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- From Phones To Racks: The Quiet AI Climber You Should Be Watching In Your Portfolio
From Phones To Racks: The Quiet AI Climber You Should Be Watching In Your Portfolio
Noah Zelvis
November 07, 2025
In partnership with
AI isn’t just a GPU party. One wireless heavyweight is turning handset muscle into a broader compute story, with PCs, cars, wearables, and now accelerator racks.
The quarter was clean, guidance was hotter, and the pivot from phone parts to AI platform keeps getting louder.
$1K Could’ve Made $2.5M
In 1999, $1K in Nvidia’s IPO would be worth $2.5M today. Now another early-stage AI tech startup is breaking through—and it’s still early.
RAD Intel’s award-winning AI platform helps Fortune 1000 brands predict ad performance before they spend.
The company’s valuation has surged 4900% in four years* with over $50M raised.
Already trusted by a who’s-who roster of Fortune 1000 brands and leading global agencies. Recurring seven-figure partnerships in place and their Nasdaq ticker is reserved: $RADI.
Now open at $0.81/share, allocations limited – price moves on 11/20.
This is a paid advertisement for RAD Intel made pursuant to Regulation A+ offering and involves risk, including the possible loss of principal. The valuation is set by the Company and there is currently no public market for the Company's Common Stock. Nasdaq ticker “RADI” has been reserved by RAD Intel and any potential listing is subject to future regulatory approval and market conditions. Investor references reflect factual individual or institutional participation and do not imply endorsement or sponsorship by the referenced companies. Please read the offering circular and related risks at invest.radintel.ai.
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Health
Microsoft’s New Superintelligence Team Wants to Outsmart Disease
Microsoft (NASDAQ: MSFT) is stepping into a new kind of intelligence race, one focused less on replacing humans and more on keeping them alive longer.
The company just launched the MAI Superintelligence Team, a research unit designed to push artificial intelligence beyond human capability in select areas, starting with medical diagnosis.
The Brain That Learns to Heal
Unlike traditional AI projects that aim for general intelligence, this initiative focuses on specific, high-stakes problems.
Think of an AI that can detect diseases years before symptoms appear or recommend treatment plans tailored to your body’s unique biology.
It’s not about creating a machine that thinks like a human but about one that can think faster when lives are on the line.
The Future Doctor Might Be a Server
If it works, the MAI team could help hospitals, researchers, and even personal health devices identify and prevent preventable diseases before they take hold.
Imagine going to your next check-up, and your doctor already knows what’s coming because your AI did the math first.
The line between medicine and machine just got a lot blurrier, and that might be a good thing for you.
AI
The Next Google Data Center Might Have More Crabs Than Coders
Google (NASDAQ: GOOGL) is setting up a massive AI data center on Australia’s remote Christmas Island, turning a speck in the Indian Ocean into a high-tech outpost.
The move is directly linked to Google’s growing role in defense cloud infrastructure, following its signing of a major agreement with Australia’s Department of Defence earlier this year.
The island, best known for its millions of migrating red crabs, might soon become one of the most important digital hotspots in the southern hemisphere.
From Paradise to Processing Power
Plans include connecting the island to the Australian mainland through a subsea cable to Darwin, allowing Google’s data center to process and relay AI-driven operations at lightning speed.
The location gives Google a prime position for both cloud reliability and strategic communication routes across the Indo-Pacific.
Behind the scenic beaches and coral reefs will sit racks of high-density servers crunching everything from surveillance data to large-scale AI computations.
A Quiet Node with Global Reach
While most of the world still associates Christmas Island with wildlife and remoteness, Google’s infrastructure move signals a quiet reshaping of how global networks will function.
By anchoring cloud processing closer to key geopolitical zones, the company is expanding AI reach into places few would expect, where tropical jungles meet fiber optics and the future of intelligence hums beneath the waves.
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*Past performance is no guarantee of future results. Investing involves risk. This material does not constitute investment, legal, accounting, or tax advice. Zacks Investment Research is not a licensed dealer, broker, or investment adviser.
Oncology
Oracle’s Next Mission: Teaching AI to Outsmart Cancer
Oracle (NYSE: ORCL) is partnering with the Cancer Center Informatics Society (CCIS) to advance AI in cancer care and research.
The partnership blends Oracle’s robust data systems with Ci4CC’s nationwide network of cancer centers to build a new generation of healthcare tools that can learn, predict, and personalize treatments.
The goal is to create an electronic health record designed specifically for oncology — one that thinks smarter and reacts faster to real patient data.
AI That Reads Between the Cells
This initiative isn’t about storing data, it’s about teaching machines to understand it.
Oracle’s health technology will combine clinical information with genomic data, enabling researchers to track how cancers behave at the molecular level.
