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This Chipmaker’s AI Network Play Could Be the Bridge to the Next Growth Wave
Noah Zelvis
August 05, 2025
New silicon is targeting the backbone of large-scale AI, linking data centers at unprecedented speeds while boosting security and efficiency.
With a fresh product cycle underway and earnings on deck, one semiconductor leader is quietly positioning itself at the center of the infrastructure buildout.
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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 who backed Uber, Venmo, and eBay also invested in Pacaso.
Disrupting the real estate industry once again, Pacaso’s streamlined platform offers co-ownership of premier properties, revamping the $1.3T vacation home market.
And it works. By handing keys to 2,000+ happy homeowners, Pacaso has already made $110M+ in gross profits in their operating history.
Now, after 41% YoY gross profit growth last year alone, they recently reserved the Nasdaq ticker PCSO.
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.
E-commerce
Amazon Expands Auto Platform to Used and Certified Pre-Owned Cars
Amazon (NASDAQ: AMZN) is broadening its auto retail platform to include used and certified pre-owned vehicles, adding another layer to its growing footprint in digital commerce infrastructure.
The expansion kicks off in Los Angeles, where shoppers can now browse Hyundai’s used and CPO inventory directly through Amazon.
Unlike referral models like Costco’s, Amazon manages the entire transaction within its platform, from pricing to processing, offering a fully digital purchase flow.
This builds on the program’s original launch in 2024, which focused exclusively on new Hyundai vehicles. Amazon has since scaled the offering to over 130 cities.
The rollout required deep integration with dealership software to enable live inventory and real-time pricing, marking a step forward in Amazon’s ambitions to digitize high-friction purchases.
For automakers, Amazon’s ecosystem offers a ready-made digital storefront with national reach. For dealers, it introduces a tech-forward customer pipeline that blends e-commerce precision with local fulfillment.
And for buyers, it consolidates the car shopping experience into one platform they already trust.
While the service currently focuses on Hyundai, Amazon’s infrastructure suggests broader multi-brand capabilities could follow.
As Amazon continues to remove friction from major consumer transactions, autos may become a long-term vertical with platform-level significance.
Apps
With Price Hike Incoming, Spotify Doubles Down on Video and Creator Tools
Spotify is raising the price of its individual Premium plan in dozens of countries starting in September, marking another shift in how the platform balances cost, content, and access.
The new €11.99 monthly rate applies to select markets across Europe, Latin America, Africa, the Asia-Pacific region, and the Middle East.
This update arrives as Spotify continues to expand its presence in video and creator monetization.
Through its growing Partner Program, the platform has been onboarding more podcasters with monetization tools, thereby extending its video content library. Price increases may help cover the growing infrastructure demands of this richer content stack.
On the user experience front, Spotify is gaining new flexibility. Apple recently approved an app update that enables Spotify to display subscription pricing and link to external payment methods, a long-standing sticking point.
This regulatory shift is already producing stronger U.S. engagement, and a broader rollout across Europe and the UK could accelerate platform-wide adoption.
From a product strategy perspective, the pricing change supports margin improvement without compromising new features or creator tools. Unlike ad-tier tweaks or interface redesigns, a subscription hike directly reflects the growing scope of what the app delivers.
For users, the value proposition now stretches well beyond music.
With the ability to watch, support, and directly engage with creators, Spotify is positioning itself less like a jukebox and more like an interactive media engine.
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Mobility
Lyft Just Went Global: New Baidu Robotaxi Deal Sets Stage for European Disruption
Lyft (NASDAQ: LYFT) is accelerating its international expansion with a new autonomous vehicle partnership, signaling a major shift in its global strategy.
The U.S. ride-hailing firm has struck a deal with Baidu to launch robotaxis in Europe starting in 2026.
The rollout will begin in the U.K. and Germany, pending regulatory approval, and aims to scale into thousands of driverless vehicles across the region in the coming years.
This marks Lyft’s first significant move in Europe. The timing follows its recent acquisition of FreeNow, a Germany-based ride-hailing platform active in more than 150 cities across nine countries.
With FreeNow’s infrastructure in place, Lyft now has a direct channel to introduce autonomous mobility into high-density urban markets.
