This Efficient Stock Feeds, Feels, and Prints Purchase Orders

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Noah Zelvis
November 11, 2025

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Future mobility isn’t a mood board anymore. It’s runways, permits, and capital.

One air-taxi builder just tightened its belt, bought itself a launchpad, and told investors the timeline still lives.

If execution keeps matching the swagger, there’s room for the story to graduate from hype to schedules.

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AI

The Remote Is Dead; Long Live Gemini

Google (NASDAQ: GOOGL) is officially rolling out Gemini to Google TV Streamer, giving your screen a serious brain upgrade.

Instead of relying on the usual voice assistant, users can now have full-blown conversations with their TV; the kind where you ask for “a show both dramatic and funny” and actually get something you’ll both want to watch.

Gemini is learning what you like, who you watch with, and how to find something you’ll both survive without arguing.

Your TV Knows More Than Your Group Chat

Forget scrolling endlessly through titles. Gemini can recap entire seasons, pull up trending hospital dramas, or even help your kid understand volcanoes before dinner.

It’s not just smarter, it’s more human.

Whether you’re catching up on Outlander or trying to fix your sink, Gemini pairs Google Search, YouTube, and your personal preferences into one surprisingly helpful couch companion.

Just Press the Mic and Ask Away

You don’t need fancy gestures or hidden menus; all it takes is your remote’s mic button. With Gemini now integrated across devices, your TV joins your phone and smart speaker in the AI family.

Movie night, homework help, or learning how to cook dinner without burning it; Gemini turns your TV into the most interesting person in the room.

Telecom

No Bars, No Problem; iPhones Are About to Go Fully Off-Grid

Apple (NASDAQ: AAPL) is turning its phones into interstellar multitools, allowing users to text, navigate, and share photos with zero Wi-Fi or cellular signal.

The company is developing new satellite-powered features that connect directly to orbiting networks, providing a lifeline even when every tower is out of reach.

A new developer API is also on the way, meaning third-party apps will soon be able to tap into the same space magic.

Maps That Don’t Get Lost

Navigation through Apple Maps is going completely off-grid.

Users will be able to pull directions and location data directly from satellites; no more blank maps in remote trails or dead zones.

Satellite messaging will also let users send photos or quick updates from anywhere on Earth, whether hiking in the Rockies or sailing past the Galapagos.

Apple is even testing signal resilience so iPhones can stay connected inside cars or indoors, where line-of-sight to the sky isn’t perfect.

Space Is the New Cell Tower

Support for 5G non-terrestrial networks is expected to arrive next year, blending ground and space signals for seamless global coverage.

Every day, browsing and video calls remain a future goal, but the iPhone’s satellite capabilities are expanding rapidly.

The next time your signal dies, your phone might just skip the towers and reach for the stars instead.

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Delivery

The Ultimate Food Tech Combo - Toast Powers Up with Uber Eats Integration

Toast and Uber Eats are joining forces to create a single, global platform that enables restaurants to handle everything from order to delivery within one connected system.

Toast is now Uber’s (NYSE: UBER) preferred delivery partner worldwide; the integration brings marketing tools, POS management, and delivery coordination under one digital roof.

For restaurant owners juggling too many dashboards, this is the tech equivalent of decluttering a kitchen.

The Battle for Your Dinner Order

DoorDash still rules the food delivery space, but Uber and Toast are clearly coming for the crown.

The expanded partnership introduces new automation layers that streamline delivery management for restaurants, making it faster and more cost-effective, while also providing them with access to Uber’s extensive network.

Operators can expect deeper analytics, built-in marketing features, and smarter customer engagement, all without leaving Toast’s interface.

One Platform to Feed Them All

The new setup transforms delivery from a side hustle into a strategic growth engine.

Merchants will soon be able to run promotions and local ads for Uber Eats directly from the Toast dashboard; think precision-targeted specials powered by AI instead of random luck on the app feed.

For restaurants everywhere, that means more visibility, more efficiency, and a much tastier slice of the digital delivery pie.

Trivia: Which company’s slogan was “It’s everywhere you want to be”?

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Recent Tech Movers

CoreWeave (NASDAQ: CRWV)
AI Racks, Human Timelines
Beat on revenue, but guided light as a delayed data-center shell pushed some installs right. Backlog still massive and power contracted, so this reads like not if, but when.

