This Digital Infrastructure Stock Could Flip the Script

Author

Noah Zelvis
September 02, 2025

Markets love clarity.

One mid-cap tech name hasn’t given it lately, but beneath the noise lie strong fundamentals, a resilient cash flow engine, and AI-linked catalysts that could shift sentiment.

The setup looks asymmetric if momentum stabilizes.

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Consumer

Uber Expands Beyond Food With Best Buy Partnership for On-Demand Tech Delivery

Uber Technologies, Inc. (NYSE: UBER) is pushing deeper into retail with a new partnership that integrates Best Buy’s electronics catalog into the Uber Eats platform.

The deal allows customers to order from over 800 Best Buy locations nationwide, marking one of Uber’s largest expansions into non-food categories to date.

Through the Uber Eats app, shoppers can now request same-day delivery for items ranging from headphones and chargers to laptops, gaming accessories, and small appliances.

The service supports both instant delivery and scheduled drop-offs, giving customers the flexibility to receive tech essentials at their convenience.

This partnership underscores Uber’s strategy to evolve Uber Eats from a food delivery service into a broader on-demand commerce platform.

With consumers expecting faster access to everything from groceries to gadgets, the integration with Best Buy positions Uber to capture more share of the growing retail delivery market.

The move also adds new value for Uber One subscribers, who will continue to enjoy waived delivery fees and exclusive discounts on eligible Best Buy purchases.

For Best Buy, the collaboration provides a direct channel to digital-first consumers who increasingly expect same-day fulfillment of electronics and appliances.

With tech delivery now just a tap away, Uber is positioning itself at the intersection of e-commerce, logistics, and consumer technology.

HealthTech

Oracle Expands Clinical One With AI-Powered Enhancements for Data Capture

Oracle (NYSE: ORCL) has introduced major upgrades to its Clinical One Data Collection solution, an electronic data capture (EDC) platform used in clinical trials.

The enhancements are designed to simplify data workflows, reduce bottlenecks at research sites, and accelerate the delivery of new therapies.

A centerpiece of the update is the Oracle Clinical Connector, an AI-driven tool that securely transfers data directly from Electronic Health Record (EHR) systems into the Clinical One platform.

This eliminates manual entry, reducing errors while speeding up trial processes.

In addition, the platform now allows research sites to upload both structured and unstructured data from mobile devices, enabling more flexible, real-time data submission.

Another key enhancement is the integration of safety reporting directly into trial workflows, ensuring that adverse event information is captured and communicated without requiring external systems.

Together, these updates strengthen Oracle’s push to unify clinical research operations within a single platform.

By combining data collection, workflow automation, and AI-driven insights, Oracle aims to reduce the burden on trial sites and provide pharmaceutical companies with more reliable data to bring treatments to market faster.

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Social Media

Meta Narrows AI Access for Younger Users to Reinforce Child Safety in Its Platforms

Meta Platforms, Inc. (NASDAQ: META) is introducing interim restrictions on its AI chatbot features for teen users as part of an ongoing safety review.

The company will now prevent chatbots from engaging with underage users on sensitive topics, including self-harm, eating disorders, and potentially inappropriate relationships.

The changes also limit the number of AI characters available to teen accounts, focusing access on chatbots designed to support educational, creative, and age-appropriate interactions.

This step is intended as a temporary safeguard before Meta rolls out a more comprehensive safety overhaul for its AI products.

This update comes at a time when AI platforms are under heightened scrutiny from regulators and watchdog groups for how automated systems interact with younger users.

For Meta, the move represents an effort to align AI development with child safety frameworks while continuing to expand its ecosystem of AI assistants across Messenger, Instagram, and other apps.

By narrowing chatbot functionality for teens, Meta is signaling that AI safety controls will be central to scaling consumer-facing AI tools.

With rivals also embedding AI into social and messaging apps, the company’s approach could influence industry standards for integrating safety into conversational AI at scale.

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Recent Tech Movers

Jabil (NYSE: JBL): Jabil has quietly become one of the market’s most resilient value plays.

The manufacturing and supply chain services giant has surged over 40% YTD, supported by its exposure to healthcare, electronics, and emerging tech. 

With a forward P/E ratio of nearly 19 and a PEG ratio of 1.15, JBL trades below sector averages despite consistently beating earnings estimates.

