| Autonomous Driving Leader Targets 2025 Robotaxi Revolution |
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| | Hello and welcome to the Tech Stock Insider, the twice-weekly newsletter covering the biggest opportunities in the tech world. | 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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| | | | Fiber & Broadband | AT&T Leans Into Fiber + 5G Package Deals to Fuel Wireless Growth | | AT&T (NYSE: T) added 324,000 new postpaid wireless subscribers as the company continues to bundle 5G with its high-speed fiber services. | The core driver wasn't price; it was the packaging. AT&T's strategy to link fiber and mobile into a single offering is gaining ground, with more than 40% of fiber users also opting into wireless plans. | ICYMI: 20+ crypto hedge funds are revealing their 2025 playbook—access it FREE before it’s gone (ad) | That's the tech play here: AT&T is trying to make fiber + 5G the new default, especially as the market is saturated and device promos alone are insufficient. | Subscriber retention has also become a focus. Earlier this year, AT&T launched its "Guarantee" policy, which credits users for network disruptions. The company plans to repurchase shares in Q2, signaling confidence in its cash position. | Device upgrades spiked following reciprocal tariff announcements in early April, which could pull some demand. While other telecoms are seeing churn from price hikes, AT&T's results show that a stable bundle still sells. | It seems like AT&T is aiming to be the go-to way for people to connect. If they can grab hold of both the fiber lines and the mobile signals, they'll likely keep customers hooked. |
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| | Software | Adobe Brings OpenAI and Google Models to Firefly, Expands to Mobile | | Adobe (NASDAQ: ADBE) is rolling out major updates to its Firefly platform by integrating third-party AI models from OpenAI and Google, while also making the generative AI tool available on mobile devices for the first time.
The updated Firefly platform now includes support for OpenAI’s image generation tools, Google’s Imagen 3 and Veo 2, and Adobe’s own Firefly 3 model. Adobe plans to onboard other partners, including Luma, Runway, and fal.ai, in the coming months. | Update: Crypto is changing—this strategy shows how to thrive while others panic (ad)
Users can access these models within the Firefly interface and pull generated content directly into Adobe’s creative tools like Photoshop. A shared credit system will enable users to pay for Adobe and third-party models, although the company has not disclosed how revenue will be split with partners.
Adobe is pushing the boundaries as AI becomes a serious advantage for attracting and retaining creative users. If we look closer, this isn’t only about displaying new tools; it’s about keeping the main business secure. The company wants to ensure that creators stay within the Adobe family, regardless of their preferred work style.
Some users will still prioritize Firefly for its commercial-use safety, while others will want the flexibility of newer models. With this update, Adobe doesn’t have to choose but to remain the central creative hub. |
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| | Strategic Plays (Sponsored) | | | After a euphoric 2024, with the S&P 500 soaring 23% and the Nasdaq up 29%, many investors are now bracing for what comes next. | Volatility has crept in, and inflation and economic uncertainty are rising. | Certain industries like energy, crypto, and national defense could skyrocket regardless of these economic conditions. | Knowing where to place bets is critical, as other sectors could collapse under policy changes, global instability, and mounting financial pressures. | A FREE REPORT has been prepared revealing 4 critical stocks that could offer a rare opportunity to not just survive—but thrive—in the chaos ahead. | (By clicking the links above, you agree to receive future emails from us and our partners. You can opt out at any time. - Privacy Policy) | Don’t get caught off guard. | Download now to claim access to the free report—PLUS two urgent bonus reports offering additional insights before the market takes its next turn. | (By clicking the links above, you agree to receive future emails from us and our partners. You can opt out at any time. - Privacy Policy) |
