Record Deliveries Boost EV Stock, But Convertible Debt Sparks 4% Drop in Shares

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Today, we’ll look into the latest tech news, highlight some recent movers, and investigate an under-the-radar tech stock with potential.

Operating Systems

Microsoft Confirms End-of-Life Plans for Windows 10 in October

Microsoft Corp. (NASDAQ: MSFT) continues its transition toward the next phase of its operating system roadmap by preparing to conclude support for Windows 10. The company previously announced that official updates and security patches for Windows 10 will end on October 14, 2025, aligning with standard lifecycle policy timelines.

The phase-out affects all Windows 10 editions, including Home, Pro, and Enterprise. Microsoft has directed users to migrate to Windows 11, its current-generation platform launched in 2021. Devices that meet upgrade requirements can transition directly, while others may require hardware refreshes to remain within supported environments.

Extended Security Updates (ESU) will remain available for enterprise and education customers beyond the October deadline. Microsoft also plans to offer a paid support option for users who wish to receive limited updates past the end-of-life date. However, this option will only apply for one additional year.

Copilot+ PCs and AI-enhanced features remain core to Microsoft’s current OS platform strategy. The company has positioned Windows 11 as a foundation for enhanced productivity, integrated security, and next-generation device compatibility.

The conclusion of the Windows 10 lifecycle marks a significant shift in Microsoft’s long-term software support model. Customers managing devices in active environments are encouraged to assess upgrade readiness and plan accordingly before the October deadline.

Autonomous Vehicles

Uber Advances Global AV Deployment with New Dubai Initiative

Uber Technologies Inc. (NYSE: UBER) has partnered with Dubai's Road and Transport Authority (RTA) to begin deploying autonomous vehicles in the United Arab Emirates. The initiative marks a new phase in Uber's global strategy to integrate self-driving technology into its mobility platform.

The agreement introduces WeRide as Uber's first autonomous vehicle technology partner in the UAE. Under the pilot program, the company will match riders in Dubai with autonomous vehicles using its existing platform infrastructure. Initial deployments will ensure operational readiness and alignment with local transportation guidelines.

Planned rollout phases will include data analysis, safety validation, and integration with Dubai's smart mobility ecosystem. Uber and RTA will collaborate on policy development and infrastructure coordination to ensure the service supports long-term urban mobility goals.

WeRide previously secured the UAE's national license to operate self-driving vehicles on public roads and has launched commercial AV services in Abu Dhabi through Uber. The Dubai initiative builds on that foundation to scale AV operations to additional regional urban centers.

Uber's expansion into Dubai aligns with its global autonomous mobility coverage objectives. The partnership represents one of several efforts to establish commercial AV services in cities where regulatory frameworks permit such deployments.

As Uber continues working with its partners and regulators, future announcements will include specific launch timelines, coverage areas, and service capabilities.

Uranium Surge (Sponsored)

On Behalf of Azincourt Energy Corp

The Billionaire Bet on Uranium

Something big is brewing in the uranium market.

And the world’s wealthiest, most powerful investors are moving in—Bill Gates, Jeff Bezos, and Sam Altman.

They’ve made their billions in tech revolutions like Amazon, Microsoft, and OpenAI. Now, they’re betting big on nuclear energy.

• Gates: His Natrium reactor secured $3 billion in funding.

• Bezos: Backing a fusion energy startup.

• Altman: Building reactors powered by nuclear waste.

Governments are following suit. The US just poured $6 billion into nuclear energy, while the Trump administration is fast-tracking policies to boost domestic uranium production.

For investors, this is a perfect storm.

The last uranium boom turned a tiny $0.60 stock into a $3.11 billion powerhouse.

The next one could be happening right now.

Find out which uranium junior could be the next big winner.

*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.

Cybersecurity

Google Expands Cybersecurity Tools with Launch of Sec-Gemini v1

Alphabet Inc. (NASDAQ: GOOGL) has launched Sec-Gemini v1, an AI-based cybersecurity model designed to support core security workflows across critical infrastructure and enterprise environments. The model incorporates near-real-time threat intelligence and integrates with Google's existing threat analysis platforms include Mandiant, Google Threat Intelligence, and the Open Source Vulnerabilities database.

Sec-Gemini v1 supports several functions, including root cause mapping, vulnerability assessment, and threat detection. Alphabet has made the model available to select organizations for non-commercial research.

Benchmark tests show Sec-Gemini v1 outperforming comparable tools in threat intelligence tasks such as CTI-MCQ and root cause analysis. The model processes contextual threat signals and applies reasoning frameworks that support the rapid identification of security incidents and likely attack vectors.

Researchers developed the model to address the widening gap between cyber attackers and defenders by improving workflow efficiency and operational clarity. Sec-Gemini v1 integrates with Google's cybersecurity ecosystem and aligns with broader AI development across enterprise and infrastructure products.

Alphabet plans to expand access for security professionals, NGOs, and research institutions under controlled conditions. The model remains experimental and targets professional use cases rather than consumer applications.

Disruptive Tech (Sponsored)

Jeff Brown’s Urgent Briefing on Tesla’s Game-Changing Launch

Elon Musk’s created a whole group of “Teslanaires”... His companies are worth more than $2 trillion combined... And the small companies connected to his breakthroughs have soared.

Now, as early as June 1, Tesla is set to launch its initial fleet of self-driving robotaxis —  and Elon believes what’s coming could create “the biggest asset value appreciation in history.”

Silicon Valley insider Jeff Brown’s sharing all the details in The Robotaxi Emergency Briefing – including the name of one of his top picks.

Click here to register for the event.

Everything Else

• Runway AI, an AI-enabled video generation platform, raised $308 million in a recent funding round. The startup’s valuation now sits north of $3 billion.

• The corporate espionage scandal at Deel/Rippling continues, with the suspect claiming Deel executives told him he’d “be like James Bond.”

• Microsoft’s pullback from planned global data initiatives may be the canary in the coal mine for the wider AI industry. 

• Wannabe Tesla buyers rejoice - the used Tesla market is reaching oversupply as owners sell their EVs, causing further trouble as new sales slump.  

• These Dot-Com Crash veterans offer advice on finding worthy tech stocks in today’s frothy market.