The Foundry of Dreams If the Yields Don’t Slip

Author

Noah Zelvis
October 07, 2025

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When your frenemy cuts a multi-billion dollar check and Uncle Sam owns 10%, the narrative flips fast.

This new play is foundry-first, and the stock’s at 18-month highs. Now it’s about proving PPA, locking marquee customers, and hitting node deadlines.

Jeff Bezos Says This New Breakthrough is Like “Science Fiction”

He called it a “renaissance.” No wonder ~40,000 people backed Amazon partner Miso Robotics. Miso’s kitchen robots fried 4M food baskets for brands like White Castle. In a $1T industry with 144% employee turnover, that’s big. So are Miso’s partnerships with NVIDIA and Uber. Initial units of its newest robot sold out in one week. Invest before Miso’s bonus shares change on 10/9.

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Health Tech

Oracle Prescribes a Heavy Dose of AI for Healthcare

Oracle (NYSE: ORCL) just announced a major upgrade to its Health and Life Sciences Partner Program, expanding its AI reach deeper into the healthcare world.

The move brings consulting firms, systems integrators, and developers under one big Oracle umbrella to help hospitals and life sciences organizations use smarter, faster tools.

The goal is simple: make healthcare less paperwork-heavy and more AI-driven.

The update will help providers meet clinical and operational targets while reducing the type of administrative clutter that keeps doctors staring at screens instead of focusing on patients.

A Smarter Prescription

The new Partner Success program introduces a training academy that provides outside consultants with access to Oracle’s internal product expertise.

Graduates get shiny new Oracle Health certification badges to show off their credentials, along with the chance to help clients roll out AI-powered upgrades faster.

The Bigger Vision

Oracle isn’t just building a software suite; it’s building an ecosystem where every player speaks the same AI language.

With healthcare still lagging behind in digital transformation, Oracle bets that collaboration, automation, and a bit of machine intelligence can finally push the industry into the modern age.

If the company pulls this off, the impact could be bigger than streamlining billing or scheduling.

It could redefine how hospitals operate, where data moves as quickly as decisions, and care becomes more focused on real outcomes than paperwork and wait times.

App

Apple Yanks ICE-Tracking Apps After Government Pressure

Apple (NASDAQ: AAPL) has quietly removed ICEBlock and several similar apps that let users report sightings of U.S. Immigration and Customs Enforcement agents.

The move followed direct pressure from the Trump administration, which claimed the apps endangered federal workers.

ICEBlock went viral earlier this year for crowdsourcing legal, anonymous reports of ICE activity within a five-mile radius.

Users could note what agents were wearing and where they’d been seen, effectively building a real-time map of enforcement presence.

Government Pushback Meets Tech Gatekeeping

Apple pulled the app after “law enforcement” flagged safety concerns.

Officials argue that revealing agent locations could put lives at risk, especially after a recent shooting at an ICE detention center in Dallas.

ICEBlock’s developer insists the app never stored user data, and independent tests confirmed no tracking activity.

The Privacy Debate Just Got Louder

The takedown adds fuel to the ongoing question of where free speech, privacy, and public safety intersect online. Critics say Apple folded too easily under political pressure.

Supporters call it a necessary step to prevent potential violence. Either way, one thing’s clear: the intersection of tech and politics just got another traffic jam.

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AI Hardware

Meet Spyre, IBM’s Accelerator Built for Real-Time AI

IBM (NYSE: IBM) is introducing the Spyre Accelerator to run generative and agentic AI alongside core workloads.

If you live on Z or LinuxONE, this is the on-prem speed boost you have been waiting for.

Rack and Roll Specs

Spyre lands October 28 on z17 and LinuxONE 5, with Power11 following in early December.

Each 75-watt PCIe card features 32 accelerator cores and 25.6 billion transistors on a 5-nm process.

You can cluster up to 48 cards in IBM Z or LinuxONE, or 16 in Power, for serious scale without shipping data off-site.

That design targets ultra-low latency inference while keeping transactions and records where compliance teams sleep at night.

