| | Hello and welcome to the Tech Stock Insider, the twice-weekly newsletter covering the biggest opportunities in the tech world. If you’re not looking for more emails from us, just click here to unsubscribe! | Today, we’ll look into the latest tech news, highlight some recent movers, and investigate an under-the-radar tech stock with potential. |
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| | MicroLED Revolution (Sponsored) | | | A tech innovator could enable the mass commercialization of MicroLED displays, | securing a partnership with Taiwan’s leading manufacturer. | Can this under-the-radar company follow in OLED’s footsteps? | Find out more now. | *Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities. |
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| | Information Technology | IBM Rolls Out New Managed Storage Solution to Advance Enterprise IT Flexibility | | IBM (NYSE: IBM) expanded its infrastructure-as-a-service offerings by launching IBM Storage Ceph as a Service. The new solution brings cloud-like storage experiences directly to enterprise data centers, reducing operational burdens and simplifying management for IT teams. | Enterprises can now deploy IBM Storage Ceph as a fully managed service, gaining access to unified storage for block, file, and object data. This move supports organizations looking to modernize data lakes and virtual environments while addressing long-standing issues related to data silos. | The rollout builds on IBM's broader strategy to offer flexible consumption models for core IT services. By introducing Storage Ceph in an as-a-service format, the company enables customers to integrate on-premise systems with cloud-native infrastructure more seamlessly. | Many enterprise customers are shifting toward hybrid IT environments. IBM's updated portfolio reflects that change, offering new options for scalable, cost-efficient solutions without the complexity of self-managed infrastructure. | Recent additions also include IBM Power delivered as a service, which complements the Storage Ceph release and highlights the company's commitment to simplified digital operations. | With this update, IBM aims to support data-intensive industries seeking to reduce complexity, scale faster, and focus resources on innovation rather than infrastructure maintenance. |
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| | Cloud Computing | Amazon Targets AI Innovation With Fresh Startup Push Through Alexa Fund | | Amazon (NASDAQ: AMZN) is expanding the reach of its Alexa Fund by backing a new wave of artificial intelligence startups across consumer, media, and productivity categories. The tech giant is shifting its focus beyond voice technology to broader AI-enabled applications. | Four startups recently secured funding under the revamped initiative. Among them is NinjaTech AI, which builds multi-functional assistants capable of generating code, images, videos, and scheduling tasks. | Another recipient, Hedra, develops tools for creative professionals to generate media content using AI-powered models. Ario, a startup focusing on AI-driven family management, offers tools to decode school emails and turn them into actionable schedules. HeyBoss rounds out the group, enabling users to build websites, games, and apps through natural language prompts. | Each of these startups integrates with Amazon’s cloud infrastructure and leverages early access to proprietary APIs. Amazon sees the fund as a strategic channel to deploy its AI and cloud capabilities while supporting emerging talent. | Model expansion also provides startup founders access to Amazon executives and cross-platform testing environments. This approach positions the company to stay competitive in the evolving AI ecosystem, especially as rivals like OpenAI, Google, and Anthropic increase investments in early-stage ventures. | Amazon originally launched the Alexa Fund in 2015 to promote voice-first experiences. With generative AI tools now reshaping how users interact with technology, the fund is realigning to keep pace with consumer and developer demand across new verticals. | Amazon continues reinforcing its presence in next-generation computing and digital experiences through this updated strategy. |
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| | Hidden Gems (Sponsored) | | On Behalf of Azincourt Energy Corp | | Five years ago, | UEC was a tiny uranium stock. Now, it’s a $3.11 billion powerhouse. | This small uranium junior is sitting on prime assets and could be next.
| *Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities. |
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| | Enterprise | Microsoft Scales Back Data Center Plans as AI Strategy Evolves | | Microsoft (NASDAQ: MSFT) has reportedly scaled back its data center leasing activity across the U.S. and Europe in response to shifting AI infrastructure demands. Analysts from TD Cowen confirmed the company abandoned projects that would have consumed up to 2 gigawatts of power over the past six months. | Adjustments include deferred and canceled leases for capacity initially planned to support AI training workloads. Microsoft reassessed its strategy after revising internal demand forecasts and streamlining its focus on current generative AI applications. | Cloud partners have observed the effects of this shift, with Alphabet stepping in to take on international capacity and Meta reportedly filling domestic gaps. Microsoft’s decision also follows a broader reassessment of infrastructure investments linked to OpenAI training requirements. | Efforts to optimize cloud operations remain active as Microsoft continues allocating capital to its $80 billion AI and cloud budget for the fiscal year. TD Cowen previously noted that Microsoft had already canceled leases amounting to hundreds of megawatts with select private operators. | By refining its infrastructure roadmap, Microsoft is aligning future capacity with practical needs rather than projections. Industry observers continue monitoring whether this signals a broader recalibration within the AI investment cycle. |
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| | Recent Tech Movers | Nvidia (NASDAQ:NVDA) lost ground this week, sliding about 6% in a single session on Wednesday. The drop came after the Trump administration expanded its trade blacklist to encompass 80 Chinese companies that include server manufacturers and major buyers of Nvidia’s offerings. Estimates peg Nvidia’s total Chinese-based sales at around $17 billion, with $12 billion coming from data centers in Trump’s crosshairs. | Alibaba (NYSE:BABA) shares spiked this week after the multinational conglomerate announced a new AI offering capable of processing audio and video while being nimble enough to run on a standard smartphone. But Alibaba isn’t stopping there: management plans to invest more than $52 billion in cloud computing and AI initiatives over the next three years. | Alphabet (NASDAQ:GOOGL) resisted wider market momentum downward over the week, partially on the heels of a planned rollout of their autonomous ride-hailing service, Waymo, to Washington, D.C., in 2026. Waymo currently completes more than 200,000 autonomous trips weekly across four cities and will also deploy to Atlanta and Miami before offering its services in Washington. | | | | Don’t Overlook This Tech Stock | Marvell Technology (NASDAQ:MRVL) stands out among tech stocks as one of the few affordable (but increasingly strong) AI plays in a crowded market. | Marvell shares slid since January as the company completed a series of strategic pivots to improve its position as a networking chip manufacturer focused on expanding its cloud data center market share. | Over the past few years, the acquisitions, divestitures, and business developments created turmoil in the firm’s income statement. However, the R&D moves are set to pay off, as Marvell is increasingly set to compete with Broadcom, Intel, Cisco, and even Nvidia for AI investment dollars. | Look to Marvell’s current cross-selling initiatives across its existing customer base to serve as proof of concept for pivot success. Still, today’s per-share pricing is tough to beat, considering the upside potential on the horizon. | | Everything Else | Block (NYSE:XYZ) CEO Jack Dorsey abruptly fired over 900 “underachieving workers,” equivalent to about 8% of its total headcount, in a sudden and sweeping layoff this week. Alphabet’s (NASDAQ:GOOGL) subsidiary Taara is targeting SpaceX’s market dominance as it rolls out its satellite-based broadband strategy to support “high-speed internet connections in rural areas.” CoreWeave goes public tomorrow, March 28th, and is expected to trade between $47 and $55 per share. The company rents server space to AI firms and will be the market’s newest “pure play” artificial intelligence stock. CoreWeave will trade under the ticker CRWV. Robinhood (NASDAQ:HOOD) just announced its newest initiative, a robo-advisory service designed to help customers manage their investment portfolios more cheaply than legacy wealth management services. AMD (NASDAQ:AMD) is still struggling to compete with Nvidia and may soon face increased competition from Intel, according to a new Jefferies research report.
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| | 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
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