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Global Tech Stock Faces FTC Lawsuit Threatening Breakup of $1.27T Empire
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.

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…

Consumer Tech
Dell Introduces Ryzen AI Laptops, Targeting Budget-Friendly AI Adoption

Dell Technologies (NYSE: DELL) has expanded its personal computing portfolio by launching new 14 Plus 2-in-1 laptops powered by AMD’s Ryzen AI 300 series. The release adds to Dell’s AI-enabled device offerings, supporting affordable AI adoption across mainstream markets.
The new models mark Dell’s first deployment of AMD’s Kraken Point platform, joining earlier launches based on Intel’s Core Ultra Series. The company stated that the devices for users seeking multi-mode functionality, extended battery life, and integrated AI acceleration at a competitive price.
Configurations will feature either the Ryzen AI 5 340 or Ryzen AI 7 350 processors, paired with integrated Radeon graphics. Dell reports up to 19 hours of battery performance on supported configurations and confirmed that models will ship with pre-set memory and multiple storage tiers.
The launch follows a steady expansion of Dell’s AI PC roadmap, with the company continuing to position new devices for consumer and commercial use cases. Current offerings target students, mobile professionals, and small business users seeking enhanced AI capabilities without the need for enterprise pricing.
This launch supports Dell’s broader strategy to accelerate AI PC availability across price segments and compete with other large original equipment manufacturers (OEMs), integrating AI-ready processors into lightweight form factors. No changes to forward guidance have been issued in connection with the release.

Enterprise Software
Adobe Debuts Acrobat AI Assistant to Advance Document Intelligence

Adobe Inc. (NASDAQ: ADBE) has officially launched the Adobe Acrobat AI Assistant, expanding its document services platform with new generative AI capabilities. The tool introduces natural language search, content summarization, and document insights tailored for enterprise use.
Integrated within Acrobat, the AI Assistant helps users extract key data from complex PDFs, including contracts and research materials. Professionals can query documents conversationally, receive cited answers, and identify key terms without manual review or scrolling.
This product marks a broader step in Adobe’s AI integration strategy, which spans Creative Cloud, Firefly, and Document Cloud. As part of the current release, Acrobat subscribers on enterprise plans will gain access to the AI Assistant.
Businesses using the new tool can reduce turnaround time for legal reviews, internal reports, and document analysis. Adobe highlighted features such as multi-document comparison, intelligent citations, and real-time summarization—all designed to enhance document-driven workflows.
The rollout of the Acrobat AI Assistant reinforces Adobe’s push to embed AI into daily productivity tools. The company did not announce changes to pricing or guidance but confirmed that further automation features are in development.

Data-Driven Trades (Sponsored)
Discover the best days to consider trading top stocks like Apple, LULU, and Walmart.
These hotsheets are based on 10 years of historical data, giving you a clear edge. No confusing charts—just actionable trade opportunities.

E-commerce
eBay Boosts Global Commerce Capabilities With New Checkout.com Deal

eBay Inc. (NASDAQ: EBAY) has announced a new global acquiring partnership with Checkout.com, expanding its digital payments infrastructure across international markets. The agreement supports eBay’s ongoing efforts to strengthen transaction reliability, improve processing efficiency, and scale platform-wide commerce capabilities.
The partnership introduces Checkout.com’s acquiring technology into eBay’s global payment operations, enabling faster processing and improved authorization rates across multiple regions.
As part of its marketplace modernization strategy, eBay continues optimizing its platform for buyers and sellers by reducing transaction friction and ensuring compliance with regional payment requirements.
With over 2.3 billion listings and operations in 190 markets, eBay remains one of the most widely used e-commerce platforms globally. This integration enables eBay to consolidate and streamline payment operations across various markets, a crucial move as consumer expectations regarding digital checkout speed and reliability continue to rise.
Platform-wide payment improvements also contribute to eBay’s long-term goal of driving operational efficiency while supporting secure and consistent shopping experiences.
Checkout.com’s global expertise in acquiring services and real-time processing capabilities supports eBay’s ability to adapt to local market nuances and regulatory frameworks.
The rollout is expected to commence in phases across key international markets, with full integration occurring over time, contingent upon market readiness and platform alignment.

Recent Tech Movers
Allegro MicroSystems (NASDAQ: ALGM) shares plummeted this week after ON Semiconductor ditched plans to acquire the rival semiconductor company. The deal, valued at nearly $7 billion, fell apart due to “the reluctance of Allegro’s Board of Directors to fully engage and explore [ON’s] proposal,” which could increase its cachet for future acquisition exploration.
Meta (NASDAQ: META) saw a double-digit dip this week as the firm faced the FTC in court to answer allegations of social network monopolization stemming from its acquisitions of Instagram and WhatsApp over a decade ago. An antitrust breakup would shatter Zuckerberg’s $1.27 trillion empire and crater Meta’s ad revenue streams.
Lucid Motors (NASDAQ: LCID) announced this week that it's ready to launch its midsize SUV early next year, a massive untapped market for the EV manufacturer. Temp CEO Marc Winterhoff also assured investors nervous about tariffs, disclosing plans for domestic battery cell and graphite production.

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.

Don’t Overlook This Tech Stock
Spotify (NASDAQ: SPOT) had a major outage this week, restoring service Wednesday morning without pointing to a particular root cause. But don’t let that dissuade you from investing in the streaming stock: the company has multiple tailwinds ready to propel it to new heights.
SPOT’s streaming platform has 700 million active users; only 250 million are on paid premium plans. However, expanded focus on audiobooks, video, and podcasts means Spotify has a golden opportunity to convert substantial numbers of nonpaying users to subscribers (while snagging new market share in the meantime).
Better yet, Spotify’s reticence to hike prices over the years (from $9.99 in 2020 to $11.99 today) means there’s enough cushion to increase premium service pricing without causing a customer exodus, especially as it continues expanding content offerings. Ultimately, the current tech downturn presents a prime buying opportunity for Spotify stock.

Everything Else
This Harvard paper posits a world in which artificial intelligence streamlines corporate board governance procedures, letting directors focus attention on what matters.
Argonne National Lab is leveraging AI to design and operate better nuclear reactors, faster.
Chris Krebs, the (now) former chief intel officer of SentinelOne, stepped down this week following targeted executive branch action.
Perplexity AI plans to integrate its platform into Samsung and Motorola phones.
Amazon CEO Andy Jassy says generative AI will “reinvent virtually every customer experience we know.”

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