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The Internet’s Landlord Just Found a Smarter Growth Engine
One old-domain story is turning into a cleaner AI software setup, and the market still is not giving it enough credit.
This group is less about flashy AI headlines and more about businesses turning AI into actual products, cleaner workflows, and stronger revenue.
One of these names stands out because it is doing that in a category investors still dismiss too quickly.
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Artificial Intelligence
IBM Expands Its AI Stack Across Google, Intel, and More
IBM (NYSE: IBM) is evolving Db2 from a traditional database into an AI-driven control layer with its Genius Hub platform.
The latest expansion adds support for Google Vertex AI and Intel Gaudi accelerators, giving enterprises more ways to run AI workloads directly on their data.
AI Moves Closer To The Data Layer
Instead of moving data across platforms, IBM is enabling AI to run where the data already lives. That reduces latency, improves efficiency, and gives companies more control over cost and performance.
With support across NVIDIA, AMD, Intel, and multiple cloud providers, IBM is building a flexible AI stack that works across environments.
That flexibility is critical, as it helps companies avoid locking themselves into a single vendor.
The Multi-Cloud AI Strategy Gets Real
IBM is doubling down on being the neutral layer in the AI ecosystem.
By connecting its database to platforms like Google Cloud while supporting different hardware options, it positions itself as the bridge between data, models, and infrastructure.
This is not about owning the best model. It is about owning where AI actually runs. If enterprises adopt this approach, the database stops being storage and becomes the brain that powers AI decisions.
E-commerce
DoorDash Turns Its App Into A Full Commerce Platform
DoorDash (NYSE: DASH) is rolling out a suite of AI tools designed to remove friction for restaurants joining and operating on its platform.
Merchants can now create listings automatically by pulling data from their own websites, generate polished food images, and even build full websites based on their DoorDash profiles.
The goal is simple: reduce effort and get more businesses to live faster.
AI Becomes The Operating System For Restaurants
DoorDash is embedding AI across every step of the merchant journey, from content creation to marketing and conversion.
Tools like AI Retouch and AI Replate instantly improve food visuals, while campaign builders automate promotions and outreach.
Even video content is becoming interactive, allowing customers to order directly from tagged dishes. This turns the platform from a delivery app into a system that actively drives sales.
From Marketplace To Full Commerce Infrastructure
DoorDash is no longer just connecting restaurants to customers. It is becoming the infrastructure behind how restaurants operate online.
By offering websites, marketing tools, and AI-driven optimization, it positions itself as a one-stop platform for digital commerce.
If this scales, restaurants will not rely solely on DoorDash for delivery. They will rely on it to run their entire digital presence, and that is a much bigger business.
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Robotics
Meta Moves Into Humanoid Robotics With New Acquisition
Meta Platforms (NASDAQ: META) has acquired robotics startup Assured Robot Intelligence, and this is not just another AI talent grab.
The company is pushing into humanoid robotics, bringing in a team focused on building AI models that can understand and interact with the physical world.
Meta is no longer thinking about AI as just software running on screens.
AI Needs A Body To Evolve
Many researchers believe that advancing AI requires real-world interaction, not just training on data.
Robots provide that missing layer, allowing AI to learn by doing, adapting, and reacting in dynamic environments.
Meta’s move aligns with that thinking. Instead of just improving models, it explores how those models operate in physical systems.
The Next AI Race Is About Embodiment
The industry is quietly moving toward embodied AI, where intelligence is tied to action. By bringing robotics expertise in-house, Meta is positioning itself early in that shift.
Even if a consumer robot never launches, the underlying models could shape how AI systems understand the world.
If this direction holds, the next leap in AI will not come from better data alone. It will come from systems that can experience the world, and Meta wants to be part of building that.
Trivia: How much did YouTube pay out to creators, artists, and media companies in 2022? |
Recent Tech Movers
Atlassian (NASDAQ: TEAM)
The AI Fear Trade Just Broke
Atlassian was supposed to be one of the software names AI would weaken. Instead, it just delivered the opposite message.
Reuters reported that the company lifted its annual revenue forecast as AI features and stronger enterprise sales supported growth, and the stock jumped hard after the release.
