Google Likes This AI Stock. Should You?

Author

Noah Zelvis
August 19, 2025

Google just raised its bet on an under-the-radar AI player, sending shares flying. With long-term contracts secured and fresh expansion ahead, this stock is shifting from crypto miner to AI backbone.

The big question: is it still early enough to get in?

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Big investors are buying this “unlisted” stock

When the founder who sold his last company to Zillow for $120M starts a new venture, people notice. That’s why the same VCs behind Uber and eBay also backed Pacaso. They made $110M+ in gross profit to date. They even reserved the Nasdaq ticker PCSO. Now, you can join, too.

Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.

Artificial Intelligence

Meta Expands Smart Glasses Lineup with $800 Hypernova Featuring AR Capabilities

Meta Platforms (NASDAQ: META) is expanding its hardware lineup with the launch of Hypernova, a new pair of smart glasses that bring advanced augmented reality (AR) and holographic projection features.

Scheduled for release in September, the Hypernova glasses will retail for about $800 in the U.S.

The new device represents a significant step forward for Meta’s smart glasses program, which has previously focused primarily on capturing photos and videos.

Built in partnership with EssilorLuxottica, the maker of Ray-Ban, Hypernova offers immersive AR experiences while integrating AI-powered features directly into everyday wear.

According to Meta, the company has already sold more than two million units of its earlier-generation smart glasses.

With Hypernova, it is positioning itself as a frontrunner in wearable AI devices, a category where it currently holds an estimated 73% global market share.

The product launch also underscores Meta’s significant commitment to AI technology.

The company has announced plans to allocate as much as $72 billion this year toward AI-related projects, ranging from consumer devices to research initiatives.

Hypernova could strengthen Meta’s reputation in hardware innovation while providing users with a new gateway into augmented reality and AI-enabled applications.

Cloud Computing

Oracle Integrates OpenAI GPT-5 Across Database and Cloud Applications

Oracle (NYSE: ORCL) has announced the deployment of OpenAI’s GPT-5 across its database portfolio and suite of cloud applications, including Oracle Fusion, NetSuite, and industry-specific platforms such as Oracle Health.

The rollout integrates trusted enterprise data with advanced AI reasoning, designed to streamline business-critical workflows.

GPT-5 is optimized for code generation, debugging, and multi-step reasoning, enabling customers to accelerate development and automation while gaining deeper business insights.

Oracle stated that the integration will allow enterprises to direct complex processes, generate documentation, and enhance data analysis through direct SQL access.

Features such as Oracle AI Vector and Select AI enhance data discovery, while GPT-5’s capabilities can now be accessed natively within Oracle Database 23ai.

This combination aims to simplify enterprise search, run secure AI-powered operations, and drive faster decision-making across industries.

By embedding GPT-5 into its SaaS platforms, Oracle is expanding automation potential for applications ranging from finance to healthcare.

The company emphasized scalability and security as core pillars of its deployment strategy, underscoring a commitment to enabling customers to adopt generative AI in measurable, business-focused ways.

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Consumer Tech

Tesla Launches Model YL as Affordable Six-Seater Alternative to Model X

Tesla (NASDAQ: TSLA)  has officially introduced the Model YL, a larger variant of its popular Model Y, now available for order in China.

The new model adds a six-seat configuration and enhanced storage capacity, positioning it as a more affordable option for families compared to the higher-priced Model X.

The Model YL starts at ¥339,000 (about USD 47,000) and offers a range of 751 km (466 miles) under the CLTC cycle. While CLTC estimates are typically higher than EPA standards, the result still places the Model YL among the longest-range electric SUVs in its class.

Dimensionally, the vehicle is around 7 inches longer and features an extended wheelbase of roughly 6 inches compared to the Model Y Long Range AWD.

Tesla has added practical touches such as electric armrests for second-row passengers and up to 2,539 liters of cargo space, improving usability for larger households.

Deliveries are expected to begin in September, with Tesla emphasizing that the YL fills the gap between the Model Y and the premium Model X.

The launch highlights Tesla’s ongoing strategy of expanding its lineup in China, the world’s largest EV market, while preparing for potential rollout in other regions.

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Recent Tech Movers

Palo Alto Networks (NASDAQ: PANW) jumped 5% after hours after topping estimates and issuing upbeat guidance.

