The Healthcare Piggy Bank That Keeps Getting Heavier

Author

Noah Zelvis
September 30, 2025

Growth doesn’t always come from hype cycles. One healthcare savings giant is quietly racking up assets, boosting earnings, and building a long runway of compounding power.

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Cloud

Meta Taps CoreWeave for Billions in Cloud Power — Bubble or Boom?

CoreWeave (NASDAQ: CRWV) is cashing in again, this time with a $14.2 billion agreement to supply computing power to Meta (NASDAQ: META) through 2031.

Shares of the cloud provider jumped 15% on the news, a clear sign that investors see CoreWeave as one of the few companies actually minting money in the AI rush.

Meta will get access to Nvidia’s newest GB300 systems inside CoreWeave’s data centers, fueling everything from AI research to its Ray-Ban smart glasses project.

For CoreWeave, the deal diversifies its customer base beyond Microsoft and OpenAI, which have already signed their own billion-dollar contracts.

Cloud Giants or Bubble Trouble?

These mega-deals highlight just how fast demand for GPU horsepower is exploding.

But analysts warn that when the same circle of companies are funding, buying from, and investing in one another, it starts to look like AI’s version of musical chairs.

Still, the market is spreading beyond just the Magnificent Seven, which lowers the odds of everything popping at once. For now, the growth story is still the louder headline.

Meta’s Mega Appetite

Smart glasses, new AI tools, endless experiments. Meta burns through compute like it’s kindling.

This deal guarantees it won’t run out of fuel, even if the bubble talk keeps circling.

Apps

CapCut, Meet Your New Rival: Adobe Premiere Hits iOS

Adobe (NASDAQ: ADBE) has brought Premiere to the iPhone, providing creators with a pocket-sized version of its professional editing suite.

The free app features a multi-track timeline, 4K HDR support, auto captions, and color tweaks —tools that are typically reserved for desktop use.

If you film on your phone, background noise won’t ruin your clip anymore. Premiere lets you boost dialog and smooth out sound with a simple slider, something you’ll actually use 

mid-edit instead of waiting until you’re home.

AI Gets in the Edit Bay

Adobe sprinkled Firefly AI across the app — you can generate background sounds from a text prompt or even hum into your mic and let AI turn it into an effect.

Feeling extra? Spin up stickers, images, or even short transition videos without ever leaving the app.

Of course, the AI magic runs on credits, so the free ride only goes so far. But the integration makes Premiere feel less like a port and more like a mobile-native tool built for creators on the go.

A New Rival in Your Pocket

Projects started on iPhone sync seamlessly to the desktop via Adobe Cloud (although you can’t yet go from desktop to mobile).

That flexibility puts Adobe in direct competition with CapCut, Meta’s Edits, and a swarm of editing startups.

For you, it means pro editing is no longer tied to a desk. Now the studio lives in your pocket, and all you need is a clip worth cutting.

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Food

DoorDash Turns Dinner Into Content With Creator Program

DoorDash (NASDAQ: DASH) is expanding beyond delivery with a new creator program that pays users to post short-form videos directly within the app.

The idea is part food discovery, part TikTok clone — local creators in 20 U.S. cities can now apply to film their meals, with expansion planned for the end of the year.

It’s a direct shot at Uber Eats, which started testing its own video feed last year.

For restaurants, it’s free marketing. For diners, it’s a way to see what the pad thai actually looks like before hitting “order.”

Dining Comes With Perks

The company is also rolling out “Going Out,” a dine-in program that gives DashPass members (and temporarily everyone else) in-store rewards at thousands of restaurants.

Early tests show diners saved about $9 an order just by using offers — not bad for eating where you were already headed.

Reservations are now part of the app, thanks to a SevenRooms integration, making DoorDash a full-fledged dining hub, not just a delivery app.

Smarter Menus, Smarter Carts

DoorDash’s new AI features scan menus, photos, and reviews to auto-tag dishes as gluten-free, high-protein, or spicy.

Add personalized recommendations and a “Complement Your Cart” section at checkout, and the app aims to nudge every order closer to perfection.