From Lab Bench to Server Bench

Born in IBM’s AI Hardware Center, Spyre graduated from prototype to production after campus cluster trials and partner runs.

The result is an enterprise chip designed to pair with Telum II for secure throughput and real-time decision-making.

IBM is pitching practical wins, such as faster fraud detection, retail automation, and efficient knowledge base ingestion with prompt windows sized for modern agents.

If you run regulated stacks and crave speed without sacrificing control, Spyre wants to fill that slot in your chassis.

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Recent Tech Movers

Advanced Micro Devices (NASDAQ: AMD)
Altman just turned the wattage up. OpenAI inked a deal that could take up to a 10% stake while committing to deploy 6 gigawatts of Instinct GPUs over multiple hardware generations, starting with 1 GW in 2026.

AMD even issued a warrant for up to 160 million shares that vests as deployments scale.

This is real demand visibility, not just a flash in the pan. The stock ripped on the news, and the setup feeds both narrative and numbers for AMD’s data center push.

Near-term noise aside, capacity plus customer is the combo the market loves.

AppLovin (NASDAQ: APP)
From Axon to eyebrow-raising. Shares slid ~14% after reports of an SEC look into data-collection practices tied to short-seller claims.

No formal accusations, and the company isn’t commenting, but it’s a sentiment speed bump for one of 2025’s biggest winners. 

The bull case is still the same with AI-driven ad optimization, non-gaming expansion, and self-serve momentum, but until the fog clears, expect choppy tape and an extra layer of show me.

Firefly Aerospace (NASDAQ: FLY)
A space name buying more gravity. Firefly popped after agreeing to acquire defense tech firm SciTec for $855M ($300M cash, $555M stock).

The goal is to fold missile warning, tracking, and autonomous C2 software into launch and space services, with Golden Dome national-security work front and center. 

Yes, it’s been a volatile ride with recent test mishaps, but this is the kind of integration that can smooth revenue and win bigger federal contracts if execution holds.

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The Comeback Fab Everyone Suddenly Has An Opinion On

Intel (NASDAQ: INTC)
When a stock jumps 50% in a month, you ask who’s buying the dip. And in Intel’s case, it’s the United States.

The government’s 10% equity stake has swelled to roughly $16B as shares rebounded, part of a broader effort to anchor domestic manufacturing.

Layer on SoftBank interest and Nvidia’s $5B investment, and the shift is real. Rivals yesterday, frenemies in the AI build-out today.

The new playbook is foundry-first. Under CEO Lip Bu-Tan, Intel’s chasing external customers and reportedly even talking with AMD about capacity, something that would’ve sounded like sci-fi a few years ago.

The CHIPS cash is now equity-flavored support, the stock’s at 18-month highs, and the narrative has pivoted from can they survive to can they ship.

Here’s the rub. Execution is everything. Winning high-margin wafers against TSMC and Samsung takes flawless yields, on-time nodes, and lots of zeros in capex.

Political tailwinds can turn crosswinds if timelines slip.

And while co-developing with Nvidia sounds exciting, delivering competitive PPA (power, performance, area) is the real scoreboard.

Still, the asymmetric setup is why momentum money showed up. If Intel signs marquee foundry customers, proves process credibility, and keeps subsidies flowing, multiple expansions isn’t crazy.

If node schedules drift or yields disappoint, this rally can cool fast.

For traders, it’s a trust but verify tape. For long-termers betting on reshoring plus foundry optionality, this might be the inflection they’ve been waiting for.

Everything Else

  • 🧭 Perplexity’s Comet browser just went free, pitching an AI-first way to surf with built-in search, summarize, and chill.

  • 🚗 Tesla posted Q3 delivery and production figures, as the EV drama continues.

  • 🔗 Robinhood’s CEO says asset tokenization is a freight train headed straight for markets, hinting at big on-chain moves ahead.

  • ⚖️ The U.S. Supreme Court let an order stand that forces Google to reform its app store. Score one for developers and competition watchdogs.

  • 🧑‍⚖️Qualcomm is fighting a £647 million UK suit over smartphone chip royalties, keeping its legal docket busy.

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