The Front Page Is Just the Beginning

Author

Noah Zelvis
August 01, 2025

A social platform is rewriting the growth playbook with its biggest quarter yet.

With user momentum, ad revenue, and AI integration all accelerating, this is quickly becoming one of the most compelling breakout stories in tech.

Find out why investors are watching this today.

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AI Models

Gemini 2.5 Deep Think Arrives for Power Users on Google’s Ultra Plan 

Google (NASDAQ: GOOGL) is releasing Gemini 2.5 Deep Think, its most powerful reasoning model to date, built to handle complex tasks through multi-agent collaboration.

Starting this week, the model will be available to users of Google’s $250-per-month Ultra subscription tier via the Gemini app.

Unlike traditional models, Gemini 2.5 Deep Think spawns multiple AI agents to explore different reasoning paths simultaneously.

That structure enhances output quality on tasks that involve creativity, strategy, and problem-solving, although it also requires significantly more computing power.

The system has already demonstrated its capabilities. A version of the model earned a gold medal at the 2025 International Math Olympiad and scored industry-leading results on coding and reasoning benchmarks.

Google plans to release the Olympiad variant to a limited group of researchers and academics. In testing, the model outperformed offerings from OpenAI, Anthropic, and xAI on live coding tasks and broad knowledge exams.

It also integrates seamlessly with tools like code execution and Google Search to support extended reasoning and longer-form output.

Gemini 2.5 Deep Think will roll out to select developers through Google’s API in the coming weeks. Early feedback will help shape how the system adapts to enterprise, academic, and research applications.

Enterprise Tech

IBM’s $7.5B GenAI Engine Fuels Growth Across Its Entire Tech Stack 

IBM (NYSE: IBM) is scaling rapidly, with its generative AI business now on pace to reach $7.5 billion in annualized revenue just 18 months after its launch.

The company’s rapid pivot to AI is reshaping demand for legacy products and strengthening IBM’s position in infrastructure, software, and consulting.

Much of the growth has been additive, not subtractive. AI integration is lifting interest across IBM’s tech stack, from mainframes to software automation tools.

Infrastructure demand has expanded, while software tied to IBM’s hybrid cloud ecosystem is experiencing rising adoption, accompanied by AI-powered enhancements.

Consulting is also undergoing a shift. Enterprise clients are channeling budgets toward AI-led transformation projects.

As a result, traditional consulting engagements are being replaced with deeper, cross-functional deployments that blend AI with cloud and enterprise platforms.

In parallel, IBM’s mainframe business is benefiting from new AI tools that simplify modernization and code translation. These tools are unlocking value from older systems and making legacy infrastructure more agile without requiring complete overhauls.

IBM’s AI work is now at the center of its business. It’s helping older tools find new life, bringing in more consulting work, and pushing the company in a new direction.

This looks like a long-term shift.

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Cybersecurity

Cisco Security Alert: CISA Flags Critical ISE Flaws Under Active Exploit 

Cisco (NASDAQ: CSCO) is under new cybersecurity pressure as the U.S. Cybersecurity and Infrastructure Security Agency (CISA) flagged two critical vulnerabilities in its Identity Services Engine (ISE), a key platform used for network access control and policy enforcement.

The flaws, labeled CVE-2025-20281 and CVE-2025-20337, allow unauthenticated remote attackers to execute arbitrary code with root privileges. They impact multiple ISE and ISE-PIC versions, including 3.3.x and 3.4.x series.

Cisco disclosed the vulnerabilities after coordinated reporting from security researchers. CISA has now added them to its Known Exploited Vulnerabilities (KEV) catalog following real-world exploit attempts.

Enterprises using ISE to manage authentication and access policies across hybrid environments will view this as a high-priority risk.

The affected API components lack proper input validation, making them susceptible to crafted requests that can breach operating system-level defenses.

Both bugs received the maximum severity rating with CVSS scores of 10. Patches are now available, but CISA has given federal agencies and partners until August 18 to implement the remediation fully.

