Optical Chips, a Record Foundry Quarter, and a Health AI Swing

An AI optics ramp, a record foundry quarter, a steady software compounder, and one speculative health AI swing.

November 03, 2026

Earnings season keeps reshuffling tech, and each of today's movers just handed you fresh numbers to work with.

One rides the AI optics ramp, one is a chip foundry guiding to another record quarter, one is a steady software compounder, and one is a speculative health AI swing.

Defense Market Disparity (Sponsored)

Revenue is flowing. Military and Congress engagement in progress. Acquisitions are done. Quantum defense is underway. $199M market cap. $5 analyst target. These moments do not last long.

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Digital Media

Adobe Adds Licensed Popular Music Directly to Premiere Mobile

Adobe (NASDAQ: ADBE) is adding fully licensed music from Universal Music Group and Warner Music Group directly to Premiere mobile. The new library will give video creators access to popular songs without requiring them to import audio from another source.

Users can browse, search, and preview tracks by artist, title, genre, or duration. Users can also bookmark favorite songs for faster access in future editing projects.

Videos Can Be Built Around the Music

Premiere mobile will allow creators to add up to 60 seconds of a licensed song directly to a video. Customizable templates paired with music will provide a faster starting point for short videos and social posts.

Completed videos can be exported from Premiere mobile and posted on licensed social platforms. The music will be available for personal, non-commercial use, while Adobe Stock Audio will remain available for commercial projects.

Adobe Takes Aim at Mobile Editing Rivals

Premiere mobile already includes video editing, audio cleanup, and Firefly-powered tools for generating visual assets. Adding recognizable songs brings music discovery and video production together inside the same free app.

The update gives Adobe a stronger answer to mobile editors such as CapCut, where music plays a central role in short-form video creation.

Premiere mobile is moving closer to becoming a complete production tool for creating, editing, and preparing social videos from a phone.

Software

Apple Turns the Watch Into a Private Conversation Memory Tool

Apple (NASDAQ: AAPL) is bringing Siri Recap and Live Rewind to the watchOS 27.3 beta. Both features use the Apple Watch microphones and on-device processing to help people recall nearby conversations.

Siri Recap creates a short title and key points after a conversation. The summary appears inside the Siri app and can be reviewed later without saving a complete transcript.

Live Rewind Recovers Missed Words

Live Rewind converts the previous 15 seconds of a conversation into text when someone misses or does not understand what was said. A double press of the Digital Crown opens the text, which you can then save or use to ask Siri a follow-up question.

The feature could help with airport announcements, classroom discussions, presentations, and other situations where information passes quickly.

An audible sound and visible microphone indicator notify nearby people whenever Live Rewind is activated.

Audio Stays Inside the Watch

Apple Watch Series 12 and Apple Watch Ultra 4 use the S11 chip to process surrounding audio inside a separate hardware section called Secure Exclave.

The system deletes raw audio immediately after processing, and apps, the operating system, and Apple cannot access it.

Users can choose whether to activate each Audio Intelligence feature and can disable Siri Recap at any time. Apple is adding conversation recall while keeping the original audio isolated from the rest of the device.

Nvidia Next Wave (Sponsored)

$1,000 in Nvidia ten years ago is worth about $132,000 today.

The entry was about $1.65 a share, split-adjusted.

Today it trades above $217.

Back then it was "the video game chip company."

Most people watched it climb more than 13,000% and never owned a share.

Analysts have moved on to what Nvidia's chips need.

5 stocks, flagged for Q4 2026.

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Electric Vehicles

Tesla Rewrites Its Self-Driving Software for 20% Faster Responses

Tesla (NASDAQ: TSLA) has released software update 2026.16.6 with FSD (Supervised) v14.3.3 for compatible Model 3 and Model Y vehicles using AI4 hardware. The update changes several parts of the system that see, understand, and respond to road conditions.

