The Launch Window Wall Street Missed - But You Don’t Have To

Author

Noah Zelvis
October 14, 2025

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Contracts are fuel and cadence is thrust.

With new government and commercial missions on the manifest and a heavyweight price-target bump, this space name is nearing a narrative shift.

Now it’s about turning backlog into liftoffs and proving the next rocket can stick the landing.

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Data Centers

Google Builds a $15 Billion AI Fortress in India

Google’s (NASDAQ: GOOGL) next big leap isn’t another chatbot or Pixel phone; it’s a $15 billion AI hub and 1-gigawatt data center in southern India.

The facility, set to rise in Visakhapatnam, Andhra Pradesh, will anchor Google’s global AI infrastructure and serve as its largest investment outside the United States.

The new center will run enough computing muscle to power next-gen AI workloads, cloud infrastructure, and India’s growing appetite for digital services.

It’s also part of a 12-country network of AI hubs designed to keep Google ahead in the data arms race.

India Becomes the New Silicon Coast

Beyond raw compute power, Google is wiring up India’s coast with new subsea cable routes in partnership with Bharti Airtel and AdaniConneX.

The cables will turn Visakhapatnam into a global connectivity hub, linking India more tightly with the U.S., Asia, and Europe.

The timing is bold. India’s government has been calling for more local tech independence, yet Google’s scale and speed make it difficult to ignore.

AI Meets Infrastructure

With 14,000 employees already in the country and cloud regions in Delhi and Mumbai, this investment locks India deeper into Google’s digital ecosystem.

Once the hub goes live, it won’t just store data; it’ll fuel the next wave of AI development across Asia.

Networking

Broadcom’s New Chip Wants to Be the Internet for AI

Broadcom (NASDAQ: AVGO) has just announced the Thor Ultra, a next-generation networking chip designed to manage traffic congestion within large AI data centers.

Think of it as the data highway that keeps every GPU, CPU, and AI accelerator talking to each other in real time.

The Thor Ultra can link together hundreds of thousands of chips, giving engineers the power to build sprawling clusters capable of training enormous AI models.

These aren’t just faster machines; they’re smarter ecosystems where data flows at lightning speed without bottlenecks.

The Battle for AI Infrastructure

This launch aims directly at Nvidia’s networking empire, especially in the high-performance AI space.

Broadcom’s strategy is simple: build the connective tissue for the world’s largest computing systems and quietly become indispensable to every AI company on the planet.

With the Thor Ultra leading its charge, Broadcom is turning networking chips from background tech into front-page innovation.

Inside the AI Engine Room

Networking chips like Thor Ultra are the unsung heroes of the AI revolution.

They’re the reason chatbots reply instantly, video generators render smoothly, and training clusters don’t melt down.

In the race to power the next wave of artificial intelligence, Broadcom just gave data centers a new set of turbocharged nerves.

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Cybersecurity

Windows 10 Just Retired, but Hackers Are Only Getting Started

Microsoft’s (NASDAQ: MSFT) Windows 10 officially reached the end of its life this week, marking the close of a ten-year run that powered everything from office cubicles to grandma’s laptop.

The operating system still runs on hundreds of millions of PCs worldwide, but as of today, those machines are officially off the update list.

No patches. No fixes. Just raw, unprotected internet survival.

Owners can pay for Microsoft’s Extended Security Updates, but most won’t. The rest will keep using Windows 10 until something breaks, or worse, until someone breaks in.

A Global Security Time Bomb

Analysts estimate that around 400 million PCs are still running Windows 10. Every one of them is now a potential open door for hackers.

Enterprises can buy breathing room, but home users are flying blind. Without new updates, even a single zero-day bug could spiral into a global mess.

Why This Matters for Everyone Online

Unpatched systems don’t just endanger their users; they endanger everyone.

Each outdated machine becomes part of a chain reaction that weakens the entire digital ecosystem.

Windows 10 isn’t gone from our lives, but its safety net is. The internet just got a little more interesting, and a lot more dangerous.

