This Login Bouncer Just Beat The Quarter But Lost The Room

Author

Noah Zelvis
December 05, 2025

Identity and access might sound sleepy until the company guarding everyone else’s logins beats earnings, raises the near-term view, and then shrugs at questions about next year.

Today, we break down what that mix of strong numbers and a missing roadmap means for your watchlist.

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Consumer Tech

The New Kindle Scribe Might Be the Sneakiest Productivity Upgrade of 2025

Amazon (NASDAQ: AMZN) is launching two new Kindle Scribe models on December 10, including the first-ever color Scribe.

Both land with a larger 11-inch display, faster writing performance, and a featherlight frame built for long reading sessions.

The new chip and Oxide display tech make every stroke feel closer to real paper than old-school tablets ever did. Users finally get friction that feels natural, not glossy and slippery.

Colorsoft Brings Chill Colors and Weeks of Battery

Colorsoft pushes soft-toned colors that avoid the eye strain of LCD screens altogether. Amazon built a new rendering engine so drawings, gradients, and sketches flow smoothly.

With ten pen colors and five highlights, the Scribe Colorsoft becomes a pocket sketchbook that can run for weeks.

Artists, students, and note takers will likely treat this as a creative upgrade rather than a simple reader refresh.

AI Sneaks Into Your Reading and Notes

Both Scribers ship with a new Home hub that makes notebooks, documents, and books easier to jump between.

Searchable handwritten notes and simple AI summaries start to feel like a built-in assistant.

Next year, users can send notes to Alexa Plus for deeper conversations about whatever they wrote.

Readers also get Story So Far and Ask This Book, two AI tools that help you understand your book without spoiling the plot.

Enterprise Software

The Secret Sauce Behind Enterprise AI Might Come From IBM After All

Enterprises are tired of AI pilots that look cool in demos yet fall apart in production.

IBM (NYSE: IBM) and AWS are rolling out a stack built for companies that want AI agents that scale, behave, and actually do work.

The partnership blends IBM’s enterprise engineering muscle with AWS tools, enabling clients to run AI wherever they want.

The result is a playbook designed for government, utilities, banks, and automakers ready to automate real operations.

A Toolkit Built to Turn AI Agents Into Enterprise Workers

IBM is integrating its WatsonX Orchestrate platform with AWS AgentCore to give enterprises a unified place to design, test, deploy, and govern agents.

These systems maintain context, understand tasks, and integrate with existing workflows without duct tape.

The company also introduced IBM Bob, an AI-first development environment that speeds up modernization work and enforces security from the start.

ContextForge rounds it out by managing agent behavior at scale across AWS infrastructure.

Scaling AI, Securing Data, and Preparing for the Quantum Era

IBM is extending its reach across more global markets through AWS Marketplace, giving enterprises faster access to agentic tools.

Joint SAP modernization programs push automated decision-making deeper into core business systems.

Quantum safe security enters the mix through IBM Autonomous Security for Cloud to protect mission-critical data against future threats.

Both firms are positioning enterprises for an era where AI agents and quantum-safe frameworks operate side by side.

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Hardware

The Upgrade NVIDIA Has Been Teasing for Years

NVIDIA (NASDAQ: NVDA) just dropped CUDA 13.1, and the company is treating it like a once-in-twenty-years level upgrade.

The headline feature is CUDA Tile, a new tile-based programming model that flips how GPUs handle parallel work.

For an AI-heavy world, this is the kind of shift that changes how software gets built.

CUDA Tile introduces a virtual instruction layer for tile-based compute. The idea is simple. You focus on what needs to be computed, and CUDA handles how the hardware actually executes it.

Why NVIDIA Wants You Thinking in Tiles Now

AI workloads live on tensors, and NVIDIA’s tensor cores and memory accelerators keep getting more advanced.

CUDA Tile abstracts those moving parts so developers can target current and future GPU generations without rewriting half their code.

The system sits on top of CUDA Tile IR, a virtual instruction set built for tile operations across architectures.

It is meant to do for tensor-driven work what PTX did for SIMT programs.

A New Playground for AI Builders

By raising the abstraction layer, NVIDIA opens the door for new compilers, frameworks, and domain-specific languages.

Developers get cleaner code, faster hardware mapping, and a future-proof way to build AI applications at scale.

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Recent Tech Movers

Intel (NASDAQ: INTC)

Apple Hopes, Gravity Checks
Intel’s year has gone from punchline to comeback tour, with the stock more than doubling as investors warm to its foundry reboot and US manufacturing pitch.

Hype spiked after an analyst floated the idea that it could win a low-end Mac processor deal from Apple later this decade, a nice prestige win if it happens.

Monday was the hangover. Shares gave back some of that pop as traders remembered that tweets about 2027 don’t pay the bills in 2025.

If you like the idea of Intel as a second source to TSMC and a flagship for homegrown chip capacity, this is still a rebuild, not a victory lap.

Think starter position on red days, patience measured in process nodes, not headlines.

Microsoft (NASDAQ: MSFT)

AI Targets Meet Real-World Budgets
Microsoft is still one of the cleanest ways to ride the AI wave, but even giants can trip over their own growth goals.

A report said sales teams missed aggressive targets for certain AI products inside Azure, raising questions about how fast enterprises really want to rewire workflows around agents and copilots.

