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One Old Internet Name Just Landed a Very Modern AI Deal
A major AI infrastructure contract just changed the conversation around one overlooked internet backbone stock.
This edition is about the tech names proving AI demand is not limited to chips and megacaps. The stronger setups are showing up in security, streaming platforms, ad tools, and cloud infrastructure.
One older internet infrastructure stock just gave investors the cleanest example: real AI dollars, not just AI language.
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Health Tech
Google Is Turning AI Into Your Personal Health Coach
Google (NASDAQ: GOOGL) is launching an AI-powered health coach inside its newly rebranded Google Health app, turning Gemini into a daily wellness assistant.
The system combines inputs like sleep, workouts, nutrition, and even medical data to deliver personalized guidance in real time.
AI Moves From Data To Decisions
Instead of just tracking metrics, Google’s AI interprets them and suggests actions. It can recommend workouts, adjust routines, and respond to natural language inputs like a real coach.
The more data it gets, the smarter it becomes. That turns health tracking into a continuous feedback loop rather than a passive dashboard.
Subscription AI Gets More Personal
Google is bundling this into a paid subscription, signaling a bigger strategy. AI is no longer just a feature; it is becoming a service users pay for.
Health is a natural entry point because of its daily relevance and high engagement potential.
If this works, Google is not just competing with fitness apps. It is positioning itself as the intelligence layer behind how people manage their health.
Podcasting
Spotify Opens The Door To Personal Podcasts Made By AI Agents
Spotify (NYSE: SPOT) has launched a beta tool that lets users create AI-generated podcasts and import them directly into their Spotify library.
The catch — you need a coding agent like OpenAI's Codex, Anthropic's Claude Code, or OpenClaw to make it work. So this is not exactly a one-tap feature for casual listeners just yet.
Users install Spotify's new command-line tool from GitHub, log in to their account in a browser, and write a prompt describing what they want to hear.
The agent generates the podcast and saves it to Spotify. The content stays private and only appears in the creator's library.
AI-Generated Audio Already Has An Audience
Apps like Google's NotebookLM, Hero, and Adobe Acrobat have been letting users turn documents, schedules, and articles into podcast-style audio for a while now.
The problem is that the audio lives wherever it was created—not where people actually listen to it.
Spotify is positioning itself as the destination layer for all of that content. People already use Spotify for music, podcasts, and audiobooks.
Adding AI-generated personal audio to that mix is a natural extension, even if the creation process still requires some technical comfort.
The Vision Is Bigger Than The Beta
The company has been stacking AI features for months, from Prompted Playlists to SongDNA to Student Spaces through Acrobat.
Personal podcasts are the next logical step. Spotify does not want to build the AI — it just wants to be where you press play.
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Artificial Intelligence
NVIDIA Wants To Scale AI Infrastructure To Gigawatt Levels
NVIDIA (NASDAQ: NVDA) is pushing deeper into the infrastructure layer of AI with a new partnership aimed at deploying up to 5 gigawatts of AI compute globally.
This is not just about selling GPUs anymore. It is about building full-scale AI environments capable of handling massive workloads across training and inference.
The company is working with IREN to deploy its DSX AI factory architecture across large data center campuses, turning compute into something closer to industrial infrastructure.
AI Factories Become The New Standard
NVIDIA is reframing data centers as “AI factories,” tightly integrated systems that combine compute, networking, software, and power into a single stack.
Instead of piecing together infrastructure, companies will increasingly rely on pre-optimized environments designed specifically for AI workloads.
That level of integration is what allows AI systems to scale efficiently at the levels now required.
The Real Race Is Physical Infrastructure
The AI race is no longer just about models or chips. It is about who can build and deploy infrastructure at scale.
By partnering on power, land, and operations, Nvidia is positioning itself at the center of that buildout. It is moving from component supplier to infrastructure architect.
If AI demand keeps accelerating, the companies that win will not just create intelligence. They will control the systems that power it.
Trivia: What percentage of Nvidia's total revenue came from its data center segment in fiscal year 2025? |
Recent Tech Movers
Fortinet (NASDAQ: FTNT)
Cybersecurity Just Reclaimed the AI Narrative
Fortinet delivered the kind of quarter that ends a debate fast. Investors were worried AI would pressure software companies by automating parts of their value.
Fortinet showed the opposite: AI is also increasing the need for stronger security, custom hardware, and threat protection.
