The $700B Tech Titan Playing Peekaboo With Wall Street

Author

Noah Zelvis
August 12, 2025

One stock is quietly climbing the ranks of AI and cloud, and few are paying attention. With massive tailwinds and a breakout setup forming, this could be the stealth trade of the season.

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Digital Advertising

Advertisers Get Real-Time Health Checks for Cart Data Accuracy in Google Campaigns

Google (NASDAQ: GOOGL) has launched a new “Conversions with cart data diagnostics” tool designed to help advertisers detect and fix issues in product-level conversion tracking before they impact campaign performance.

The tool enhances conversion tracking by logging granular cart data, including product ID, price, and quantity, giving advertisers richer insights and stronger optimization capabilities.

By validating this data in real time, Google aims to reduce costly reporting errors that can lead to underperforming campaigns.

Key functions include verifying that cart data is sent with every purchase conversion, ensuring that product details are complete, and ensuring that item IDs match Merchant Center listings.

Advertisers receive a health score of Excellent, Good, Needs Attention, or Urgent, along with alerts and guidance for resolving any issues.

Accurate cart data is critical for measuring actual sales performance and enabling Google Ads to optimize bidding and targeting effectively.

Missing or mismatched data can lead to underreporting and less relevant ad delivery.

With this rollout, advertisers using product-level conversion tracking have a built-in safeguard to maintain high data quality, ensuring their campaigns run at full potential and deliver stronger returns on ad spend.

Robotics

Nvidia Pushes Into Robotics with New Cosmos AI Models

Nvidia (NASDAQ: NVDA) has introduced a new suite of AI models, infrastructure, and developer tools designed to accelerate robotics and physical AI applications.

Announced at the SIGGRAPH conference, the launch centers on Cosmos Reason, a 7-billion-parameter vision-language model designed to give robots and AI agents advanced planning and reasoning capabilities based on memory and physics understanding.

Also joining the Cosmos lineup is Cosmos Transfer-2, designed to accelerate synthetic data generation from 3D simulations, alongside a distilled variant optimized for even faster performance.

Nvidia says these tools can be applied in robot planning, data curation, and video analytics, expanding possibilities for physical AI development.

The company also rolled out new neural reconstruction libraries, including technology that can recreate real-world environments in 3D from sensor data.

This capability is being integrated into the open-source simulator CARLA and updated within Nvidia’s Omniverse SDK.

On the hardware side, the new RTX Pro Blackwell Server provides a single architecture for robotics workloads, while DGX Cloud offers a managed platform for development at scale.

By combining models, simulation tools, and compute infrastructure, Nvidia is positioning itself to power the next wave of robotics innovation.

This market could follow AI data centers as the company’s next primary growth driver.

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Cloud & Infrastructure

Amazon Pushes Toward 2026 Internet Rollout with New SpaceX-Facilitated Satellite Launch

Amazon (NASDAQ: AMZN) has taken another major step toward building its global broadband network, successfully launching 24 new Project Kuiper satellites aboard a SpaceX Falcon 9 rocket from Cape Canaveral Space Force Station.

The deployment brings the total number of operational Kuiper satellites to over 100, marking steady progress toward the planned constellation of 3,236.

The satellites, placed into low Earth orbit at approximately 500 kilometers, feature advanced phased-array antennas and propulsion systems designed to deliver high-speed, low-latency connectivity.

Amazon’s stated goal is to provide affordable internet to underserved and remote communities worldwide, positioning Kuiper as a direct competitor to SpaceX’s Starlink.

This latest batch follows earlier launches in 2023 and 2024, with Amazon confirming each satellite has established communication with ground stations and begun integration into the network.

Beta testing for select customers is scheduled to start in early 2026, with full commercial service expected to follow later in the same year.

The launch underscores Amazon’s commitment to combining scale, technology, and affordability to bridge the global digital divide, targeting households and businesses where traditional infrastructure remains impractical or cost-prohibitive.

