AI Small-Cap Set to Surge with Next-Gen App Offerings

Author

Noah Zelvis
April 21, 2025

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.

Future of Flight (Sponsored)

Electric aviation is no longer just a vision—it’s rapidly becoming reality.

Major players are jumping in. 

Toyota has invested $500 million to support electric air taxis. 

United Airlines has already ordered hundreds of electric aircraft for future regional air travel. 

And even the US Air Force is testing electric air taxis.

This NYSE-listed stock just secured a $50 million financing, strengthening its balance sheet and adding fuel to its transformation plan.

With over $119 million in revenue in 2024, they’re not just joining the boom; they’re helping set the pace.

While others are gearing up, this company is already generating real results, flying passengers today on its network of regional flights across the U.S. using aircraft that could one day upgrade to electrified technology.

Trading for under $3, it’s well positioned in a potential growth industry that’s still in its early days.

*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.

Social Media

Reddit Recovers After Widespread Outage Disrupts Access for Thousands

Reddit (NASDAQ: RDDT) has restored service following a large-scale outage that impacted users worldwide. The disruption began early Monday, with more than 112,000 outage reports on the monitoring site Downdetector.

Reports indicated users faced issues accessing both the Reddit website and mobile applications. Affected regions included North America, Europe, and parts of Asia. On its official status page, Reddit confirmed the presence of “elevated error rates” across key systems.

Engineering teams identified the source of the disruption and implemented a fix. The company noted that systems stabilized shortly after corrective action began. By 12:01 p.m. ET, Downdetector showed fewer than 2,300 active user reports, indicating a significant decline in the issue’s impact.

The company categorized the disruption as resolved but did not specify the cause. No further updates regarding infrastructure or platform changes were provided with the announcement. Reddit also confirmed that the incident did not affect its current financial guidance.

This marks one of Reddit’s largest outages since its public listing. The company continues to operate one of the most trafficked social platforms, with millions of global users engaging daily.

Reddit’s communication assured users that internal monitoring systems will continue to track platform health and performance.

CRM

Salesforce Rolls Out Industry-Specific Agentforce Tool for Consumer Goods

Salesforce (NYSE: CRM) introduced Agentforce for Consumer Goods, the latest addition to its AI-powered enterprise suite. The new offering provides pre-built tools that help companies create tailored AI agents for sales, service, and field operations.

Unlike versions focused on job functions, this release targets an entire sector. Brands can use the included skills to build agents who generate account summaries, plan store visits, and assist with customer interactions—all inside Salesforce environments.

With the new launch, Salesforce aims to reduce setup time for teams seeking to test or deploy automation across cloud products. Companies can start with basic AI tasks and expand their capabilities according to operational needs.

Pre-built actions act as building blocks, eliminating the need for complex custom coding. Organizations in the consumer goods sector can now automate recurring tasks, while sales and support teams gain faster access to relevant account data.

Agentforce for Consumer Goods is designed to simplify the entry point into AI-driven automation, particularly for businesses that have yet to invest in custom agent development.

Salesforce continues to expand its sector-specific lineup, emphasizing use-case-ready tools that can plug into existing workflows.

Uranium Bull Market (Sponsored)

On Behalf of Azincourt Energy Corp

In 2018, UEC was a forgotten uranium stock trading for just $0.60.

Five years later? It had exploded into a $3.11 billion juggernaut.

That’s the power of timing the uranium cycle.

But this time, the fuel behind it is different:

And right now, a tiny uranium explorer in Canada’s Athabasca Basin is sitting on drill-ready projects… just like UEC once was.

The opportunity is hiding in plain sight.

History doesn’t repeat, but in uranium… it often rhymes.

*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.