If you’re trading it, expect bumpy quarters while capacity catches up; longer term, watch contracted MW energized and the Meta/OpenAI ramps showing up in recognized revenue.

Instacart (NASDAQ: CART)
Groceries, Ads, And A Quiet Enterprise Engine
A clean beat/raise under the new CEO, with orders up, GTV up, and the enterprise toolkit getting louder.

Competition’s real (Amazon, DoorDash), but ad attach + white-label tools give CART more than delivery fees to lean on.

Keep an eye on GTV guide, ad take-rate, and whether enterprise partnerships start printing steadier margin.

Block (NYSE: XYZ)
Two Apps, Two Speeds
Square’s GPV grew, but gross-profit growth cooled; Cash App did the heavy lifting with stronger monetization.

The print missed, guidance was meh, and the stock sulked.

What matters next: credit performance inside Cash App, direct-deposit momentum, and whether Square’s margin mix improves as hardware drags fade.

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The Vertiport Bet With A Dilution Detour

Archer Aviation (NYSE: ACHR)

Archer posted a narrower-than-expected loss, then dropped 8% after announcing a $650M equity raise to fund its $126M purchase of Hawthorne Airport, a future L.A. hub ahead of the 2028 Olympics.

It’s classic pre-revenue aerospace to de-risk operations with real infrastructure and cash, accept dilution today to buy time and credibility tomorrow.

Scorecard You Can Use

  • Runway, Literally: Owning/controlling a base in L.A. accelerates ops planning, pilot training, and city integrations.

  • Certification March: Flight test milestones (higher altitude, longer piloted flights) keep stacking; the FAA clock is still the only clock that matters.

  • Capital To Finish The Lap: The raise pushes liquidity north of $2B, enough to keep burn funded through key gates.

Why The Tape Cares

  • From Concept To Commute: Each concrete step of airport control, routes, OEM partnerships pulls ACHR out of sci-fi and into schedules.

  • Olympics As Forcing Function: Being the official air taxi adds a real deadline and free marketing if service launches cleanly.

  • Strategic Optionality: International footprints (UAE, Korea) and U.S. hubs diversify regulatory and demand risk.

What Could Go Sideways

  • Dilution Fatigue: More capital raises are common in this phase; each one tests investor patience.

  • Certification Slips: One delayed test card can shove timelines; competitors’ hiccups can sour sentiment across the group.

  • Infrastructure Execution: Airports, vertiports, and grid hookups are real-world puzzles that don’t care about slideware.

Tells To Watch Next

  • FAA Milestones: Envelope expansion, conformity builds, and certification basis updates.

  • Cash Burn vs. Cash Balance: How quickly the fresh capital converts into tangible progress.

  • Partner Proof: Airline, city, and airport agreements moving from MOUs to binding terms.

Actionable Take
Treat ACHR like a high-beta venture proxy in public clothes. Starter size, buy fear not euphoria, and use hard milestones (cert progress, infrastructure readiness) as add/trim triggers.

If certification gates and L.A. hub build stay on schedule, the rerate case lives; if slips stack, protect capital and let it re-base.

Bottom Line
This market is rewarding receipts. CoreWeave’s backlog says demand is real, Instacart’s enterprise/ads mix is getting sturdier, Block needs Square margins to re-accelerate, and Archer just traded dilution for runways and time.

Stick with names turning big ideas into PO-level reality.

Everything Else

  • 💸 Ripple’s next act is bigger than crypto, as it targets traditional finance with bank-friendly rails and partnerships.

  • 🧭 Waymo shuffled its leadership deck, naming Steve Fieler as CFO to steer the robo-taxi rollout with a steadier hand.

  • 🔎 Deal data gets an AI co-pilot: PitchBook rolled out Navigation for ChatGPT, aiming to speed up diligence and sourcing.

  • 🧠 Enterprise AI drama as C3.ai is weighing a sale after a surprise CEO transition, putting a for-sale sign on one of the OG AI tickers.

  • 📱 Hardware hiccup watch with Apple reportedly delayed the next iPhone Air iteration, nudging timelines while it tightens the feature mix.

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