The Digital Backbone Gaining Speed For Your Portfolio

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Noah Zelvis
September 09, 2025

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Breakouts need fuel. A mid-cap networking name has it, with strong earnings, rising analyst targets, and fresh highs that hint at more to come.

If the momentum holds, this setup could be just getting started.

Keep This Stock Ticker on Your Watchlist

They’re a private company, but Pacaso just reserved the Nasdaq ticker “$PCSO.”

No surprise the same firms that backed Uber, eBay, and Venmo already invested in Pacaso. What is unique is Pacaso is giving the same opportunity to everyday investors. And 10,000+ people have already joined them.

Created a former Zillow exec who sold his first venture for $120M, Pacaso brings co-ownership to the $1.3T vacation home industry.

They’ve generated $1B+ worth of luxury home transactions across 2,000+ owners. That’s good for more than $110M in gross profit since inception, including 41% YoY growth last year alone.

And you can join them today for just $2.90/share. But don’t wait too long. Invest in Pacaso before the opportunity ends September 18.

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.

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AI

From Sushi to Samosas: Google’s AI Mode Learns to Speak Your Language

Google (NASDAQ: GOOGL) just gave its AI-powered Search Mode a significant language upgrade.

After six months of being English-only, AI Mode can now think, chat, and answer in Hindi, Japanese, Korean, Indonesian, and Brazilian Portuguese.

That’s not just a translation job, as it’s Google flexing its Gemini 2.5 muscle to bring AI-first search to millions more users.

What’s Changing

Until now, AI Mode lived behind a premium wall for early adopters.

With this rollout, the feature is going mainstream in more markets, opening the door for people to ask complex questions in their native tongue and actually get nuanced answers back.

Why It Matters

The timing isn’t random. Rivals like Perplexity and OpenAI are already chasing multilingual AI search. Google had to prove it wasn’t just playing in English while the world waited.

With “agentic” features like restaurant booking and ticket reservations already in Labs for U.S. Ultra subscribers, you can see where this is going: search that acts, not just answers.

The Big Picture

Google wants AI Mode to be the default way you search. Languages were the missing link. Now it’s building a search engine that speaks yours.

Media

From Gym Gains to Breakup Pains, Spotify’s Filters Have You Covered

Spotify (NYSE: SPOT) is rolling out “smart filters” so you can sort your library by mood, genre, or even what you’re doing.

Need something to lift your workout or match your rainy-day sulk? Just tap and let the filters cut through the clutter.

These aren’t just for music either. You can run the same trick across playlists, podcasts, and even audiobooks, with Spotify’s AI DJ ready to jump in and spin you something new.

Personalization or Just More Chaos

On paper, filters sound like a win. More control, more options, less scrolling through endless playlists.

But some users already feel like the app is bloated with TikTok-style feeds, social comments, and now video podcasts. '

Adding filters could either smooth things out or make the interface feel even busier.

Why Spotify Cares

The company knows personalization keeps you locked in. Once your playlists feel tailor-made, it’s harder to jump ship to Apple Music or YouTube Music.

And despite complaints about the messy design, the numbers are on Spotify’s side. User growth is still in double digits, with nearly 700 million people pressing play every month.

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Hardware

Nvidia Wants $100M to Spit Out $5B in AI Tokens. Enter Rubin CPX

Nvidia (NASDAQ: NVDA) has just revealed Rubin CPX, a GPU designed to think in essays, not sentences.

We’re talking million-token coding sessions and full-length generative video, without the usual GPU meltdowns.

The Vera Rubin NVL144 CPX system crams in 8 exaflops of AI muscle and 100TB of fast memory.

That’s 7.5x the performance of Nvidia’s last-gen beast, enough to make smaller setups feel prehistoric.

From Codebases to Cinema

For coders, Rubin CPX means an AI assistant that can digest your entire project, history, and docs in one shot. Cursor, an AI code editor, says this unlocks a new level of developer productivity.

For creators, Runway is eyeing Rubin CPX to pump out cinematic content at scale. Think 

video generation that actually keeps up with your imagination instead of stuttering halfway through.

Why This Changes the Game

Nvidia is dangling the money hook, too: every $100M invested could churn out $5B in “token revenue.” Translation, companies will pay big now because the scale pays for itself later.

The future of AI isn’t about shorter prompts.