The project will also explore AI-powered systems to enhance clinical trials and accelerate drug discovery, enabling hospitals and labs to collaborate in real-time rather than waiting years for shared insights.
A Smarter Way to Save Lives
For Oracle, this is a high-stakes expansion into precision medicine.
The company is building the digital backbone that could one day predict how a treatment will work for each patient before it’s even prescribed.
By transforming terabytes of complex medical data into actionable intelligence, Oracle is betting that AI can finally make healthcare as fast, connected, and adaptive as the technology that powers it.
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Recent Tech Movers
Robinhood (NASDAQ: HOOD)
All Grown Up (Mostly)
Revenue doubled and profits showed up again, even if trading take was a hair light.
The bigger tell might be new lines like Prediction Markets and Bitstamp, making sure they are real businesses, not science projects.
If AUM keeps climbing and wealth features stick, this isn’t just a meme machine anymore.
Lucid (NASDAQ: LCID)
Gravity’s Heavy
Another miss, trimmed guidance, and a bigger credit line from the Saudi backer. The upside is runway into 2027, but the downside is execution.
Ramping Gravity while EV demand cools is a tightrope. Treat pops as trading windows until production proves it.
Figma (NYSE: FIG)
Design, But Make It AI
Beat-and-raise with “Make” pulling in bigger customers weekly. Net retention is healthy, large accounts are growing, and they’re leaning into AI even if near-term margins squish.
It’s still a build-the-platform phase, which is great for the story but bumpy for the P&L.
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*This free resource is being sent by Zacks. We identify investment resources you may choose to use in making your own decisions. Use of this resource is subject to the Zacks Terms of Service.
*Past performance is no guarantee of future results. Investing involves risk. This material does not constitute investment, legal, accounting, or tax advice. Zacks Investment Research is not a licensed dealer, broker, or investment adviser.
The Phone Champ Aiming At The Data Center
Qualcomm (NASDAQ: QCOM)
Why This Name Is Working
It beat on revenue and EPS and guided up, which is a simple recipe the market likes. More importantly, the story is finally bigger than modems.
It’s on-device AI in premium phones, Windows AI PCs getting real software to chew on, auto pipelines that keep inching higher, and a first peek at data-center accelerators to ride the model wave without abandoning its mobile DNA.
Scorecard You Can Use
Breadth Helps: Handsets, PCs, Auto, IoT, Licensing, multiple legs so you’re not hostage to a single iPhone cycle.
AI Everywhere: From camera magic and copilots on-device to full-rack accelerators later, they’re selling better experiences, not just chips.
Guidance With Teeth: Next-quarter revenue and EPS ranges came in above the Street, a quiet flex after a meh year for the stock.
Why The Tape Cares
On-Device Advantage: If AI goes local for latency, privacy, and cost, Qualcomm gets paid across phone and PC refreshes.
PC Reboot: A genuine Windows-on-ARM cycle would be a fresh TAM with nicer margins than old modems.
Datacenter Option: Dedicated AI parts are long-dated, but even small wins diversify the mix and narrative.
What Could Spook It
Apple Drift: Losing modem share over time still stings unless PCs and AI offset it cleanly.
Crowded AI Lane: Nvidia and AMD won’t wave them through; datacenter is a bruiser’s game.
Cycle Slippage: If handset refresh slows or PC adoption lags, the multiple gets tight fast.
What To Watch Next
AI PC Ship-Ins & OEM Count: Real units > slick demos.
Auto Revenue Run-Rate: Keep that double-digit growth alive.
Acceleration Milestones: Any named customer or pilot on the new AI racks.
Licensing Stability: Royalty flow smooths the ride, so make sure it stays boring.
Actionable Take
Builders: Accumulate on red days, size modestly and let the multi-engine story (phones + PCs + auto + AI) compound over 12–18 months.
Traders: Respect the new-highs setup post-print; use a stop under the prior base and ride strength into the next guide.
Bottom Line: If Qualcomm keeps proving it can sell AI from pocket to rack, and show that guidance wasn’t a one-off, this rerate has room.
Everything Else
A bipartisan push landed with the AI Jobs Act, mapping how automation could hit U.S. workers, and what support they’ll need.
Inside Redmond, employees now use a Trusted Technology Review form to flag risky partnerships before they ship.
HubSpot added Meta exec Clara Shih to its board, tightening the loop between CRM and social commerce.
Robotaxi reality check: WeRide’s debut in Hong Kong slumped nearly 8%, a chilly first lap for the autonomous player.
“Pay Musk, or else”—that’s the message from Tesla’s board, warning that not restoring the CEO’s mega-pay could threaten execution and retention.
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