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Workflow in Progress as This Cloud Giant’s AI Push Could Mark the Real Reboot

Author

Noah Zelvis
August 15, 2025

A major enterprise software company just posted strong renewal rates, accelerating revenue, and AI upgrades, and yet the stock remains down 22% on the year.

With cloud budgets stabilizing and margins on the mend, this former high-flyer could be ready to reboot its long-term rally.

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Former Zillow exec targets $1.3T market

The wealthiest companies tend to target the biggest markets. For example, NVIDIA skyrocketed nearly 200% higher in the last year with the $214B AI market’s tailwind.

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Travel Tech

Google Brings AI to Flight Hunting with New ‘Flight Deals’ Tool

Google (NASDAQ: GOOGL) has launched Flight Deals, a new AI-driven feature inside Google Flights designed to help travelers find cheaper airfare using natural language queries.

The tool, powered by a custom version of Gemini 2.5, lets users describe their ideal trip in plain language, for example, “week-long trip this winter to a city with great food,” and returns matching results ranked by savings and price.

Flight Deals pulls real-time fare data from airlines and travel partners. Results with the largest percentage savings appear first, followed by lower absolute prices when savings are equal.

The feature is debuting in beta across the U.S., Canada, and India this week.

Google says the tool is aimed at “flexible travelers” and can be managed through MyActivity, where users may delete their search history.

The launch comes as the European Commission continues antitrust scrutiny of Google’s travel search practices under the Digital Markets Act.

The move positions Google alongside Booking.com, Expedia, and MakeMyTrip, which have already integrated AI into their travel planning services.

Google also updated its classic Flights interface with an option to exclude basic economy fares for trips within the U.S. and Canada.

Imaging

Kodak Pushes Back on Media Reports, Says Operations Will Continue Despite Debt Pressures

Eastman Kodak (NYSE: KODK) is pushing back against reports suggesting the company is on the brink of shutting down.

Media outlets, citing its latest earnings disclosure, highlighted concerns about Kodak’s ability to meet $477 million in term debt obligations due within 12 months.

In a swift response, Kodak issued a press release stating it has “no plans to cease operations” or file for bankruptcy protection.

The company states that it will utilize $300 million in cash, anticipated to be generated from the termination of its pension plan this December, to cover the majority of the debt.

The remaining $177 million in term debt and $100 million in preferred stock will be addressed through repayment, extension, or refinancing strategies.

The primary focus is the revival of technology.

Kodak has been quietly modernizing its product lines with digital printing technologies, specialized imaging sensors, and commercial printing solutions that cater to industries like healthcare and packaging.

The company has also explored blockchain-based rights management for photographers and new materials for advanced manufacturing.

Kodak has faced repeated financial headwinds in the digital era.

Although it previously filed for bankruptcy in 2012, recent years have seen a renewed interest in its products, fueled by Gen Z’s growing embrace of retro tech, such as compact cameras and film photography.

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Consumer

Apple Restores Blood Oxygen Monitoring to New Apple Watches via iPhone Processing

Apple (NASDAQ: AAPL) is reintroducing blood oxygen monitoring to its latest Apple Watch models through a redesigned feature that shifts processing to the paired iPhone.

Starting today, users of the Apple Watch Series 9, Series 10, and Ultra 2 in the U.S. can access blood oxygen readings in the Health app on iOS, although the data will no longer display directly on the watch face.

The update, which is part of watchOS 11.6.1 and iOS 18.6.1, allows Apple to comply with an International Trade Commission import ban stemming from a patent dispute with medical device maker Masimo.

U.S. Customs has approved the redesigned method, enabling Apple to import watches sold after January 17, 2024. Models sold before that date or outside the U.S. remain unaffected.

Apple’s redesign processes blood oxygen data on the iPhone, rather than on the watch itself, thereby circumventing the ITC’s restrictions while preserving functionality for health tracking.

The change only applies to U.S. devices with serial numbers ending in LW/A.

The legal battle between Apple and Masimo, which has been ongoing since 2020, includes multiple lawsuits and appeals, with Masimo’s relevant patents set to expire in 2028.

The move ensures Apple Watch buyers in the U.S. regain a core health feature without waiting for the dispute’s resolution.

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Recent Tech Movers

CoreWeave Inc. (NASDAQ: CRWV)
CoreWeave shares dropped 20% after posting a wider-than-expected loss, even as revenue more than tripled to $1.21 billion.

