| | 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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| | | | Cloud Computing & AI | Microsoft Integrates OpenAI’s Latest AI Model into Copilot | | Microsoft (NASDAQ: MSFT) has upgraded its Copilot assistant with OpenAI’s o3-mini-high model, making advanced reasoning capabilities available to all users at no cost. The update enhances Copilot’s ability to process information faster, generate more relevant responses, and improve real-time accuracy across various applications. | Previously, advanced AI models were limited to Copilot Pro users. With the latest rollout, all users can access enhanced reasoning capabilities without additional fees. Microsoft’s latest move expands AI-driven problem-solving and real-time insights across its ecosystem. | The o3-mini-high model builds on OpenAI’s o1-series models, designed to handle complex reasoning tasks. Microsoft initially introduced these features for a select group but has now removed restrictions, allowing broader adoption. | With this update, Copilot delivers improved responses across Microsoft 365 applications, search queries, and content creation tools. Users will experience more seamless interactions, faster results, and better contextual understanding. | Microsoft continues to enhance its AI-driven offerings, positioning itself firmly in the AI market. The Copilot upgrade is now live for all users across supported platforms. |
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| | Smartphones | Google Introduces Pixel 9 Connected Cameras for Multi-Angle Video | | Google (NASDAQ: GOOGL) has added a new feature in its March Pixel Feature Drop, giving Pixel 9 users a unique multi-angle video recording capability. The latest Connected Cameras feature allows users to wirelessly connect an external camera and stream video from two angles using supported apps, including YouTube, Instagram, Facebook, Snapchat, and TikTok. | With this update, Pixel 9 users can seamlessly switch between local and remote cameras while recording, eliminating the need for multiple takes. The feature enables real-time audio recording from the active camera, ensuring smooth transitions between angles. | The March 2025 Pixel Feature Drop includes various enhancements across Google’s smartphone lineup, extending support to the Pixel 6 and newer models. However, Connected Cameras remains exclusive to the Pixel 9 series. | This update further strengthens Google’s push into AI-driven photography and videography, offering content creators a new way to enhance storytelling directly from their smartphones. The feature simplifies complex filming techniques without requiring additional hardware or professional editing. | The Pixel Feature Drop update is rolling out globally, though availability may vary by region. Users can check their settings to download the latest update and explore the new features. | With Connected Cameras, Google aims to expand creative possibilities for smartphone users, reinforcing its commitment to mobile photography and videography innovation. |
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| | | | Semiconductors | Nvidia Secures AI Chip Deal for Massive Texas Data Center | | Nvidia (NASDAQ: NVDA) has secured a contract to supply 64,000 AI chips for OpenAI and Oracle’s Stargate infrastructure project in Texas. The first data center in Abilene, Texas, will begin operations this summer, with full deployment expected by 2026. | The project, announced in January, aims to build one of the largest AI-driven computing networks. Nvidia’s GB200 chips will be installed across multiple data center halls, enabling advanced processing capabilities for AI applications. Oracle leads the construction, while OpenAI contributes to the system’s design. | Nvidia continues to strengthen its position as a key supplier of AI hardware as demand for high-performance computing rises. The Stargate project is expected to expand beyond Texas, with plans to establish up to 10 locations. | Various tech firms are investing in AI infrastructure by launching supercomputing projects with diverse processor technologies. This initiative highlights Nvidia's prominent role in AI chip manufacturing. | The first phase of the Nvidia-powered system is expected to go live in mid-2025, further driving advancements in large-scale AI computing. |
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| | Recent Tech Movers | Okta (OKTA) is back in investors’ good graces after turning in an excellent earnings report. Its cloud-based services are in high demand right now, also adding to the hype. | Rigetti Computing (RGTI) saw a bump in its share price target from Needham, lending to some positive sentiment. The company’s dedication to quantum computing and scheduled product launch in mid-2025 indicate this is a stock worth checking out. | Allegro Microsystems (ALGM) has been moving in a positive direction for months, thanks to its semiconductor focus. Recent acquisition attempts are playing up its share price further. | | | | Don’t Overlook This Tech Stock | Photronics (PLAB) is one of the world’s largest photomask manufacturers for semiconductors, with a large infrastructure and roughly 2,000 employees. Although its share price has been in a slump of late, there are plenty of indications that a turnaround is in order. | For one, the demand for semiconductors (and photomasking) is growing yet again, permeating artificial intelligence, 5G, and quantum computing, to name a few. The company’s strong cash flow and surprise sales numbers in its first-quarter report from a few weeks ago further fuel a positive outlook for the rest of 2025. | | Everything Else | Apple has removed an advertisement for the iPhone 16 that showcased a "more personal Siri," following the company's announcement of delays in rolling out certain Siri features in iOS 18. A selection of Nintendo Switch Mario games saw a price drop on Amazon in celebration of Mar10 Day, offering discounts on popular titles for a limited time. Samsung has finalized pricing for the upcoming Galaxy S25 Edge, which is expected to be released in May and will feature a slimmer design, omitting the telephoto lens but including a 200 MP main camera. Nvidia shares have fallen 30% from their recent high as part of a broader sell-off impacting major technology stocks. Some users experienced outages on X, Elon Musk’s social platform, with reports of service disruptions affecting posting and notifications. Google has begun rolling out its Gemini AI for Android Auto, but early impressions suggest a troubling launch with concerns about its performance and integration. The future of conservation could involve virtual reality, as discussed in a BBC Future article exploring how VR headsets might help preserve ecosystems and engage people in wildlife protection.
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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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