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| | Social Media | Meta Expands Threads Advertising in Bid to Drive Revenue | | Meta Platforms (NASDAQ: META) is expanding advertising on its Threads app to all eligible advertisers worldwide, aiming to strengthen monetization on the platform after a slow start. The rollout comes as the company seeks new revenue streams while navigating brand pressure tied to tariff-related uncertainty. | Launched in mid-2023 as a direct competitor to X, Threads generated significant buzz but struggled to deliver sustained engagement. While initial sign-ups surged, user retention fell short. People were excited about Threads, but it didn't offer anything fresh. Most who were on X stuck around, while those who checked out Threads ultimately felt let down. | Trending now: The market’s unstable—but this free training could give you the edge in 2025 (ad) | The company, however, began testing ads with select brands in the U.S. and Japan earlier this year. Meta said it will now serve ads in additional markets, starting with a select group and expanding in phases. The move to attract global advertisers is an attempt to generate much-needed revenue. | Meta’s platforms continue to be a dominant force in digital advertising, as Threads now mentions 320 million monthly active users. Numbers alone don’t tell the whole story, however, since you can sign in once a month and still be counted. Whether advertisers see meaningful engagement behind that figure is another question. | The tech giant reports Q1 earnings on April 30, and maybe then we’ll see if this was a real turnaround or just smoke. |
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| | Recent Tech Movers | Schrodinger (NASDAQ: SDGR) is poised to capitalize on recent FDA mandates against animal testing, as the biotech-meets-software stock uses proprietary machine learning and AI tools to help pharma firms run drug discovery programs. The company’s client portfolio already includes names like Novartis (NYSE: NVS), and its cost-effective (and more humane) approach will likely gain ground in the coming years. | Pony AI (NASDAQ: PONY) may beat Tesla’s (NASDAQ: TSLA) ambitions to the market, considering the company just released its 7th-gen autonomous driving system at a Shanghai trade show where it declared that “2025 marks the inaugural year of Pony.ai’s mass-produced Robotaxis.” Moreover, the company says its approach to L4 systems (full self-driving, in other words) is inherently cheaper and more scalable than its competitors, which could prove a distinct advantage if its 2025 claims bear fruit. | Iridium Communications (NASDAQ: IRDM), a perennial Cathie Wood favorite, fell this week despite a strong earnings report that included a substantial revenue and income beat across the board, simply because the company’s tariff perspective was a bit bearish. The report dropped just before the Trump administration’s apparent reversal of its trade tax, however, and markets haven’t yet caught up with this oversold tech stock trading at its lowest point since 2020. | | | | The Market Is Ignoring This Gem | AST SpaceMobile (NASDAQ: ASTS) made waves in recent months following a string of solid news, including alliances with AT&T (NYSE: T) and Google (NASDAQ: GOOG), successful satellite launches, and subsequent proof-of-concept low-Earth orbit (LEO) international mobile phone calls. | Shares have settled substantially since their recent bull run, however, due to one main factor: although the firm’s mid-term outlook is strong, the fact remains that its current operational model is still effectively in the pre-revenue stage. Still, the stock’s drop back into the mid-$20s represents a perfect consolidation point to build a position before the next leg upward, as good news continues to roll in. | Specifically, AST SpaceMobile completed the first Japanese smartphone video call using its LEO satellites, which, while not surprising in and of itself considering the tech already provided viable, revealed something few knew: that AST SpaceMobile and Japan’s core mobile operator, Rakuten, forged a strategic alliance to deploy AST tech in Rakuten’s satellite service (with planned deploymen in 2026). | This development points to a greatly expanded total addressable market for AST SpaceMobile. As more countries get on board with the satellite stock, expect a snowball effect to occur with success begetting success. | | Everything Else | European Union regulation may be the largest foe AI companies face as the E.U. AI Act begins strict enforcement. South Korean semiconductor company SK Hynix warns that global macroeconomic factors could be a significant drag on the industry, despite its strong Q1 showing. One tech stock sector safe from China tariffs is military-grade drones, such as those made by Red Cat Holdings and AeroVironment, according to Barron’s. Hedge funds have been heavily shorting Apple stock in recent weeks, with the funds averaging a -2% position amongst themselves. Green tech and international markets, both volatile sectors in the short run with strong long-term prospects, may be a match made in heaven. |
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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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