That matters because this was not just an earnings beat. It was a direct rebuttal to the idea that AI would make Atlassian less relevant.
The company is showing that AI can make its products stickier, deepen enterprise relationships, and support larger deals rather than replace the workflow layer altogether.
The Takeaway: Buy TEAM on pullbacks. This report changed the story from AI victim to AI beneficiary.
The Risk: The stock has already moved fast, so any slowdown in follow-through after this quarter will get punished.
Shopify (NASDAQ: SHOP)
The Earnings Setup Is the Whole Point
Shopify fits this edition because it gives you a clean, live catalyst.
The company is set to report first-quarter 2026 results before the open on May 5, and that makes it one of the cleaner event-driven setups in tech right now.
The broader story is still strong. Shopify remains one of the best ways to play digital commerce infrastructure without needing to guess which individual brands win online.
Into earnings, that matters. If management reinforces growth and merchant demand, the stock has room to work.
If the report is soft, the setup breaks quickly, which is exactly why it belongs in a watchlist-driven issue like this one.
The Takeaway: Keep SHOP near the top of the buy list into earnings. This is a strong business with a real near-term catalyst.
The Risk: A weak guide or softer merchant commentary will knock the stock down fast.
PayPal (NASDAQ: PYPL)
Venmo Just Became the Story Again
PayPal is back on the screen because management is making Venmo a separate unit as part of a broader reorganization.
Reuters reported that the change is meant to simplify the business and sharpen growth under the new CEO, while also making Venmo easier to track and potentially easier to sell.
That is the first interesting thing PayPal has done in a while. Investors do not need another vague turnaround promise.
They need a clearer structure, cleaner accountability, and a believable way to unlock value from assets the market has stopped rewarding. A standalone Venmo gives the company exactly that.
The Takeaway: Own PYPL as a restructuring story, not as a blind fintech rebound. The Venmo move gives the stock a real reason to rerate.
The Risk: If the reorg does not lead to better growth or clearer monetization, the stock falls back into the same old value trap.
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The Long Pick: GoDaddy (NYSE: GDDY)
The Market Still Thinks This Is Just a Domain Company
That is the mistake. GoDaddy has spent years being treated like a sleepy internet utility while the business kept getting broader and more useful.
Now AI is giving management a cleaner way to prove that the story deserves a better multiple. Reuters reported that GoDaddy forecast quarterly revenue above estimates on its AI push, with first-quarter revenue topping estimates as well.
That matters because this is not a company trying to bolt AI onto a broken product.
GoDaddy is using AI to make its core tools more valuable for small businesses that already rely on it for web presence, commerce, and digital operations.
That is a much stronger setup than a lot of louder software names have.
Why This Story Is Better Than It Looks
The appeal here is simple: the customer base is real, the use case is clear, and AI fits naturally into the platform.
Small businesses want faster setup, better marketing tools, easier site management, and less friction.
If GoDaddy keeps turning AI into those outcomes, the stock stops looking like an old hosting name and starts looking like a more durable small-business software platform.
That is why this belongs in the long slot. The upside here is not about a one-quarter pop.
It is about the market realizing the business has more operating leverage and more product relevance than the label on the box suggests.
The best reratings often start with that kind of misunderstanding.
What You Should Do With It
Buy GoDaddy here. This is the cleanest underappreciated software story in the group. The company has a sticky base, a believable AI angle, and a market position that still does not get enough respect.
When investors broaden out from the usual AI software names, this is exactly the kind of stock that catches up.
The Takeaway: Buy GDDY. The market is still pricing it like a legacy web name when the business is becoming a more capable AI-enabled software platform.
The Risk: If AI features fail to translate into stronger customer growth or higher monetization, the rerating stalls.
Everything Else
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🤖 Japan Airlines is testing humanoid robots at Haneda to help with baggage and other ground tasks as labor shortages continue.
📈 Veeva Systems is set to join the S&P 500, replacing Coterra Energy after its acquisition by Devon.
🍎 Apple beat expectations, with Mac and iPhone demand helping offset supply constraints.
🚀 Blue Owl has sold about half of its SpaceX stake at a reported $1.25 trillion valuation, giving another marker for private-market appetite around the company.
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