Cybersecurity Giant Leads Tech With 3X Market Performance

Author

Noah Zelvis
April 14, 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.

High-Grade Resource (Sponsored)

On Behalf of Abitibi Metals

With insiders and institutions piling in, this could be the next breakout.

[Full details here.]

*SGS Canada Inc. is responsible for the Technical Report. The Qualified Persons (“QPs”), as defined under NI 43-101, are Yann Camus, P.Eng., and Olivier Vadnais-Leblanc, P.Geo.

AI

Amazon Debuts the Nova Act as Part of a Broader AI Integration Strategy

Amazon (NASDAQ: AMZN) has launched a new agentic AI system, Nova Act, designed to extend the functionality of its Alexa ecosystem. The company will incorporate this technology into upcoming Alexa updates as part of its long-term consumer AI strategy.

Nova Act allows Alexa to manage digital tasks, including online purchases, calendar coordination, and travel bookings. This system connects with external applications and web services, enabling streamlined user task automation.

Engineering teams built Nova Act to operate across various platforms and devices. The tool functions as a browser-capable AI assistant, executing commands beyond basic voice queries. Amazon positioned the rollout as a major infrastructure enhancement to its existing smart home and voice assistant offerings.

Alexa’s platform remains central to Amazon’s consumer hardware strategy. The addition of the Nova Act reflects the company’s focus on integrating AI into its connected devices without requiring users to switch to standalone AI agents.

Distribution will begin with Alexa-enabled devices, with future phases expanding support across additional product categories. Amazon has not provided a separate timeline for rollout across Echo models or other connected systems.

Operational updates will continue as the company moves forward with product deployments and system optimization. Amazon remains focused on delivering AI capabilities through its existing consumer tech channels.

Automotive

Tesla Enhances In-vehicle Experience with Major Spring Software Update

Tesla (NASDAQ: TSLA) has released a new over-the-air software update titled “Spring Update,” adding several feature enhancements across multiple vehicle models. The update expands driver assistance tools, media controls, and system automation for customers in key markets.

Adaptive headlights, now enabled in the U.S. and Canada, allow certain Tesla vehicles to maintain high-beam visibility while automatically reducing glare for nearby drivers. The upgrade applies to models equipped with matrix headlight systems and improves visibility in low-light conditions.

In refreshed Model S and Model X units, blind spot camera views have been repositioned to the driver display. This change places visibility tools closer to the driver’s line of sight, optimizing situational awareness.

Tesla’s Dashcam and Sentry Mode now support recordings from six cameras, up from four, including new side-view footage. The in-car Dashcam Viewer has been redesigned to improve usability through a grid layout and swipe navigation.

Additional updates include the Trip Planner tool, which offers alternative routing options, navigation preferences, accessory power settings, and expanded media platform integration. Tesla confirmed that rollout schedules may vary based on hardware compatibility and region.

This update follows the company’s ongoing approach to improving vehicle capabilities through software rather than hardware replacements. Tesla continues to expand digital functionality across its lineup through frequent in-car system enhancements.

Trading Methods (Sponsored)

Bitcoin’s ups and downs have made and lost fortunes. But what if there was a way to outperform BTC—without ever buying it?

Hedge fund titan Larry Benedict has revealed a new approach called "Bitcoin Skimming," a strategy that has outpaced Bitcoin’s returns by as much as 22-to-1.

With the SEC’s latest decision set to shake up crypto markets, now is the perfect time to discover how this works.

Hardware

Nvidia Expands Domestic Output with $500B AI Infrastructure Buildout

Nvidia (NASDAQ: NVDA) has outlined a four-year plan to produce up to $500 billion worth of AI tools in the United States. To execute the multi-phase manufacturing initiative, the company will partner with Taiwan Semiconductor Manufacturing Company (TSMC), Foxconn, and Wistron.

