Four Tech Setups You Should Watch From Networking Hardware to Card Issuing Rails

Tonight brings a networking hardware print with the chart already coiled, and two other names are setting up for pullback entries into fall catalysts.

Then there's a speculative payments plumbing story where customer concentration has capped the multiple, but the agentic commerce angle could change the conversation.

AI Meets Stability (Sponsored)

The world’s least risky AI stock?

One little-known company sits at the intersection of AI, energy, and defense — three of the biggest investment themes in America right now.

Whitney Tilson says it may be one of the safest ways to play the AI boom, and notes that one famous investor reportedly put roughly half his fund into the business.

He’s revealing the company name and ticker free of charge.

Reveal the AI Stock at the Center of Energy and Defense

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Developer Tools

Salesforce Puts the Coding Crew Inside Slack

Salesforce (NYSE: CRM) is expanding Slack with Slack Code, dedicated project channels where developers can work directly with AI coding agents.

Teams can bring in tools such as Claude Code, Devin, Vercel Agent, and GitHub Copilot without constantly jumping between coding assistants and workplace chat.

A developer can start with a feature request, webpage change, or software bug and send the job to an AI agent. Slack then creates a dedicated coding channel where the project can move from instruction to finished code.

Everybody Gets a Look Under the Hood

Slack Code lets team members inspect code changes, compare different versions, and preview HTML output before anything goes live. Developers can also leave feedback and approve the AI agent's work directly inside the same conversation.

The setup makes AI coding more collaborative instead of keeping the interaction between one developer and one assistant.

Engineers, designers, and other teammates can follow what the agent is doing while the work is still being built.

The Channel Closes When the Job Is Done

Each coding channel is tied to a specific assignment and can automatically archive once the project is completed. Slack also keeps an audit trail, giving teams a record of what the AI changed and how the work was reviewed.

Salesforce is turning Slack into more than a place where developers discuss software. Slack Code makes the workspace part of the development process, with humans and AI agents building in the same room.

Robotics

Amazon Scales Prime Air Into an Autonomous Delivery Network

Amazon (NASDAQ: AMZN) is expanding Prime Air to nearly 500 U.S. cities and towns by the end of 2026, taking its autonomous drone system far beyond limited test markets. The service is designed to deliver millions of eligible products in as little as 30 minutes.

Prime Air drones handle much of the flight themselves rather than relying on continuous manual control. Onboard systems manage navigation, obstacle detection, route adjustments, and landing decisions throughout the delivery.

Detect-and-Avoid Becomes the Flight Brain

At the center of the technology is Amazon’s Detect-and-Avoid system, which continuously scans the surrounding airspace and environment. The drone can identify obstacles and make real-time flight decisions without waiting for instructions from a remote operator.

Multiple safety systems work together during each flight, giving the aircraft several layers of protection if conditions suddenly change.

That autonomy is essential if Amazon wants thousands of drones operating simultaneously across large delivery networks.

The Last Mile Gets an Aerial Layer

Prime Air adds a new robotic layer to Amazon’s fulfillment system. Warehouses, inventory software, ground delivery, and autonomous aircraft can all become parts of the same technology network.

Scaling to hundreds of communities turns drone delivery from an experiment into a much larger computing and robotics challenge.

Amazon is building software, sensing, aviation hardware, and logistics systems that allow packages to move through the air with minimal human intervention.

Hidden Tax Breaks (Sponsored)

3 Overlooked Deductions to Help Potentially Minimize Capital Gains Tax

Capital gains taxes may quietly reduce more of your investment returns than you realize.

But the tax code includes several strategies that may help reduce that bill.

Three often-overlooked areas include investment-related expenses, cost basis adjustments, and real estate selling costs.

When structured correctly, these deductions may help minimize taxable gains.

Because the rules can be complex, many investors work with fiduciary financial advisors to plan tax-efficient strategies.

Use SmartAsset’s free tool to find vetted financial advisors serving your area.

Multimodal Computing

Meta AI Moves Deeper Into Desktop Computing

Meta Platforms (NASDAQ: META) has launched a dedicated Meta AI app for Mac, extending its assistant beyond Facebook, Instagram, and browser-based access.

The desktop app is designed to stay available alongside other software, making AI assistance easier to use during everyday work.

Users can interact with Meta AI without moving between multiple tabs or social apps. The launch gives Meta a direct position inside the desktop environment, where productivity, research, content creation, and communication already happen.

Visual Context Becomes Part of the Prompt

The app can analyze a shared window and understand information displayed on screen. Users can ask questions about documents, webpages, images, or other visible content, giving Meta AI more context than a traditional text-only conversation.

System-wide dictation adds voice as another input method. Together, screen understanding, voice, and conversational AI give the assistant a broader way to interact with desktop workflows.

Meta Extends AI Across Connected Apps

Meta AI can also connect with services including Google Workspace, Instagram, Facebook, and Meta’s advertising tools.

Those integrations allow the assistant to work across content, communication, and business tasks rather than remaining isolated inside one application.

The Mac launch expands Meta AI into a cross-app desktop platform. Meta is building an assistant that can understand what is on screen, respond through multiple input methods, and operate across a wider software ecosystem.

NYC Signals More (Sponsored)

"What's happening in NYC will spread..."

Last year I ran for Mayor of New York City... and lost to a 34-year-old Democratic Socialist.

Now he wants to spend $70 million just to study government-run grocery stores.

Raise property taxes 9.5%.

And hike taxes on every corporation and high earner.

I've spent 30 years on Wall Street.

And I'm convinced what's starting in New York is just the beginning.

I've put together a free analysis explaining exactly what's coming, and what you can do about it.

Read it here.

Everything Else

• 📊 These 7 nuclear stocks are on the move as U.S. capacity is projected to triple, with real contracts and real demand driving the next buildout cycle.

• ☁️ Alibaba’s quarterly profit fell sharply as AI spending surged, even as cloud and AI-services revenue jumped 45%.

• 💾 Broadcom is seeking more than $60 billion in new debt financing to support a massive AI-chip funding plan tied partly to Anthropic.

• 🔗 Marvell landed a major Google chip deal that could eventually generate up to $120 billion in custom-product purchases through 2033.

• 🤖 AI-linked companies helped drive a 52% jump in aggregate S&P 500 earnings, with technology-sector profits up 74% from a year earlier.

• 📊 Nvidia’s upcoming earnings are shaping up as the next major AI test as markets look for evidence that demand can keep justifying the sector’s enormous spending plans.