The AI infrastructure firm raised full-year guidance and noted strong customer demand, but the report arrived just ahead of its post-IPO lock-up expiration, fueling concerns about insider selling and dilution. 

The company’s $30 billion backlog and recent $1.4 billion acquisition of Weights & Biases show that AI demand remains strong, even if the stock faces near-term volatility.

ASML Holding NV (AMS: ASML)
ASML remains the only global supplier of EUV lithography machines—the backbone of advanced chip production for firms like TSMC, Samsung, and Intel.

After a soft 2024 marked by export restrictions and non-AI sector weakness, analysts see a rebound ahead, projecting 10% annual revenue growth through 2027. 

With high-NA EUV systems launching and AI chip production set to accelerate, ASML’s monopoly remains one of the most important behind-the-scenes stories in tech.

CrowdStrike Holdings Inc. (NASDAQ: CRWD)
CrowdStrike’s cloud-first cybersecurity model continues to win market share.

Nearly half of customers now use at least six Falcon modules, up from 44% a year ago, helping drive 22% projected compound annual growth through FY2028. 

Despite trading at 18x forward sales, the company’s durability, expanding product suite, and growing demand for endpoint security keep it firmly in long-term winner territory.

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Don’t Overlook This Tech Stock

ServiceNow (NYSE: NOW) might not generate the same headlines as other AI stocks, but it’s executing on a long game that could turn the company into a quiet powerhouse of enterprise automation.

After peaking above $1,190 in January, shares have since slid 22% despite solid earnings, expanding customer contracts, and strong uptake of its new AI offerings.

The company’s core pitch hasn’t changed: help large enterprises streamline operations by converting messy workflows into structured, automated processes. But in 2025, that pitch is getting an AI makeover. 

ServiceNow is positioning its platform as the “extensible AI operating system” for agentic workflows, processes that don’t just support employees but actively act on their behalf using generative tools.

At the center of this evolution is Now Assist AI, a set of features that includes chatbots, automation modules, and integrations with acquired firms like Moveworks, Logik.ai, and Data.World. 

These tools are already in the hands of major clients, and CEO Bill McDermott says more than 528 customers now have annual contracts exceeding $5 million.

High-value customers spending more than $20 million annually have grown by over 30% year-over-year.

The numbers tell a story of consistency and expansion. ServiceNow expects subscription revenue to grow 19.5% to 20% in 2025, with total revenue expected to climb another 20% in 2026.

Free cash flow margin is projected to improve to 32%, and the company maintains a world-class renewal rate of 98%. 

Its current remaining performance obligations, contracts likely to be recognized as revenue within 12 months, are also trending steadily higher.

Critics point to the company’s high valuation (around 55x forward earnings) and a dip in adjusted subscription gross margin, expected to hit 83.5% due to low-margin billing options and government contracts. 

But bulls argue that ServiceNow’s ability to scale with enterprise clients and expand its AI footprint offsets those near-term pressures.

So why hasn’t the stock bounced back? Part of the reason may be narrative fatigue.

In a market captivated by GPU providers and flashy LLM startups, a workflow management firm, even one with AI chops, can get lost in the shuffle. But under the surface, the setup is shifting.

ServiceNow now supports 98% renewal rates, strong adjusted EPS growth (projected at 21% for the year), and long-term expansion into the heart of enterprise tech spending. In other words, it’s not just a software tool, it’s becoming infrastructure.

If the company delivers on its full-year guidance and maintains double-digit growth in high-value customer accounts, sentiment could turn quickly.

The stock may not double overnight, but it could be carving out a foundation for a longer-term re-rating as enterprises shift more of their automation budgets toward agentic AI systems.

And if that shift accelerates, ServiceNow won’t just be helping companies automate their workflows, it could end up automating growth in its own bottom line.

Everything Else

  • 🧠 OpenAI’s GPT-5 is now live, bringing multimodal tools to enterprise users across platforms.

  • 🔍 Google could be forced to spin off Chrome after new antitrust pressure and a bid by Perplexity AI to acquire the browser.

  • 🤝 Oracle and Google Cloud struck a deal to distribute Gemini AI models through Oracle’s cloud platform.

  • 📈 Canadian AI firm Cohere hit a $6.8 billion valuation and hired a top Meta executive in its latest expansion move.

  • ⌚ Apple will restore the blood oxygen feature on select U.S. watches via a new software update, skirting an ongoing import ban.

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