| | 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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| | | | Streaming | Netflix Breaks Streaming Records with NFL Christmas Games | | Netflix made its mark in the NFL's Christmas lineup, setting a new streaming record with millions tuning in to watch two holiday games. Preliminary data shows that both matchups drew significant viewership, surpassing previous streaming benchmarks for the league. The games featured top teams competing and included memorable halftime entertainment, adding to the event's appeal. | While most of the audience accessed the games through Netflix, a smaller portion tuned in via local broadcasts or the NFL's dedicated streaming service. This achievement underscores Netflix's growing capabilities in live sports and its ongoing push to expand its platform as a destination for live events. | This successful NFL debut follows the company's efforts to enhance its streaming technology, avoiding the issues experienced during past live events. The holiday matchups highlight Netflix's increasing focus on engaging sports fans while building its advertising initiatives. | The NFL partnership reflects a strategic shift for Netflix, with the potential for more holiday games in the coming years. As the company prepares to host other live events, including weekly wrestling shows in the near future, its commitment to delivering seamless live experiences continues to grow. |
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| | Artificial Intelligence | OpenAI Announces Plan to Transition to Public Benefit Corporation | | OpenAI is undergoing significant changes to its organizational structure, aiming to establish a public benefit corporation (PBC) to streamline capital-raising efforts. This shift would transition its existing for-profit division into a Delaware PBC, enabling it to balance societal interests alongside shareholder returns. | The nonprofit arm, which has historically overseen OpenAI's operations, will retain a substantial stake in the newly formed PBC. This adjustment reflects the organization’s evolving priorities since its inception in 2015 as a nonprofit dedicated to AI research. In 2019, it introduced a for-profit unit to secure the substantial funding required for advanced AI development. | This restructuring comes as the race to develop artificial general intelligence intensifies, with companies investing billions into this transformative technology. OpenAI’s recent funding efforts have highlighted the need for a more conventional corporate structure to attract large-scale investors. Aligning with competitors like Anthropic and xAI, OpenAI seeks to position itself more effectively within this competitive landscape. | However, the plan faces resistance. High-profile challenges, including legal disputes and regulatory scrutiny, have emerged as potential obstacles. Despite these hurdles, OpenAI’s move to a PBC is seen as a critical step to sustain its mission and secure the resources needed for future advancements in artificial intelligence. |
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| | Semiconductors | Taiwan Semiconductor Begins Chip Production at First Japan Plant | | Taiwan Semiconductor has announced the start of mass production at its first chip manufacturing facility in Japan. This milestone marks significant progress for the company’s operations in the region. The plant, known as Japan Advanced Semiconductor Manufacturing (JASM), focuses on producing mature chips at 12 and 28 nanometers, which are critical for consumer products like automobiles and imaging devices. | The company is also exploring further expansion in Japan, including plans for a second facility capable of producing more advanced logic chips and discussions about a third plant for cutting-edge 3-nanometer chip production. Additionally, there are talks about establishing an advanced chip packaging operation in the country, aligning with Japan's strategic push to bolster its semiconductor and artificial intelligence sectors. | Japan has committed substantial resources to support its semiconductor ambitions, with significant subsidies allocated for these initiatives. Taiwan Semiconductor’s continued investment in the region underscores its commitment to meeting the growing demand for chips across various industries while leveraging government support to expand its technological capabilities. |
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| | | | Recent Tech Movers | Nvidia (NVDA) was bound to make our list sooner or later, thanks to its monstrous presence in graphics and AI. Its new Blackwell chip shows that the company is still a leader in the field and has plenty of room for future growth. | Pure Storage (PSTG) is a data solutions company with some unique contributions to the sector. Its shares are up 80% from last year, and a recent partnership with Kioxia aims to catapult those numbers even higher. | ServiceNow (NOW) is a giant that’s managed to add 50% to its share price over the last year through its tools for automating workplace processes and flows. The company expects its generative AI offerings to entice current subscribers and bring in new customers in the coming year. | | Don’t Overlook This Tech Stock | Monday.com (MNDY) has been in a bit of a slide of late, shedding 20% of its value over the last month. Despite a rough cycle, the software-as-a-service business has plenty of upside potential you shouldn’t overlook. | For one, it offers a free tier for startups that enables growth into paid plans that introduce more functionality as teams require them. Most of the platform is fully adaptable to business models, helping Monday.com retain its clientele of more than 225,000. | We’re most excited about what Monday.com brings to the table because it’s seeping AI into every pore of its identity. These tools should pave the way for a return to upward momentum and beyond as 2025 approaches. | | Under-the-Radar Investments | | | Imagine being among the first to spot the small-cap stocks that could deliver gains of 2,000% or more. Small stocks are often the best-kept secrets on Wall Street, capable of transforming portfolios practically overnight. | Just look at Candel Therapeutics—what started at $0.66 skyrocketed to $14.30, delivering a 2,066% return. Or AST SpaceMobile, which surged from $1.97 to $39.08, generating an incredible 1,883% gain for early investors. | Opportunities like these don’t last long. The key to capturing them is having early access to critical insights before the mainstream catches on. | Now, an exclusive report is about to be released, showcasing a new lineup of small-cap stocks with massive growth potential. These stocks are still under the radar, waiting for the right moment to explode. | (By clicking the link above, you’ll receive free access to the report and a complimentary subscription to Fierce Investor’s daily newsletter. You also agree to the advertiser's privacy policy. Unsubscribe at any time.) | Don’t miss your opportunity to access this valuable insight early. | Get in now and see the potential in these hidden gems before everyone else does. | (By clicking the link above, you’ll receive free access to the report and a complimentary subscription to Fierce Investor’s daily newsletter. You also agree to the advertiser's privacy policy. Unsubscribe at any time.) |
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| | Everything Else | A newly confirmed attack bypasses two-factor authentication on Google Chrome, raising security concerns for users. Apple's upcoming budget iPhone may feature significant upgrades, including better performance and design improvements. Meta's recent software updates have caused widespread problems with Quest headsets, frustrating users for weeks. Nvidia finalizes its $700 million purchase of Run:ai after overcoming regulatory challenges. OpenAI unveils plans to transition to a new for-profit structure to support future growth initiatives. |
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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
Tech Stock Insider | |
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