Grocery Giant Delivers a Surprise That Could Reshape Retail AI

Author

Noah Zelvis
August 08, 2025

A top delivery platform just posted a beat-and-raise quarter, unveiled new AI tech, and announced a leadership shakeup.

With momentum building, this name may be on the verge of a full-blown re-rating.

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AI

GPT-5 Launch Brings Faster Reasoning and New Task Skills to ChatGPT

OpenAI has released GPT-5, a new flagship AI model now powering ChatGPT.

Billed as the company’s first unified model, GPT-5 combines the rapid responses of the GPT line with the reasoning capabilities of its O-series, allowing ChatGPT to handle more complex, multi-step tasks.

The model is designed to operate more like an agent than a chatbot, with capabilities such as building software, organizing calendars, and drafting research briefs.

A new “real-time router” automatically determines whether to respond quickly or spend more time processing, eliminating the need for users to adjust settings manually.

For the first time, a reasoning-capable model is available to all free ChatGPT users, with higher usage limits for Plus subscribers and an enhanced GPT-5 Pro for Pro-tier customers.

Businesses using Team, Edu, and Enterprise plans will see GPT-5 as their default next week.

Benchmarks show that GPT-5 outperforms rivals in coding and science-based tests, while significantly reducing hallucination rates compared to earlier OpenAI models.

It also includes safety upgrades to better block misuse while reducing unnecessary refusals for legitimate requests.

Developers can access GPT-5 through OpenAI’s API in three versions: gpt-5, gpt-5-mini, and gpt-5-nano, with pricing starting at $1.25 per million input tokens.

With GPT-5, OpenAI is positioning ChatGPT as a broader productivity engine, extending its use beyond conversation toward task execution, creative work, and developer-driven applications.

Cybersecurity

IBM Expands Quantum-Safe Services with New Cryptographic Asset Partnership

IBM (NYSE: IBM) has announced a new partnership with InfoSec Global, a Keyfactor company, to help organizations secure and manage their cryptographic assets in preparation for a future with quantum computing.

The collaboration combines IBM’s cybersecurity and quantum-safe expertise with InfoSec Global’s AgileSec™ platform, enabling enterprises to discover, inventory, and modernize cryptographic systems across hybrid and distributed environments.

Quantum computing poses a growing risk to traditional encryption methods, with global regulators urging businesses to inventory and update their cryptographic assets.

The AgileSec platform supports this effort by providing full visibility into cryptographic deployments, classifying assets, and guiding lifecycle management to meet compliance requirements from NIST, the Federal Financial Institutions Examination Council, and other regulatory bodies.

As the first global systems integrator for AgileSec, IBM Consulting will offer the solution as part of its Quantum Safe Transformation Services.

This integration aims to help organizations identify potential vulnerabilities, address blind spots, and modernize encryption without the need for costly re-platforming.

The partnership also sets the stage for ongoing development of cryptographic posture management solutions, combining IBM’s global delivery network with InfoSec Global’s platform to provide a standards-based approach to post-quantum cryptography.

Together, the companies plan to deliver scalable, future-ready architectures designed to safeguard sensitive data, identities, and communications in the emerging quantum era.

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Enterprise Software

Salesforce Links Social Media and CRM in New Sprout Deal 

Salesforce (NYSE: CRM) is expanding its presence in social media management by partnering with Sprout Social to integrate major social channels directly into its Digital Engagement platform.

The move is designed to help brands manage customer interactions across digital, voice, and social channels from one unified workspace.

The integration covers Instagram, LinkedIn, X, Facebook Messenger, and WhatsApp, giving service agents a single view of customer conversations.

By combining these feeds with Salesforce’s AI-driven workflows, teams can resolve inquiries faster and provide more personalized responses.

Beyond service desks, marketing, sales, and product teams can leverage these conversations to gain insights that refine messaging and inform business strategy.

The deal addresses a critical customer experience gap.

Research shows 73% of consumers are willing to switch brands over slow social media responses, underscoring the importance of connecting these platforms to core CRM data.

However, the expansion comes as Salesforce navigates heightened cybersecurity concerns.

A hacking group known as ShinyHunters recently targeted multiple Salesforce instances, including one used by Google, to steal customer contact data for extortion purposes.

Other reported victims include Adidas, Cisco, and Louis Vuitton, with at least one company allegedly paying $400,000 in Bitcoin to prevent a leak.