The cybersecurity firm posted $2.54 billion in revenue, up 16% year-over-year, and guided above consensus for both Q1 and the full year.

The results arrive just weeks after Palo Alto announced its $25 billion acquisition of CyberArk, the largest deal in its history, aimed at expanding identity security capabilities.

Founder and CTO Nir Zuk will also retire, with longtime product chief Lee Klarich stepping in.

Despite stock weakness following the CyberArk announcement, this quarter’s beat and raised outlook suggest Palo Alto’s strategy remains intact, even as it digests its boldest acquisition yet.

Applied Materials (NASDAQ: AMAT) slid 14% after weak guidance pointed to slowing demand from China and leading-edge customers.

The semiconductor equipment maker forecast Q4 EPS of $2.11, missing the $2.39 consensus, and projected $6.7 billion in revenue versus the expected $7.3 billion.

CEO Gary Dickerson flagged “increasing uncertainty and lower visibility,” especially in China, where customers have pulled back after a period of heavy investment.

While Q3 results topped estimates with $7.3 billion in revenue and $2.48 EPS, the outlook overshadowed the beat.

Analysts warn the headwinds could linger, limiting near-term upside even at today’s more reasonable valuation.

Duolingo (NASDAQ: DUOL) surged 14% after raising full-year guidance on strong AI-driven user growth.

The learning platform now expects $1.01–$1.02 billion in revenue, ahead of prior forecasts, with daily active users up 40% year-over-year to nearly 48 million.

CEO Luis von Ahn highlighted the company’s ability to beat its “own high expectations” for both bookings and profitability.

AI-powered tools, including live conversation practice and new course categories like chess, are driving expansion beyond language learning.

Duolingo also announced its acquisition of music gaming startup NextBeat, signaling ambitions to broaden its educational ecosystem.

With revenue up 41% and net income up 84% in Q2, the company is building momentum that may keep investor interest high.

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Don’t Overlook This Tech Stock

Google’s expanded stake in Terawulf (NASDAQ: WULF), now 14% and $3.2 billion in backing, marks a turning point for the once niche crypto mining company.

The move ties directly into Terawulf’s pivot toward high-performance computing (HPC) and AI infrastructure, with the company now securing multi-year contracts worth billions.

Here are the five key drivers that stand out for investors:

  1. Google Validation – Alphabet’s increased ownership is a huge endorsement. With $1.4 billion in fresh financing and the option to purchase 32.5 million shares, Google is aligning itself with Terawulf’s AI data center buildout.

  2. Fluidstack Contracts – Two 10-year deals with AI cloud provider Fluidstack give Terawulf over 360 MW of committed data center capacity.

    At $6.7 billion in contracted revenue, potentially rising to $16 billion with extensions, the agreements transform visibility into future cash flows.

  3. Revenue Growth Trajectory – Q2 revenue hit $47.6 million, while EBITDA outperformed estimates at $14.5 million.

    Analysts now project revenue to more than double to over $500 million in 2026, with EBITDA scaling sharply alongside deployment.

  4. Capacity Expansion – Beyond Lake Mariner, the company secured an 80-year ground lease in New York, unlocking up to 400 MW of additional capacity.

    Deployment is expected to accelerate, with 500 MW online by 2027 and 150–200 MW added annually thereafter.

  5. Market Perception Shift – Once valued only as a crypto miner, Terawulf is being repositioned as an AI data center player.

    ATB Capital recently raised its price target to $13 from $9, citing its transition to HPC as a primary driver.

Terawulf’s surge is about a Google investment and it’s about proving it can evolve into a critical player in AI infrastructure.

With billions in long-term revenue locked up, rapidly scaling capacity, and validation from a major tech partner, the company is stepping into a far bigger league.

Investors will need to weigh execution risk against the outsized potential of a business in transition, but the shift underway could make Terawulf one of the more intriguing AI infrastructure bets on the market today.

Everything Else

  • 🗯️Sam Altman warned that the AI market is already in bubble territory as startups chase sky-high valuations.

  • 📡 A major Starlink outage left users offline worldwide, even as SpaceX pushed forward with new satellite launches.

  • 🤖 Arm hired a former Amazon AI executive to accelerate its in-house chip ambitions.

  • ⚡ Google picked Tennessee for a small nuclear reactor project to power its data centers.

  • 💰 Blockchain lender Figure filed for a U.S. IPO after reporting a sharp revenue surge.

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