The Foundry Reboot, With Friends in High Places

Author

Noah Zelvis
October 24, 2025

Policy tailwinds, deep-pocketed partners, and a fresher playbook are rewriting one chip veteran’s arc.

If it nails node timelines and lands more outside customers, this comeback stops being a story and starts being a business.

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Streaming

YouTube Drops the Mic with $8 Billion Music Industry Payday

YouTube’s (NASDAQ: GOOGL) latest payout to the music world is nothing short of rockstar money.

The platform has handed $8 billion to the global music industry between July 2024 and July 2025 — its biggest annual payout ever.

Fueled by both ads and paid subscriptions, YouTube’s “twin-engine” revenue model is proving unstoppable, helping everyone from chart-toppers to indie creators cash in on clicks.

Hitting All the Right Notes

In 2022, YouTube shelled out $6 billion to artists, labels, and songwriters. Fast forward a year, and that number has jumped another $2 billion.

The platform now counts over 125 million Premium and Music subscribers and more than 2 billion monthly music video viewers.

Whether you’re binging Taylor Swift videos or lo-fi beats to study to, every view adds to a payout somewhere — and that machine keeps humming louder each year.

Streaming Royalty, Reinvented

YouTube isn’t just competing with Spotify; it’s reshaping how creators earn.

With over $100 billion paid to creators, artists, and media companies in just four years, it’s turning fandom into a full-fledged economy.

The message is clear: if music is the heartbeat of the internet, YouTube just gave it a platinum record.

Gaming

Amazon Turns Game Night Into Prime Time with Luna’s Big Multiplayer Revamp

Amazon (NASDAQ: AMZN) is giving its game-streaming platform a major glow-up.

The newly revamped Amazon Luna now comes packed with GameNight, a fresh collection of more than 25 local multiplayer games designed for casual players and party nights.

Even better, Prime members can jump in for free — no console or controller required.

All you need is a smartphone, a few friends, and a willingness to get competitive on the couch.

Snoop, Chaos, and Classic Titles

Headlining the new lineup is “Courtroom Chaos: Starring Snoop Dogg,” a bizarre and hilarious improv courtroom game that lets players act out over-the-top courtroom drama using AI-powered voices.

The rest of the GameNight collection reads like a party playlist: Tetris Effect, Clue, Draw & Guess, Exploding Kittens 2, and The Jackbox Party Pack 9 are all here to test friendships and quick wits.

The Future of Chill Gaming

Amazon Luna’s overhaul isn’t just about casual chaos.

The platform also adds blockbuster hits like Hogwarts Legacy and Indiana Jones and the Great Circle, alongside a $9.99 Luna Premium tier for players who want access to deeper gaming worlds.

The message is clear — Amazon wants to turn every living room into a mini arcade, and this time, everyone gets a controller in their pocket.

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The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Readers acknowledge that the authors are not engaging in the rendering of legal, financial, medical, or professional advice. The reader agrees that under no circumstances Boardwalk Flock, LLC is responsible for any losses, direct or indirect, which are incurred as a result of the use of the information contained within this, including, but not limited to, errors, omissions, or inaccuracies.

Results may not be typical and may vary from person to person. Making money trading digital currencies takes time and hard work. There are inherent risks involved with investing, including the loss of your investment. Past performance in the market is not indicative of future results. Any investment is at your own risk.

Automotive

From Horsepower to Chat Power: GM Rolls Out Google Gemini in Vehicles

General Motors (NYSE: GM) is turning its vehicles into rolling AI companions.

Starting next year, GM will integrate Google’s Gemini AI assistant across its fleet, giving cars, trucks, and SUVs a conversational co-pilot that does more than take directions.

The assistant will handle messages, plan routes, fetch trivia about landmarks, and even check your car’s maintenance health — all through natural conversation.

A New Kind of Drive-Thru

The Gemini rollout marks a major upgrade to GM’s existing “Google built-in” system, which already includes Maps, Assistant, and Play Store access.

Now, drivers won’t need to remember awkward voice commands.

