| | 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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| | | | Smartphones | Apple Partners with Alibaba to Bring AI Features to iPhones in China | | Apple is working with Alibaba to bring artificial intelligence capabilities to iPhones in China, aligning with local regulations and market demands. Reports indicate that Apple chose Alibaba as a partner after discussions with several companies, aiming to enhance its devices with AI while ensuring compliance with regulatory requirements. | Unlike iPhones in other regions, Apple’s devices in China do not yet feature its latest AI-powered tools. The company has reportedly submitted its AI technology, developed with Alibaba, for regulatory approval, a process that could take months. | A collaboration between the two companies could help Apple strengthen its position in the Chinese market, where competition from domestic brands has been intensifying. Recent sales figures show that Greater China was the only region where Apple saw a decline in revenue during the last quarter, with iPhone sales falling short of expectations. | By partnering with a major Chinese tech firm, Apple is looking to navigate local challenges and potentially regain market share. As regulatory approval progresses, the company’s approach to AI integration in China will be closely watched. |
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| | Content Creation | YouTube Expands AI Video Tools to Enhance Shorts Creation | | YouTube is enhancing its AI-powered video tools, giving creators more flexibility when producing Shorts. The platform is integrating Google’s latest video model into its Dream Screen feature, making it possible to generate standalone clips that can be added directly to content. | Initially introduced in 2023, Dream Screen allowed users to create AI-generated visuals for Shorts, but these were limited to background images and videos. With this update, creators can now generate full video clips from text prompts, selecting styles, cinematic effects, and duration to match their vision. | To use the feature, users simply open the Shorts camera, access the media picker, and tap the “Create” button. After entering a description, AI generates a video based on the input, making it easier to add unique, dynamic elements to Shorts. | The rollout is starting in select regions, with expansion planned over time. YouTube has also incorporated an invisible watermarking system to identify AI-generated content, ensuring transparency. By leveraging more advanced models, the platform aims to provide higher-quality, more realistic video effects for creators looking to enhance their Shorts content. |
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| | Electric Vehicles | State Department Removes Tesla from Consideration in Armored EV Deal | | The U.S. State Department has revised its procurement forecast, removing Tesla's name from a planned $400 million armored electric vehicle (EV) purchase. Initially, a December draft of the document included Tesla as a supplier for a five-year contract starting in 2025, but recent reports brought the company’s mention into the spotlight, leading to the revision. | Tesla's name had been listed alongside BMW, whose armored X5 and X7 SUVs were also part of the plan. Following the update, the procurement now simply references "armored electric vehicles," with no mention of specific manufacturers. No contract has been awarded yet for the armored EVs, and a spokesperson confirmed that the project is currently on hold. | Musk's involvement in government spending oversight has raised concerns about potential conflicts of interest, especially with his role across multiple companies, including SpaceX. Tesla’s potential involvement in this government contract would have represented a significant opportunity, particularly for its Cybertruck, which Musk has suggested could have military applications. However, Musk downplayed the possibility, stating on social media that he was “pretty sure” Tesla wouldn’t receive the $400 million contract. | The future of this procurement remains uncertain as questions about oversight and transparency continue to linger. |
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| | Recent Tech Movers | Applovin (APP) shot up some 30% in the last week, thanks to a completely fire earnings report. The company’s strong guidance for 2025 has investors excited this is just the beginning. | Aurora Innovation (AUR) is a self-driving vehicle tech company right at the cutting edge of driverless freight deliveries. The sentiment alone is driving up the share price, and the actual launch could cause this stock to skyrocket. | Nova (NVMI) is enjoying the fruits of record-breaking financial performance in 2024. Recent buy ratings agree with our assessment that this stock is on the move. | | | | Don’t Overlook This Tech Stock | First Solar (FSLR) is a technology company that manufactures solar panels and the like for the generation of sustainable energy. Despite its best efforts, shares have dropped considerably over the last few months. | Hope is not lost, as First Solar boasts a robust balance sheet and profitable operations among its product lines. Its proprietary thin-film photovoltaic (PV) technology offers superior performance in high-temperature environments where similar ventures fall short. | These initiatives led to recent analyst upgrades and a slew of “strong buy” ratings, suggesting a strong upside in the near future. The company’s financial report on February 25 could be the catalyst that starts things moving. | | Everything Else | Musk may drop his OpenAI lawsuit if the board adopts a nonprofit model, according to his lawyers. Reddit shares tumbled as investors reacted to lower-than-expected user engagement. Sony posted mixed quarterly results, with gaming revenue offset by weaker performance elsewhere. China is tightening AI regulations, affecting companies like Apple and Alibaba. |
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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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