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Recent Tech Movers

Broadcom (NASDAQ: AVGO)
OpenAI just handed Broadcom a 10-gigawatt to-do list. The pair announced a multi-year deal for custom AI accelerators and networking hardware that runs through 2029, with first deliveries expected in 2026.

Translation: clearer demand visibility for custom silicon and Ethernet at hyperscale.

For investors, the checklist is margins, mix, and execution. If Broadcom keeps converting design wins into systems at scale without dinging profitability, this isn’t just a pop—it’s another leg in the AI plumbing trade.

Oracle (NYSE: ORCL)
Leaning into AI capex while the rating agencies watch. Fitch affirmed Oracle at BBB with a Stable outlook, even as management front-loads data-center buildouts tied to multi-year contracts with blue-chip AI customers.

Near-term FCF gets squashed; leverage peaks, then eases as revenues ramp into ’27–’28.

It’s aspend now, harvest later arc. The key tells are booked capacity utilization, contract durability, and how fast those GPU farms translate into high-margin recurring compute.

Salesforce (NYSE: CRM)
Your call center just found its AI voice. Salesforce rolled out Agentforce Voice so companies can field phone calls with customizable AI agents, tone, speed, even pronunciations, on top of 12k+ text implementations. Integrations span Amazon, Five9, Genesys, NICE, and Vonage.

The stock’s been a sentiment punching bag this year, but voice is where the puck is going.

Watch attach rates, early customer NPS, and whether Voice becomes a wedge for broader platform expansion.

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A Launch Cadence That’s Starting to Look Like a Business

Rocket Lab (NASDAQ: RKLB)

Rocket Lab’s week looked like a highlight reel with two fresh launches for Japan’s space agency (one as soon as December, another in 2026), a multi-launch pact with Q-shu Pioneers of Space, and ten more missions for Synspective, bringing that customer’s total to 21.

Stack those on top of four existing contracted flights and you’ve got real schedule density, not just press-release confetti.

That density is the story. Launch is a lumpy business until cadence turns into habit. More missions on the board smooth revenue, improve factory utilization, and sharpen ops.

It also gives customers confidence that their rides won’t slip, which is how you win the next batch of manifest slots.

The market noticed: shares are up ~14% on the week and ~160% YTD, with some short covering likely juicing the move given short interest in the mid-teens.

Analysts are leaning in too, one just quadrupled a price target to the high-$60s and floated the earlier-stage SpaceX comparison.

That’s flattering, sure, but it also sets a bar: the bigger, reusable rocket on Rocket Lab’s roadmap can’t just debut, it has to perform, land, and repeat.

Reuse isn’t a party trick; it’s the margin engine that separates break-even rocketry from a compounding launch business.

So the bull case writes itself.

Growing commercial demand out of Japan, government work in the pipeline, a fatter backlog, and a potential step-function in unit economics when the larger vehicle proves itself.

Add in momentum money circling a name with improving fundamentals and you’ve got escape-velocity vibes.

The bear case is equally straightforward.

First-flight risk on the new rocket, schedule slips that crimp cash conversion, and the ever-present possibility that a launch anomaly resets the timeline.

With the stock near highs, execution has to be crisp, manifest on time, reuse on plan, and keep signing customers while the iron is hot.

Net-net, this isn’t just a rocket go up trade anymore. It’s starting to look like a platform with a path to operating leverage.

If cadence holds and reusability lands, the multiple has room. If not, gravity still works.

Everything Else

  • 🏗️ AI hosting demand kept humming, and Applied Digital jumped after a beat-and-raise that put its data-center growth back in the spotlight.

  • 🎓 Sam Altman sketched plans for a college-style startup campus to mint AI founders, with ties to platform players like Meta in the mix.

  • 🚫 Regulators in Singapore and the U.S. are investigating MegaSpeed, an Nvidia client, over possible export-control violations linked to China shipments.

  • 📈 Samsung said Q3 operating profit likely rose 32% on memory strength, as AI tailwinds do the heavy lifting and beat expectations.

  • 📦 Amazon hiring ramps again: 250,000 seasonal roles for the holidays, third straight year of quarter-million adds.

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