integration risk on top of a science project timeline.

Treat it as a call option on quantum moving from lab to procurement line, size it small, and accept that the drawdowns will be violent.

Everything Else

  • 💎 Seven buy and hold forever stocks built to quietly compound wealth through any market cycle are named in a free report including one with 61 straight years of increases.

  • 🤖 Google launched Gemini 3.7 Flash, a new AI model aimed at coding and automated business workflows as competition with OpenAI and Anthropic intensifies.

  • 💻 Microsoft has been shrinking its China footprint while leaning on AI and cloud services for Chinese companies expanding overseas.

  • 🚕 Pony.ai plans to deploy more than 2,000 robotaxis across Europe as it expands its autonomous-driving partnership beyond its existing Zagreb service.

  • 🌐 Taiwan lifted its 2026 growth forecast to 11.05% as surging demand for AI chips continues to supercharge its technology-heavy economy.

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