Gemini understands context, accents, and casual phrasing, so saying something like “find me a coffee shop on the way to work” actually works.

The upgrade will be available over-the-air to all OnStar-equipped vehicles from model year 2015 onward.

AI in the Fast Lane

This is more than just another in-car assistant — it’s part of GM’s push to create a unified AI platform that ties together its cars, drivers, and cloud services.

The long-term goal: an AI that knows your vehicle as well as you do, from temperature preferences to engine quirks.

If the future of driving is smarter, GM just made sure it’s also a lot more talkative.

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Recent Tech Movers

Applied Materials (NASDAQ: AMAT)

Layoffs Today, More Lasers Tomorrow

AMAT trimmed ~4% of its team to get leaner as export rules and supply chains reshuffle.

It stings in the headlines, but the strategy reads like optimize now, and out-ship later with AI-driven fab tools still in hot demand.

Watch bookings tied to HBM and leading-edge nodes; if orders hold while costs reset, margins can stay sturdy even with the geopolitics headwind.

Risk check, as China restrictions can whipsaw quarterly flow, so position size like an adult.

CrowdStrike (NASDAQ: CRWD)

Falcon Keeps Flying

Fresh all-time highs, fatter pipelines, and target bumps, as investors keep paying up for a platform that lands, expands, and then glues in.

The pitch is simple with one agent, and many modules (endpoint, identity, cloud, data).

The drawback is that the multiple is nosebleed high. If net retention and module attach stay spicy into year-end budgets, momentum has room, if not, premium pricing meets gravity.

Tesla (NASDAQ: TSLA)

Big Dreams, Busy Roadmap

Deliveries are choppy and robotaxi timelines keep scooting, but storage deployments, software attach, and energy remain underappreciated gears.

The bigger tell is how they manage demand without U.S. credits and how fast margins heal.

For traders, it’s a “trade the tape, not the tweets,” and for long-termers, watch progress on autonomy pilots and storage scale more than weekly VIN sightings.

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The Fab Trying to Flip the Script

Intel (NASDAQ: INTC)

The shift is real. INTC received a government stake, rival-collabs, and a foundry-first pivot which turned “can they survive?” into “can they ship?”

Shares popped on better execution and AI-forward color, but the more interesting thread is everything beyond the print, power deals, site buildouts, and courting external customers who care about on-shore capacity as much as price.

Here’s the bull case. Policy isn’t just speeches, as Uncle Sam’s equity check, CHIPS support, and marquee partners signal staying power.

If Intel proves it can deliver competitive PPA and predictable yields, it opens the door to real foundry mix.

CPUs for incumbents, custom silicon for AI players, maybe even work for companies that used to be sworn enemies.

That optionality is what the market is trying to price, less binary, and multiple ways to win.

Now the homework. Foundries are marathon businesses. There’s node timing, yield curves, and on-time ramps are the whole game.

Power constraints can bottleneck beautiful decks. And friend-emy headlines don’t pay the bills if wafers slip.

Near term, watch the boring stuff that matters.

Signed capacity with firm take-or-pay, energized megawatts hitting schedule, and any proof that external customers are moving from exploratory to entrenched.

Actionable take for you is if you’re momentum-curious, trade the new-highs/strong-hand bid but keep a stop under the latest base.

If you’re building a core, scale in on calendar-driven dips and make node-progress your north star.

The asymmetry is intact with execution turning this from a bounce to a rerate, but misses bring the peanut gallery back fast.

Everything Else

  • 🚫 Microsoft drew a hard line on adult content, with its AI chief saying the company won’t build chatbots for erotica.

  • 🤝 Anthropic tightened its ties with Google Cloud, expanding model training on TPUs in a fresh TPU partnership.

  • 📺 Sports fans got déjà vu as Disney and YouTube TV hit another carriage snag, sparring over ESPN in a network dispute.

  • ⚖️ Apple took a legal knock in Britain, after a court ruled against it over App Store commissions.

  • 🕊️ Crypto drama hit the West Wing: the White House said President Trump pardons Zhao, the convicted founder of Binance.

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