The partnership gives Lyft a strategic foothold against larger players like Uber and Bolt, especially as Europe moves closer to commercial approval of AV technology.
It also allows Baidu to expand its Apollo Go autonomous platform beyond China through an established ride-hailing partner.
Autonomous fleets are becoming a priority for global ride-hailing platforms. Lyft’s agreement positions it to capitalize on that shift, leveraging Baidu’s vehicle tech and its own growing European presence.
Poll: Which AI infrastructure play are you most bullish on right now? |
Recent Tech Movers
Spotify (NYSE: SPOT) jumped nearly 8% after announcing it will raise the price of its premium individual subscription from €10.99 to €11.99 in multiple regions starting in September.
The move follows past hikes that, along with cost cuts, helped Spotify turn its first annual profit in 2024. The company is also expanding its video content library through its Partner Program, giving podcast creators more monetization tools.
CEO Daniel Ek said Apple’s approval of updated app rules in the U.S., letting Spotify display subscription pricing and payment links, has already driven a “very positive uptick,” with potential for further gains if similar regulations spread to Europe and the UK.
Shares are up more than 40% year-to-date.
Palantir (NYSE: PLTR) raised its full-year revenue guidance for the second time in 2025, now projecting $4.14–$4.15 billion, well above Street estimates.
Demand from both the U.S. government and commercial clients is fueling growth, with government sales up 53% year-over-year in Q2. A potential $10 billion U.S. Army contract looms, and commercial revenue guidance was also raised.
CEO Alex Karp emphasized Palantir’s ability to lead large-scale AI and defense projects, while CFO David Glazer flagged higher Q3 expenses tied to a hiring push for AI talent. The stock, already up over 110% YTD, added another 4% after hours on the news.
eBay (NASDAQ: EBAY) rallied 10% post-earnings after beating Q2 estimates and issuing guidance ahead of consensus. GMV rose 6% to $19.5 billion, driven by growth in “enthusiast” categories like collectibles and used luxury goods.
Management guided for Q3 GMV of $19.2–$19.6 billion despite looming tariff changes and the elimination of de minimis exemptions on low-value imports.
CEO Jamie Iannone said 75% of China-sourced inventory was forward deployed to the U.S. ahead of policy changes, mitigating disruption risk. eBay is also leaning on AI tools like its new shopping agent to improve search and discovery.
Shares are up nearly 50% so far in 2025.
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Give This Tech Stock A Closer Look
Broadcom (NASDAQ: AVGO) unveiled its Jericho4 networking chip, designed to connect AI data centers up to 60 miles apart while managing unprecedented data loads.
The chip incorporates high-bandwidth memory, a design choice more often seen in GPUs, to store traffic during congestion, reducing latency and ensuring smooth AI training and inference workloads across massive GPU clusters.
Security is also a significant upgrade, with built-in encryption for data traveling between facilities.
The scale potential is important: a single system can deploy roughly 4,500 Jericho chips, making it a fit for hyperscale cloud providers like Microsoft and Amazon, which are already pushing AI infrastructure requirements to new limits.
The launch comes ahead of Broadcom’s Q3 earnings on September 4, where investors will be watching for updates on AI-related revenue and data center growth.
Shares are up 28% year-to-date, and while the stock trades at a premium multiple, the Jericho4 debut positions Broadcom more firmly in the “picks and shovels” category of AI, selling the infrastructure that makes large-scale AI possible.
If adoption ramps quickly, this product line could become a key growth pillar alongside its core semiconductor and infrastructure software businesses.
Everything Else
Tesla shareholders have approved a performance-based share award for Elon Musk worth as much as $29 billion, showing investor confidence in his leadership despite ongoing legal battles.
Just days after its blockbuster debut, Figma’s valuation has dropped by $11 billion as investors reassess the sustainability of its premium pricing and rapid early gains.
Amazon is cutting roles at its Wondery podcast unit as part of a broader reorganization of its audio business to focus on high-performing shows and streamline operations.
Space startup Firefly Aerospace is targeting a $1.1 billion valuation in its IPO, aiming to ride investor interest in satellite launches and in-orbit services.
Google is taking a jab at Apple in a new Pixel 10 ad that mocks the delay of “Apple Intelligence” and positions its AI features as years ahead of Siri.
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