Analysts see room for growth, with a $173 price target versus approximately $205 today, suggesting that valuation is catching up quickly.

For investors considering industrial-tech hybrids, Jabil offers a unique blend of value and growth.

Insight Enterprises (NASDAQ: NSIT): Insight Enterprises has stumbled 13% this year, but the stock screens attractively for value investors.

With a P/E of just 11.3 versus the sector’s 13, a P/B ratio of 2.3, and a P/CF of 14.7, the IT services provider looks cheap relative to peers. 

While shares sit near $130, well below the 52-week high of $225, fundamentals remain intact.

A re-rating could follow if broader IT budgets stabilize, giving patient investors a potential turnaround story at discounted multiples.

Rambus (NASDAQ: RMBS): Rambus shares are down sharply from 2024 highs, but under the surface, the fabless chip designer continues to innovate.

The company recently launched the first HBM-4 memory controller IP, designed to handle AI-scale workloads at speeds of 6.4–10 Gbps and a throughput of 2.56 TB/s. 

Alongside its DDR5 client drivers and server PMICs, Rambus is positioned to benefit from the industry’s memory transition.

With customers ranging from AMD to Nvidia to Cisco, licensing revenues provide a steady cash flow.

Despite a rough YTD stock chart, Rambus carries strong analyst ratings, making it an under-the-radar semiconductor pick with leverage to AI infrastructure.

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The Digital Backbone Searching for a Breakout

Akamai Technologies (NASDAQ: AKAM) is trading near $79, down more than 17% this year, but the company’s fundamentals tell a more resilient story than the stock price suggests.

Historically known for its content delivery network (CDN), Akamai has been steadily repositioning itself as a broader digital infrastructure and security provider, an evolution that could unlock new growth opportunities if execution continues.

At the financial level, Akamai remains steady.

Analysts have raised earnings expectations for 2025 to approximately $6.60 per share, reflecting confidence in the company's expanding profitability.

The company has consistently outperformed consensus over the past year, with average earnings surprises in the mid-single digits. 

Free cash flow remains healthy, providing management flexibility for reinvestment, acquisitions, and debt service.

Margins are intact, with operating income supported by scale in its core CDN business alongside higher-value security offerings.

The strategic pivot is key.

Akamai is heavily leaning into cloud security, edge computing, and AI-driven threat detection, areas where demand continues to rise as enterprises modernize their IT stacks. 

The company has also highlighted opportunities in verticals like healthcare, logistics, and media, where real-time data delivery and protection are mission-critical.

Its scale makes Akamai a trusted partner, while its global infrastructure footprint provides the latency advantages newer competitors struggle to match.

Still, sentiment remains shaky.

Technical indicators are conflicted, with momentum traders pointing to overbought signals at recent bounces while longer-term investors note the stock trades at just 15–16x forward earnings, a discount to many digital infrastructure peers. 

Institutional flows have been mixed, with large investors trimming positions even as estimate revisions trend higher.

This tug-of-war explains the muted stock action despite improving fundamentals. Sustained growth in security and edge services is one catalyst that could change the narrative.

Another is stabilization in traffic volumes across core CDN customers, which have been pressured by media consolidation and cost optimization in recent years.

If Akamai demonstrates that it can grow beyond its legacy image and prove that its platform is sticky in AI-driven workflows, sentiment could swing quickly.

Akamai isn’t a flashy AI name, but that’s precisely the opportunity.

With earnings estimates moving higher, free cash flow intact, and a valuation that prices in little optimism, the setup looks asymmetric.

If the company can demonstrate that its pivot into AI-powered security and edge infrastructure is yielding results, the stock may finally re-rate into the momentum camp it has long flirted with.

Everything Else

  • 📉 Alibaba shares slid in Hong Kong trading after weak consumer demand fueled fresh concerns over China’s economy.

  • 🛡️ A global push to protect kids online is driving rapid adoption of AI-powered safety tools.

  • 💾 AI software stocks including MongoDB and Snowflake outperformed as investors bet on data infrastructure demand.

  • ⚡ OpenAI plans a massive India data center with at least 1 GW of capacity to power future AI models.

  • 💸 Intel amended its Chips Act deal to unlock $5.7 billion in early funding from the Commerce Department.

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