Cloud Computing

False Positives in Microsoft's Entra ID Lead to Widespread Account Lockouts

Microsoft (NASDAQ: MSFT) experienced widespread account lockouts across its Entra ID platform following the deployment of a new security feature. The MACE Credential Revocation application, designed to detect leaked credentials, inadvertently triggered false positives, leading to significant disruptions for numerous organizations.​

Administrators reported that the MACE application was automatically added to their tenants shortly before the lockouts occurred. Users with unique passwords and multi-factor authentication were affected despite no signs of actual compromise. The issue stemmed from an internal logging error that caused the system to flag legitimate credentials as compromised.​

Microsoft acknowledged the problem, stating that the internal logging issue was corrected promptly. However, the subsequent invalidation of tokens led to alerts indicating potential credential compromises. These alerts were sent between 4:00 AM UTC on April 20 and 9:00 AM UTC on April 20. Microsoft has guided administrators to mark affected users as safe within the Entra ID portal to restore access.​

This incident highlights the challenges of deploying automated security measures without comprehensive testing. Organizations rely on Microsoft's cloud services for critical operations, and such disruptions can have far-reaching impacts.

Microsoft continues to monitor the situation and advises administrators to follow the recommended steps to mitigate the issue.​

Recent Tech Movers

Netflix (NASDAQ: NFLX) is on track to hit its $1 trillion market cap goal by 2030, if last week’s earnings report is any indication - net income rose by 13% due to its services remaining “pretty resilient in tough economic times.” Netflix anticipates its advertising revenue exploding in 2025 as it rolls out an ad-backed subscription option, diversifying its income streams and solidifying its position as a tariff-proof tech stock. 

CoreWeave (NASDAQ: CRWV) is on a steady downward trend following its IPO; the stock has lost 10% of its initial listing value and 25% over the past week alone. But the trouble isn’t over - research firm Hedgeye issued a short report citing its staggering debt load and unclear profitability roadmap as reasons to avoid the stock, so investors holding onto post-IPO hopes may want to reconsider their options.

Astronics (NASDAQ: ATRO) is one of the few tech stocks beating the bear market, but its bull run may have just started - it’s likely set to snag market share from Boeing as the massive manufacturer faces global retaliatory tariffs. To that end, management expects an 8% sales increase in 2025, and its current backlog provides a clear and continued demand signal from downstream purchasers such as NASA, Raytheon, and Airbus.

Radical Vision (Sponsored)

Every investor in America is trying to figure out what Musk will do in Washington, D.C., in the coming weeks.

One Boston-based think tank – who has studied Elon’s work for decades – is stepping forward to share what they’ve found.

They believe his TRUE plan is far more radical than anyone realizes. It could change the way you live, work, get paid, and collect Social Security…

The Market Is Ignoring This Gem

Phunware (NASDAQ: PHUN) first made waves in 2020 when it released a communications and analytics app for the (then) failed Trump campaign. As expected, shares declined throughout the Biden presidency. Phunware rebounded in November 2024 as part of the “Trump trade,” which also included Tesla, Palantir, and, of course, the President’s own social media stock.

Shares may have plummeted since then, losing 50% since January 1st, but Phunware’s newly announced pivot may be enough to boost the small-cap tech stock back into the big leagues. 

Leaning into its data-driven approach that includes ad targeting tools and app development, Phunware is expanding to include more holistic artificial intelligence integrations. Phunware’s planned offerings include an AI-powered concierge app for the hospitality sector, a development platform to enable no-code software creation, and AI-driven political canvassing tools to help campaigns scale their efforts and improve targeted outreach. 

While ambitious, the range of revenue streams helps Phunware diversify its risk while also solving real problems for unique sectors, positioning it to be indispensable across a range of client types.   

Everything Else

  • Palantir is expanding its presence in the federal government, announcing a new $30 million contract supporting immigration enforcement efforts.

  • Chinese tech company Huawei is making moves toward independence from American manufacturers like Nvidia as it plans to ship AI chips as early as next month.

  • This Chinese battery company has just announced massive tech advances that make EVs an increasingly attractive alternative to gas-powered autos.

  • Onshoring manufacturing with robotics and automation tools may not be as easy as many think, based on Nike’s past efforts.

  • Musk’s artificial intelligence venture, xAI, may be gearing up for a massive funding round.

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