DoorDash isn’t just delivering food anymore — it’s trying to own every part of the meal, from how you discover it to how you share it.

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Recent Tech Movers

SoundHound AI (NASDAQ: SOUN)
Voice bots with table service
SoundHound got a nice buzz after inking a deal with Red Lobster to roll out AI phone ordering across all locations, routing calls straight into POS and freeing staff to focus on guests. 

That sits on top of 14,000-plus restaurants already live on its stack and a ramp to enterprise-grade agents via Amelia 7.0.

Yes, the stock’s been a roller coaster this year, but the story is getting stickier as real-world deployments pile up.

If voice-first agents are the next UI, SoundHound is already taking orders.

D-Wave Quantum (NYSE: QBTS)
Optimization over everything
While most quantum names chase universal machines, D-Wave’s betting on annealing to ace specific problems like logistics and scheduling.

That narrower focus is translating into commercial use cases in optimization and sampling, where “good enough” answers fast can save real money. 

With shares ripping this year and gross margins north of 80% in recent reports, the market’s starting to price in a lane where D-Wave doesn’t have to be everything to everyone, just the best at the jobs that matter.

Opendoor Technologies (NASDAQ: OPEN)
From delisting fears to meme-fueled revival
OPEN has been the comeback kid. A retail swarm, a leadership reset, and now Shopify’s former COO in the big chair have flipped the script.

The bull case near term is simple: easing mortgage rates, tighter ops, and a still-amped “$OPEN Army” with short interest to squeeze. 

It is high risk and the fundamentals still need to catch up, but with the platform now open in all 50 states and founders back on the board, the swing-for-the-fences playbook is back in print.

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The HSA Middleman That Quietly Compounds

HealthEquity (NASDAQ: HQY)

If you like businesses that collect a small toll every time someone saves or spends pre-tax healthcare dollars, HealthEquity is your kind of boring.

The company is the pipes behind HSAs, FSAs, HRAs, COBRA, commuter benefits, and more.

Translation: recurring admin fees, payment rails, and investment add-ons that scale with employment and healthcare inflation, not just the stock market’s mood swings.

The setup right now looks solid. HQY has street models pointing to roughly 20% EPS growth this year on high single-digit revenue gains, helped by cross-selling into that big installed base.

Cash flow is the tell: year-over-year growth north of 25% and a multiyear CAGR around 19% signal operating leverage is kicking in as balances and accounts rise.

What keeps this engine humming is the flywheel. More employers onboard means more members. More members mean higher HSA balances.

Higher balances unlock investment tiers and advisory fees, which are high-margin and sticky.

Layer in the admin of COBRA and commuter benefits and you get a diversified fee stack that does not need heroics to grow.

It just needs time, payroll cycles, and a nudge toward tax-advantaged saving.

Risks are there. A softer labor market can slow account growth. Pricing pressure from competitors is always a thing in benefits admin.

And at ~57x trailing earnings, execution needs to stay tight to keep multiples from compressing.

But HQY’s playbook is disciplined: steady account adds, wallet share per member, and cross-sell into adjacent benefits that ride the same rails.

This is a great growth story that you won’t want to miss out on.

If you want a healthcare-adjacent name with recurring revenue, rising cash generation, and a business model that benefits when more people save for care they are going to spend anyway, HealthEquity is worth a spot on the short list.

Everything Else

  • 💸 AI finance startup Light raised fresh funding from Balderton, best known for backing Revolut, as it looks to scale its banking tools.

  • 🚗 Xiaomi plans to launch its sleek new EVs, the YU7 and SU7, in Europe by 2027 with local showrooms and manufacturing in the pipeline.

  • 💰 Nvidia’s huge OpenAI investment is mostly flowing back into its own pockets, with OpenAI spending the cash on leasing Nvidia chips.

  • 💻 Qualcomm unveiled a new PC chip aimed squarely at the business market, touting enterprise-grade AI features.

  • ✈️ Travel platform WeTravel pulled in $92M to expand its AI capabilities and accelerate global growth.

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