The company pushed back, saying quotas have not been lowered and that the story was mashing together growth and targets.

For you, the takeaway is simple: AI in the cloud is a real business, but it may ramp more like Office did than like a meme coin.

If you’re already long, this feels more like a reminder to temper near-term expectations than a reason to panic.

Marvell Technology (NASDAQ: MRVL)

Buying A Shortcut Into AI Plumbing
Marvell just went shopping for more AI upside, agreeing to buy optical interconnect startup Celestial AI in a deal that could reach $5.5 billion if revenue goals are hit.

The idea is straightforward: as AI models get huge, you need faster, cleaner links between all those chips, and optical connections are where the big spend is going.

The market liked it, especially with management talking up a big jump in data center revenue next year.

Still, the stock is down double digits this year, so this is very much a prove-it moment.

If Marvell can fold Celestial’s photonics into its custom chips and networking parts and actually turn those design wins into volume, today’s multiple may not look so stretched.

If not, it’s just another expensive science project.

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The Identity Gatekeeper That Beat Numbers And Dodged Next Year

Okta Inc. (NASDAQ: OKTA)

The company that keeps everyone else’s employees logged in just turned in a pretty solid quarter.

Revenue grew about low double digits, comfortably ahead of expectations, and earnings came in stronger than the Street had penciled in.

The near-term view was also reassuring: management guided the current quarter above consensus on both sales and profit, and subscription revenue keeps doing the heavy lifting.

The twist, and the reason the stock slipped a bit, is what management did not say. Unlike prior years, they chose not to offer an early peek at next fiscal year.

The finance chief blamed seasonality and the need to stay conservative heading into the fourth quarter, which is understandable from a forecasting standpoint but not exactly catnip for investors who were hoping for a clean AI-fueled growth story.

Scorecard You Can Use

  • Core business still works: Identity and access contracts keep renewing, large customers are spending a bit more, and backlog is growing faster than revenue. That is what you want to see if you care about durability more than drama.

  • Profitability is finally visible: Net income jumped meaningfully from last year, and margins are moving in the right direction. This is no longer a cash-burning science experiment.

  • AI is a teaser, not a driver yet: The new tools that let companies build AI agents on top of existing identity data are live, but management admits they are not meaningfully in the numbers yet. Think optionality for the next five years, not a magic line item today.

  • Guidance gap is real: Skipping an early look at fiscal 2027 leaves a blank space exactly where analysts wanted some reassurance, especially after a big run across the whole cybersecurity sector.

Why The Market Cares

Investors love a clean story: beat the quarter, raise the year, paint a clear picture for the next twelve months, and let the multiple do the rest.

Here, they got two out of three. Near-term trends look fine and AI upside sounds exciting, but the refusal to talk next year shifts the narrative from simple growth story to show me.

That matters because identity is now a crowded arena.

Public and private players are all pitching some version of zero-trust, passwordless access, and secure logins for humans and bots.

When expectations are high, even a good print can land with a thud if the company does anything that smells like caution.

What Could Go Sideways

  • Macro wobble: If IT budgets tighten, projects to clean up identity systems can slip a few quarters, even if they are important.

  • Crowded competition: Strong results from peers or aggressive pricing from big platform vendors could make it harder to keep growth in the low-teens plus.

  • AI hype risk: If the agent story takes too long to translate into real dollars, the market may lose patience with that part of the pitch and compress the multiple.

What To Watch Next

  • How quickly customers adopt the new AI agent capabilities and whether management starts talking about them as a real revenue stream, not just a demo.

  • Any fresh color on renewal rates and expansion inside large accounts, which are the backbone of this model.

  • Whether the next earnings call restores the old habit of giving a first look at the coming year, even in a rough range.

Actionable Take

  • Builders: This can still be a core-style name if you believe identity remains mission critical and AI agents will make access even more central. The blank spot on next year’s guidance argues for scaling in slow and sizing the position modestly until visibility improves.

  • Traders: The mix of good fundamentals and skittish sentiment sets up a classic earnings swing trade. Sharp selloffs on guidance anxiety could be chances to nibble with tight risk controls, and any relief rally on clearer forecasts later on may be a spot to take profits rather than fall in love.

Bottom Line:
You have a profitable identity platform with a growing backlog, a fresh AI angle, and a self-inflicted question mark where next year’s roadmap should be.

If management can fill in that gap over the next couple of quarters, today’s wobble may look like noise.

Until then, treat this one as a quality security name that comes with a little extra volatility tax.

Everything Else

  • ⚛️ Singapore just got its first commercial quantum computer as startup Horizon Quantum flips the switch, turning qubits from slideware into something local banks and labs can actually rent.

  • 🌕 Blue Origin’s space ambitions now include a moon dust battery experiment with Istari, because why stop at rockets when you can also turn lunar dirt into a power source.

  • 🪟 Apple’s longtime design chief Alan Dye is reportedly leaving as the company pushes its Liquid Glass aesthetic, proving even the people who design the icons eventually hit the exit icon themselves.

  • 🚨 A new study says major AI companies’ safety practices still fall short of emerging global standards, which is not exactly the tagline you want when you’re racing to build superintelligence.

  • 💬 Brussels is gearing up for an EU antitrust probe into how Meta slipped AI into WhatsApp, turning your group chats into the latest battleground between regulators and Big Tech.

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