Tesla rewrote the FSD compiler and runtime using MLIR, producing a claimed 20% faster reaction time. Faster software processing reduces the delay between detecting an object and deciding how to respond.

Drivers Gain More Control Over Arrivals

New arrival settings let drivers choose where the vehicle should finish a trip, including a parking lot, indoor parking area, street, driveway, or pull-over point. FSD can also use its reasoning model to automatically select a suitable option.

The system saves preferred parking positions for frequently visited destinations and adjusts the navigation pin based on the selected arrival point.

Parking selection and final maneuvers have also been updated to make destination handling more decisive.

FSD Targets Difficult Driving Events

Tesla trained the updated neural network on low-visibility conditions, complex traffic lights, emergency vehicles, school buses, small animals, and unusual objects extending into the road.

The vision encoder also has stronger 3D geometry and traffic-sign recognition.

Driver monitoring now handles eye direction, eyewear, and changing light more accurately. FSD remains a supervised system that requires an attentive driver, but the update moves more driving decisions into the neural network.

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Recent Tech Movers

MaxLinear (NASDAQ: MXL)
AI Optics Ramp, Priced for Good News

MaxLinear (NASDAQ: MXL) reported third-quarter revenue of $218 million on October 22, up 72% from a year ago, as its infrastructure business more than tripled on demand for optical AI data center chips.

The stock trades near $61, more than four times its 52-week low, so a lot of good news is already priced in.

Your next check is fourth-quarter results, expected in late January. With the Marvell and Lumentum deal putting AI optics in the spotlight, you can expect big swings in both directions.

Tower Semiconductor (NASDAQ: TSEM)
Record Quarter, Bigger Guide

Tower Semiconductor (NASDAQ: TSEM) posted record third-quarter revenue of $526 million on November 2, up 33% from a year ago, and guided fourth-quarter sales to about $600 million.

That puts the specialty chip foundry on track for roughly $2 billion in 2026 revenue, driven by high-speed connectivity products for data centers.

Shares still slipped with the broader chip selloff and traded near $155, about half their 52-week high. If you want AI exposure through a contract manufacturer rather than a chip designer, this pullback is worth watching into fourth-quarter results in February.

SPS Commerce (NASDAQ: SPSC)
Supply Chain Software, Steady Profits

SPS Commerce (NASDAQ: SPSC) reported third-quarter revenue of $197.6 million on October 29, up 4% from a year ago, while adjusted EBITDA rose 17% and buybacks totaled $48.8 million.

The sale of its 3P Revenue Recovery business at midyear held back the top line.

If you want a profitable software name in your tech book while AI stocks swing, this one fits, with shares near $85. The risk is that growth stays in the low single digits.

Fourth-quarter guidance calls for revenue of $199 million to $201 million.

Taking America Public (Sponsored)

Whitney Tilson shocked the nation on 60 Minutes when he accused a major company of poisoning its customers.

The investigation won an Emmy and the stock fell nearly 80%.

(He also called the housing crisis and the collapse of Bear Stearns and Lehman Brothers).

Now, he's releasing his next big story.

He says the day after our upcoming midterm elections, America will enter a period of economic change unlike anything we've seen in decades.

And most investors are unprepared for what's coming.

For the full presentation, go here.

What did Tilson say on 60 Minutes?

See the warning

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Data Licensing Drives a Guidance Raise

Tempus AI (NASDAQ: TEM)

Tempus AI (NASDAQ: TEM) reported third-quarter revenue of $411.5 million on November 2, up 23% from a year ago, and raised full-year revenue guidance to $1.60 billion to $1.605 billion.

Adjusted EBITDA reached $25.6 million, up from $1.5 million a year earlier.

The data business is the story. Data and Applications revenue grew 33%, and data licensing bookings have topped $550 million this year after a new collaboration with Bristol Myers Squibb.

Risk is real. Tempus still posts a GAAP net loss, and the stock trades near $78 after a big post-earnings jump. Any slowdown can erase gains fast, so size it as a swing, not a core position.

Everything Else

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