Cisco has confirmed exploitation attempts in the wild, and no workaround exists outside of applying the issued fixes.

For IT teams relying on Cisco ISE to protect large-scale device and user networks, this event underscores the importance of maintaining up-to-date security layers in their infrastructure.

Recent Tech Movers

Apple (AAPL) climbed over 2% after hours following a strong earnings print that showed 10% top-line growth, its best since 2021.

iPhone revenue surged 13% year-over-year, driven by strength in the iPhone 16 cycle and targeted Chinese subsidies that lifted regional demand.

Mac sales also grew nearly 15%, thanks to refreshed MacBook Air models, and Services revenue rose 13% to $27.4 billion, buoyed by iCloud and App Store strength.

CEO Tim Cook signaled Apple would “significantly grow” its AI investments and left the door open to M&A that accelerates its roadmap.

Tariff-related costs were lower than expected, and Apple raised its gross margin forecast to a range of 46% to 47%.

With record Prime Day-like results, robust hardware momentum, and deeper AI embedding coming this fall, the setup is turning bullish again after a weak start to 2025. This could be the beginning of a back-half reacceleration story.

Amazon (AMZN) is also on the move after Q2 results topped estimates across the board. Revenue jumped 13% to $167.7 billion, operating income climbed to $19.2 billion, and net income rose 35% to $18.2 billion.

AWS revenue grew 17.5% to $30.9 billion, a sharp reacceleration after several quarters of cloud deceleration. AI was the main theme across all segments, with CEO Andy Jassy highlighting products like Alexa+, Bedrock, DeepFleet, and the Kiro developer suite.

Logistics efficiency and customer engagement also got a lift from AI-powered forecasting and personalization tools.

International and North America units both posted strong operating gains, and Prime Day set records in user participation and small business sales.

With new brand partnerships (including Nike), expanded delivery zones, and a growing roster of enterprise AI clients, Amazon is reinforcing its identity as both a consumer titan and a cloud innovator.

Figma (FIG) made one of the strongest public debuts of the year, opening at $33 per share and quickly soaring to over $140, a 250% first-day gain that values the company near $60 billion.

The design software firm is growing at startup-like velocity, with $749 million in 2024 revenue (up 48%) and a Q1 profit of $44.9 million.

It flipped from a massive 2024 loss caused by stock-based comp to positive net income, showing its operating leverage and SaaS discipline.

Gross margins sit at 91%, and operating margins at 18%, even as Figma expands its enterprise footprint to over 11,000 clients. The company has 13 million monthly active users and continues to push into AI-assisted design and developer tools.

It also disclosed crypto holdings on its balance sheet and signaled interest in deeper Bitcoin integration. For a company once nearly acquired by Adobe for $20B, this IPO marks a dramatic return, and may reawaken the broader IPO market.

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Don’t Overlook This Tech Stock

Reddit (RDDT) is rewriting expectations. Shares surged nearly 20% after the company reported a 78% year-over-year revenue gain for Q2 and issued guidance that came in well ahead of Street estimates.

EPS of $0.45 crushed consensus forecasts of $0.19, with net income rising to $89 million.

But it’s not just a one-quarter story. Reddit is now guiding for Q3 revenue of $535–$545 million, roughly 13% above the current consensus. Daily active users climbed 21% to 110.4 million globally, while average revenue per user hit $4.53, far above estimates.

The company's "Reddit Answers" AI tool now has 6 million weekly users and will be integrated more deeply into the platform’s search and content engine in Q3.

CEO Steve Huffman struck a confident tone, saying Reddit’s brand recognition is growing despite headwinds from Google’s evolving AI search features.

Reddit’s logged-in and logged-out user bases are both expanding at double-digit rates, suggesting the platform is pulling in both committed users and casual browsers.

For investors, this is a moment to watch. Reddit was once seen as an IPO novelty with uncertain monetization.

That perception is fading fast. With strong guidance, new AI integrations, and a still-underpenetrated ad model, Reddit is suddenly a real growth engine in the social media space.

If execution holds, this could be the start of a longer re-rating.

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