Poll: How optimistic are you about Qualcomm’s prospects in automotive and IoT markets?

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Recent Tech Movers

Qualcomm (QCOM): Qualcomm is quietly staging a comeback as its diversified chip portfolio starts to gain traction beyond smartphones.

In Q3, automotive revenue hit a record $984 million (up 21%), fueled by demand for its Snapdragon Digital Chassis platform.

Meanwhile, IoT sales rose 24% to $1.68 billion, with the Snapdragon AR1 chipset leading adoption in smart glasses and wearables.

Combined, those segments are on track for $22 billion in annual revenue by 2029.

Yet headwinds remain. China trade friction, Apple’s in-house modem push, and high R&D costs have weighed on margins and investor sentiment.

Still, with new AI-enabled Snapdragon X chips now targeting laptops and desktops, Qualcomm is stepping into Copilot+PC territory, which is a potential high-margin growth lever.

At just 12x forward earnings and a 2.4% dividend yield, the stock looks undervalued relative to its AI and auto potential.

United Microelectronics (UMC): UMC may not have TSMC’s cutting-edge nodes, but it plays a critical role in the global chip supply chain.

The Taiwanese foundry specializes in mature process nodes, 28nm to 90nm, that remain essential for power ICs, analog chips, and automotive semiconductors.

With a 7.1% dividend yield and low 14x P/E, UMC offers value exposure to steady chip demand in industrials and autos.

Revenue is forecast to grow at a 5% CAGR through 2027. It’s a classic “picks and shovels” play for investors betting on long-term electronics growth without chasing premium valuations.

As AI drives broader demand across device categories, UMC’s scale and pricing discipline could quietly reward patient shareholders.

Salesforce (CRM): Shares of Salesforce are down more than 30% YTD, but Bank of America just reaffirmed a Buy rating with a $350 price target, suggesting significant upside.

Analysts see a rebound in Service Cloud, the company’s largest revenue engine, as a key catalyst for reacceleration in H2.

Q2 guidance calls for $10.11 to $10.16 billion in revenue, with the company pointing to currency tailwinds, upsells of its Agentforce AI tools, and broader Customer 360 adoption as growth levers.

After years of focusing on margin expansion, management now sees room to refocus on top-line growth.

If AI-driven tools gain enterprise traction, Salesforce could become a stealth winner in enterprise productivity and automation. The long-term bull case is still intact.

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Don’t Overlook This Tech Stock

Oracle’s (ORCL) 2025 rally may only be halfway done. The stock has already surged 53% year-to-date, and analysts are pointing to further gains as the company gains traction across cloud infrastructure, AI, and enterprise software.

The case for continued upside hinges on five key drivers:

  • Technical momentum: Oracle is forming a bull flag pattern on the weekly chart, with MACD and volume trends showing strong institutional buying. The chart suggests a potential breakout that could push shares past $325 by year-end.

  • Analyst revisions: While the average target lags current prices, the pace of upward revisions is accelerating. Oracle is one of the most upgraded stocks, with 76% of analysts rating it a Buy.

  • Institutional tailwinds: Founder Larry Ellison owns over 40% of the float, creating a tightly held base. With institutions owning another 44%, demand is rising with relatively low float churn.

  • Business momentum: Oracle’s cloud and database offerings are seeing double-digit growth, with remaining performance obligations (RPO) up more than 40% in Q4. Partnerships with Digital Realty and major infrastructure players are expanding its total addressable market.

  • Catalyst on deck: Q1 fiscal 2026 results are expected in early September. With recent customer wins and AI integration accelerating, a strong print could re-anchor the stock at a higher valuation range.

Put simply, Oracle is no longer just a legacy database provider.

It’s evolving into a full-stack enterprise platform for cloud-native workloads, AI integration, and data infrastructure at scale.

If execution holds, the stock may still be in the early innings of its rerating.

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