By merging social media management with CRM capabilities, Salesforce is aiming to make customer engagement more responsive and data-driven, while also facing pressure to reinforce trust in its platform security.

Poll: Airbnb grew nights booked 7% YoY despite trade tensions. What’s driving demand?

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Recent Tech Movers

Omada Health (NASDAQ: OMDA) is finding its footing after its first earnings report since going public, and the early signals are promising.

Revenue rose 49% year-over-year to $61 million, easily beating estimates.

Despite a net loss of $5.31 million, Omada is narrowing its losses while aggressively growing its member base—now at 752,000, up 52% from last year.

The company offers virtual care for chronic conditions like diabetes and hypertension, and its “between-visit” model is gaining traction amid a broader push for value-based care.

Full-year guidance came in ahead of expectations, with revenue projected at up to $241 million versus the Street consensus of $222 million.

With strong demand for metabolic care and increasing employer adoption, Omada may be starting its next chapter at full speed.

Doximity (NYSE: DOCS) is diving deeper into AI and data with its latest acquisition. The company just bought Montreal-based Pathway Medical for $63 million, adding one of the largest structured datasets in medicine to its arsenal.

Pathway's platform uses AI to synthesize medical guidelines, trials, and dosage information, giving clinicians fast, reliable answers at the point of care.

The integration is already underway, with thousands of doctors testing the combined tool. Doximity’s broader earnings report also beat estimates: revenue rose 15% to $145.9 million and EPS of $0.36 topped forecasts.

After a 90% surge in 2024, DOCS is now up another 10% this year—and appears to be reaccelerating.

If the Pathway integration strengthens its clinical toolset, Doximity could cement its place as the go-to digital platform for doctors navigating an AI-enhanced future.

Airbnb (NASDAQ: ABNB) is outperforming expectations—even with the weight of tariff turmoil in Q2.

The company reported EPS of $1.03 (versus $0.93 expected) and revenue of $3.10 billion, a 13% jump from last year.

Guidance for Q3 also came in above consensus, with projected revenue of up to $4.10 billion and strong booking trends into July.

Gross booking value rose to $23.5 billion, beating estimates, and nights booked reached 134.4 million, up 7% year-over-year.

Airbnb also announced a $6 billion buyback expansion. Despite a rocky start to 2025 and heightened policy risk from trade changes, the platform is proving resilient.

If demand continues to rebound into year-end, especially in high-margin international markets, this could mark a pivotal point in Airbnb’s recovery.

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Don’t Overlook This Tech Stock

Instacart (NASDAQ: CART) is rewriting its story. The grocery delivery company surged more than 12% in after-hours trading after posting strong second-quarter results and issuing upbeat Q3 guidance.

But the real story here goes beyond the headline beat, as it’s about improving fundamentals, rising efficiency, and a shift in leadership that could mark the start of a new chapter.

Q2 revenue came in at $914 million, ahead of estimates, while EPS hit $0.41 versus $0.38 expected.

Gross transaction value rose 11% year-over-year to $9.08 billion, exceeding forecasts, and net income more than doubled to $116 million. These numbers mark consistent execution in a hyper-competitive market.

But it's not just about the past quarter. Instacart guided Q3 GTV between $9.0 and $9.15 billion, once again ahead of consensus.

Orders climbed 17% year-over-year to 82.7 million, while average order value dipped slightly due to a lower free delivery threshold for Instacart+ members, a strategic move to boost volume and loyalty.

The company also continues to lean into artificial intelligence. Instacart says AI is now central to how it personalizes experiences and rolls out new features.

With customer preferences shifting rapidly and margins under pressure across the delivery space, personalization could become a key differentiator.

If AI allows the platform to boost repeat usage and reduce promo-driven churn, CART could quietly improve profitability without sacrificing scale.

Adding to the momentum: a leadership transition.

Outgoing CEO Fidji Simo, who helped guide the company through its IPO and pandemic-era expansion, will join OpenAI, while longtime executive Chris Rogers steps in to lead.

The continuity in culture, paired with a fresh strategic perspective, could serve the company well in the next leg of growth.

With a still-reasonable multiple and accelerating fundamentals, this might be more than just a post-earnings bounce. CART is starting to look like a serious contender again.

Everything Else

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