| | 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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| | | | Artificial Intelligence | Alibaba Unveils New AI Model as Competition with DeepSeek Intensifies | | Alibaba has launched a new version of its Qwen 2.5 artificial intelligence model, claiming it surpasses DeepSeek’s highly regarded DeepSeek-V3. This move comes at a time when the Chinese AI startup’s rapid growth has created pressure, not only on international competitors but also on domestic players like Alibaba. | The timing of the Qwen 2.5-Max’s release, coinciding with the Lunar New Year when many Chinese are off work, highlights the impact of DeepSeek’s success on the market. Since DeepSeek’s January 10 release of its AI assistant, powered by DeepSeek-V3, and the January 20 debut of its R1 model, the tech world has been shaken. The low development and usage costs of DeepSeek’s AI have led to concerns in Silicon Valley, where major AI companies are facing scrutiny over their high spending. | In response, several Chinese companies, including Alibaba, have been accelerating the development of their own AI technologies. Just days after DeepSeek’s R1 release, ByteDance updated its AI model, claiming it outperformed OpenAI’s o1 in key performance tests. This competitive scramble follows DeepSeek's release of its affordable, open-source V2 model last year, which led to price cuts from Alibaba and other Chinese tech giants. As DeepSeek’s founder emphasizes the pursuit of artificial general intelligence (AGI), the stage is set for an ongoing battle in the AI industry. |
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| | Internet | Comcast Unveils Low-Latency Upgrade to Enhance Internet Speed | | Comcast Xfinity is introducing a new upgrade designed to make internet experiences feel faster and smoother. Instead of focusing on increasing bandwidth, this innovation targets reducing the time it takes for data packets to travel between users and servers. The result? Enhanced performance for activities like FaceTime calls, online gaming, and virtual reality applications. | This upgrade leverages a technology based on the L4S (Low Latency, Low Loss, Scalable Throughput) standard, which aims to minimize latency and congestion. By allowing internet packets to identify potential delays during their journey, devices can adjust in real time to avoid bottlenecks, creating a more seamless connection. The technology doesn’t defy physics, but it effectively reduces extra delays that slow down data transmission. | Comcast is rolling out this improved connectivity experience in cities such as Atlanta, Chicago, Colorado Springs, Philadelphia, Rockville, and San Francisco. Initial improvements will be noticeable in services like FaceTime, Nvidia’s GeForce Now, and games on Steam, among others. Additionally, this standard is open to other application providers, potentially broadening its benefits. | Once fully implemented, all Xfinity Internet customers can expect this low-latency enhancement, delivering a more responsive and efficient online experience for everyday activities. |
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| | AI | | | AI is the new Bitcoin—a transformative opportunity you can’t afford to miss. | Just as Bitcoin turned early believers into millionaires, artificial intelligence is set to define the next era of wealth creation. From revolutionizing industries to reshaping how businesses operate, AI is more than a trend—it’s the future. | We’ve pinpointed 10 AI stocks poised to dominate in 2025. These companies aren’t just riding the wave; they’re leading the charge, harnessing AI to transform sectors like healthcare, finance, and manufacturing. | (By clicking the link above, you will get this free report and a free subscription to MarketBeat's daily email newsletter. You are also agreeing to the terms of our privacy policy. Unsubscribe at any time.) | Don’t be the one looking back and saying, “I wish I had invested early.” This is your chance to get ahead of a movement that could rival the Bitcoin boom. | Click here to uncover the 10 AI stocks primed for explosive growth. | (By clicking the link above, you will get this free report and a free subscription to MarketBeat's daily email newsletter. You are also agreeing to the terms of our privacy policy. Unsubscribe at any time.) |
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| | Software | Microsoft Expands Windows 11 Start Menu Features for iPhone Users | | Microsoft continues to enhance its Windows 11 experience by extending its Phone Link feature to iPhone users. Previously available to Android users through a dedicated Start menu side panel, this integration allowed quick access to features like battery status, notifications, messages, calls, and photos. Now, Microsoft is introducing a similar functionality for iPhone owners using Windows 11 laptops or PCs. | Currently available to Windows Insiders in the Dev and Beta Channels, this update lets iPhone users access key phone features directly from the Start menu. These include monitoring battery and connectivity status, viewing messages and calls, and staying updated on recent activities. The feature builds upon Microsoft’s earlier efforts to enable iMessage usage on PCs, which uses Bluetooth to sync incoming messages. | In addition to seamless phone integration, the new Start menu interface supports file sharing between devices. This allows users to quickly transfer photos and documents between their iPhones or Android devices and Windows PCs. This feature utilizes the native "Share" functionality in Windows 11, providing a streamlined approach to managing files across platforms. | With broader availability expected soon, Microsoft’s latest update is set to strengthen the connection between Windows 11 PCs and mobile devices, catering to both iPhone and Android users alike. |
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| | Recent Tech Movers | Nvidia (NVDA) went on a rollercoaster ride the last few days, thanks to Chinese AI DeepSeek. The company seems to have reaffirmed its dominance and share price trajectory. | Shopify (SHOP) shares have surged recently as demand grows for the e-commerce platform. Its strong financial performance has investors confident about the company’s future. | Salesforce (CRM) saw growth through strategic buybacks at the beginning of the year. Those, in conjunction with its AI initiatives, are paving the way for even more gains. | | | | Don’t Overlook This Tech Stock | HP Inc (HPQ) has been down and out over the last several months, losing considerable share price. The drop is a bit surprising, considering the company’s fall revenue beat and demand. | Its executive suite has been active in repurchasing shares, a move it can make thanks to a strong free cash flow. Making a strategic push into the 3D printing market opens up a whole new world for profit. As HP regathers its lost shares, investors can also enjoy a 3.5% dividend yield. | | Everything Else | Samsung is offering an aggressive 70% discount on its Galaxy S25 if purchased before Friday, signaling a strong push for its flagship smartphone. Nvidia has rolled out its DLSS 4 Game Ready driver, promising enhanced gaming performance and AI-powered graphics. Microsoft is leveraging OpenAI's O1 model to offer its new Copilot tool for free, aiming to foster deeper thought processes in users. Google has seen key employees from its Pixel and Android teams voluntarily exit the company, raising questions about internal shifts.
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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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