It’s about machines that can juggle entire codebases, films, and datasets in one go, and Rubin CPX is Nvidia’s way of saying “we built the stage, now watch the show.”

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Recent Tech Movers

Palantir (NYSE: PLTR)
Palantir has more than doubled this year and is flirting with a fresh breakout. After a pause near $150, buyers have re-emerged, setting up a potential continuation pattern above $159.

The stock’s momentum is supported by a steady flow of analyst upgrades and earnings revisions, with revenue expected to surge 46% this year and another 33% in 2026.

What makes Palantir unique is its mix of government defense contracts, commercial AI demand, and a recurring revenue model that gives visibility few peers can match.

Bears point to a nosebleed valuation at more than 230x forward earnings, but the bull case leans on its alignment with two of the strongest themes in the market: artificial intelligence and national security. 

That positioning continues to draw speculative capital, keeping the stock firmly on watch for momentum traders and long-term growth investors alike.

Zscaler (NASDAQ: ZS)
Zscaler has surged 55% YTD and just earned a reiterated Buy with a $350 target from Truist Securities.

The firm pointed to strong adoption of Zero Trust security frameworks and the rapid success of Z-Flex, a licensing model that already booked $100 million in contract value last quarter.

That traction highlights Zscaler’s ability to win large, multi-year deals even in a crowded cybersecurity market.

While the company posted an EPS miss, revenue beat forecasts at $719 million, showing the growth engine remains intact.

Gross margins sit near 77%, underscoring the efficiency of its platform. 

Analysts at Canaccord and others have raised price targets in recent weeks, citing platform stickiness and expanding product uptake.

For investors, the tension is between short-term profit volatility and long-term dominance in cloud security, and right now, Wall Street appears willing to back growth over perfection.

Commvault (NASDAQ: CVLT)
Commvault soared higher after topping Q1 estimates and raising guidance. EPS of $1.01 beat by four cents, while revenue grew 26% year-over-year to $282 million.

Subscription sales surged 46%, reinforcing the company’s successful shift toward a recurring, cloud-first model.

Management also raised full-year revenue guidance to $1.16 billion, a signal of confidence in continued execution.

Shares spiked 18% to a record close, capping a rally of nearly 60% over the past 12 months and more than 140% since early 2024.

The driver is accelerating demand for cyber resilience, backup, recovery, and defense software that has become a top priority for CIOs and CSOs. 

CFO Jen DiRico emphasized that demand remains “incredibly strong” across industries, a view backed by analyst upgrades.

While competition from rivals like Rubrik remains fierce, Commvault’s execution and scale give it staying power.

For now, the market is rewarding its ability to consistently convert growth into shareholder value.

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Networking Power Behind the AI Surge

Arista Networks (NYSE: ANET) has been one of 2025’s quiet climbers, rising 25% YTD and notching new 52-week highs.

The networking specialist’s Q2 earnings showed EPS of $0.73 versus $0.65 expected, with revenue up 30% year-over-year to $2.2 billion.

Margins remain robust, with net margin above 40% and return on equity topping 31%.

Analysts have taken notice. Piper Sandler raised its target to $143, Wedbush launched coverage at Outperform, and multiple firms now sit at $155 targets, all reinforcing confidence in Arista’s long-term growth path.

The core driver is hyperscale demand.

Arista’s high-performance switches and Extensible Operating System (EOS) give it an edge with cloud titans and data centers modernizing for AI workloads.

As hyperscalers like Microsoft, Amazon, and Google continue investing billions into AI infrastructure, Arista’s products are becoming mission-critical.

Institutional flows have supported the rally, with funds steadily adding to positions even as insiders trimmed holdings.

The stock’s 55x earnings multiple is rich but not unusual for a company with durable double-digit growth and sticky customer relationships.

For investors, Arista represents a pure play on networking infrastructure in an AI-driven world.

If its growth trajectory holds, the recent highs may just be the start of a longer move.

Everything Else

  • 🔒 A whistleblower lawsuit claims WhatsApp ignored major security flaws that put user data at risk.

  • 🎟️ StubHub shares jumped in their market debut as investors bet on strong live events demand.

  • 💰 The combined value of U.S. tech megacaps has now reached an unprecedented $16 trillion.

  • 🔧 Intel announced a leadership shake-up with its products chief set to exit.

  • 🤖 Nebius struck a $17.4 billion AI infrastructure deal with Microsoft, sending its stock higher.

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