Under the new strategy, TSMC’s Phoenix, Arizona site will begin producing Nvidia’s Blackwell AI chips. Foxconn and Wistron will operate additional facilities in Texas focused on assembling supercomputers designed for enterprise-scale AI workloads. Initial site operations are scheduled to begin within 12 to 15 months.

Production from these facilities will support Nvidia’s growing demand for AI hardware across sectors, including cloud computing, data centers, and enterprise platforms. The company plans to allocate portions of its AI tool production to each site based on output capabilities and supply chain coordination.

Teams overseeing the buildout have already begun working on infrastructure requirements, systems integration, and operational timelines. Nvidia structured the plan to align with its long-term product deployment strategy in North America.

Partner facilities will handle physical manufacturing, while Nvidia focuses on chip architecture, software platforms, and distribution. Facility expansion will proceed in stages, and system readiness benchmarks will be monitored throughout the rollout.

Nvidia will release follow-up updates as production phases progress across its partner locations.

Recent Tech Movers

Nvidia (NASDAQ: NVDA) just announced plans to design and build massive AI supercomputer production facilities in the U.S. The chipmaking megalith’s new supercomputer manufacturing plants will first be developed in Houston and Dallas, with its existing Arizona facility providing chipmaking support. CEO Jensen Huang plans to develop more than half a trillion dollars of national AI infrastructure across the U.S. over the next four years. 

Intel (NASDAQ: INTC) plans to divest itself of programmable chip subsidiary Altera by selling a 51% stake to tech-centric private equity firm Silver Lake Management. Though the deal puts $4.46 billion into Intel’s cash coffers and cuts down on near-term costs, boosting its financial standing, it also values Altera at less than half its original 2015 purchase price and points to continued managerial struggles.

Rubrik (NYSE: RBRK) shares surged over the past week, gaining nearly 10% and tripling the overall market’s return. The cybersecurity stock is proving that, among all tech stocks, those focused on securing client data and computing infrastructure from attacks and hacks may be the most recession-proof picks on the market. Look to continued strength for Rubrik and across cybersecurity stocks as global tech threats loom, enabled by AI and quantum computing advances.  

Copper Breakout Watch (Sponsored)

On Behalf of Abitibi Metals

Billionaires. Bankers. Insiders.

Copper’s breaking out. This might be the next big one.

*SGS Canada Inc. is responsible for the Technical Report. The Qualified Persons (“QPs”), as defined under NI 43-101, are Yann Camus, P.Eng., and Olivier Vadnais-Leblanc, P.Geo.

Don’t Overlook This Tech Stock

POET Technologies (NASDAQ: POET) is firmly within the small-cap category at just $304 million. However, that may soon change as the company’s optical engine products capture attention from players like Mitsubishi and Foxconn (i.e., major upstream suppliers for Apple, Nvidia, and Google). 

POET’s Optical Interposer platform combines a range of optical components into a single chip, fulfilling the dual mandate echoing across tech markets to 1) make things smaller and 2) make them cheaper. This is particularly relevant as companies like Nvidia battle tariffs while simultaneously planning build-outs that demand significant capital expenditure. 

The short-term downside is that, despite significant strategic investments and partnerships, POET’s revenue projections remain flat until 2026. However, though shares may trade sideways until then, slowed sales also create a prime opportunity for small-cap investors to accumulate shares on the cheap.

Everything Else

  • Palantir shares exploded after announcing a major NATO contract for its AI-enabled Maven Smart System.

  • Meta is facing legal troubles as the Federal Trade Commission begins asserting monopolization allegations stemming from its Instagram and WhatsApp acquisitions. 

  • A U.S. drone maker is trying to kickstart a new American manufacturing golden age. 

  • Semiconductor-specific tariffs are on the horizon, with Trump’s stated intention to “uncomplicate it from a lot of other companies [and] make our chips and semiconductors and other things in our country."

  • Tesla co-founder JB Straubel is turning battery recycling into a booming industrial operation.

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