The stock jumped after earnings because the numbers were strong and the guide was better than expected. The more important point is that Fortinet is giving investors a clean security angle on AI infrastructure.
More AI workloads mean more attack surfaces, more traffic, and more need for purpose-built defense.
The Takeaway: Buy Fortinet on pullbacks. This quarter proved the company is an AI security beneficiary, not an AI software casualty.
The Risk: The stock has already repriced quickly, so any slowdown in billings will hit momentum fast.
Reddit (NYSE: RDDT)
AI Tools Are Turning Into Ad Dollars
Reddit’s setup is getting harder to ignore.
The company guided revenue above expectations as AI tools helped fuel ad growth, which is exactly what investors needed to see.
This is not just a user-growth story anymore. It is becoming a monetization story.
That matters because Reddit has one of the more valuable pools of human-generated content on the internet.
If the company keeps turning that data, community activity, and ad targeting into better advertiser performance, the stock deserves a stronger place in the platform-tech conversation.
The Takeaway: Own Reddit as an ad-tech growth stock. The AI ad-tool story is converting into revenue, and that is what matters.
The Risk: If advertiser growth slows or AI licensing upside disappoints, the stock loses its premium quickly.
Roku (NASDAQ: ROKU)
Platform Revenue Is Doing the Work
Roku is back on the screen because the platform story improved. Management raised its annual platform revenue forecast, and that matters more than any old debate about hardware margins.
The business investors care about is advertising, distribution, and platform monetization.
This is still a competitive market, but Roku has a cleaner setup than it did a few quarters ago. Streaming remains fragmented, advertisers still want connected-TV reach, and the company is showing enough progress to keep the rebound alive.
The Takeaway: Buy Roku as a platform-revenue recovery trade. The forecast raise gives the stock a real reason to keep working.
The Risk: If the ad market weakens, Roku goes right back to trading like a cyclical media-tech name.
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The Long Pick: Akamai Technologies (NASDAQ: AKAM)
The AI Deal Changed the Story
Akamai just gave investors a reason to rethink the entire stock. The company announced that a leading frontier model provider committed to a seven-year cloud infrastructure deal worth $1.8 billion.
That is not a small product update or a nice customer win. That is a major AI infrastructure contract, and it immediately changed the way investors should look at the business.
For years, Akamai has been viewed as an internet delivery and security company with steady but not thrilling growth. This deal pulls the story into a more valuable lane.
AI workloads need distributed cloud infrastructure, performance, security, and scale. Akamai already has the network footprint and technical base.
Now it has a headline contract that proves the platform is relevant to the AI buildout.
Why This Setup Works
The key is that Akamai is not trying to become a speculative AI story overnight. It is using assets it already owns to serve a market that suddenly needs more distributed infrastructure.
That makes the setup stronger than a company simply adding AI language to an old business.
Cloud infrastructure was already the fastest-growing part of the company’s latest report, while security also continued to grow.
The AI contract adds proof that the cloud strategy is not just a side project. It is becoming central to the next version of the company.
What Investors Missed
The stock had been treated like a slow-growth internet infrastructure name. That view is now outdated.
Akamai still has execution work ahead, but the market has to assign more value to a business that can win a long-term AI infrastructure commitment from a major model provider.
The contract also gives management a better story to tell.
Instead of asking investors to wait for growth to improve, Akamai can point to a multi-year customer commitment that directly connects the company to AI demand.
What You Should Do With It
Buy Akamai on any post-spike weakness. The stock already reacted sharply, so chasing the first move is not the cleanest entry. But the thesis changed, and that matters.
This is now a real AI infrastructure name with a credible long-term contract behind it.
The Takeaway: Buy AKAM on pullbacks. The $1.8 billion AI cloud deal gives the stock a stronger growth identity than the market had priced in.
The Risk: If the AI contract does not translate into broader cloud momentum, the stock gives back the rerating and returns to trading like a slower-growth infrastructure name.
Everything Else
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☁️ Cloudflare shares are in focus after Q1 earnings and layoffs, as investors weigh growth against cost cuts.
🔐 OpenAI is rolling out GPT-5.5-Cyber to vetted cybersecurity teams, keeping access limited for now.
₿ Coinbase posted a second straight quarterly loss as crypto trading momentum continued to fade.
🛰️ Space analytics firm Hawkeye 360 was valued at $31.5 billion after its NYSE debut, adding another space-data name to the public market.
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